Optimizing CRM for General Contractors

Identify the key features and functionalities our client needs to update their CRM

Even the nation’s top general contractors struggle with their CRM. Microsoft Dynamic 365 and other CRMS are meant to make work and customer relationships easier to manage, but sometimes they do the opposite. We helped one client improve their CRM so it works better for business.

The Challenge 

Your CRM isn’t provided value anymore

When we first began working with one of the nation’s top 50 largest general contractors, we looked at their customer relationship management (CRM) solution. Their CRM was built on the Dynamics 365 platform, but was no longer providing value to their business. In fact, it was creating a number of pain points and unnecessary costs for the organization. The architecture of their solution was inflexible and unable to be reconfigured. As a result, this caused the general contractor to seek out a Microsoft partner to extract the ineffective solution from Dynamics 365 before its contract was set to renew. They also needed to realign and redeploy Dynamics 365 with specific functionality and integrations to meet their business needs.
The Approach

What do you need your CRM to do for your business?

We collaborated with the general contractor to identify the key features and functionalities they needed to update their CRM. This included the following: 
  • Account management 
  • Contact management 
  • Opportunity management 
  • Who Knows Whom (relationship insights) 
  • Risk assessment 
  • Integration into the financial system
After cleaning up their solution, we implemented a standard application lifecycle management system to build, develop, customize, and deploy the features. Because we recognize that businesses need to evolve, we configured the system to allow for easy future development modifications and additions.   We also integrated the CRM with JDE,  which is their enterprise resource planning software. This allowed us to automate workflows and enhance visibility into their CRM.  “Root16 educated us along the way. They don’t just keep things to themselves; they very much so wanted to teach me and make me successful… It was a breath of fresh air,” said the client.
The Impact

Manage customer data and relationship more efficiently

As a result of our collaboration, we were able to seamlessly remove all dependencies to their prior solution and deploy the key CRM features they required. Additionally, we were also able to standardize the user experience without any disruption to their business operations. They can now manage customer data, opportunities, and projects more efficiently, saving time and effort. 

“I cannot recommend Root16 highly enough for your CRM engagement! Not only are they subject matter experts, but they are responsive, engaging, intelligent, resourceful, helpful, and fun to work with... I’ve recommended them to several industry peers."

If you are frustrated with the functionality of your CRM, please reach out to us for a free consultation. We would be happy to help get you back on the right track.