Optimize Your
Construction Business
Ideation to Realization
A Portfolio of Services to Innovate Your Business.
Construction CRM Professional Services
Welcome ! We’re glad that you have chosen to learn more about technology services for your business. As we start the process, we wanted to give you some information on what you can expect from us and what you can do to help us make this a successful experience for everyone.
First and foremast is the Team comes to you with technical execution skills with construction industry experience.
WHAT ELSE YOU CAN EXPECT FROM US?
Dedication! to your project and to high quality work. Communication! with regular progress reports. Desire! to innovate your business with technology. Willingness! to collaborate with those involved in the project.
CRM System Planning
As with any key business system, planning is the key to success. Over the years our CRM experience has helped us understand and share these important aspects of properly preparing for a CRM product;
Having a clearly defined, well-documented CRM system requirements will eliminate uncertainty of your implementation by addressing critical business objectives and helping to ensure the long term success for users and most importantly, your customers.
A best practices approach to planning your CRM implementation includes assessing your current business strategy, work processes and defining how the overall strategy and processes will be supported with the right foundational technology. And creation of an appropriate level of specifications in the form of prioritized "Processes" and "Use Cases" that lays out your current and future implementation endeavors with success criteria.
Like building a house, it’s important to have a plan (blueprint) if you want a CRM system with a solid foundation and room for future improvement. It’s easy for implementations of CRM systems to go down the wrong path, leading to low adoption and user frustration.
The approach yields the following benefits:
- A project plan built around your needs, but compared to the industry
- A project plan with less risk and solid path to overall success.
What's involved ?
- Create a CRM Project Charter (with end game in mind)
- Formalize your CRM Steering Committee
- Target processes for automation
- Determine reporting needs. Identify key metrics.
- Identify solution candidates
- Develop and prioritize use cases
- Evaluate demonstrations based on use cases
- Select the solution for implementation
- Designate project manager. Contract.
- Kickoff implementation plan and continual improvement process
How best to get started ?
Take a self survey found in our website Resource Tools.
Schedule an assessment to collaborate on your Project Charter. Receive a Template to get started.
Schedule a demo of BidBook software for insight into what's possible. And discuss the path.
Pricing ?
Best practices apply to any size organization. Organizational size requires effort to navigate organizational change, decision making, maturity of processes, and technical overhead. Whereas smaller organizations may have a business owner involved in the process who can make entrepreneurial decisions rapidly.
Plan on a two day exercise per 10 target users in a process.
Organizations planning on a BidBook implementation receive a free project plan to maximize success.
Download
Organizational Readiness Survey
How ready are you organizationally to succeed at CRM ? or Have you had low adoption with your investments, reveal the possible reason with how you score on this survey. Compare with your peers.
Contractors' Bid Management Survey
Score your current methods with how efficiently you manage a bid log, customer, estimating, and winning projects. Determine the business value to improvement those methods.
CRM Best Practices Implementation Assessment
Can identify obstacles to success & opportunities for improvement
Receive a set of actionable recommendations based on CRM standard “Best Practices”, which will help you to determine priority areas of investment in your CRM system in order to achieve greater value and real ROI.
Reasons to consider an Implementation Assessment
- Salesforce CRM was self-deployed or with limited expert assistance
- There has been a change in the system administrator(s) or champion in the last year
- There has been a change in executive or sales leadership in last 6 months
- Company underwent a re-organization, acquisition or merger
- Failed Implementation
How
Review, evaluation and production of
- Business strategies, performance targets/goals, key business processes and the level of user adoption to track the overall effectiveness of your CRM system.
- Performance of your CRM system, identifying factors which may be limiting the return you are seeing on the investment you have made.
- CRM “Best Practices” Scorecard, which details key findings, highlighting areas where improvements can be made as well as documenting a set of prioritized actionable recommendations.
This will give your organization a roadmap for future improvements and detail the value of the improvement and its associated ROI.
Pricing
Effort is scaled by estimated by location and number of applications users, size of the technology footprint (Apps/Integrations). Complimentary Assessments are typically provided to engagements that include a 10 user system working from a single office in the U.S. In comparison to engagements that have been performed for a multi-national organization with 1,000 users.
Download CRM Best Practices Assessment
PROJECT OVERVIEW
Your CRM software and database will be configured and deployed with functionality designed to the unique business of your organization. And together will deploy all selected users with access and training to your new CRM system loaded with your relationships, contacts, projects, bids, and other valuable data.
