It's a collection of web tools that assist businesses keep track of potential new consumers and strengthen their existing client connections. Customers who are happy are more likely to do business with you, as we all know. As a builder, you're well aware that there's more to construction than meets the eye. You may be an expert on the construction side of things, but you also understand the importance of the human element. You're not only constructing structures; you're also constructing relationships.
A customer relationship management system allows you to move away from enormous volumes of paper and inconsistent, redundant, and conflicting data and records and toward a quick and efficient streamlined technique of keeping track of current and future clients. A CRM provides you with the answers to the following basic questions:
What is the total number of customers I have?
When was the last time I spoke with my client, and what did we discuss?
In the previous quarter, how many customers did I lose or gain?
How much money did I make last month?
Who was the most successful at closing deals?
CRM also simplifies data entry and assures that data in your system is current and accurate, ensuring that you're always working with the most up-to-date data.
By keeping track of all different touchpoints, such as websites, social media, phone calls, and more, a CRM connects you to your customers and prospects. It also pulls your staff closer together by making it easier for them to cooperate and share information.
Follow ups
Daily Status of your team
Daily sales and marketing report
Internal Messaging
Status Changes within your team as per your SOP
Security
Email Automation
SMS/Email Integration
They say you should always be marketing something. As a result, you'll need a CRM that allows your sales team to be as "on" as possible at all times. This necessitates an understanding of your prospects and how to contact them. Knowing what kind of message those prospects need to hear, when they need to hear it, and through what media. To assist you identify top performers and figure out which sales tactics work best, the CRM should allow you to share performance and key indicators with your team. Artificial intelligence (AI) is used by a smart CRM to assist you through the sales process and to help you identify and engage with the relevant buyers in order to grow relationships.
Client connections in the construction industry are based on trust. To keep those relationships going and inspire trust, you'll need exceptional customer service. Customers should be able to interact with you on their preferred channel or device using a CRM. It should make use of data and artificial intelligence to assist you in providing better service and lowering costs. CRM allows you to both automate and personalise your communications to make your consumers feel properly taken care of in a world where personalization is king.
To maximise the results of your organisation, you must choose a CRM software that has project management features. These tools assist you in:
Organizing your projects and resources effectively
Defining each task's time management
Invoicing and expenditure tracking
Producing reports
Obtaining access to a collaborative portal.
If you need to send teams on-site, you'll need a CRM that can help your employees provide good customer experiences. It should provide tools to assist your employees in improving service, reducing resolution times, and gaining trust. It should aid in scheduling so that you know you'll always have the skills you need when they're needed. It should also, ideally, provide clients with a self-service portal through which they can track workers or request advice, allowing them to feel empowered.