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KCI Construction Streamlines Lead Management with ProjectMark

A Little Bit About KCI Construction

Founded in 1922, KCI Construction has grown into a leading construction firm known for its self-performing capabilities in general, concrete, and carpentry construction. They offer comprehensive construction services as a general contractor, construction manager, and design-builder. KCI Construction prides itself on quality, safety, and client satisfaction, serving a wide range of markets including schools, hospitals, highways, and bridges.

Overcoming “Vanilla” CRM Challenges

KCI Construction needed a solution to accurately track lead opportunities, their sources, and the time spent in pursuit. Their previous CRM system was cumbersome and difficult to navigate, making it hard for the team to efficiently generate high-quality marketing materials and RFP responses. Reporting was particularly problematic, often leading to errors and delays. The system also lacked easy customization, which was crucial for creating tailored proposals and marketing collateral. KCI Construction sought a user-friendly solution that could handle the specific demands of the construction industry.

Transitioning to ProjectMark

KCI Construction selected ProjectMark because of its intuitive interface and robust features that are tailored to the unique demands of the construction industry. The landing pages are intuitive, and the information is easy to read through. ProjectMark facilitated a smooth transition from their previous CRM system, with easy data input and customization options that significantly improved workflow efficiency. The platform enabled KCI Construction to accurately track lead opportunities, sync and sort contacts, and utilize historical data to create proposal materials quickly and efficiently. The user-friendly nature of ProjectMark allowed team members to adapt quickly, minimizing downtime and maximizing productivity.

"ProjectMark has been instrumental in accurately tracking lead opportunities and their sources. The user-friendly interface and the construction-friendly terminology have made it easy for our team to adopt and utilize effectively."

Key Outcomes

Implementing ProjectMark brought about significant changes at KCI Construction:

- Improved Tracking and Decision-Making: The platform enabled the team to create new opportunities quickly and use that information for internal decision-making.

- Enhanced Collaboration: It provided a single location to store client contacts, share leads on opportunities, and keep notes for others to reference.

- Ease of Use: Learning to use ProjectMark was very easy, making it straightforward for the team to adopt.

- Valuable Reporting: The reporting function simplified the process and made it easy to generate custom reports, providing clear insights during bid meetings.

KCI Construction found that the improved reporting capabilities helped the team maintain a clear view of their backlog, allowing them to see where they were lacking work and needed to be more selective with opportunities. Although KCI Construction is still in the early stages of using ProjectMark, they have already noticed improved workflow and productivity within the team. They intend to use ProjectMark to quickly produce reports on ROI for their marketing efforts each quarter.

Looking Forward

KCI Construction is excited about the future with ProjectMark. They look forward to the ProjectMark mobile app launch, which they believe will be a game-changer. The team plans to leverage the platform’s full capabilities to continue improving their business development processes and deliver exceptional results for their clients.

If you’re ready to transition to a CRM designed for the dynamic construction business, get in touch!

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