Sir Robert McAlpine | Build 365 CRM

Customer Success

• Sir Robert McAlpine now have a 360-degree view of all business development and bid management activity
• Bid management has been streamlined with easy access to previous bid information
• Greater visibility and transparency of project lifecycles
• Provided a single, accurate view of its business opportunities
• Improved efficiency and collaboration with easy access to customer, influencer and project data
• Integrates with other Microsoft Office applications and allows users to work entirely from Microsoft Office and Microsoft Outlook
• Microsoft Dynamics CRM behaves like the familiar Microsoft Office products
• Accessing data and monitoring bid performance is quick and easy
• Marketing tasks are automated, freeing up resource to apply further intelligence into bid strategies
• Real-time communication tool improves team collaboration
• Centralised document management centre allows multiple users to access shared files

Challenges

• Sir Robert McAlpine sought a tailored and integrated solution to gain a single, accurate view of its business opportunities and all customer, influencer and project data to improve organisation-wide efficiency and collaboration

Solution

• Sir Robert McAlpine can now efficiently update and track opportunities within its work winning process and report on opportunities by a wide range of filters in real-time using Build 365 CRM
• Build 365 users can obtain a 360-degree view of all business development and bid management activity and search for previous bids and projects requiring the same specialist skills, further streamlining its bid management processes