{"id":4867,"date":"2019-01-15T08:15:00","date_gmt":"2019-01-15T13:15:00","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=4145"},"modified":"2025-12-06T13:16:59","modified_gmt":"2025-12-06T18:16:59","slug":"construction-project-success-crm-solution","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/construction-project-success-crm-solution\/","title":{"rendered":"Why CRM solutions increase construction project success"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Construction has come a long way from its hammer-and-nails origins. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Today, construction projects use technology from initial planning to final completion. For every construction project, there are: &nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Planners in the engineering office using Building Info Modelling (BIM) software to create digital models of their projects.<\/li>\n\n\n\n<li class=\"\">Sales Reps using <a href=\"https:\/\/www.method.me\/features\/portals\/\" target=\"_blank\" rel=\"noreferrer noopener\">online portals<\/a> to bid on tenders or submit proposals.<\/li>\n\n\n\n<li class=\"\">Project Managers <a href=\"https:\/\/www.thebalancesmb.com\/drones-affecting-construction-industry-845293\" target=\"_blank\" rel=\"noreferrer noopener\">using drones<\/a> to survey a construction site&#8217;s footprint.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">With the demand for every type of <a href=\"https:\/\/www.statista.com\/topics\/974\/construction\/\" target=\"_blank\" rel=\"noreferrer noopener\">construction project<\/a> expected to increase significantly over the next few years, it may seem like a lucrative time to be in construction. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The road ahead, however, isn&#8217;t easy when you consider the hyper-competitive nature of construction projects.  <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In fact, the margins of many winning proposals are often so tight that even a small error or unexpected surprise can cause a project to lose money. <\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">&#8220;The margins of many winning construction proposals are so tight that even one small error can mean that the project loses money.&#8221;<\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-construction-project-case-study-hospital-revitalization\"><strong>Construction project case study: Hospital revitalization<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">With many communities across North America renovating local hospitals to include new technology and infrastructure, we&#8217;ll use this context for our case study. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Before we dive into things, let&#8217;s consider a few things:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">Hospital revitalizations are large construction projects with many stakeholders. <\/li>\n\n\n\n<li class=\"\">These projects are often publicly funded, which means they must follow transparent processes for bids, contracts, approvals, and delivery. <\/li>\n\n\n\n<li class=\"\">Hospital revitalization projects have multiple phases and take years to complete.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">With so many moving parts integral to a hospital revitalization construction project, it&#8217;s clear that there are many opportunities for a <a rel=\"noreferrer noopener\" href=\"https:\/\/www.method.me\/industries\/construction-crm-software\/\" target=\"_blank\">customer relationship management (CRM) solution<\/a> to drive greater efficiency.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let&#8217;s take a closer look at how a CRM solution can improve construction project success!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-phase-1-bidding-and-proposal\"><strong>Phase 1: Bidding and proposal <\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">At this phase of a construction project, an Estimator draws on the company\u2019s financial records to review past projects and estimate costs so that they can put their most competitive bid forward and secure work. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At this stage, there are no shovels in the ground but construction companies are already in need of an accurate, real-time source of data to inform their bidding strategy.  <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The problem here is that the information Estimators need to competitively bid is all over the place. Whether it&#8217;s hidden in a stack of papers on someone&#8217;s desk or spread across Excel files, Estimators rarely have access to a data set that&#8217;s comprehensive enough to apply to the bidding process. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-enter-crm\">Enter CRM<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Incorporating a <a href=\"https:\/\/www.method.me\/crm-quickbooks\/\">CRM system that connects seamlessly with QuickBooks<\/a> accounting software will alleviate this problem, as Estimators now have immediate access to information such as past invoices and customer records. Which of course, makes formulating competitive, data-driven bids a faster, more effective process for them.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-phase-2-pre-construction\"><strong>Phase 2: Pre-construction <\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Now that we&#8217;ve been awarded the contract for the hospital revitalization project, it&#8217;s time to meet with key stakeholders. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Working in collaboration with the hospital\u2019s construction project committee, it&#8217;s time to develop a comprehensive revitalization building plan. Which is when the big questions about cost start to hit the fan:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">What are we paying for trades and sub-contractors? <\/li>\n\n\n\n<li class=\"\">How frequently are the payments coming in? <\/li>\n\n\n\n<li class=\"\">Which construction projects are profitable? <\/li>\n\n\n\n<li class=\"\">Which construction projects were above budget? <\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">And with this many questions, comes many point people. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This means we&#8217;ll have to ensure communication runs smoothly between everyone from design contractors to permit and license contacts. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AKA a logistical nightmare.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-enter-crm-0\">Enter CRM<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">This is another area where <a rel=\"noreferrer noopener\" href=\"https:\/\/www.method.me\/industries\/construction-crm-software\/\" target=\"_blank\">construction CRM software<\/a> is beneficial. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As you start coordinating with hospital staff, as well as managing subcontractors and partners, you need a reliable solution to keep your head on straight. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A CRM solution makes it easy to track all these relationships as well as share them with others are your organization.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-phase-3-construction\"><strong>Phase 3: Construction <\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Now it\u2019s finally time to break ground, put up walls, and build something great for the community. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To get started, you need to hire subcontractors. Which might have you thinking: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Are subcontractors part of your project team? <em>Yes, absolutely.<\/em> <\/li>\n\n\n\n<li class=\"\">Are they independent entities? <em>Yes, absolutely (again). <\/em><\/li>\n\n\n\n<li class=\"\">Is each subcontractor relationship actually a discreet client-service provider relationship <em>inside<\/em> a much larger process? <em>Yes, absolutely (for a third time!).<\/em><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Sounds complex&#8230; <\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-enter-crm-1\">Enter CRM<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">An effective CRM platform simplifies your sub-contractor management. And it&#8217;s even better if your CRM integrates with QuickBooks, as then you can process transactions and manage construction project progress in one place. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-crm-benefits-for-a-complex-construction-project\"><strong>CRM benefits for a complex construction project<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Successful construction companies need a comprehensive solution to manage countless data points. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In fact, it&#8217;s critical that every person from the estimator to the project manager be able to access data on contracts, customer relationships, costs, and transactions. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is exactly where a CRM comes in. CRM solutions streamline construction projects of any scale as they make information:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Easily accessible. With a CRM solution, employees of all levels can access the data they need to do their job. <\/li>\n\n\n\n<li class=\"\">Consistent. CRM solutions offer contact details and customer histories that are accurate and up to date to the stakeholders who need it. <\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Start using a construction CRM with your <a href=\"https:\/\/signup.method.me\/choose-version?offering=methodcrm\" target=\"_blank\" rel=\"noreferrer noopener\">free trial<\/a> of <a href=\"https:\/\/www.method.me\/\">Method <\/a>CRM!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the fast-moving construction industry, having access to the right data is essential. Learn how CRM software helps construction companies stay up to date.<\/p>\n","protected":false},"author":24,"featured_media":22133,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[37],"tags":[36,38],"class_list":["post-4867","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-construction","tag-construction","tag-construction-crm"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Why CRM solutions increase construction project success &#8212; 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