When ConstructionBOS first met Sonas CEO Richard Sloan he challenged ConstructionBOS with coming up with an easy-to-use solution to integrate his construction data subscription with a CRM.

Challenge

The biggest challenge for Sonas was getting an overall view of what their potential market size was in Ireland and what percentage of that market they were winning or missing out on all in one platform.

Sonas Bathrooms were subscribed to Construction Information Services (CIS) to access construction project leads. Construction projects needed to be visible in a CRM on both mobile & desktop where they could easily be converted into opportunities for sales reps working in different regions.

Key Objectives for CRM

• CIS integration
• Pipeline Management
• Account & Contact Management
• Manage Merchant Sales
• Create and send Sonas-branded, personalised, Quotes
• Email Integration & Templates
• Activity Tracking
• Insightful Reporting

Solution

• ConstructionBOS helped Sonas Bathrooms easily filter construction projects and look up contacts on a daily basis within the CRM.
• Conversion of construction projects to opportunities or accounts is painless and allows Sonas to log information on any sales process no matter what stage it’s in.
• Insightful reports were created for both management & individual sales rep use.
• Sales reps for both the commercial & retail section are now able to easily create bespoke Quotes within the CRM on both mobile & desktop from products on Sonas product catalogue.
• CRM users can track tasks, meetings, notes and calls with potential or existing clients.
• Email integration was set up via IMAP and the ConstructionBOS onboarding team created all the necessary email templates Sonas needed.
• Finally, the administrators & end-users were provided with tailored content & trained in on their individual roles within the CRM.

Results

"The ConstructionBOS team helped guide us through the transition through implementation and training. We now have one system to manage our entire sales process from Lead to Quote. We can efficiently track how many Projects we can convert to Opportunities and how many Opportunities we can convert to new work."

Richard Sloan, Managing Director

"The ongoing support from ConstructionBOS has been a huge value add! As our business continues to scale & grow the ConstructionBOS team makes sure our CRM is constantly evolving."

Michael Colgan, Sales Manager