Author: admin

The Five Features Every Windshield Repair Company Should Use in CRM Software

Posted on by admin

CRM Software never cracks like a windshield does.  It is even stronger and more reliable than tempered glass.  That’s why people love it.

Windshield repair professionals are the unsung heroes of the car repair industry.  People swear by their mechanics.  Some head to local garages or an uncle who knows cars.  Others only go the dealer.  But when a windshield breaks, who do these people go see?  A windshield repair professional.  Some are helpful they are mobile.  They come to the car owner’s residence (or place of business) and swap out that damaged piece of glass for a fresh one right on the spot.  That is a convenience few other professionals or industries offer, and boy do the customers love it.

Yet, a question lingers:  How does a windshield repair company stay organized?  The fact of the matter is this:  They would find their organization a lot easier if they relied on CRM Software.  CRM stands for customer relationship management.  The software is powerful and offers many features that organizes a business.  Here are five features every windshield repair company should be using.

  1. Launch pages. We love in the information age.  People cannot help themselves but to use the internet to solve just about every problem they have.  They open a web browser, find a search engine, and type in: Windshield repair.  Where do you land on those search results?  Hopefully high because people are lazy and usually click on a page in the first ten results.  CRM Software can generate a well-ranked launch page to collect interested customer information.
  2. Stop generating invoices in templates you found on the internet.  It takes more work than letting the computer system track invoices for you.  As a plus, people can pay their invoices online or on the road.
  3. You need to know where you are going when you run a mobile business.  For example, Windshield Repair Company CRM Software can tell you where the client is and where your employees are.  That means less confusion and communication issues.
  4. Contracts with Electronic Signature. Got a pen?  Don’t worry about that when you use electronic signature.  No more busted pens, wet documents, or lost paperwork.  Instead, everything is signed and stored safely in the Windshield Repair Company CRM Software.
  5. Text Message Capacity. Some software, including CRM RUNNER, offers the ability to send text messages to clients and employees.  This is great news for companies that want to alert their customer of the status of their repair person.  In other words, your customers can easily receive a text that states help is on the way.  Improved customer communication means happy clients, more reviews, and better business.

If you want to learn more about CRM RUNNER, contact us today.

The Fine People Who Work in Vehicle Inspection Services need CRM Software

Posted on by admin

People who work in Vehicle Inspection are fine people.  They have a job that requires a keen eye, an understanding of mechanics, a love for automobiles, and a careful nature.  Part mechanic, part customer service, part inspector, the industry is not for everybody.  In fact, some people find the industry challenging because they are missing an important tool: Customer Relationship Management software.

Wait. What is Customer Relationship Manager Software?

Also called CRM, it is one tool that transcends the mechanic’s toolbelt.  It does fit in your pocket though, if you have a cellphone.

CRM Software is a database that tracks every aspect of your business from invoices to customer contacts.  The software is accessible by a cellphone with internet access as well as on a computer.  Both methods put all the information you need at your fingertips.  This is great news for those in the vehicle inspection services industry because they are always on the go.

Finding Vehicle Inspection Services CRM Software is a challenge as this particular industry is incredibly niche.  Those who work in it are a rare breed, and there are even fewer firms that take on this task as a small business.  For those who do, Vehicle Inspection Services CRM Software is a lifesaver. The powerful CRM application can do a lot to make a business more efficient.

  • Invoices: Making invoices on paper was once the gold standard of professional.  Today, it comes across as a rush job.  It is much better to have an electronic filing system and professional looking template.  CRM Software offers both.  Invoices can be paid online or using the software.  That means payment can be collected out on the road.  That’s handy.
  • Contact List: Whether you work with individual customers or other businesses (B2B), then you can use a contact list to automate many parts of your everyday operations.  For example, do you send a holiday greeting to everybody on your contact list?  A few clicks and that emails goes out like magic.
  • Vendors: Perhaps you work with an array of vendors for supplies.  Rather than keeping a rolodex on the desk like in the good old days, you can maintain all of your contacts in CRM Software.  That’s much easier.  Nothing gets lost.
  • GPS: If your business takes you out on the road, then you need Vehicle Inspection Services CRM Software that offers GPS functionality.  By being able to find your team members and clients on a map, you can save time.  The software can even offer a street view option so that you know exactly where you are going before you head out.  No more getting lost on the road!

