Dynamics CRM

How Dynamics CRM solves the problems plaguing general contractors

Construction is an industry with a lot of moving parts. General contractors working in construction are pulled in to assist with a variety of tasks, and this makes the continual tracking, planning and management of tasks and sales an essential part of the role.

Many general contractors struggle to juggle everything, and we’d argue that that’s because they’re not using an effective enough CRM system. Microsoft Dynamics CRM could be the perfect tool for the job, and here’s why.

Multitasking mobility

On any given day, a general contractor could be working on any of the following tasks:

  • Managing leads
  • Project management
  • Bid tracking and management
  • Updating project scopes and documentation
  • Nurturing relationships

It’s clear that any one system will need to be flexible, adaptable and work on the go. Dynamics CRM has a number of great features that can work offline, so even when on the go, CRM data is accessible. Using CRM for Outlook, a contractor can travel to a site, look up contacts, review and add notes and all without an internet connection.

Organised sales pipelines lead to higher sales

General contractors rely on a rigid, organised sales pipeline with projects and bids. As well as being able to give you visibility over your pipeline, CRM also enables you to drill down into minute detail, creating better business intelligence.

Track the success of a marketing campaign

The ability to judge the success of a marketing campaign is reliant on the ability to track ROI. This is difficult in the construction industry for a number of reasons, not least the fact that the marketer’s audience is so diverse.

With this diversity, a wide variety of marketing tools and outlets have to be used in the pursuit of prospects, leading to complicated marketing ROI tracking. However Dynamics CRM simplifies tracking by mapping products, account and contact details to a project and opportunity records.

Minimising proposal delays and increasing sales opportunities

Perhaps the thing that can lose general contractor firms the most revenue is proposal delays due to managing bids and information from subcontractors. CRM actually enables the user to add their own activity documentation throughout the bid, and CRM will help automate the proposal period by notifying users when inquiries are created, and distribute them to the relevant team member.

Ultimately, Dynamics CRM is a powerful tool that general contractors should be taking advantage of – if they’re not already doing so. If you’d like to read more about Microsoft Dynamics CRM, head over to our Tips and Opinion pages.