CRM

Why contractors need to manage their clients in a CRM

September 23, 2021
Ross Romero

We live in a world where services, information, even goods are given away for free or for a nominal cost in exchange for customer data. Why? Because knowledge is power, and for business owners, client data is the key to expanding and refining your business.

Why should contractors manage their clients on a CRM?

We live in a world where services, information, even goods are given away for free or for a nominal cost in exchange for customer data. Why? Because knowledge is power, and for business owners, client data is the key to expanding and refining your business.

But when client data is scattered throughout different spreadsheets, personal computers, and notepads the value of that client data disappears. The cost it takes to gather that information into one place, time and time again, is expensive--in dollars and hours. Customer data means nothing without a way to understand what all the bits and pieces are saying about your services and what your targeted demographic should be.

Followup CRM offers customizable information for your clients so you can arrange the system in a way that best suits your company's needs. View our free demo to learn more about how we can set up your CRM.

Personalizing client communications during contracting projects

Having a running directory of all your customers creates excellent efficiency on a small remeand large scale. Extremely detailed information about one specific client will enhance all interactions with that client because they'll be made to feel like they’re your top client. Noting the last time you worked with them, negative and positive experiences, even remembering their child's name personalize their interaction with you. This will cement your professionalism and their loyalty.

You can use this sort of relationship building to show prospective clients how happy your current and past clients are. You can offer promotions for clients who may have had a negative experience, or you can gather testimonials from clients who had positive experiences.

Get rid of broken customer service systems in your construction business

Having access to this sort of streamlined information allows you to identify and remove practices in your business that have resulted in negative customer experiences or inefficient practices. Customer management is more than just making a client feel seen and heard to grow your client base, it's also about weeding out the broken parts of the system or the things that can be improved to better serve your current customers and attract new ones. On a larger scale, being able to see hundreds or thousands of clients' data will show trends that will affect your marketing strategies, sales strategies, customer relationship building, and more.

Request a Live Demo Now

Learn more about how Followup CRM can help your construction company grow.

Schedule Demo Now!

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.