Vehicle Inspection Services CRM Software is helpful.  If you want to learn more about all of its features, contact CRM RUNNER to give our database a test drive today.

Gain more profits and manage your team seamlessly with the right CRM Software

Posted on by admin

In recent years renewables have emerged from R&D to form a growing business sector as the drive towards decarbonization and the deployment of renewables accelerates – with new businesses joining the sector at an increasing pace.

Customers are the lifeblood of any business. Without customers, a business will fail. Yet a business’s success depends on the relationship you have built with your clients. It is about trust and loyalty. So maintaining the relationship is essential. It is here that Customer Relationship Management (CRM) is required.

CRM places all information about customers in one cohesive unit. All customer details, including their history with your business, reside next to a list of your deals. The emails, notes, and appointments you get live under one roof. When you have only a handful of customers, interacting with them is easy. But as they multiply, you need a Renewable Energy contractors CRM Software that takes care of all this for you.

Why would Renewable Energy Contractors need CRM? 

Small businesses are rapidly adopting new technologies from operations to sales, in all aspects of their business. Contractors with their remote work and depending on technical specifications and precise measurements are an established industry for new technologies to be implemented. CRM software represents a new way of managing this business to get consumers working and tracking. The advantages of standardizing the sales process for an organization and gaining insight into all aspects of the bidding process can provide a real and immediate return on investment.

Benefits of using CRM software for Renewable Energy Contractors:

  1. Enhanced relationship with customers

Its journey is captured in the CRM from prospect to customer. These insights put you in a better situation to identify people, their needs and how your business can work for them.

  1. Lesser data entry

CRM helps you to automate mundane tasks such as generating contacts from signup forms and sending welcoming emails to new prospects. Spreadsheets require data entry; CRMs minimize the entry.

  1. Better communication

The Renewable Energy contractors CRM Software becomes a single source of truth for every member of your team. No knowledge discrepancies, no back-and-forth — the customer listens to your company with a clear voice.

  1. Healthier pipelines

Being able to visualize the pipeline enables the proactive prioritization of deals for you. The pipeline, therefore, stays clog-free, so you remain committed to the bottom line.

  1. Higher revenue

Since you always have a well-rounded view of your customers, at the right moments, you can cross-sell and up-sell, with higher success rates. That also reduces the possibility of attrition.

  1. More collaboration means a strong business

Data in the CRM is not only beneficial to your sales team but also marketing and support teams. They can organize promotions and make use of the data in the CRM to respond to tickets.

Major Challenges which Renewable Energy Contractors face:

There are many challenges which contractors face and the most important ones are struggling to make a better profit margin and find a hard time to survive competition due to the unorganized way of doing business. Mentioned below are a few other challenges which are faced by the contractors:

 

  • Project Planning & Tracking
  • Project Cash Flow & Cost Ratio
  • Procurement & Inventory Tracking
  • Field Staff Collaboration
  • Records of Documentation (Designs, Photos, Documents)
  • Adhoc Expenses & Advance Payments

CRM Software helps businesses scale faster and seamlessly manage the team. Not only does it improve the quality of the relationships you create but it also makes selling more effective.

 

5 reasons why Institutional and Schools contractors need CRM Software

Posted on by admin

In the construction industry, technology is rapidly changing the game, and the companies that pay attention and embrace the change will be the ones that win.

CRM software is the fastest growing software market in the world. Across all industries, CRM has proven to make a positive impact on sales and customer experience. As construction leaders seek ways to differentiate their businesses, stay competitive, improve service and boost the bottom line, they’re turning to CRM software as a big bet.

