It’s easy to get overwhelmed with customer relationship management when emails, contact notes, invoices, and documents are strewn everywhere and impossible to track. Companies in the built environment sector must invest in customer relationship management (CRM) software, which is why Total Synergy has integrated one into its Synergy software. Read on to learn more about SynergyCRM.
SynergyCRM puts the “central” in a “centralized hub”
With SynergyCRM, your customer information is gathered in one place. This means that unlike other CRM applications, you manage your customer data in the same place as your project information.
For example, every opportunity you create in CRM is immediately reflected in your revenue forecast and capacity planning in Synergy.
With SynergyCRM, you have a centralized hub for customer details that allows you to track your opportunities. All in one place and all integrated into your business platform.
SynergyCRM tracks accurately and saves time
You can use the SynergyCRM kanban board to track your customer’s journey through the sales pipeline, from lead creation to project victory. No more scouring emails and files to find what you need in the sales process.
You can record activities, assign tasks, and check contacts, all in one place. And since it’s shared, you can easily see if someone else has spoken to your contact.
SynergyCRM lets you know your customers … in detail
Save time by rebuilding your customer knowledge, with all your customer data in one centralized location. Of course, you get the usual CRM data like call and email history, recent projects, related relationships, activities, and tasks. But with SynergyCRM, you can also get additional customer insights from your Synergy data, such as customer lifetime value, average project value, how often you get projects awarded … and how much you bid. or even by checking a customer’s average payment time. a bill.
SynergyCRM gives an overview of all your opportunities
It is important that you know how you gained opportunities, but it is also important to know why you lost opportunities. With SynergyCRM, you get a bird’s-eye view of all the opportunities you’ve had – won or lost – so you can learn from them all.
SynergyCRM allows you to stay tuned to your customer with focused, relevant, and up-to-date information in a central location. It gives you real-time insight into the sales process that allows you to make informed decisions, act quickly, and get back to the job you love: designing our built environment.