Trade-level job costing across roofing, siding, gutters and carpentry, on a Salesforce org the crews now actually use.
SMBHD leverages Salesforce technology to solve real business challenges. Not your cookie-cutter technology team – we use cool, customized solutions tailored to each clients’ needs.
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Trade-level job costing across roofing, siding, gutters and carpentry, on a Salesforce org the crews now actually use.
Off an ERP built for far larger companies and onto Salesforce — vendor integrations automated, licensing cost cut roughly in half.
A 60-year-old contractor rebuilt its Salesforce org around the way its teams actually work, then put enterprise AI in the hands of the field.
One platform tracking 1,000+ participants across 18 university partners, from intake through placement.
Billing that took two weeks and nine people now takes two days and one, and it unlocked the rest of the Salesforce rollout.
Thirty estimators, one shared spreadsheet, and a fifth-generation civil contractor that had outgrown both — rebuilt on Salesforce Sales Cloud.
At SMBHD, we do not subscribe to a one-size-fits-all approach. When operational processes are challenged, we create unique solutions that make sense for your business.
A forecast you believe, because the stages match how your team actually sells rather than how the org was configured on day one.
Cases that route themselves, answers customers can find without calling, and a queue your team can see the bottom of.
The right person at the right address on the right day, with the parts, the history and the paperwork already on their phone.
A portal your customers, partners or members will actually log into, scoped small enough that your team can run it without us.
Campaign spend joined to closed revenue, so marketing and sales stop arguing about which leads were real.
Quotes that price correctly the first time, and an approval path that does not live in somebody’s inbox.
Your ERP, your warehouse and Salesforce telling the same story, without anyone re-keying it at six in the morning.
Where AI earns its place in your org, and a straight answer on where it does not yet.
The number leadership keeps asking for, calculated the same way every time, with no spreadsheet in between.
For the narrow set of problems configuration truly cannot solve, and a hard look at whether yours is one of them.
A team that already knows your org, so a change request does not start with a discovery call.
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