Nowadays, many businesses use customer relationship management (CRM) system to become more competitive. Customers have become more demanding knowing that they have a variety of products or services to choose from. Likewise, many studies have already emphasized the importance of building solid customer relationship ingrowing a business. And that’s exactly the reason CRM systems exist – to boost customer service quality. Customer relationship management software is particularly beneficial to contractors.
Contractors have various clients depending on the services they offer – roofing, electrical, HVAC, etc. – and it’s easy to assume that their clients’data will be chaotic at best. Customer relationship management software will ensure client data stays organized; thus, everyone on the team can easily access relevant information about clients that is stored in the system. Billing information, complaints, feedback, and almost any other information are contained in a CRM system. So you can say it’s a one-touch gateway to all important information regarding a contracting business and its processes.
However, each business has its particular set of requirements. In this instance, a contracting business’ main thrust is to grow construction profits by keeping track of leads, bids, and clients and effectively managing these. Using spreadsheets to do all these will eat up too much time, and time is of the essence if you want to keep your clients happy. This is why you need to choose your CRM software wisely.
And in the field of contracting, it has been proven that no tall CRM software solutions are the same. Take Cosential CRM for example. Cosential is among the top players when it comes to AEC CRM software and has been in existence since the late 90s. Although they seek to serve the AEC, they are not a perfect fit for all contractors.
As much as possible, when choosing CRM systems to help your business, you will want one that lets you test the waters first, so to speak. After all, you will be spending a considerable amount of money when you invest in CRM software. It’s vital to see how the CRM fits and actually helps your business processes.
Followup CRM understands that a huge percentage of CRM software’s success depends on it implementation. Therefore, we have specialists who provide personalized assistance in walking you and your team through the process until they are quite certain you can successfully handle the CRM on your own. That’s not all, though. There is a host of features offered by FollowupCRM that you will not find in Cosential. These features are crucial especially if you’re a contractor and want to have full control of your operations. Here are some features you will only find in Followup CRM:
• Activity management
• @ Metions within the CRM
• Custom File management
• Specialized Integrations
• Live Visual Pipeline for per clients
• Live Visual Hit Rates for per clients
When evaluation Construction CRMs, some CRM solutions may work better for some segments of the AEC industry over other segments. So be sure to do your due diligence to look at the features that are you when evaluating the right CRM for your company.