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August 19, 2019

CRMs: More than Just Business Development

crm-1Construction industry professionals likely have heard of customer relationship management (CRM) software; their firms might even have a solution in place. However, it is much more than simply a technology solution that general contractors, specialty contractors and construction managers should consider – it is vital tool for staying ahead of the competition. From relationship management to tracking sales pipeline to customer service, CRM tools enable businesses of all sizes to maximize their resources to gain a competitive edge.

CRMs are extremely useful for providing a visual of a construction company’s interaction with current and prospective customers and all of the companies with whom you conduct business. Everyone, from accountants to superintendents, can gain a deeper understanding of the projects and people the company is pursuing. By knowing what potential customers want, every member of the team effectively is contributing to business development efforts. In today’s construction landscape, this is an asset no company should be without.

But it’s important to realize a CRM does far more than support sales efforts. It can also become an essential piece of a company’s workflow by providing email and MS Word templates to create a consistent pattern of outreach to prospects, whether announcing company news or major awards. CRMs are designed to complement a construction industry professional’s busy schedule, which is why they can also use CRM software to automatically track the effectiveness of marketing programs and fine-tune their lead-generation strategy to focus on the tools that work best.

In addition to automating key tasks, CRM platforms can also be customized to provide automated reminders designed to help construction companies manage their bid histories and job performance. A CRM system can track what jobs were won and which were lost, in addition to combing through data to provide sales forecasts and measure which projects were most profitable. One of the most valuable features of a CRM is the ability to collect and store customer feedback, allowing every member of the project team to see clearly how they won a customer for life or what they can do to improve their experience on the next job.

Finally, as the world grows increasingly mobile and social media becomes as important as a company website, construction managers and general contractors can utilize a CRM to work with a variety of social media applications. From LinkedIn to Twitter, CRMs feature the integration capabilities needed to ensure construction professionals never miss a beat when engaging with clients.

Ask us about our award-winning Sage CRM. Sage CRM equips businesses with the tools they need to find new customers, close sales faster and build lasting, more profitable relationships across all channels.
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