- Видео 14
- Просмотров 15 936
iDeal Software
США
Добавлен 11 дек 2019
iDeal CRM is the simpler way to manage sales in construction. A CRM built for Contractors and Subcontractors.
Find out more at idealcrm.app/
Organize construction opportunities, clients, and contacts. Create, send, track and follow up on all your proposals. Automate your bid follow up with email templates, tracking, bid boards, bid calendar.
The only thing you have to worry about is the bid price. Everything else iDeal takes care of.
Find out more at idealcrm.app/
Organize construction opportunities, clients, and contacts. Create, send, track and follow up on all your proposals. Automate your bid follow up with email templates, tracking, bid boards, bid calendar.
The only thing you have to worry about is the bid price. Everything else iDeal takes care of.
1 Simple Tool to Create A Construction Proposal
I’m Laura with iDeal CRM and in this tutorial we’ll look at construction proposals and more specifically at 1 simple tool to create a construction proposal.
We all know that pulling together each construction proposal or bid proposal is a time-consuming and sometimes tedious process. And if you are a sub-contractor or a general contractor who bids multiple clients for one opportunity often, things get even messier.
So today we are going to create a construction proposal faster with the use of
1. Construction proposal templates
2. The iDeal CRM Proposal Generator
As a quick reminder, you can create a free account with iDeal CRM to practice along. It’s free to use for 1 user and no credit card i...
We all know that pulling together each construction proposal or bid proposal is a time-consuming and sometimes tedious process. And if you are a sub-contractor or a general contractor who bids multiple clients for one opportunity often, things get even messier.
So today we are going to create a construction proposal faster with the use of
1. Construction proposal templates
2. The iDeal CRM Proposal Generator
As a quick reminder, you can create a free account with iDeal CRM to practice along. It’s free to use for 1 user and no credit card i...
Просмотров: 3 767
Видео
How to Track Opportunities with Multiple Bidders
Просмотров 6913 года назад
How to track opportunities with multiple bidders is a challenge that sales managers and executives face in industries like the construction industry. Read the full article: idealcrm.app/construction-sales/how-to-track-opportunities-with-multiple-bidders/ Handling multiple bids within one opportunity is not only difficult, but also a time-consuming and error-prone process. And very few software ...
How to Use Sales Metrics and Performance Metrics to Increase Revenue
Просмотров 5553 года назад
Sales Metrics and Performance Metrics are powerful tools. We've identified a 7-step process on how to use sales metrics and performance metrics to identify growth opportunities and increase revenue. Whether you're looking at a sales metrics dashboard in a CRM tool or an Excel spreadsheet, having an overall view of your company's performance is extremely helpful for sales planning and operations...
How to Set Up Your Sales Pipeline
Просмотров 3894 года назад
Today, we'll look at how to set up your sales pipeline and sales pipeline management with a visual sales pipeline. RESOURCES & LINKS: Sales Pipeline Explained: idealcrm.app/construction-sales/sales-pipeline-stages-explained-b2b/ Sales CRM Software: idealcrm.app/ How to Set Up Your Sales Pipeline 1. Document your sales process in a diagram 2. Select a Sales CRM tool for your industry (iDeal CRM ...
Sales Pipeline Explained & Sales Pipeline Stages
Просмотров 8 тыс.4 года назад
Today, we'll look at how to manage & grow sales by using a sales pipeline and how to master sales pipeline management. RESOURCES & LINKS: Sales Pipeline Excel download: idealcrm.app/wp-content/uploads/Sales-Pipeline-Excel.xlsx Sales Pipeline Presentation: idealcrm.app/wp-content/uploads/Sales-Pipeline-Presentation.pdf iDeal Sales CRM: idealcrm.app/ One of the best ways to keep track of sales is...
