Articles tagged CRM
Platform
Why your CRM and your BI should share the job's data core
Most contractors run the pipeline in one system, the jobs in another and the dashboards in a third, then argue about whose number is right. When the pursuit, the project and the report read the same records, the arguments get shorter and the answers get better.
CRM
Win rate, weighted pipeline, sales cycle: the pipeline numbers a contractor should watch
A big pipeline number feels good and tells you little. Six pipeline metrics, how to calculate each one honestly, the mistakes that inflate them, and how they connect to backlog.