Through implementing a CRM system, you will be able to better manage your most important relationships from Pre-Sales through Operations, gain clear visibility into your processes, metrics and retain valuable information.
And just like learning a new golf swing, a short period of time precedes reaching your full productivity and adoption goals. The project team must be responsive to business requests for fine tuning your application and remove obstacles to full adoption. And, guide you through a unique methodology of maximizing adoption and realizing the full potential of your CRM investment.
WHAT IS USUALLY INVOLVED IN A PROJECT?
- Kick-Off & Design. All projects begin with a Kickoff Meeting to authorize the project start and organize the team for the work ahead of us. One of the first tasks is reaching design consensus within the decision making process of your project governance. Your project manager will guide you through a structured step by step process for reaching this goal.
- Build. Your solution will be built according to the design. You will participate by attending project review meetings, usually 2 iterations, to provide feedback on the deliverables.
- Data. Once your house is built, we can fill it with furniture. Your project manager will guide you through methods to migrate customer data into your new system. For custom built application, we employ best practices for version control, code management, and Team collaboration, reviews and coordinated testing with both in-house teams, client stakeholders and user focus groups.
- Comprehensive training and startup support either on-site or in live, online sessions.
- Continual Improvement of your program with Peak Performance.
- Best Practices. Learn more from our white paper, Avoiding CRM Failure (and missed ROI)
Training
Training consists of a number of unique tasks:
- Identify the individuals to be trained and their starting knowledge, skill and comfort with personal computers and CRM systems in general,
- Determine pre-training requirements such as which BidBook or Salesforce.com video modules (if any) should be required prior to class room training,
- Customize of application training curriculum to your organization to discuss the customization done especially for your company,
- Class room, Live Video Instructor Lead, and Recorded Video training,
- Plan for recursive training and process for on-boarding future additions to your team.
Post-implementation Support Planning
No matter how good of a job we do in implementing your application, the intermediate and long-term success will depend on how your organization supports your new application. Support includes answering user questions, responding quickly to requests for additional fields or pick-list values, and evolving the application to meet the changing needs or your organization. BidBookSoft will work with you to identify a person or persons that will be responsible for maintaining your application and providing continuing support and training.
Is CRM keeping up ?
Tune CRM to constant new demands.
The case for CRM Peak Performance, a continual improvement methodology.
A euphonious comes to mind when we react to symptoms without analyzing root case, "Throwing out the baby with the bath water". Sometimes there was nothing wrong with the software selection that was made, but how it was neglected over time.
Questions & Comments from Leaders dissatisfied with their previous CRM software investment when switching.
- How can I maximize the ROI of my CRM investment?
- We aren’t getting the adoption I expected? Why?
- We’re not getting the reporting we need.
- The person who set up our CRM system is gone.
- Why do my users complain about CRM all the time?
- They aren’t using the system correctly.
OR
- Our business has changed since we implemented the CRM system. Do we have to start all over?
- New initiatives are tracked on spreadsheets and rarely incorporate CRM anymore.
- Technology upgrades every year. What’s actually relevant to us?
Instead of Declining Utilization from what happens to all of us
- Phase 1: A High Energy Start
- Phase 2: Attention diverted
- Phase 3: Neglect
Experience Well Tuned Processes enjoyed by users
- Phase 1: A High Energy Start
- Phase 2: Consistent, Small, Iterative Improvements
- Phase 3, Future Iterations
--> by subscribing to continuous adoption and acceleration tuning with Peak Performance™ program options from BidBookSoft,starting at $999/month or by assigning an Admin / Super User role withing your organization to keep things fresh.
Features
- Dedicated Program Manager
- Consistent Business Improvements
- Prioritized Within Monthly Budget
- Regular Proactive Reviews
- Cancel at Convenience
Why don’t companies invest in continuous CRM adoption acceleration tuning?
- Lack of internal resources
- Staffed for data maintenance, not performance tuning
- Urgent priorities, other projects
- No internal champion to drive feedback mechanisms
- Pace of internal change
Application Admin
An Administrator is a system administrator specializing in a software platform, responsible for maintaining, customizing, and optimizing the platform to meet organizational needs, ensuring user adoption, and managing data and security.
Salesforce is a platform capable of creating and running multiple business applications that can run your business from Lead to Cash. Kinda like an operating system for cloud software. The more apps, integrations you do with the platform, the more the need for an Administrator, at least part time.
