For many construction companies, both big and small, it’s not as easy to get new business and attract customers as it used to be. As the industry becomes more competitive, more and more construction companies have started looking into software for the management of customer relationships (CRM).
Here are the top five things you should look for when buying a CRM Software for your construction firm:
- Project management
A company purchases a product from a manufacturer in the traditional sales process and then makes it available to the consumer for purchase. In the construction business, however, this process is far more complex with the involvement of multiple suppliers and multiple subcontractors, not to mention the constant back-and-forth required between the business and the client. With such a vast array of moving parts, it’s no wonder that things often get missed. To streamline the whole process and move more efficiently, make sure to look out for a Construction Management CRM Software that allows you to map out along with keeping a track of all those concerned, from the teams up to the individual stage.
- Centralized data
For many commercial and private developers, their knowledge about customers is distributed over several spreadsheets and files. Not only does this make finding and retrieving the right information a far more time-consuming task than it should be, but it also drastically increases the chances of miscommunication and mistakes. When it comes to maintaining and improving a customer relationship, you need to be able to keep all their information in one place that’s easily accessible by whoever needs it at the time.
- Pipeline tracking
As any business owner and a sales manager will know, the key to a healthy and successful business is the ability to maintain a healthy and strong sales pipeline. The problem for many construction companies is that they often do not have a system in place which gives them the visibility and information they need to keep their pipeline going. While intended to give managers an idea of what’s going on with their sales pipeline, the reality is that more often than not, all this ends up confusing them instead. This is why the very first thing you should look for in a Construction Management CRM Software is the ability to help you keep track of your sales pipeline.
- Customization
In the same way that no two people are the same, so too are the needs of different businesses. Your best bet is to opt for a CRM that allows for a high degree of versatility and flexibility in everything from the various types of integrations it offers to how you can set up workflows for your projects. Also, keep in mind that as your business grows, so will its needs and the variety of challenges it faces, so choose a CRM that’s flexible enough to grow alongside your business.
- Ease of use
Ultimately, despite all the bells and whistles, a CRM can give, if you have no idea how to use it, none of that matters. For construction companies that already have enough things to worry about, having everyone on your team take a few months off just to get a handle on your latest tech isn’t beneficial. For your construction firm, the best CRM is one that is easy to configure, easy to set up, and easy to learn.
CRM Software gives construction companies the ability to nurture, prospect, close, and maintain client relationships more effectively than ever before.
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