Top 5 benefits of CRM Software for Institutional and Schools contractors:

1.Track a Sales Pipeline Effectively

Every business needs to know where its sales pipeline stands. A sales pipeline is defined as a way to track the progression of deals that your sales team is working on and can expect to close within a certain amount of time. In the construction industry, too many contractors are going after projects that simply aren’t worth it. This is a waste of time and takes focus away from opportunities that are worth it and can boost growth. The Institutional and Schools contractors CRM Software is the need of the hour.

  1. Build Relationships and Boost Productivity

Paper is a way to jot down notes. Spreadsheets may be a way to track results. Neither builds relationships.

CRM tracks your customers. This functionality also extends to all business partners from Institutional and Schools contractors, architects and financial institutions. A CRM provides you with one source of truth for details on any customer, product, contract or bid. With all the details you would need about a customer or partner available with a mouse click or a tap on your mobile phone, the sales teams should focus on what they’re doing best — selling.

  1. Improve Customer Service Experience

Once customer information is readily available, all forms of communication can be managed in the right way by the entire team. Getting client data is key to a better experience when you need it.

An Institutional and Schools Contractor CRM Software also gives you accountability. When you lack the tools to manage customer relationships — customers are going to fall through the cracks. As you grow your business, naturally your customer base will too, and a CRM can ensure no one is left behind. Anyone who should follow up with a customer will be notified. CRM also has an easy way for your team to assign responsibilities. If tasks aren’t met, you can know what went wrong and who needs to improve. With the right information, you’ll have a way to improve your processes.

  1. Improve the Sales Process

CRM is the best way to create a sales process or develop the sales process that you already have in place. You can learn about each aspect of your sales cycle with a CRM, and work to improve the process to close or boost your win rate. As you improve your sales process you’ll get rid of manual processes, automate the mundane and save time so you can focus on selling and work on building relationships.

  1. Make Informed Decisions

CRMs contain key information about any deals or opportunities in your sales pipeline including everything from the value of an opportunity, key dates about a bid, construction details, associated tasks and all involved players from architects to contractors. When you have access to historical and interactive data and can pull that data into a report to analyze opportunities, you can make informed business decisions. With deeper insight into your business, your sales strategy will be much more effective.

With the right CRM, contractors can impress customers with more than the jobs they complete out in the field.

 

 

 

Take your carpentry business to the next level with CRM Software

Posted on by admin

Could a CRM Software help improve your Carpentry contracting business?

Of course yes! Read on to know-how.

Carpentry Contractors as a group have quickly recognized the value in computer-aided bidding and project management but have been slower to realize value from the customer relationship management (CRM) systems that are employed by sales teams. Most carpentry contractors stand to gain a great deal by implementing this CRM Software.

Few important benefits of the CRM Software for Carpentry contractors:

  1. Manage your staff, customers, and task in one place

The CRM Software empowers you to schedule and manages all bookings, appointments, and tasks efficiently and profitably in a way that benefits your business, staff, and customers.

  1. Save time by automating mails

Carpentry contractors CRM Software allows you to manage all mailing lists for both your customers and staff. If you already have an account with an external mailing list provider, it can be easily integrated into your account.

  1. Never miss a booking again

Keep your office and customers still connected to your mobile employees and their locations. With the GPS tracking, you can increase productivity, optimize performance, ensure that all tasks are on schedule thereby reducing handling and waiting time.

  1. Automatically match the best person for the job

Field workers can be configured to associate them with specific job types and skills. This ensures that you can always hire the person best suited for the job.

  1. Through the app, share photos and attachments with your field workers

You can now at any time upload and receive photos or attachments related to the service, allowing your field workers to view and discuss any documents related to their work.

  1. Give staff and customers accessibility at all times

This feature allows you to brand its app under your business name, so your business will be listed in the Apple and Google Play stores. Reap the benefits of looking big by offering a mobile app marketed under your business name to both your customers and staff.

  1. Secure, backup and view all your data history

The Carpentry contractors CRM Software allows you to generate live reports on all your bookings, contractors, sales, employees, payments and customers with advanced filters. The system automatically logs a history of all reports, giving you the option to easily view and export your reports at any time.

