Sir Robert McAlpine | Build 365 CRM

Sir Robert McAlpine | Build 365 CRM

Overview

Sir Robert McAlpine has accumulated a wealth of experience in the construction and civil engineering industries following the company’s formation in 1869. Its recent high-profile projects include the O2 Arena, the Eden Project, and the Olympic Stadium. They moved away from bespoke CRM systems and found Build 365 by m-hance to improve project tracking and visibility

microsoft-dynamics-in-construction

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

“mhance proved they had the best understanding of our needs and a rapport quickly established between us.” Mike McNeil, Corporate Development Manager, Sir Robert McAlpine

Ready for a guided tour?

Let us show you around Microsoft’s leading business software