Services Offered
BidBookSoft provides the administration of BidBook, Salesforce and optionally other Salesforce Apps like Accounting, Telecommunications, Geo Mapping, Field Service. Our knowledge of the AEC+ marketplace and Salesforce technologies make a great fit for organizations needing to supplement or outsource maintenance and continual improvement in a
- fractional
- full-time term contract
- hourly as needed
- subscription
Here's a more detailed breakdown of what a Salesforce Administrator does:
Core Responsibilities
Platform Maintenance and Configuration
Ensuring Salesforce is running smoothly and efficiently.
Configuring and customizing the platform to meet specific business requirements.
Creating and managing users, roles, and profiles.
Managing data import, export, and cleaning.
Implementing and managing security settings.
Data Management
Ensuring data accuracy, consistency, and integrity.
Creating and managing reports and dashboards.
Developing and implementing data validation rules.
User Adoption and Training:
Training users on how to effectively use Salesforce.
Providing ongoing support and troubleshooting.
Identifying and addressing user adoption challenges.
Customization and Automation
Creating custom fields, objects, and workflows.
Automating repetitive tasks using tools like Flow and Process Builder.
Integrating Salesforce with other systems.
Business Process Analysis
Understanding business processes and translating them into Salesforce solutions.
Identifying areas for improvement and optimization.
Staying Up-to-Date
Keeping abreast of new Salesforce features and functionalities.
Staying informed about industry best practices.
Salesforce Application Development
BidBookSoft builds custom applications on the Salesforce platform using tools to extend functionality to streamline business processes or create new ones.
BidBook, for example, is developed, packaged, and deployed on AppExchange.
AppExchange
This is a marketplace where developers can create, distribute, and sell applications built on the Salesforce platform, allowing businesses to extend their Salesforce environment.
Tools and Technologies Used
- Salesforce Platform: The foundation for building applications.
- Salesforce Mobile SDK: For building mobile applications.
- Salesforce IoT: For building applications that connect to the Internet of Things.
- Lightning Web Components: A JavaScript framework for building modern, interactive user interfaces.
- Apex: Salesforce's proprietary programming language with Java-like syntax.
- Visual Studio Code: A popular code editor for Salesforce development.
- Salesforce CLI: The command-line interface for interacting with Salesforce.
- MuleSoft: A platform for connecting different applications and systems.
Benefits of Salesforce Application Development
Faster Development: The Salesforce Platform and its tools enable quicker app development.
Integration: Applications can easily integrate with Salesforce data and services.
Customization: Businesses can customize applications to meet their specific needs.
Scalability: The platform is designed to handle large and complex applications.
Agile Development: Salesforce supports agile development methodologies.
AI Integration: The Salesforce platform allows for the integration of AI into applications.
The primary goal of data integration is to create a single, unified view of data, making it easierto use within a process or make decisions based on it.
Process: Data integration involves several steps: Data Extraction: Gathering data from various sources, which can include databases, applications, files, and cloud platforms.
Data Transformation: Cleaning, transforming, and formatting the data to ensure consistency and accuracy.
Data Loading: Loading the transformed data into a central repository, such as a data warehouse or data lake, or directly into an application.
Benefits:
By consolidating data from multiple sources, data integration can enhanced decision-making: A unified view of data enables better analysis and decision-making.
Streamlined Operations: Data integration can help streamline business processes by making data more accessible and easier to use for example capturing a Take-Off Material List for pricing on a proposal or invoice data from accounting for estimate to actual analysis.
How to Start
Many methods exist, while the most popular applications have packaged connectors.
Schedule an Assessment Scoping call for options and pricing.
Have your target and source application versions ready for available connectors. Be prepared to discuss the data mapping, process, and examples.
BidBookSoft implements, optimizes Salesforce products for the construction industry:
- SalesCloud
- ServiceCloud / Field Service
- Communities (Experience) Cloud
- Marketing Automation
- CPQ
- Security Review
BidBook and Einstein are natively embedded into the Salesforce Platform able to leverage local customer and project data as well as external applications to provide insights, predictions, and generated content directly in the flow of work.
Explore the benefits of AI - Artificial Intelligence to your organization capabilities.
Get an effortless Assessment at no cost to you.
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About CRM Evangelist
We have over 25 years of experience with CRM! Our Team is led by CRM industry pioneers and CRM Experts. Our goal is to become your most trusted business partner.
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