  1. Get paid on time, every time!

Don’t let administrative work stop your business from running or getting paid on time. This takes away the administrative hassle by managing the process from start to finish, making it easy to manage and securely collect invoice payments from clients. This will allow you to concentrate on other business work requiring attention.

  1. Reduce complaints and improve customer satisfaction

The efficiency of CRM Software helps you to manage and reduce customer complaints. Keep your customers informed by allowing them to track the field workers and their bookings.

Shore up your customer relationships, and ensure independence for your company for years to come with the right CRM Software.

Why does a Commercial Construction business need a CRM Software?

Posted on by admin

The Great Recession was devastating for the global economy, with almost all of the major market sectors facing substantial drops in sales. Industries appear to expand again today. Historically strongly linked building companies with housing and real estate suffered from the 2007-2010 U.S. subprime mortgage crisis, but now they are both going back to high profits. For the construction industry, 2018 was pretty successful because it added almost 280,000 new jobs, minimized workers ‘ deaths and attracted venture capital. As per the reports of ConstructConnect, the total construction spending was around $1.31 trillion or 5.4% more in comparison to 2017.

Nevertheless, growth rates slow down which means companies need to find innovative solutions to remain competitive. One such tool is Commercial Construction CRM Software which focuses on attracting and retaining customers.

Understanding the Industry and CRM for Construction Company

Let’s begin with a plain but essential idea: all businesses which work with either individuals or entities and earn money through this interaction have to maintain their relations with clients. Especially, it’s valid for industries with high spending. Thus, construction CRM software is mandatory as potential faults will result in insane expenses, loss of reputation, and even bankruptcy.

Most Valuable Benefits of CRM for Commercial Construction:

CRM strengths for any sphere are quite similar because the system focuses on streamlining all of your processes in general. There are different tools for different industries but for the construction company, we will focus on four primary advantages of CRM.

  1. Process Tracking

It is extremely inefficient to use old-fashioned Excel sheets or even paper documents to chart tasks. Modern CRM lets customers stay in touch with your sales reps and always know even the smallest details of any given project. Using Commercial Construction CRM Software, you can monitor bids, new leads, marketing campaigns, follow-ups, and so on which means your corporation will be more profitable without unnecessary fails and losses.

Instantly, Simpler, CRM for the construction company addresses the following questions:

  • What projects do you have, and what are your bids?
  • What stage of the sales process is now?
  • Who is responsible for projects?
  • Which tasks you’ve finished and what you have to do later?

Be honest, you can’t answer them without CRM software.

  1. Data Accessing

Aside from tasks and programs, CRM helps the workers to access all information related to affiliate organizations, individual clients, financial authorities, etc. You can get a split-second report on a single system using:

  • Subcontractors
  • Builders
  • Banks
  • Customers

Records, contact information, historical data, statistics, reports-software for construction management is common when it comes to data collection.

  1. Routine Tasks Automation

Let’s move forward, think about the automated stuff. We bet your staff can personally track sales, partnerships, contracts, and warranties, as well as execute marketing campaigns, and audit expenses. Such items are handled by CRM for the construction company: the system takes care of small tasks, regular reminders, updates, and estimates to free up managers and allow them to do more creative work like real customer interactions.

  1. Business Streamlining

Ultimately, the underlying advantage of any CRM is process optimization. Using such managerial tools, you can speed up everything using the automation, easy monitoring, and all-around coverage of data already listed. CRM software for commercial construction frees up resources while stand-alone solutions adapt to your requirements making the business even more efficient.

It can be hard when it comes to choosing your dream CRM. But spend some time finding the perfect match so during the integration stage you’ll avoid a lot of pain.

 

How finish work contractors are benefitted with the help of CRM Software?

Posted on by admin

As a Finish Work contracting business owner, you’ve almost always got your hands full. Thankfully there is plenty of technology available to make it a little easier to run your business. Consider using a customer relationship management (CRM) platform to manage your sales and customer data along with your day-to-day business needs.

