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Running a business without a CRM? That's a risky game...
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Running a business without a CRM? That's a risky game...

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🚧 What exactly is a CRM?

CRM stands for Client Relationship Management, it's simply the process of how we manage and maintain our relationships with clients or leads.

As Directors, we love to keep information in our heads - That upcoming job? "Yep, all the documentation is in my drafts to be sent." The new lead that came in? "I am going to give them a call on Tuesday..."

How often are we letting things slip? or even losing the ability to delegate.

It's a quick way to trap yourself in the business with no room for expansion.

CRM Systems have come a long way, from what was once the Rolodex, is now a carefully thought-out system with an easy-to-understand interface that allows for effective and efficient data communication throughout the company. Leaving the tech lingo behind; by implementing a CRM System, the company now has full visibility of every contact point we have had with every person that the company has worked with.  

That alone is a truly powerful tool... but it doesn't stop there.

🚧 The Crucial Role of CRM in a Construction Business

1. Enhanced Customer Relationships

As discussed, a CRM system is designed to manage and improve interactions with clients. In construction, where projects often span months or even years, maintaining strong, positive relationships with clients is crucial. Long-term nurturing without a CRM is near impossible.

2. Increased Visibility

Keep on track with your leads and know exactly what position they are in. Are they a new enquiry? Do we need to follow up? Has the site meeting been booked? All these variables can be simply arranged with a drag-and drop-solution. This screenshot below is from our own CRM, The Momentum Engine.

3. Save Countless Man Hours with Automation

Implementation of effective automation can save you countless hours of labour in the long run while developing a standardised winning approach. From sending automatic emails out to new enquiries or automatically generating tasks for the team, automation can really reinforce your processes while saving you time and reducing the chance for human error.

And plus, fewer hours doing admin is something everyone wants!

4. Increase ROI with Effective Marketing

CRM systems offer detailed insights into how clients and leads interact with your business. This helps refine marketing strategies to be more targeted and effective. By using this data, you can tailor marketing and sales efforts to each lead or client, such as sending personalised emails and running targeted campaigns. This personalised approach increases the likelihood of conversions, driving higher sales and ultimately resulting in a higher return on investment (ROI).

5. Increase Client Retention

With a CRM you are able to develop long-term relationships and drive client retention. By regularly engaging with clients through tailored content, follow-ups, and updates, businesses can build stronger relationships and address issues proactively. This ongoing nurturing fosters client loyalty and satisfaction, leading to higher retention rates and long-term business growth. You can also effectively tie in long-term nurturing with your business model to generate work in quiet periods.

6. Manage your sales on the road

Most modern CRMs offer mobile apps, allowing employees to access customer information and manage interactions on the go. This is especially useful for sales teams and field service representatives.

7. Scalability

As your business grows, your CRM can scale with you, handling an increasing number of customers, data, and interactions without compromising performance. This ties back to the point we covered at the start—sooner or later, the director has to delegate.

8. Tracking Key Performance Indicators (KPIs)

CRMs allow businesses to set and monitor Key Performance Indicators (KPIs) to measure the success of their sales and marketing efforts. By tracking metrics such as conversion rates, customer acquisition costs, and customer lifetime value, businesses can identify areas for improvement and make data-driven decisions to drive growth and profitability.

🤔 Is It Time To Set Up Your CRM?

The construction industry is evolving, and staying ahead of the curve requires the right tools. A CRM system is not just a luxury; it's a necessity for any construction business looking to enhance efficiency, improve client relationships, and drive growth.

If you are looking to get started with your own CRM, or even move over from an existing one, we are offering a 14 Day Free Trial on The Momentum Engine for you to try it out completely free of charge!

Try it for free - Full Access. Cancel Anytime: Claim your 14 day FREE Trial!

Not tech savvy and worried about the software complications? Our team can handle the complete setup, onboarding and training of your system at an additional cost.  

Whether you are looking to set up a CRM or not, I hope you found this useful! If you would like to go over anything we discussed, please contact us!

Frequently asked questions

Q: What does CRM stand for and what is it?

A: CRM stands for Client Relationship Management. It's a system designed to manage and maintain relationships with clients or leads. It centralises all client interactions, making data communication throughout the company more efficient and effective.

Q: Why is relying on memory for client information a bad idea?

A: Keeping information in your head can lead to missed opportunities and hinder business expansion. A CRM system helps avoid these pitfalls by organising all client-related data.

Q: How does a CRM system enhance customer relationships?

A: CRM systems help manage and improve client interactions, which is crucial for long-term projects in construction. They ensure strong, positive relationships are maintained over time.

Q: How does a CRM increase visibility?

A: CRMs allow you to track leads and their statuses easily. Whether it's a new inquiry, a follow-up, or a scheduled site meeting, everything can be organised with a simple drag-and-drop interface.

Q: How can CRM automation save time?

A: Automation in CRMs saves time by handling tasks like sending emails or generating tasks automatically, reducing human error and making processes more efficient.

Q: How do CRMs help track Key Performance Indicators (KPIs)?

A: CRMs help set and monitor KPIs to measure sales and marketing success. Tracking metrics like conversion rates and customer lifetime value aids in identifying areas for improvement and driving growth.

Q: How can I try a CRM system for my business?

A: We offer a 14-day free trial of The Momentum Engine, allowing you to try it out with full access. You can cancel anytime.

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This article has been provided for information purposes only. You should consult your own professional advisors for advice directly relating to your business or before taking action in relation to any of the provided content.

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1. Join our Facebook Group which built completely for businesses within the construction industry. Real people, real support. - Now also available on LinkedIn.

2. Keep up to date with Construction Insider Providing you with industry insight, tips & tricks and much more to make sure you are ahead of your competitors!

3. When you are ready, Become a Saint Financial Group client, and we will provide you with the highest quality solutions to effectively scale your construction business. Book your meeting here!

Running a business without a CRM? That's a risky game...

Written by the team at:

Saint Global Marketing

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