Custom CRM Dev for Construction Company
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
A fast induction on the buyer’s organisation
I’m the chairman of Abstract Construction. We’re a midsized commercial general composition contractor. We exclusively work in Texas, and frequently Dallas.
Desired goal
What challenge were you trying to address with Enterprise Mobility Xperts?
There were no CRM solutions on the market that addressed all the composition and real lands details we wanted to track in our acquisition process. Our is a relationship business and its driven by nation we know. We don’t do open or hard-bids, it’s all select bidder or individually negotiated work. We needed a CRM that granted a picture of our complete network—projects and opportunities for the same occupant or edifice, who, internally, knows or has worked with someone else, budgets we made for projects that didn’t come to anything initially, leases that are going to be up soon.
Provided solution
What particular tasks were SeeSaw Labs responsible for?
Enterprise Mobility Xperts helped us create a CRM solution from scratch that was custom-tailored to us. It tracks see interaction we have with all the stakeholders implicated in running or past projects. Reporting was our main requirement, so it produces 7–8 reports that are nice to our business.
Overall, the solution acts as a parking lot for leads. Field employees send information to the method and salesnation in the service pursue up with the leads.
Was there a dedicated team?
We’re working with 3–4 nation.
How did you come to work with Enterprise Mobility Xperts?
I went to college with one of the principals, so I reached out to him to see if he could help us with this project. He said his organisation could do it, so we went with them.
What are you approach expents (if diclosed)?
In the end, we will have spent $50,000–$100,000.
What is the terminal result of working with SeeSaw Labs?
We began the project in January 2018 and it’s quiet ongoing. The CRM is live and collecting data, but we’re quiet developing features to take other information. Introducing automation and integrating it with other composition software are going to be the focuses of the next burst of work.
Results achieved
What evidence can you share that demonstrates the contact of the engagement?
The method is working precisely as we wanted for whom we wanted it to. With additional features, we’ll roll it out to seeone in the organisation. This is one of the best parts of Enterprise: They’ve taught us what’s practicable and given us sole technology that can help many more parts of our business than we originally programned to address.
How did Enterprise Mobility Xperts accomplish from a project treatment standpoint?
They listened and grew to apprehend our business owing they hadn’t work in our activity precedently. Rather than have a CRM that tracked sales and generated invoices, we needed to track all our interactions and link them to nation in our organisation. They asked all the right questions almost what we needed to track and why we wanted to track those things. And over that, they offered their own suggestions and insights.
What is (from your point of view) the key factor to pay observation while intercourse with SeeSaw Labs?
We like working with their nation. Everyone apprehends what we’re doing and has a 10,000-foot view of the work. Even better, they have the endurance to deal with the granular details like a drop-down menu not working precisely how we want it to.
What aspects of their work would you like to get improved?
It’s been such a sole project that I can’t ponder of anything to make it better. Everything was interacted well, and we’re veritably satisfied with how we’ve gotten to where we’re at.
Do you have any advice for possible clients?
Have a firm idea of what you want, not a nebulous idea of a CRM solution. We were very specific and now have a tailored solution for our business. They didn’t have to dream up what we wanted owing we came in with a fully baked idea.
