For many excavation contractors, getting new business and attracting customers is not as easy as it once was. Today’s business environment has become a tad more complex and competitive, requiring excavation contractors to increase their focus on customer retention and relationships to sustain repeat business. This major shift has made customer relationship management (CRM) software a major artery of any excavation business.

As the name implies, a CRM is all about helping a business manage its relationships with its customers and beyond. Your CRM Software houses all the contact information you need about prospective clients in addition to tracking current clients throughout their lifecycle.

Below are the four benefits of using CRM Software for Excavation contractors:

1. Easier time keeping track

As an excavation contractor, 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 If you rely on outdated Excel spreadsheets to manage all of this, you have to rethink it. With Excavation contractors, CRM Software 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 representatives don’t have to stress about lost activities or forgetting to stay in touch with a customer or prospect. CRM also helps to monitor your marketing tactics, for example, your targeted email campaigns.

2. Streamlining Processes

The basic purpose of CRM software is to streamline all the main areas of customer engagement, such as scheduling appointments, contacts management, customer service handling, and marketing campaign monitoring. CRM Software for Excavation contractors come with dashboards, analytics and reporting tools for providing businesses with comprehensive information on all operations. Small-scale contractors can use the data to identify trends and patterns in their customer engagement and adopt plans for better efficiency and customer satisfaction.

3. Visibility into your pipeline

In sales, visibility is crucial. Without a good representation of the company’s pipeline, how do you grow your business actively, steadily and without too many ups and downs? Excavation contractors CRM Software 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 shortly. Developing that insight and visualization without a CRM Software is extremely challenging and time-consuming. With one, it’s done in minutes and is as accurate as of the data you enter.

4. Management functionality

How do you know if your sales reps are productive and following up with their prospects and customers in an effective and timely manner? If you don’t have a software solution in place at the moment to help keep the team in check and monitor for progress, it’s time to consider CRM. You are provided management capabilities with this tool, such as the ability to keep track of your inbound and outbound leads, how efficient your sales and customer service reps are, as well as the ability to assign responsibilities and tasks to your team.

With the right CRM tool, excavation contractors can wow their customers with more than just their exceptional work. And that can make a contractor stand out in a competitive crowded marketplace.