commercial services
Bid Management with Salesforce
For Salesforce Teams
Commercial Services at a Glance
Your Guide to SETGO's Approach
Here’s your inside look at how SETGO Partners drives successful Salesforce implementations in the commercial services space. Watch our short demo, review the AgentForce prompt, and see how we deliver results for clients like yours.
Questions? Connect with our CEO, Rob Petrie, on Slack at rpetrie@setgopartners.com.
Agentforce Prompt
For Org 62
Pull a list of accounts, that I am the account owner of, where SIC Code matches any of the following:
SIC Code: 1731, 1711, 1751, 1721, 1742, 1761, 1771, 1741, 1796, 1623
Return the results grouped by Tier (Tier 1, Tier 2, Tier 3) and sorted within each tier by Annual Revenue (descending).
Include the following fields:
Account Name
Tier
SIC Code
Industry
Billing State
Annual Revenue
Owner
Format results as a table
Email Template
(Prospect First Name),
My name is (AE Name), and I work with leading (add in plumbing/roofing/HVAC etc) service providers on Salesforce—specifically teams managing bids, estimates and project handoffs.
We've partnered with companies, who faced a familiar challenge: as commercial opportunities grew, it became harder to see which bids were truly worth pursuing.
They needed clearer visibility into their pipeline, a way to prioritize high-value bids by probability and capacity.
On Salesforce, we’ve helped teams:
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Score and prioritize bids using historical win data, contract size and required resources
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Track estimates → quotes → awarded jobs with full visibility for owners and PMs
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Flag risks (aging bids, low margins, missing documentation) before they become losses
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Report on win rates by GC, vertical, and estimator to focus time where it pays off
If (Company Name) is looking to better manage and prioritize commercial bids with actionable data, I’d be happy to connect for a quick 15-minute conversation to show what this could look like for your team. What days are you available this week?
Best,
(AE Name)
What Our Clients Have to Say
Where Expertise Meets Collaboration
SETGO's expertise in the Commercial Services and bidding space allows for a true collaborative partnership. Hear from Seth on how our team helped bring their vision to fruition.
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