July 15, 2012

How Contractors, Consultants & Architects manage their work with CRM:

Share Information
Make the most of all your clients, contacts, projects and leads with one single database - accessible both in and out of the office.

Improve Business Development Effectiveness
Profile clients and key industry sectors for targeted marketing and corporate hospitality. Measure the value of all your KPI project leads.

Reduce Bid Costs
 Co-ordinate your activities for pre-quals and RFPs, understand which projects are won or lost and access real time information on the bid pipeline.

Deliver Superior & Consistent Service Levels
Create, assign and manage RFIs and client service issues from initial contact through to resolution.

Manage Client & Project Documentation
Quickly search for and locate relevant client and project documentation.

Make Informed Decisions
Report on bids by client, region, industry sector and discipline and identify trends and opportunities.

Use Easily
Manage all your contacts and projects from within Microsoft Outlook – the tool you already use every day.

Work from Anywhere
Access the same information with Microsoft Outlook on your laptop or via a web browser. Access your diary, key contacts and activities via a wireless handheld device.


  1. The reasons why you keep all those stuffs recorded. You need to check them all over again to make sure that there's nothing wrong with the next task. Nice guidelines by the way.

  2. Email marketing integrated with CRM can also help in streamlining correspondence with architects, contractors and brokers.

  3. The ABCD of our Implementation approach


    Business requirementsare consolidated keeping a future growth /expansion path in mind. Change requests are considered carefully and collectively before being executed. Associated risks, implications on a project timeline, impact on the upgrade path and costs are evaluated and communicated as part of the recommendation.Triad works transparently in identifying the best possible solution for a customer’s needs ensuring a meaningful alignment of customer’s visionwith the project deliverables.
    Business understanding

    Triad’s reputationhas been built by its consultants who are the brand ambassadors bringing to the table rich consulting experience and customer facing skills. The Lead Consultants are all Sage certifiedwith 6 to 12 years of relevant experience and understanding of domains like Trading, Distribution & Logistics, Manufacturing, Projects, Property Development and Leasing, Retail and IT Services.
    Consultative Approach

    Business applications are meant to solve business problems. In line with this vision Triad consultants recommend a suitable Customer Chart of accounts for the ERP or Segmentation in CRMto facilitate accurate MIS reports.We reconsider inventory segments and codification to support efficient tracking and reporting and if required give our independent recommendations, We suggest controls in processes surrounding the ERP/CRM implementation to facilitate accurate data collection or aggregation and without tying down the salesmen to their desks.

    Documentation is a key element of the project communication plan. Clear comprehensive documentation can significantly de-risk a project. As part of the project implementation Triad provides

    MS Project Plan with deliverables and milestones that can be tracked
    Training power-points for ongoing training
    System Specification manual for your technical IT team