A CRM platform is a tool that makes it easy to keep track of opportunities for sales, including new leads, open estimates, and business repeats. It stores information about your customers and handles all the data, so you can just focus on your growing business.

Why should you use a CRM for your finish work contracting business?

Among its many benefits, the Finish Work contractors CRM Software helps streamline your sales process, which can mean increased productivity, better customer service, and higher profit margins. Let’s take a look at some of the specific reasons to use a CRM for finish work contractors.

  1. Easily visualize your sales pipeline

Do you know how many potential sales opportunities you have on-the-go right now? Or exactly how many estimates and proposals the team recently gave out? Or how close to closing any of those opportunities?

The CRM Software puts all of this information into an easy-to-digest visual format that you can understand at a glance. From leads to prospects to repeat customers, you can see who’s at which stage of your sales pipeline, which potential customers are closest to booking appointments, and Whether you have enough leads to hit your revenue targets.

  1. Spend less time managing customer data

When your business grows, keeping track of everything that is happening with your sales process becomes increasingly difficult. The bigger your pool of leads and potential customers gets, the more reasons you have to consider switching to a CRM platform. One of the biggest benefits of Finish Work contractors CRM Software is the ability to keep sales data organized without even trying.

Whether you’re currently tracking leads and sales opportunities in an excel sheet or keep an informal list of contacts you’re hoping to turn into customers, you have better things to do with your time than entering sales data into a spreadsheet.

  1. Deliver better customer service

Since CRM enables you to track all customer communication in one place, it gives value to your team and your customers as well. CRM gives you a better understanding of your clients, thereby strengthening the customer relationship and creating a better experience in service. Besides, CRM facilitates the sharing of information internally. Everyone on your team can access the same information about the client, which means they’re better prepared to handle every customer interaction.

  1. Better ROI on your marketing efforts

Even if you’re working out how to boost your sales revenue, it’s important to make sure your marketing budget is put to best use. With so many customer data collected by your CRM, you can recognize information such as the best times to reach out to make a sale and the most valuable types of customers.

Hence, CRM Software is the most important tool in helping finish work contractors in streamlining the workflow and manage the team.

 

Choose the best fit CRM Software for your fire restoration business

Posted on by admin

It can become extremely time-consuming and difficult to manage all your inspections, workflows, proposals, field technicians, repairs, parts, invoices, customer interactions, payment history, and more for the service contractors. In the technology age, customers have rising expectations.

Customers don’t want a fire restoration service agent to arrive at the last hour of a four-hour window, and then, not have the right tools with them. The contemporary customer also wants these five things:

  • Continuous contact
  • Hyper-personalization
  • More choices
  • Quick responses
  • More field agent control (so they don’t have to go through multiple departments to get what they need)

The only way for fire restoration contractors to stay afloat is by attracting and retaining customers. Yet, many service technicians still depend on paper and pen. There has to be a better way to take service orders, dispatch field technicians, create invoices, process payments and more. And here comes the need for a Fire Restoration contractors CRM Software!!

Nonetheless, the only way to remain competitive in a digital society is by responding, scheduling, and dispatching service calls in a timely, efficient, and responsive manner. Service contractors need a well-run and relevant customer relationship management (CRM) solution. The goal is to improve sales, satisfy customers and boost efficiency. Customer relationship management (CRM) software can help fire restoration contractors manage and grow their business by streamlining sales processes, keeping customer data organized, and providing insightful analytics. The CRM options now available are robust.

The following are the benefits which the fire restoration contractors can get by using CRM Software:

  1. Generate More Leads

It should be easy to generate leads, market and close the sales you want. Generate more cost-effective leads and increase the conversion of leads by transforming unsold leads to profitable.

  1. Convert Leads to Sales

Increasing lead conversion and turning more leads to sales with automated appointments and follow-ups, timely lead responses, monitoring sales opportunities, and advanced closing tools.