Sales Pipeline Management. Track Opportunities, Clients, Leads. Create Proposals. Automate Follow-up
Просмотров 2714 года назад
This video showcases an efficient solution for your sales pipeline management. Track opportunities, clients and leads in one system. Create, send and track proposals and bids. Automate Follow-up. A visual opportunity board that allows your sales team to track all opportunities, see who's working on what, and see the status of every bid. It is your company's visual sales pipeline. Moving your op...
How to Create Construction Proposals in 2 Minutes or Less with iDeal CRM
Просмотров 8104 года назад
Creating proposals can be daunting and time consuming. With iDeal CRM, you can easily create multiple proposals at once, with just a few clicks. Learn more and try it free at idealcrm.app/ The construction proposal templates featured in this video are in Word format and free to download and use idealcrm.app/construction-sales/construction-proposal-template-get-free-samples/ You can learn more a...
A Topic A Minute Elements of a Construction Proposal
Просмотров 1634 года назад
This short video lists the elements that should be included in a construction proposal so they're clear and clients have all the information they need. Full description of each element and more details available here idealcrm.app/construction-sales/elements-of-a-construction-proposal-template-2/ This construction proposal example includes sections such as project name, pricing breakout, exclusi...
Follow up Importance for Closing Rate in Construction
Просмотров 1264 года назад
In this episode of 'A Topic A Minute' we analyze the importance of follow-up for closing rate in construction. idealcrm.app/construction-sales/closing-rate-in-construction-how-important-is-follow-up/ The construction sales process is a complex 1-many-many: 1 building, many general contractors, even more sub-contractors, all bidding on the same building. Your closing rate is influenced by relati...
Followup Automation with iDeal Sales CRM for Construction and AEC Companies
Просмотров 3954 года назад
Winning a bid in construction doesn't just happen. We make it happen... with consistent, customer-focused follow-up. idealcrm.app/ iDeal CRM software helps construction contractors and AEC companies increase their sales closing ratio. By tracking the sales pipeline effectively, expediting the proposal process, and automating follow-up every step of the sales process. Try iDeal CRM for Construct...
Sales Follow-upTips for Construction Contractors and Subcotnractors to Improve Closing Ratio
Просмотров 544 года назад
This video covers 6 main tips for the sales follow-up process in the construction industry. idealcrm.app/sales-followup/sales-followup-subcontractor-tips/ The sales process in the construction industry is a complex one. Following up manually on each bid and proposal sent out for a project is nearly impossible. Automating the process is the answer to make sure no opportunity falls through the cr...
3 Ways You Can Use CRM Data to Grow Your Business
Просмотров 754 года назад
Having access to CRM data and knowing how to use it presents many benefits. This video is a short introduction to the 3 ways to maximize CRM data. They are presented in detail here idealcrm.app/construction-crm/crm-data-3-ways-you-can-use-it-to-grow-your-business/ CRM data will help you draw conclusions that can help improve the sales process.
Key Sales Activities for Construction Contractors
Просмотров 994 года назад
This video outlines the most successful sales activities for construction contractors. For an in-depth look, go to idealcrm.app/construction-sales/construction-sales-key-sales-activities/ The iDeal team identified seven key sales activities and tips. The findings were collected from success stories of top companies in the industry or from case studies. For each key sale activity we provided add...
Followup Automation for Construction Contractors and Subcontractors with iDeal CRM
Просмотров 3654 года назад
iDeal users say they save at least 1 hour a day when switching to iDeal CRM. idealcrm.app/ Automate your bid follow-up process through bid boards, email templates, email tracking, bid calendar, and more. Construction salesmen save time and increase their deal closing rate.
Just started using this software...
ok, do you have these B2C and B2B pipelines in your iDealCRM app?
We do have the construction one built in and the others can be recreated very easily by any user. Our sales pipelines are completely customizable
Amazing Explanation.
Thank you! Happy to hear our video is helpful.
Agree, this is the best 'sales pipeline' explanation !
Very thorough article on the whole process, i.e. not just the what, but the how!
Many thanks! We always try to pack as much knowledge and 'how to' as we can in these videos.