Pipeline, client relationships and marketing content kept current across business units, with your business development director setting the priorities.
Business development at a general contractor or construction manager is a multi-year effort across owners, developers, design firms and public agencies, spread over several markets and offices. The CRM is only as good as the last time someone updated it, relationship history sits in email, and case studies wait for someone to find time.
PRESWERX builds agents that keep the CRM current from calendars, correspondence and project records, research owners and capital programs in your target markets, prompt account leaders about relationships that need attention and draft case studies and marketing content from completed projects. Win and loss records are summarized for the next planning cycle.
Business development leaders decide where to spend relationship effort, marketing staff edit and publish, and the director approves what represents the company.
The agent reads your CRM, calendars, the correspondence you designate and completed-project records, under permissions IT approves.
It proposes CRM updates, assembles owner and market research, drafts follow-up prompts and writes case study drafts.
Account leaders accept or edit updates, marketing approves content and the business development director uses the pipeline view to set priorities.
Before the quarterly planning session, the business development director asks for the pipeline across the company's offices. The agent reconciles CRM entries with recent correspondence, marks opportunities with no recent activity and lists those that have advanced to an RFQ.
An account leader preparing for a meeting with a health system has the agent summarize the system's published capital plan, recent board materials and projects the company has delivered for comparable owners. The leader decides what to raise.
For a business unit pursuing negotiated work with commercial developers, the agent shows which developer contacts have not heard from the company since a project closed and drafts a note for the account leader to personalize.
When a design-build transit facility closes out, the agent drafts a case study from the project record, covering the challenge, the approach and the result. Marketing edits it, the project executive confirms the facts and the business development director approves publication.
Your CRM, such as Salesforce, along with calendars, designated correspondence and completed-project records. Connections go through your IT and security review.
Contact and relationship data stay in the environment your IT team approves. We review what the agent may read, including the scope of any email access, with your IT lead and the business development director before connecting.
Marketing staff edit every draft, and the business development director approves anything that represents the company. Project executives confirm the facts in case studies.
Yes. The agent keeps the CRM structure consistent across offices and business units, so leaders see opportunities by owner type, market and delivery method together.
With one business unit and one process, such as CRM upkeep or case studies. After the account leaders find the updates accurate, the approach extends to research and follow-up across units.
No. Owners select people they trust, and relationships stay with your account leaders. The agent keeps records and research current so their time goes to conversations.