  1. Improve Productivity

Improve productivity when you need it, with knowing where you need it. The days of searching for work packages, meeting deadlines for delivery and coping with disappointed customers are over. Enjoy easy access to lead, customer, and job information from anywhere with the Fire Restoration contractors CRM Software.

  1. Streamline Project Management

Say goodbye to missed work packets missing deadlines for delivery and coping with disappointed customers. Streamline your project management by automating your business’s processes and workflows. It is no secret, executing an efficient production process smoothly is critical to maximizing customer satisfaction.

  1. Maximize Reputation Management

Maximize reputation management with online reviews and customer feedback, and improve repeat business. Turn ‘one-time’ customers into lifetime customers. With the help of the CRM Software and a few mouse clicks, you can trigger an on-going stream of low-cost repeat and referral business.

  1. Know Your Numbers

Know your numbers and get a 360-degree view of your company with customizable dashboards for monitoring and efficiency. Imagine whether you are in the workplace, field or home, getting all the leading indicators and performance numbers in a concise, easy-to-understand format for your business.

Hence, it is evident that your fire restoration contracting business does need the right CRM Software. Equipped with industry-specific tools, powerful reporting, and proven methodologies, this is the CRM Software you need to empower your team.

Know the benefits of CRM Software for Framing: Wood & Metal Green contractors

Posted on by admin

With the tough economic conditions facing the construction industry, a strong focus is placed on better ways of monitoring and managing the sales process. In response to the challenges of obtaining new business, companies are now reviewing and investing in better CRM Softwares to manage their sales process.

CRM or Customer Relationship Management is a broad term that is commonly used by software companies to describe software designed to manage the customers and grow business. With the sophistication of today’s CRM applications, there are more sophisticated ways to track the clients and sales pipeline, making it affordable to take advantage of this technology for nearly all businesses.

Essential features of a CRM Software for Framing: Wood & MetalGreen contractors

  1. Project Management

In the construction industry, project management means monitoring each bid as it passes through the pipeline. Any CRM you choose should have features that complement your existing software for project management. Ideally, Framing: Wood & MetalGreen contractors CRM Software contractors should enable construction firms to create estimates on the fly and send them to prospective customers. It should also allow the members of your team to schedule follow-up tasks for each project. The project management capabilities of a CRM will help you prioritize bids, from prospecting to the proposal, throughout each point of the pipeline.

  1. Customer History

An important feature for a construction CRM is the ability to display a customer’s entire history in one single location. It typically involves holding a joint list of bids, enabling you to offer world-class service to each client. A shared list lets you maintain strong relationships with your contacts, independent of who your phone answers. A full view of the customer’s history also helps a lot.

  1. End-to-End Workflows

The Framing: Wood & MetalGreen contractors CRM Software offers end-to-end workflows that allow you to automate many of the steps involved in managing a construction business. In particular, manually entering the same data more than once becomes tedious when it has to be done for every project. Automated workflows allow you to send invoices and receive payments in less time, with fewer people involved. Another attractive aspect in a CRM is the ability to configure such workflows, which is a common occurrence in building, to accommodate changes in requirements.

  1. Payment Services

An essential feature of a Construction CRM platform is the ability to accept credit card payments. This functionality should also support U.S based ACH payments. Convenient payment options in your CRM help you streamline the payment process and get paid more quickly. Many CRMs enable users to send invoices linked to an online portal which allows their customers to view and pay online balances.

  1. Email Integration

Incorporating CRM into existing email services is becoming an increasingly important feature in construction CRM Software. These integrations allow you to view a customer’s data from your inbox, including their name, address, and phone number. They also allow you to view account details like balance, past transactions, and other activities. The greatest benefit of email integrations is that they streamline your workflow by eliminating the need to switch between tabs.

CRM software represents a new way of conducting work and customer monitoring for the construction sector.

How the right CRM Software helps Historical Preservation contractors?

