Author name: Daniel

In the construction industry, many companies find that generic Customer Relationship Management (CRM) systems fall short of their needs. These systems, often designed for traditional sales processes, don’t align with the project-centric nature of the built environment. Let’s explore the key reasons why standard CRMs may not work effectively for construction firms, subcontractors, main contractors, […]

In construction, effective risk management isn’t just about preventing delays or avoiding financial losses—it’s a cornerstone of compliance, safety, and successful project delivery. With the introduction of stringent regulations like the Building Safety Act and the growing emphasis on the Golden Thread of Information, construction companies face mounting pressure to manage risks more systematically. A

Bid management is one of the most critical processes in the construction industry for companies to gain new contracts and projects. It is the systematic preparation, submission, and selection of proposals in response to client pre-qualification and tender invitations. The goal is to present a competitive proposal showcasing the contractor’s qualifications and capacity to handle

In the fiercely competitive and highly evolving construction industry, robust sales and client relationship management strategies are paramount to success. Construction firms face unique challenges in managing sales processes and customer relationships. Complex projects, long sales cycles and multiple stakeholders involved, make optimising sales processes a daunting task. Leveraging a Customer Relationship Management (CRM) system

Business development and sales teams in the construction industry often face challenges with manual and time-consuming tasks leading to delays, errors, and increased costs. To streamline Customer Relationship Management (CRM) and make overall construction management processes more effective and efficient, data platforms like Microsoft Power Apps are a necessity.  Power Apps – a part of

In Dynamics 365, Microsoft has recently updated the Advanced Settings area into the ‘New Settings Experience’. The key presses to access this area are as follows:  1. Click on the ‘cog’ icon and select ‘Advanced Settings’: 2. The settings are now presented as below:  3. The items are now displayed in an extended list to

Business development management in the construction industry can be a complex and time intensive process including a wide range of moving parts like, planning, identifying new market opportunities, scheduling and managing collaboration amongst all stakeholders. It is key for business development teams to be abreast of all these elements and track them on a regular

In today’s dynamic and fast paced construction industry, managing and maintaining strong and trusted client relationships and ensuring project details are accurate and up to date is essential for success. A Customer Relationship Management (CRM) system is a transformative, comprehensive, efficient and streamlined tool. This article explores how CRM is reshaping operations of business development