Centralising project information, contacts, enquiries and organisations
Recording project history for all clients, keeping track of personal preferences letting you leverage this for more successful CRM
Ranking contacts and organisations to improve targeting and support account management functions
Tracking the win to loss ratio of your bids, letting you review long term trends in your enquiry process
Supporting best practice and quality assurance
Allowing the simple and consistent sharing of information amongst staff delivering new insight
Union Square has the capability to support your Customer Relationship Management (CRM) requirements. Operating in today’s construction industry, CRM has never been more relevant – qualifying opportunities, winning work, tracking interactions and developing lasting relationships will be key to creating a sustainable future. The Union Square system records key actions and tracks opportunities allowing you to monitor your pipeline and perform occasional campaigns, events and mailshots. It manages all facets of your customer relationships, keeping information up to date and recording correspondence for future reference. Union Square enables you to track key relationships and monitor with whom and where you are being successful, providing insight into who your best and worst performing prospects and customers are.
Centralising your contact and enquiry data will immediately make this a global resource that everyone in the business, with the rights to do so, can benefit from.