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Construction industry
Construction industry
1017 members
10 posts

In this channel we've gathered all those sales and marketing enthusiasts working in the Construction industry.

  • Are you looking to learn how an expert in your field has implemented Pipedrive to solve the same challenges you are facing?
  • Do you want to ask specific sales and marketing questions to people working in your field?
  • Are you looking to share your own knowledge with others?

If one or all of the above is true, then this is the right channel for you!

CRM for Your Construction Firm: How to choose the right one ✅

With mounting economic pressure, construction companies need to try new ways to remain profitable.

According to a study in the Journal of Building Engineering that examined 2700 construction projects, profit margins have been shrinking for the past several years. Additionally, construction companies often end up with a completely different margin than the one that was predicted at the outset of a job.

If you can’t realistically track project processes and activities, it’s nearly impossible to make accurate sales forecasts and ultimately set sales, revenue and profit goals. Moreover, according to a report by FMI, construction projects are becoming more complex.

A CRM can help to manage this complexity and financial disorganization by improving collaboration, analyzing activities, automating repetitive tasks and allowing for better relationships and sales.

According to JB Knowledge’s Construction Technology Report, it’s critical that construction companies consider integration when choosing software and apps. The report states:

“Companies must prioritize, and budget for, integration when choosing software and apps. Even at additional expense, technology that integrates to allow communication between workflows and departments for cross functional teams (is beneficial). It would be advantageous for companies to explore incentivizing integrations to reduce stress, optimize use-of-time, save money, and increase productivity. Seamless exchange of data reduces manual entry and redundancies, making integration a crucial feature for modern construction.”

Has a CRM helped you manage the growing complexities in your construction business? If so, how has it helped or where has it fallen short?

🔎 Click here for a... (More)

Estimating Systems

Can anyone tell me what estimating systems they are using with Pipedrive? We have tried a couple but aren't finding one that we really like.  TIA!

Charles Davis
Director of Sales & Estimating

Revenue Forecasting Advice

Does anyone out there have experience using revenue forecasting reports within Pipedrive Insights?  Looking to use "Payment Schedule" to report revenue but only seeing option for filter by "Expected Close Date".  As a contractor, we don't get paid immediately upon signing a contract.  Jobs can take months to start and only then do we receive monthly progress payments.  Doesn't appear I can show this through Pipedrive revenue forecasting reports... am I wrong?