Salesforce Opportunity Pipeline: Enhancing Skilled Services Project Flow

How Begin Software’s custom Salesforce solution eliminated communication gaps and accelerated project handoffs.

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summary

A Smarter Path to Project Readiness

To enhance Skilled Services' project handoff process, Begin Software developed a custom Salesforce solution that transformed outdated manual workflows into a seamless digital experience. Leveraging Salesforce Flows and a custom-built "Project Delivery Handoff" object, we streamlined task initiation, assignment, and tracking, eliminating ownership ambiguity and ensuring critical project information reached the right teams at the right time.

This tailored approach provided leadership with immediate visibility into project readiness, reduced delays, and promoted smoother cross-departmental collaboration. Ultimately, Skilled Services benefited from enhanced efficiency and real-time insights into project progress, allowing them to focus on delivering exceptional construction solutions.

Benefits
  • Centralized task management: Streamlined project handoff with automated task assignments.
  • Increased efficiency: Reduced hours spent on manual tracking, allowing teams to focus on high-value activities.
  • Real-time visibility: Enhanced leadership insights into project readiness, improving decision-making.
Outcomes
56%
reduction in number of project handoff meetings
79%
faster transition from deal close to final handoff
INTRODUCTION

A Smoother Handoff for Faster Project Starts

Skilled Services, a family-owned business known for its dedication to quality commercial and industrial construction, was experiencing a period of rapid growth. This exciting expansion, however, brought new challenges to their project handoff process. To ensure continued smooth operations and client satisfaction, they sought to improve the flow of information between Sales and Project Management teams. Their goal was clear: streamline communication, minimize delays, and ultimately accelerate project delivery.
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To address these issues, Skilled Services partnered with Begin Software to fully leverage the power of their existing Salesforce platform. We streamlined their project handoff by implementing Salesforce workflows that replaced cumbersome spreadsheets, consolidating key information, and reducing errors. This improved team accountability, provided leadership with real-time project insights, and accelerated the path from deal to delivery.

SOLUTIONS

Boosting Project Delivery with Salesforce Custom Solutions

To enhance Skilled Services' project handoff process, Begin Software created a custom Salesforce solution that consolidated outdated manual workflows into a seamless digital process. Through Salesforce flows and a custom-built object, we streamlined task initiation, assignment, and tracking, eliminating ownership ambiguity and ensuring key departments received critical project information at the right time. This tailored approach provided leadership with immediate visibility into project readiness, reducing delays and allowing for a faster, more efficient project launch cycle.

OUR PROCESS
1. Custom Project Delivery Handoff Tasks
How it works: Using Salesforce Flows, we developed a custom "Project Delivery Handoff" object to support seamless task creation and tracking within each Opportunity. At designated stages in the sales cycle, tasks are automatically generated for departments like Sales, Finance, and Preconstruction, each with specific task requirements, validations, and conditions for completion. Tasks are then routed to the right stakeholders and synced directly to the Opportunity record, consolidating all essential project information in one location and removing any ambiguity around task ownership.

Why it matters: This solution streamlined the entire handoff process by centralizing tasks, automating assignments, and removing the need for manual tracking. The structured, consolidated workflow enabled Skilled Services to minimize errors and improve communication across departments, empowering leadership with real-time insight into project readiness and accelerating delivery timelines.
2. Automated Project Completion Notifications
How it works: We leveraged Salesforce Flows to implement an automated notification system that keeps both Project Managers and leadership informed of project task progress. Each time a department marks a task as completed, the Project Manager is notified instantly, and once all tasks have been completed and validated, a final notification is sent to leadership, providing them with real-time visibility on project readiness without requiring manual status updates.

Why it matters: This automation provided a clear line of accountability and progress tracking, ensuring that tasks didn’t go unmonitored and leadership could move forward with confidence when projects were ready to start. This enhanced workflow reduced delays, streamlined communication, and allowed Skilled Services to transition from planning to execution with greater efficiency.
outcomes

Improved Opportunity Path

Our tailored Salesforce solutions transformed Skilled Services’ project handoff, accelerating initiation timelines and ensuring essential information reached key teams at every stage. By automating task creation and consolidating workflows across departments, we minimized tracking errors and improved cross-team communication. This streamlined approach gave leadership real-time visibility into project readiness, leading to consistent, timely project launches, and enhanced client satisfaction.

56%
reduction in number of project handoff meetings
100%
clear ownership and accountability at every stage
79%
faster transition from deal close to final handoff

Let Our Award-Winning Team Guide You

We’ve been honored to receive several Clutch Awards, recognizing our commitment to innovation, client satisfaction, and results-driven solutions. These accolades are a testament to the trust businesses like yours place in us—and the success we deliver.

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Brandon Frisch
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