GET RID OF EXCEL.
Implementing a new CRM and getting rid of your old, worn out processes requires a well-structured plan. A contractor must consider the needs of engineers, project managers, estimators, sales roles, and clients before putting everyone through a significant change. But many of these conversations end up being something you “might” do…year after year…allowing opportunities for rapid growth to slip away. Talented leaders and new hires in all departments get used to doing things the old way, or worse – the wrong way.
October 2024 is right around the corner, and in the blink of an eye it will be 2025. Don’t start another Might Club – make the critical move to automate processes with a better CRM.
Bidtracer completely replaces Excel.
Our team completes the following steps to fully integrate your client data, project history, manufacturer product catalogs, virtual warehouse that tracks live inventory, and user interface preferences.
In under 30 days, your entire team is integrated and active within the app, designing and proposing projects on any mobile device. Here is what integration with Bidtracer looks like (hint – start now and be live by Thanksgiving!)
Week 1 – Needs Assessment and Software Demo
- Audit existing data (contacts, projects, leads) to identify what needs to be migrated
- Develop a migration plan, including data cleansing and format standardization
- Set up the CRM environment (user roles, permissions, etc.)
- Customize modules based on your products or services
Week 2 – Training and Pilot Testing
Conduct role-specific training sessions:
- Engineers: Focus on project documentation, task tracking, and collaboration tools.
- Estimators: Train on creating and managing bids, tracking costs, and client interactions.
- Project Managers: Emphasize project planning, scheduling, and resource allocation features.
- Salespeople: Cover lead tracking, pipeline management, and reporting tools
- Authorized Users: Create additional roles for client integration and external contacts
Analyze feedback from pilot testing
- Make necessary adjustments to the CRM setup and training materials based on user experience
Week 3 – Monitor Implementation
Encourage and incentivize all users to integrate Bidtracer into their daily tasks:
- Engineers: Use the CRM to design building systems and collaborate with clients
- Estimators: Create submittals, input bids and track changes directly in the CRM
- Project Managers: Monitor project timelines and resource allocation through the CRM
- Salespeople: Update client interactions and sales activities in real-time
Week 4 and beyond
With this timeline, in one month or less your team could be fully prepared to meet and exceed 2025 sales goals, empowered by a CRM that was made for construction, automating the submittal process and integrating clients with product sales. Every role in the company can better contribute to customer service excellence.
This can be the last year you “might” be willing to do what it takes to make permanent, positive change.
Bidtracer serves all project roles with their own unique modules and solutions:
Engineers: Utilize the app to generate Wiring, Flow, and SOO from any mobile device. Engineers are capable of tracking project milestones and documenting changes, facilitating better collaboration with project managers and clients.
Estimators: Leverage CRM data to streamline bidding processes, create submittals in one click, and improve communication with clients.
Project Managers: Use the CRM to maintain oversight of project progress, resource allocation, and manage timelines, ensuring transparency and accountability.
Salespeople: Track leads, product interests and client interactions, providing insights that can improve sales strategies and client engagement.
There’s still time to get a modern CRM that was made for the construction industry, with engineering and estimating ability as well as flexible modules that are compatible with even the most complicated contractors and parts manufacturers. Just ask these Bidtracer users: Carrier, ACCO, Bray, Kele, Ferguson, and more.
Over 11 million digital bid invites have been sent with Bidtracer.
Schedule a demo: it’s not too late to be intentional about your goals to win more work!
