Roofing sales teams
Give reps fast access to property reports, price visibility, and upgrade options without breaking the opportunity flow they already manage in Salesforce.
Eagleview for Salesforce
Order Eagleview reports directly inside Salesforce, preview pricing before submission, and manage single-building or multi-building requests without leaving the CRM.
- Launch requests from Accounts, Contacts, Opportunities, or the Eagleview Order object your team already works in.
- Choose report type, delivery type, and measurement type with cost visibility before the order is placed.
- Place one order for multiple buildings and keep report status, returned files, and upgrades on the same Salesforce record.
Talk to us about rollout, setup, pricing flow, or how multi-building ordering should fit your Salesforce process.
A Salesforce-native workflow for ordering, pricing, and retrieval
Use Salesforce as the place where order setup, estimated cost, status, returned files, and the next internal handoff all stay together.
Where Eagleview for Salesforce fits
Best for teams that already run the customer lifecycle in Salesforce and want Eagleview ordering, pricing checks, and report retrieval to stay in that same operating system.
Estimating and quoting
Keep report outputs close to quote prep, internal approvals, and customer pricing conversations with estimated report cost visible before submission.
Operations handoff
Return files to the same CRM record so coordinators and managers can pick up work without hunting across tools or disconnected email threads.
Large property and multi-building work
Place one order for multiple buildings and reduce repetitive work on apartment complexes, campuses, and commercial properties.
Residential and commercial report coverage
Support newer report options such as Bid Perfect Premium Residential, Bid Perfect Commercial, Inform Essentials+ for Commercial, and Premium Commercial in the same ordering experience.
Admin-friendly governance
Keep access, ownership, notifications, and reporting inside the permission model your Salesforce admins already maintain.
How the Salesforce flow works
The point is not just ordering a report. It is making setup, pricing, submission, retrieval, and upgrades part of the same Salesforce record history.
Start from the Salesforce record your team already owns
Launch from the Account, Contact, Opportunity, or Eagleview Order object where your team already tracks the customer and the job.
Configure the order with pricing and multi-building support
Choose report type, delivery type, and measurement type, preview the estimated price before ordering, and place one order for multiple buildings when the property demands it.
Retrieve, review, and upgrade inside Salesforce
When reports are ready, they return automatically to the correct Salesforce records so the team can reopen them later or upgrade with one click.
Why the Salesforce version works well
It is strongest when Salesforce is already the real system of record and the team wants Eagleview there too, not beside it and not buried in manual work.
Native user experience
Users stay inside the object model, page layouts, and navigation patterns they already understand instead of switching between Salesforce, email, and the Eagleview portal.
Pricing confidence before submission
Teams can see the estimated cost before placing the order, which helps approvals, reduces mistakes, and gives reps cleaner quote conversations.
Cleaner handoff and retrieval
Requests and returned files stay tied to the same CRM record that downstream teams will revisit later, with real-time retrieval back into Salesforce.
Frequently asked questions
The Salesforce version is for teams that want Eagleview ordering, pricing checks, and report follow-up to stay native to the CRM they already operate in every day.
Does Eagleview integrate with Salesforce?
Yes. Eagleview for Salesforce is designed to keep report ordering, returned files, upgrades, and workflow context inside Salesforce instead of pushing users into a separate process.
What report types are available now?
The current flow supports multiple residential and commercial options, including Bid Perfect Premium Residential, Bid Perfect Commercial, Inform Essentials+ for Commercial, and Premium Commercial, alongside the broader Eagleview ordering experience.
Can users see pricing before placing the order?
Yes. Before the order is submitted, users can see a cost preview based on the selected report type, delivery type, and measurement options, which helps with approvals and prevents surprises.
Can we place one order for multiple buildings?
Yes. Eagleview for Salesforce supports multi-building ordering, so one order can cover multiple structures and return multiple reports for larger residential or commercial properties.
Talk to us about Salesforce
Use this if you want help evaluating fit, rollout, report type coverage, pricing flow, or how Eagleview for Salesforce should land in your current CRM workflow.
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Sheridan, WY 82801
USA