Contractors often tell us that they are seeking better ways to sync their firm’s business intelligence between their office staff and road warriors. Firms that fail to implement a mobile-friendly Customer Relationship Management (CRM) system waste time and money, lose critical project intelligence and struggle to deliver on customer expectations. It’s time to ditch outdated spreadsheets and manual processes and see how you can win more work with a mobile-friendly construction CRM system designed specifically for contractors.
Why Should I Choose a Construction CRM System Designed for Contractors?
A centralized CRM solution enables contractors to cultivate relationships and gain valuable insights into account/project management efforts. But what does this mean for your firm? Construction CRM for contractors means bringing together data from all project related data sources to provide a comprehensive real-time view of each customer or opportunity. This real-time knowledge provides your team with the metrics and data needed to make informed decisions in a quick, yet calculated manner.
What Does CRM Mean for the Key Players at My Construction Firm?
A construction CRM system benefits each member of your firm, including:
- Business Owners | Quickly log critical information or reminders from the office or while on the road. Never lose a critical contact’s information ever again by storing contact information in one centralized location. Readily available intelligence allows your business development staff to go out and produce, and track results.
- Project Managers | Gain a 360-degree view of your projects by combining customer information with job status updates and project financials. Doing so will help you outperform the competition and win more repeat work.
- Construction Accountants and Controllers | Adopt an integrated construction CRM solution to help monitor the critical financial sources that impact your firm, including bids and opportunities, current jobs, marketing programs and sales opportunities. Align your accounting, project management, and CRM systems to better understand what efforts are working, and what efforts need attention.
- Business Development and Marketing | Never miss out on an important project again! Bid tracking and management tools allow you to understand what bids are in the pipeline, when each is due, who is working on them and document the next step. Reporting tools provide you with critical insights into profitability by customer, division, territory and more.
How Does a Construction CRM System Impact Future Growth?
The answer is simple; a CRM solution designed for contractors means that as your business grows, your established contacts and relationships grow with it. It is important to not only track valuable customer data but to do so in a way that promotes sharing amongst your team. Promote growth and sharing and consider taking your customer data into the cloud with an all-in-one mobile-friendly CRM solution that consolidates all your information into an easy to access system.