Why Construction CRM Software is a Must
David Talks ConTech
Learn About CRM Tools for Construction Companies
Construction CRM (Customer Relationship Management) is a tool used to improve sales. CRM software manages business relationships by tracking communication and sales with past, present, and future customers. However, a CRM isn’t a fun or flashy piece of technology. CRM’s are important software that shows the direct relation between leads and revenue.
Construction companies are often unsure of whether they need a CRM. Instead of investing in a CRM, many companies manage customer relationships with email, which is unreliable for customer management.
Why Do Companies Need Construction CRM Software?
Companies have kept sales records since they used spices and precious metals as money!
The innovations in record keeping have moved at a snail’s pace. At first, records were kept on papyrus, paper, and then the nostalgic Rolodex system. Secondly, the invention of personal computers super-charged record keeping for companies of all types. Computers made spreadsheets more robust than a Rolodex. Now, marketing and sales automations and other features make CRM software the best choice for companies’ record keeping.
What Exactly is a Construction CRM?
First, what is a construction CRM?
CRM software tools allow companies to automate workflows, track marketing and sales, and keep correspondence all in one place.
Some companies survived without CRM’s for ages – however, the benefits of using a CRM for construction companies is impressive.
Benefits of Construction CRM include:
- Streamline proposal production & tracking
- Simplify revenue reporting
- Automate follow-up email
- Provide task reminders and notifications
- Drive sales & marketing results
Recently, companies increased staffing of marketing and business development personnel in recent years. Construction companies used creativity to solve marketing and sales issues brought on by Coronavirus restrictions and new hiring trends.
How Can a Construction CRM Help My Company?
Several CRM’s are specifically for the construction industry with built-in services and job titles, like Project Owners or General Contractors. CRM software even automatically initiates a new project when a lead is won. Most importantly, Construction CRM’s integrate with company email, accounting and project management software seamlessly! Moreover, this means all of a project’s information can be found in one place.
A CRM will easily recover its costs.
In conclusion, construction CRM provides:
- Less meetings
- A better understanding of the health of the sales-funnel
- Software integrations
- Automations
- The value of time saved on proposals and follow-ups
All of these points make investing in a CRM a “no-brainer”!
Learn where your company is at in terms of utilizing technology and how we can assist you in making improvements at JBKnowledge.com!
DAVID SOMBRIO
Joining JBKnowledge’s consulting division after graduating from Texas A&M’s Mays Business School, David started as a coordinator, then a project manager, then to a consultant. He has cultivated a formula for realizing the best solution for each company using analysis, goals with tangible results, and nurturing ongoing relationships.
