Customer Story
No credit card required.
Contracting is a very competitive business. Jobs can be won or lost based on the communication between your team and your potential client during the bidding process. So how can your crew exceed expectations and get a leg up on the competition?
Bay Area Underpinning increased sales 15 – 20% by using Pipeline CRM. It helped this 10 year old foundation repair company in San Francisco strengthen their team’s value, build trust with clients and show quality. We asked them to share a few of the ways our CRM software improved their sales process.
Everyone on the Bay Area Underpinning team was able to easily adopt and use the software to streamline their tasks. For example, their Office manager uses it to schedule the Estimators’ appointments and share customer notes. The Estimators use it to manage their schedule and reference or update customer information. And the Sales Managers create goals and track sales productivity through easy-to-view reporting, forecasting and pipeline management.
The software renders different results based on each team member’s needs and responsibilities. And the best part is, because no two companies are alike in their job titles, process or terminology, you can easily customize all the fields to suit your business needs.
There’s never any gray area around who is responsible for a lead at any point in the process, which makes it harder for the job to slip through the cracks. The Leaderboard feature even encourages healthy competition and support amongst the Bay Area Underpinning team to reach their sales goals.
Pipeline CRM helped Bay Area Underpinning stay on top of communication with their leads, follow-up more often, and organize their client history. They were able to spend time nurturing leads rather than wasting time hunting down details.
Have you ever wondered the best time to send an email, or whether that estimate has been opened or shared? If you contact job prospects within 5 minutes of them viewing your message, they’re 100x more likely to respond. Pipeline CRM will alert you when a prospect has looked at an estimate.
Before adopting our CRM software, Bay Area Underpinning used Quickbooks and Microsoft Office. These tools were easily integrated with their account, saving time upfront, as well as valuable time in their ongoing sales process.
Further integrations with PipelineDeals include Outlook (calendar) and importing existing address books of contacts and leads.
See How Pipeline CRM Can Work For You
sales@pipelinecrm.com
Site links
