Whether you are a big or small construction business, there are lots of moving parts to keep an eye on during the sales process. Even being able to track how long each potential bid takes in each stage of your sales pipeline will allow your business to better predict which projects are likely to close and which ones you should let go. A good solid CRM should be able to equip your business with a 30,000-foot view of potential leads, the projects you’re currently bidding on, and your current clients.
3. Centralized Data And Data Entry
Having all your customer information easily accessible to anyone that needs it and in one area not only saves time when searching for information but also drastically decreases the chances of miscommunication and mistakes.
This is where a CRM software solution shows its true colors with its cloud-based features. For example, if a member of your sales team leaves the company—and takes all of their customer account information with them, what would you do then?
Another key benefit of centralizing all your data is that it makes it easier for reporting features that can help you provide information such as budgeting, forecasting, the effectiveness of your marketing and sales campaigns, and even give you a stronger idea of what your ideal customer looks like.
Have you ever had two customers that were just alike? Just like two customers are not the same, your company is not the same as the one down the street and you should be able to customize your software to serve your business needs.
Having the biggest most feature enticing CRM software is not guaranteed to make things simple. Most likely, there are dozens of features that are not applicable to your business needs and you will be dishing out way too much money for features you are not even using. So, it is best to have a CRM professional to take a look at how you run your business to help you determine the best CRM software solution for you. Finding a CRM with a high degree of customization and flexibility as well as ensuring that it lines up with any other tools, you’re currently using will be most beneficial.
Something to keep in mind too. As your business grows, so will your business needs and it’s important to choose a CRM that is able to grow with your business.
5. Integration – Support – Ease of Use
The right CRM for your construction company is one that easily integrates with your current programs, is easy to set up, easy to configure, and easy to learn. After all, time is money and having everyone on your team take a few months off just to get a handle on your latest tech isn’t beneficial.
When it comes to finding the right CRM for your business, look out for what kind of onboarding and training will be offered. Ideally, you want to receive personalized training and a dedicated customer support team.
Make the Most Out of Your Construction CRM Software
Over the years, more and more construction companies have made the leap to obtain a CRM solution and it has become abundantly clear who is gaining a competitive edge. A CRM solution allows construction companies the ability to nurture, prospect, close, and maintain client relationships way more effectively than ever before—something that’s especially important in an industry where business relationships are increasingly valuable.
CRM software is an essential tool for streamlining operations – hands down. Maintaining solid business relationships and tracking interactions with their connections is proving to be extremely valuable for construction businesses, especially where team members are in various locations.
In conclusion, finding the right CRM can help you save money and time, take the guesswork out of growing your business as well as give you the needed leverage to build solid customer relationships from the very beginning.