Posted on by admin

For any historical preservation contracting business, it is crucial to have a central database to manage every interaction with customers and prospects. Essentially a CRM connects customer information to give every customer and prospect a big picture view. To illustrate, if you receive a service call from a specific client, you can look through your CRM to see information on past service calls, interactions, invoices, and more around the same client.

Other details may be customer preferences such as time of day when they are normally available or see what they most call in for. You can also make sure you save time by simply sending your service technician to the right address (because it’s on every screen). This can help your firm create a more personalized experience for the client. You want that experience to be based on their history. So, Historical Preservation contractors, CRM Software helps you achieve this by managing customer relationships and information much more efficiently.

The Value of Having a CRM System

Store and Manage Customer Data 

Instead of poring through unorganized paper invoices, or trying to figure out an email trail, you have everything you need in a central database. This information includes phone numbers, the best times to call and the history of contact’s interaction. In terms of service contracts, the right CRM Software would also help with the necessary features to deliver a more intelligent, productive, and customized field service to each, and every, client and prospect.

Historical preservation contractors face their own specialized set of challenges around fulfilling customer expectations.

Here are a few processes that have to be carried out correctly:

  • Dispatchers have to pair the right service technician with each service call
  • Jobs must be completed on time
  • Service delivery should be tracked
  • Dispatchers need the ability to communicate with service technicians in real-time to address any current and pressing issues
  • Service technicians need access to accurate information while out on the field
  • Service technicians must have the right tools with them
  • Field agents can’t afford to lose important paper documents while out on calls such as quotes and invoices
  • Accurate scheduling and dispatching can make or break a historical preservation contracting business.

The right Historical Preservation contractors CRM Software will offer these benefits:

  • Improved customer satisfaction through verified and real-time data
  • Decreased travel time with the right information
  • An enhanced customer scheduling system
  • Efficient selection of the correct technician for each job
  • Better capabilities for tracking bids, invoices, payment history, personal interactions, billing, and more.
  • And a CRM system can also have mobile capabilities. Which ensures field agents can access information on time while on the job.

Mobile Access to Information

In today’s hyper-connected world, service contractors will get left behind if they don’t commit to incorporate mobile solutions into their fieldwork. Access to mobile data has become a requirement for making quick and informed decisions.

Through the power of mobile, your field service agents can be connected to the right resources, at any time and from anywhere. Whether the field service agent uses an iPhone, Android phone, or tablet, they should have the ability to effectively manage their clients while on the go. Pen and paper record-keeping just isn’t going to cut it anymore. A CRM Software can create itemized estimates and invoices, then email those files to your customer right away.

However, this is about more than just aggressively investing in new technology. It’s about choosing technologies that support the way you do business.

Explore the Key Benefits of CRM Software for Construction Contractors

Posted on by admin

The construction business has come a long way from its hammer-and-nails origins. Building projects, as they are today, use technology right from initial planning to completion. With the demand expected to rise dramatically over the next few years for every form of a construction project, it may seem like a lucrative time to be in construction. Nonetheless, the road ahead isn’t easy when you consider the hyper-competitive nature of building projects. The margins of many winning proposals are often so tight that even a small error or surprise can cause a project to lose money.

To be successful, Construction Contractors must build strategic relationships with business owners, clients, governments, engineers, architects, subcontractors, and suppliers. They collect market leads like any company across various sources-referrals, social media, networking, etc. Without a solution like CRM Software for construction projects, wrapping your head around this much information is more or less impossible. To maximize everything from your marketing strategies to on-site activities, you need to have a clear vision of your data and its functional roles and relationships.

While on-site, CRM Software provides crucial information right when you need it. Site managers oversee many facets of a building project, such as allocating resources, overseeing material procurement, delegating tasks and maintaining quality and safety throughout the entire process. They require information about available resources, time and money, the supply chain, and project-related documents for project visibility. CRM Software delivers it through your choice of desktop or mobile devices, both online and on-premise. To have a clear strategic vision of your business, all the distinct pieces of data have to be correlated and put under one roof. Easy-to-use dashboards, configurable reports, and additional tools provide the self-service capabilities for top management to analyze data for immediate business insights.

