Integrations

The Estimating edge integration

September 23, 2021
Erick Vargas

Today, businesses make use of various software tools to streamline their ever-increasing list of
operations. On the surface, it might seem like the use of separate systems is quite manageable and
effective. Yet on the inside, most of the businesses that employ separate systems struggle to maintain
steady growth. This is primarily because separate software solutions often result in process bottlenecks.
As a result of this, the overall productivity of the company reduces significantly.

The Estimating edge integration

Today, businesses make use of various software tools to streamline their ever-increasing list of

operations. On the surface, it might seem like the use of separate systems is quite manageable and

effective. Yet on the inside, most of the businesses that employ separate systems struggle to maintain

steady growth. This is primarily because separate software solutions often result in process bottlenecks.

As a result of this, the overall productivity of the company reduces significantly. In the past, the costs of a construction project wereestimated mostly by hand. However, this method is highly inaccurate,inconsistent, and time-consuming. Today, contractors employ estimation systems suchas Estimating Edge, in order to increase the efficiency of this process. Insuch systems, a simple input of practical data including schedules and costs ofa project will yield a reliable estimate. This presents several advantages toboth the clients and the contractor.

Now, construction companies and businesses belonging to various sectors also employ CRM tools to improve up selling, amplify customer relationship and optimize their marketing strategies. Though, that is not all!Tools such as Followup CRM present additional opportunities that allow construction companies to streamline a range of other marketing, sales, and operation tasks.

 

Traditionally, both of these tools may be used independently. However, an integration of the two opens

up doors to some unmatched opportunities.

 

Let us take a quick look at the benefits of Estimating Edge integration with Followup CRM.

 

Accurate estimation with a 360-degree view of customers

Estimates are a vital aspect of any company’s business relationship with a potential customer. An

integration of Estimating Edge with Followup CRM would allow a sales team to refer to order history,

conversation records, and other important data before preparing an estimate. This will singlehandedly

increase the accuracy of estimates.

 

Elimination of duplicate data

When teams in an organization work with two independent systems, a huge chunk of data often has to

be entered into both databases separately. This has a significant impact on the overall productivity of

the teams. In this regard, the integration of these tools would eliminate duplication of data.

This means that the data will only have to be entered once,through Followup CRM (the central hub of

all important information). From there, the data can then be made available to a multitude of teams.

 

Cross-department collaboration

Sometimes, both the sales and the marketing team have to work in unison, to create suitable estimates.

Without an integrated central hub, such a collaboration would require manual sharing of huge chunks of

data (as it used to happen traditionally).

Hence, cross-department collaboration used to be a big hassle in the past. Though, the scenario has

totally transformed now. Integration of Estimating Edge with Followup CRM boosts collaboration

between the sales and marketing team. This, in turn, drive sup the results.

 

Better response time

The integration of these two tools would increase the response time of teams, and decrease the risk of

losing a deal. For instance, in case a client requests clarification or further details of an estimate, teams

can respond swiftly by accessing information from a shared central hub. This would increase the

company's goodwill while minimizing negative customer experiences.

 

Increased efficiency

One of the biggest misconceptions people have is that integrated systems are less efficient due to their

complex nature. Though, Estimating Edge integration with-followup CRM simply puts an add on in an

already easy-to-use system. This ensures an increase in the efficiency of both cost and time.

Ultimately, accurate estimates derived from past customer data will lead to better client retention and

an increase in the sales revenue of the company.

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