With this solution—built on Dynamics 365 Sales—you can take the next step toward digitized and balanced customer relationship management.
Every construction project begins with the sales phase. That’s why a CRM application is indispensable for a construction company—whether you’re a general contractor, subcontractor, or project developer. From following up on an inquiry to closing the deal, maintaining relationships on a project, or handling complaints during the 10-year warranty period… These are all areas where a good CRM system can help you.
Thanks to our many years of expertise in the construction industry, you can now implement a CRM solution that meets the needs of the modern construction company.
Building strong, long-term relationships with customers and prospects: that is the goal of CRM. A good CRM system should therefore enable you to manage all marketing, sales, and service processes effectively from a single, centralized platform.
In Dynamics 365, as a CRM application, you can digitize and track the entire sales process. This allows you to set milestones to structure a sales opportunity.
You always have an overview of your deals and can immediately see what stage they're in. By adding dates, you'll never miss a deadline again and can plan your estimates more effectively.
You'll also gain insight into the progress of your sales pipeline.
Map out all the relationships associated with the construction project. That way, you’ll know right away which architect, client, engineering firm, subcontractor, etc., are involved in a particular project.
You can also evaluate subcontractors to improve quality. For example, you can maintain an A, B, C, D rating system for your clients to help you set priorities when preparing cost estimates during busy periods.
Consequently, you give higher priority to an architect who generates a lot of work than to a client for whom you’ve barely done any work.
As a construction company, you often remain liable for your projects for a considerable period of time. It is important to keep a record of all complaints that arise. You can assign each complaint to one of your employees to ensure they are not lost.
In addition, all communications and interactions related to this complaint are carefully tracked. This allows you to monitor everything more closely and work toward high customer satisfaction.
With Dynamics 365 Sales Sales representatives manage accounts and contacts, track the sales process from prospect to order, and maintain customer relationships, including handling complaints. Thanks to these insights, they can work more effectively and close deals faster.
During these processes, documents are created that are linked to customers or prospects. By managing them centrally, they are always readily available.
That is why they developed Alistar a ready-made solution that Microsoft SharePoint integrates seamlessly with Dynamics 365 for simple and efficient document management.
The drag-and-drop page offers several useful options for managing documents:
We also guarantee consistent, structured document management thanks to these additional features:
Do you want to finally get more out of your customer relationships without getting bogged down in a months-long implementation process?
With the CRM Sprint you'll get the power of Microsoft Dynamics 365 within your organization, ready to use and tailored to your context.
In version 29, Business Central continues to evolve into an AI-driven ERP platform with a strong focus on automation through smart
Discover why data, AI, ERP, cybersecurity, and CRM are becoming increasingly intertwined, and how manufacturing companies are building a
Discover why integration between ERP and fleet management is becoming increasingly important for maritime organizations. Includes a real-world example from Christiania Shipping,
As a Microsoft Certified Partner with a team of CRM experts, we’d be happy to help you determine how to provide the best possible experience for your employees.
