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Mmmmm, built environment business software … with CRM on top!

Mmmmm, built environment business software … with CRM on top!

July 12th, 2021

What doesn’t taste good with CRM on it? Nothing! We’re really excited about this latest release because we know (you’ve told us) how hungry you are for it.

The reason we’ve heard over and over is, “it’s easy to get overwhelmed trying to manage my customer relationships — emails, contact notes, invoices, and documents spread all over the place become impossible to track!”

It’s true. That’s why it’s important for built environment businesses to invest in a CRM, and that’s why Total Synergy built one for you in our Synergy software. Let me tell you about what we’ve built for you.

 

SynergyCRM puts the ‘central’ in ‘centralised hub’

With SynergyCRM your customer information is all in one place. Which means that, unlike other CRM apps, you manage your client data in the same place as your project information.

For instance, each opportunity you create in the CRM is reflected immediately in your revenue forecasting and capacity planning in Synergy.

With SynergyCRM you’ve got a centralised hub for customer details that enables you to track your opportunities. Slice and dice by the account project manager, or account manager that are assigned to 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 journey through the business pipeline, from inception of a prospect all the way through to winning a project. No more sifting through emails and files to find what you need in the sales process.

You can log activities, assign to-dos, and check contacts, all in one spot. And since it’s shared, you can easily see if someone else has been talking to your contact.

SynergyCRM enables you to get to know your customers … in detail

Save time piecing together your customer knowledge, with all your customer data in one centralised location. Of course, you get the usual CRM data like call and email history, recent projects, associated relationships, activities, and to-dos. But with SynergyCRM you can also gain extra customer insight from your Synergy data. Things like the lifetime value of the customer, average project value, how often you get awarded projects … and how many you bid for. Even checking a customer’s average time to pay an invoice.

SynergyCRM gives insight into all your opportunities

It’s important that you know how you’ve won opportunities, but it’s also important to know why you’ve lost opportunities. And with SynergyCRM, you get a broad-view understanding of all the opportunities you’ve had, win or lose, so you can learn from them all.

SynergyCRM keeps you attuned to your customer with information that’s targeted, relevant, and up-to date in one, 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 work you love — designing our built environment.

Speak to our team to find out more.

Want to know more?

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