As an architect, it is likely that you will have to balance a number of projects for various clients at one time. Customer Relationship Management (CRM) software can be a fantastic addition to your business as it enables you to streamline customer and project data into one easy to navigate platform. This allows you to focus on the task at hand, instead of worrying about organising your business’s processes.
CRM software, such as Investglass CRM for architects, features various tools to help streamline processes, generate leads and increase profits. The software centralises customer data and interactions to create actionable analytics that can inform marketing, sales and eCommerce teams. Below, we look at some of the reasons why architects should use CRM software.
- Keep track of your client’s data
Whether it is a client who has previously commissioned your work or a contact from who you regularly buy materials, it is useful to keep their contact details, project history and architectural interests stored in one place. CRM software collates this information, providing analytics from which you can create personalised communications and build positive customer relationships. By projecting a strong brand image to potential clients and returning customers, your name will be the first they think of when looking for qualified architects.
- Create business development pipelines
When juggling multiple projects, it can be difficult to know where to start. With CRM software you can keep on top of your workload, creating detailed pipelines to divide up projects into a series of ordered tasks that can be delegated across the business. This functions to boost communication between departments and can be used to automate regular tasks for maximum efficiency. In doing so, deadlines are more likely to be met and clients are likely to return to your business in the future.
- Automate marketing campaigns
Marketing can be a time-consuming and lengthy process, however, it is necessary for getting your brand’s name out there in front of potential clients. CRM software can be utilised to plan and automate your business’s marketing campaigns, whether this is a series of social media posts, email updates for subscribers or the optimisation of Google ads. When integrated with your client data, smart marketing can be used to present content where it will have the highest impact, as well as automating personalised messages to those who enquire or work with your brand.
Transform your architectural business with CRM software
Whether you are a small business just starting out or a large organisation with multiple employees, CRM software is essential to making the most of your business connections. Designed to streamline your operations and increase efficiency, CRM means you can focus on the project at hand. For architects, CRM software really is a gamechanger.