CRM Software for the Construction Industry

A few months ago, we wrote about the power of enterprise resource planning (ERP) software in the construction industry. But what we forgot to mention was that there’s another software solution on the market which can help out in different ways—customer relationship management (CRM). Below, we’ll go over some of the reasons why your construction company can’t afford to skip out on implementing a powerful customer relationship management tool to empower its sales, marketing, and customer service departments.

Easier time keeping track

As a construction company, you’re dealing with a lot of moving pieces. You’ve got a lot of project bids on your plate, inbound and outbound leads, marketing campaigns, and follow-up sales activities. How are you managing all of that? If you’re relying on outdated Excel spreadsheets to handle everything, you need to reconsider. With a customer relationship management solution in place, all of these projects and jobs are easily trackable and manageable. CRM lets you keep track of all of your project bids and follow-ups, so your sales reps don’t have to stress about lost activities or forgetting to stay in touch with a customer or prospect. CRM also helps manage your marketing tactics, such as your targeted email campaigns.

Real-time access to what you need most

You’re busy, and we get that. That’s why customer relationship management software is designed to save you time and give you the tools you need to be more efficient and productive. With real-time access to the resources you need the most, you’re able to focus on the projects that really matter in your construction company role. CRM gives your users quick and secure access to all customer historical and financial data, as well as real-time access to any business data and analytics you need. You’ll also be able to store all project-related documents associated with a customer in your centralized database, ensuring it’s secure and easily accessible.

Visibility into your pipeline

In sales, visibility is crucial. Without a strong visualization of your company’s pipeline, how are you actively growing your business steadily and without too many ups and downs? CRM provides visibility into your entire sales cycle, including what your sales reps are currently prospecting, where your prospects are within the cycle, how many customers your sales reps are working with, and what your forecast is going to look like in the near future. Developing that insight and visualization without a customer relationship management tool is extremely challenging and time-consuming. With one, it’s done in minutes and is as accurate as the data you enter.

Management functionality

How do you really know if your sales reps are being productive and following up with their prospects and clients in a timely, effective manner? If you don’t currently have a software solution in place to help keep your team in check and on track to succeed, it’s time to consider CRM. With this tool, you’re given management capabilities like the ability to keep track of your inbound and outbound leads, how productive your sales and customer service reps are being, as well as the ability to assign tasks and responsibilities to your team. When you’ve got the management functionality to lead, your team will trust you to help them succeed and grow your business.

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