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How CRM Software Can Improve Your Construction Business


In any small business, customer relations is the key to success, both for immediate jobs and long term competitiveness. Satisfied customers help to spread word-of-mouth and to refer their acquaintances to their favorite contractors. In turn, the contractors gain new clients and get more construction jobs. Nowadays, managing customer relations is easier than ever because of customer relations management (CRM) tools. Below are the benefits of using construction CRM as well as excellent tools that accomplish specific tasks.

CRM can help grow your construction business

Benefits of Construction CRM Software for Contractors

1. Streamlining Processes

The basic purpose of CRM tools is to streamline all the principal areas of customer engagement, such as setting appointments, managing contacts, handling customer service and monitoring marketing campaigns. Software for construction CRM come with dashboards, analytics and reporting tools for providing businesses with comprehensive information on all operations. Using the tools, small-scale contractors can spot trends and patterns in their engagement with customers, and implement strategies for better efficiency and customer satisfaction. Examples of effective streamlining tools are ACT! Salesforce, Sugar CRM, Tactile CRM, and Capsule CRM.

2. Automation

Construction CRM software automates almost all critical processes in the construction industry. The tools allow users to write contracts, track sales, manage warranties and monitor relationships. Software for construction CRM for contractors also come with campaign management features to help contractors design and implement effective marketing campaigns. For instance, Update.CRM helps with planning and delivering construction projects and sales, while Sales1440 is a leading contact management, sales automation and CRM system. Contractors can also use CRM software with Web Portal features to allow their clients to view contracts, make orders, change orders, and modify construction schedules. Small businesses in the construction industry can implement CRM systems with finance calculators to allow their clients to compare loans and view rental options.

3. Enhanced small business growth

CRM tools avail reliable market data which can be used for correct identification of target clients and for tailoring marketing activities to capture the specific clients. For example, the UDA ConstructionSuite software can help with construction management, estimation of customer numbers and defining the productivity level for construction projects. With correct information, contracting businesses can undertake cost-effective customer acquisition activities, gain more customers and achieve faster growth. Similarly, construction CRM for contractors helps small businesses improve their visibility to prospective customers, achieve projected sales, and analyze the quality of customer service. For instance, the SalesBuilder software can help contractors with sales projections, customer support programs and management of customer expectations. With reports on marketing and sales, and reliable customer service metrics, small businesses can seal up loopholes in customer care and achieve better customer satisfaction. In turn, the businesses can expand their customer bases and grow faster. Equally, CRM tools allow contractors to operate efficiently, gain more customer insight than competitors, and achieve a competitive advantage.

4. Enhanced Organization

Dealing with hundreds of clients can easily overwhelm a small construction firm, resulting in disorganization, slow customer service and diminished customer satisfaction. However, the use of simple and intuitive CRM software can help the construction firm keep customer data organized and retrievable. For instance, a small construction business can use tools such as Tactile CRM, Base CRM, Zoho CRM, Prophet and Highrise CRM to maintain a contact list from which critical customer information such as telephone numbers, emails, birthdays and buying history can be obtained. When the company needs some information, a quick and hassle-free search can be undertaken using general keywords and broad terms. In turn, the CRM software helps to eliminate the use of hectic paper folders and files.

5. Tracking Tasks and Meeting Deadlines

Small construction firms that meet deadlines can easily win the trust of their customers and achieve their client retention goals. To meet deadlines in all tasks, contractors eliminate guesswork by implementing CRM systems that allow for the synchronization of critical data with a calendar. This way, the contractors will neither miss scheduled appointments nor fail to complete important tasks as scheduled. For instance, CRM software such as Pipeline Deals CRM, Capsule CRM, Highrise CRM and Salesforce will keep track of customer birthdays in order to remind the firm’s sales team to send prompt gifts and birthday wishes. In turn, the timely gifts and birthday wishes will make the clients to feel valued, resulting in deeper relationships. Through CRM systems, small businesses can complete all tasks in time and accord the necessary attention to every customer.

6. Increased Efficiency

Software for construction CRM for contractors usually come with contract templates and document controls. Therefore, using the programs reduces the time spent on document creation and sharing. For example, the ProjectTalk software is an invaluable solution for project management, scheduling and collaboration, while the ProspectSoft CRM software is an effective solution for flexibility, mobility and integration. The programs also include templates for newsletters, support for websites, lead tracking capabilities, and templates for various marketing documents. Hence, the CRM tools enable small business to create campaigns that meet their overall marketing strategies while targeting the right clients with the right messages. The software also have the ability to walk customers through processes, properties and rent options, resulting in swifter sales, better closing rates, improved profits and happier customers.

7. More Selling Opportunities

Construction CRM software helps small businesses to collect, organize and retrieve information on buyer patterns, preferences and trends. The information helps the contractors to know what their customers are interested in and to capitalize on their existing customer bases to achieve repeat sales. For instance, when launching new products, the firms can simply contact their clients who are most likely to buy the products instead of running expensive adverts. The ProjectCenter software is an invaluable communication and project sharing tool, while Project CRM can help construction businesses to focus more on existing clients and to create more selling opportunities.

8. Enhanced Social Media Marketing

Most CRM programs can be integrated with social media platforms such as Twitter, Facebook, Pinterest and LinkedIn, resulting in easy tracking of all aspects of the firm’s social media campaign. For example, the Clixifix software for simplified customer care, the Cloud Power software for sales automation, the PayPanther software for managing clients, invoices, documents and schedules. The integration allows contractors to identify the social networks that result in most traffic, to know what clients think of their brands, and to know the overall customer experiences. As the contractors master the emerging trends in social platforms, they learn to adjust their activities in order to maximize returns while boosting their brands’ presence across the Web.

There are a lot of functions that CRM software can manage for small construction businesses. Keeping all your tasks, data, and customer information in one easily accessible and manageable place will streamline all your functions and make your business more efficient and profitable.

About Bento for Business

Bento for Business is a modern way to control employee spending for construction firms. You can easily set monthly spend limits and allow only certain purchase categories (e.g. Lou the supervisor can only spend $500/week and the card only works to at fuel pumps or restaurants but not building materials). Turn cards on/off in real-time and receive a text message or email alerts for every purchase or decline. Enjoy unmatched visibility into cash flow, eliminate expense reports and save time & money, hassle-free. Use this link to learn more and start your free 60-day trial of Bento’s Visa Debit Card for Business.

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