Here are the few key benefits of CRM for Construction projects:

Successful construction firms need a comprehensive solution for the management of countless data points. In reality, it is important that every person can access data on contracts, customer relationships, costs and transactions from the estimator to the project manager. Which is exactly where a CRM Software for construction projects comes in.

  • Keep track of project proposals and follow-up
  • List and search your projects
  • Streamline construction projects of any scale as they make information
  • Access driving directions to any address in your network
  • Real-time access to project-related documents
  • Visibility and scheduling of available resources
  • Supported push alerts
  • Streamlined supply chain and enhanced supplier relationships
  • Monitor time and work spent on projects and goals
  • Real-time access to business data and analysis
  • Check the upcoming and past due call log
  • Meet your clients on social media to take advantage of immediate opportunities
  • Follow up with the prospects and clients in an effective and timely manner
  • Offer customer histories and contact details and that is accurate and up to date to the stakeholders who need it

With an effective CRM Software in place, construction firms can unlock the benefits of successfully streamlining the flow. For customer engagement, this software can integrate back-office data with an effective system.

 

How does CRM Software help in the growth of Engineering and construction firms?

Posted on by admin

Several industries have been able to find their way back to a period of growth in the wake of the Great Recession of the late 2000s. In particular, engineering and construction firms have seen steady growth in their businesses with signals that the boom will continue. But, given this incredible transformation, profitability remains a major obstacle for many in these industries. And what we know to be true is that there is a strong correlation between productivity and profit. According to McKinsey’s study, the difference between the productivity of construction and that of the United States economy has never been greater. And in an industry where projects are getting more complex in scale and scope — maintaining a high level of productivity is critical for success. Here comes the need for Structural Repair and Reinforcement contractors CRM Software which helps in simplifying the whole business process.

So, what causes low productivity?

According to McKinsey, almost one-third of the productivity gap can be attributed to a lack of digitization, which McKinsey defines as where and how companies build digital assets, expanding digital usage, and create a more digital workforce. This thereby happens to be an area where engineering and construction companies lag considerably in comparison with other industries. Another study by Roland Berger found that sales, marketing, and post-sales teams within engineering and construction firms had the most to benefit from data digitization— in terms of productivity— and improved access to data, automation, and connectedness.

To some, it may seem too difficult for implementing a full-scale digital transformation. To keep track of important customer data and experiences, many construction companies still rely mostly on spreadsheets, point solutions, and old-school “sticky notes.” All too often information gets lost or is too difficult to find and smart workers end up wasting time redoing work. Besides, there’s no efficient way to track development, predict outcomes or discover opportunities without a structured productivity system in place.

If any of those pain points sound familiar to you, you’re likely ready to give your business’s productivity a boost by implementing a Structural Repair and Reinforcement contractors CRM Software that can digitize your business. The best can manage critical customer information efficiently all in one place to help teams build and foster a more profitable business and stronger customer relations.

Four ways that define implementing CRM Software can transform how you do business:

  1. Centralize Your Data

Get access to one centralized place for managing all relationship data, including current and past projects, bids, clients, suppliers, subcontractors, and partners.

  1. Accelerate Productivity from Initial Bid to Project Completion

Manage and track all active and past projects efficiently by keeping information out of the email folder, reducing paperwork, and optimizing project schedules and budgets.

  1. Improve Visibility and Insights

Generate project reports in real-time, create forecasts and assess profitability (and more!) from the same platform.

  1. Scale With Ease

Configure the CRM software easily to suit your business ‘ specific needs as it continues to evolve and expand, including key integrations that work seamlessly with other systems you may already have in place.

With an effective CRM in place, structural repair and reinforcement contractors can unlock the benefits of digital collaboration. They can enable on-site execution and integrate data from the back office with an effective customer engagement system. Learn more about how a cutting-edge business development platform can build breakthrough relationships.

Categories

Sign up for Fresh Content