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Top 5 CRM Features To Utilise For Your Building Products Business

Top 5 CRM Features To Utilise For Your Building Products Business

When it comes down to choosing the right CRM system for your building products company, it’s important to understand the capabilities you’ll get out of your CRM system.

Aside from core features such as - contact management, interaction tracking and lead management; there are must-have features that can transform your construction marketing and reduce your workload.

These key features include - workflows, pipeline management, measuring return on investment (ROI), customisation and customer support.

Read on to discover how these key features can benefit you…

step 1: Creating Automation Workflows For Your Construction Marketing


A CRM opens great opportunities for small building product businesses and large construction firms alike, to thrive. Now more than ever, companies need to expertly manage their prospects with great care.

You can make your life easier by automating your workflow. You’ll need CRM software that allows you to set-up custom rules and sales information to drive productivity in your construction team.

Essentially a workflow will allow you to automate simple and complex business processes based on triggers that you set.

You can even send follow-up reminders for your sales team to call potential prospects back.

step 2: View Your Construction Sales Pipeline


Wouldn’t it be great to see an overview of your entire sales pipeline with updates of the progress of each stage in the sales funnel?

This is a great feature to utilise. If you don’t have a sales funnel, this feature is not one to go without. You’ll be able to have a bird’s-eye view of the whole funnel to keep your prospects in one place.

Here you can view your deal stages and also keep track of how many deals each of your staff members are getting daily. Saving you time digging through files and inboxes to get a hold of this data.

step 3 Measuring Your Building Product Return On Investment


Measuring your return on investment (ROI) is essential to understand if you’re profiting from what you’re investing in.

To do this, take advantage of reporting and analytic features from a CRM system. If you’re unsure where your historical data is kept– ROI would have been tough and inaccurate to measure. A CRM system can store this information for you.

With this, you can measure specific revenue indicators that impact your ROI. With CRM’s keeping detailed customer information, it can be used to measure ROI metrics. For example, the number of sales per customer and number of orders per customer.

A CRM system should help encourage additional sales with better and more consistent contact between your company and your customers.

step 4: Utilise Customisation Features To Stand Out


Customisation features come varied dependent upon your CRM system. For the most part, you’d want to create:

  • Custom entities, fields, and forms
  • Modify dashboards
  • Customise workflow logic
  • Use your branding throughout features

Another thing to keep in mind is third-party integration. With customisation, you’ll want the capability to keep everything in one place to drive your building product company further.

With the integration of third-party apps such as Office 365 and Slack, you can have added features to streamline your sales team.

Essentially, you’re opening up and expanding upon the abilities of your construction team, so they’ll be equipped to deal with customer requests.

step 5: Customer Support Features To Give You A Helping Hand


A key feature to utilise is a CRM’s customer support; especially if you’re new to a CRM system. A customer support feature will be there to give you the assistance you’ll need to fully understand how to use your new CRM.

Your CRM system’s live chat is great to quickly ask questions and get your head around things you’re unsure of.

So, don’t worry if you’re new to a CRM system you’ll have support to guide you’ll need to become a CRM expert.

Some CRMs’ like HubSpot offer online learning and training so you can watch online videos and receive certificates on modules.



With these features, you can get ahead of your competition and drive your construction company for growth.

For all the features mentioned, HubSpot’s CRM system has it covered. HubSpot is a user-friendly CRM so it’s simple to utilise. I’m still new to HubSpot and quickly I’ve learnt how to utilise its features.

Here at Insynth, we’re HubSpot partners and have helped many building product companies successfully integrate HubSpot CRM, bringing them insights into their marketing and sales activities and boosting their growth plans.

If you need to talk about adopting or implementing a CRM system, or you want more information, get in touch with us, we are more than happy to help.