S6 Ep.5: Turning sales into active jobs in minutes

Welcome to “The Better Way: A podcast by Buildertrend.” Here you’ll learn to simplify and establish processes that will make meaningful changes to your company and help you achieve your goals. Because there’s a better way. The Buildertrend way. Tune in this season as Marge Haley, senior manager of customer success, chats with Buildertrend experts on how to master takeoff and ace pre-project planning.

 

On our season finale, Marge Haley and Shelbie Hoggatt, onsite consultant, discuss how you can turn sales into active jobs in just minutes. Learn their tips for keeping open communication between your sales team and project managers so they can work better together.

 

What are the struggles with winning a construction job without software like Buildertrend?

 

Shelbie: The biggest thing is there's a lot of competition, so contractors need something that puts them above and beyond the competitors in their market. So, without a tool like Buildertrend, follow-up processes get a little sloppy, to be honest. And a lot of times I'll ask the builders that I work with, "How do you keep track of potential deals?" Their response: "I keep track of it all in my head," which is an answer we want to try to get away from. So, having organization with a tool like Buildertrend is going to be super helpful.

 

 

What Buildertrend notifications should be used to streamline communication between the sales and project management teams of a construction company?

 

Shelbie: One of the biggest ones I always recommend is the acceptance of a proposal. I think that is huge because once a lead proposal is accepted, that typically is the trigger for a conversion into a job. So, when project managers, even though they're not managing the proposal process, have that notification turned on, it allows them to know right away that there's something coming down the pipeline for them.

 

 

LINKS AND MORE

 

Related content:

 

Read this blog post to learn how to win more sales leads faster with construction tech.

 

Learn more about how to effectively communicate across teams with Buildertrend.

 

Listen to “The Building Code,” Buildertrend’s biweekly podcast exploring people, technology and innovation across the construction industry.

 

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