Build a connected construction business with unified operations
Faster bids. Fewer disconnected systems. More visibility into every deal.
Construction, building materials, and industrial equipment companies win on speed and reliability — but disconnected sales, marketing, and operational systems slow both down. de facto infotech helps you unify customer, project, and pipeline data onto one platform.
How does de facto infotech help construction and industrial companies modernize operations?
de facto infotech is a Microsoft Solutions Partner that helps construction, building materials, and industrial equipment companies unify sales, marketing, and customer data onto one platform — replacing disconnected systems with real-time pipeline visibility and automated workflows.
The pressures from opportunity to delivery
Competitive markets, complex bids, tight project economics, labor constraints, and coordination across sites can quickly affect performance. Explore the challenges from opportunity through project delivery below.
Disconnected sales systems
Sales, quoting, and customer data often live in separate tools, making forecasting and follow-up inconsistent.
Inefficient RFP & bid management
Manually tracking RFPs, approvals, and submissions slows response time and increases the risk of missed opportunities.
Fragmented marketing efforts
Without a connected view of customers and prospects, campaigns are hard to target and harder to measure.
Manual data entry across platforms
Duplicate entry across sales, project, and finance systems creates errors and wastes staff time.
Limited pipeline visibility
Leadership often lacks real-time insight into deal status, forecasted revenue, and win rates.
Scaling without adding headcount
Growth typically means more manual coordination unless systems are connected from the start.
Our capabilities
Support the journey from opportunity and estimating through bidding, project execution, customer management, and delivery. See the capabilities that support the construction and industrial lifecycle.
Unified sales & customer management
Centralize customer interactions, quotes, and opportunities in one system, replacing scattered spreadsheets and disconnected tools.
- Centralized customer records
- Quote & opportunity tracking
- Real-time pipeline visibility
RFP & bid lifecycle management
Track every RFP from submission through award with automated approval workflows and centralized visibility.
- End-to-end RFP tracking
- Automated approval workflows
- Centralized bid documentation
Targeted marketing automation
Run campaigns grounded in real customer data, with automated follow-up and measurable performance.
- Data-driven campaign targeting
- Automated follow-up sequences
- Campaign performance tracking
Real-time pipeline & revenue visibility
Give leadership live dashboards on deal status, forecasted revenue, and team performance.
- Executive sales dashboards
- Forecasting & win-rate tracking
Data integration across systems
Consolidate customer, project, and financial data from multiple sources into one accurate, unified view.
- Multi-source data consolidation
- Elimination of duplicate entry
Workflow & approval automation
Digitize the internal approvals and handoffs that slow down bids, orders, and project starts.
- Automated internal approvals
- Order & project handoff workflows
Where AI accelerates the project lifecycle
Accelerate research and proposals, simplify documentation, and provide project teams with useful information when they need it. Explore practical AI opportunities across the project lifecycle.
Draft proposals and RFP responses faster
AI-assisted drafting helps sales and estimating teams turn around quotes and RFP responses in a fraction of the time.
Score and prioritize leads automatically
AI applied to pipeline data helps teams focus on the opportunities most likely to close.
Summarize customer history instantly
Account history, past projects, and communications summarized automatically so reps walk into every conversation prepared.
Proven in construction and industrial
Legacy, on-premises infrastructure led to inefficient RFP management and fragmented internal processes that limited targeted marketing and slowed approval workflows.
A unified sales, marketing, and workflow platform centralized RFP tracking, automated approvals, and streamlined campaign management.

Frequently asked questions
Book a construction & industrial strategy workshop
A discovery conversation about your bids, pipeline and customer data. From there we scope an assessment and, if it's a fit, a phased roadmap.
- ✓ Review how RFPs, quotes and customer data flow today
- ✓ Identify where duplicate entry and manual approvals cost time
- ✓ Understand what real-time pipeline visibility would show you
- ✓ Guidance from Microsoft-certified consultants
- ✓ 30-minute discovery call — free, no obligation
+1 415-825-2240
Customer Self-Service