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CRM for Contractors: How to Win More Business With Mobile Optimization

Jul 23, 2018
By: Jason J. Smith
Construction and Real Estate

As a contractor, your customers are expecting you to deliver projects in a timely, high-quality and cost-effective manner. To meet — and exceed — their expectations, you must use the best possible tools for each job you take on. Imagine showing up to a job site without the necessary tools for a project; you wouldn’t let that happen for fear of losing the opportunity to a competitor. But what many contractors don’t realize is without investing in the right technology, they risk showing up to projects and bids without the right tools for the job. And without the right tools, you simply can’t grow a business.

The good news? Technology has evolved at a rapid pace and there are now valuable tools the construction industry can leverage. In fact, there are even technologies specifically designed for specialty subcontractors, which can help you win more business and improve project margins. In this five-part blog series, we’ll take a look at five ways a modern customer relationship management (CRM) solution can change the way contractors operate, allowing them to deliver better experiences to customers and foster successful businesses.

Respond to Bid Requests and Clients Anytime, Anywhere

Today’s customers are always connected through their smartphone, tablet or laptop. Connected customers expect real-time responses, and contractors that are able to respond quickly to bid requests often win the business.

So how can a CRM solution help specialty contractors stay connected? With a cloud-based CRM solution, sales teams can access historical customer data, project information and bid details instantly from any device. Similarly, if your seller uses their mobile device to compile key details about project opportunities, they can immediately save it to the cloud for your bidding, quoting and operations teams to access. In fact, according to Nucleus Research, productivity increases by over 14% when sellers have mobile access to their CRM. The bottom line: You must evolve your back-end systems beyond spreadsheets to stay competitive in this new, digitally driven marketplace.

Mobile access can also be a competitive differentiator for contractors, especially when it comes to field service. By using a CRM solution that includes field service capabilities, your team can access warranty information and provide service to customers while they’re in the field, without having to return to the office to gather key project information.

With a cloud-based CRM solution, you can win more business by responding to bids faster and improve customer satisfaction by offering same-day service.

If you’re interested in learning more about how your business can improve operations and revenue by leveraging custom technology, contact me at jjsmith@wipfli.com.


Jason J. Smith, CDIA+
Senior Manager, Business Development
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