Commercial construction

Connecting construction opportunities with sales execution.

Tender intelligence and CRM for a commercial construction business.

Production application and CRM integrationTender intelligenceZoho CRMDecision supportIntegration

The problem

What needed to change.

Construction opportunities arrive from several sources, each with its own documents, dates and contacts. Deciding which ones to pursue depends on pulling that evidence together, and approved opportunities then need to reach the sales team with the right company, contacts and next steps attached.

When that happens by hand, evidence gets lost between the review and the CRM, and it becomes hard to see who owns each pursuit.

How it works

The workflow, start to finish.

01 · Intake

Capture the opportunity

Opportunities and source documents come in and duplicates are caught.

02 · Review

Score the evidence

Each opportunity is qualified against clear criteria, with the evidence attached.

03 · Decide

Pursue or No-bid

A director makes the call, and the decision is recorded.

04 · CRM

Hand over to sales

Approved pursuits land in CRM with company, contacts and next tasks.

My role

I designed and built the application, set up the CRM structure and integration, and prepared the operating guidance for the team.

What the work included

Opportunity intake, qualification and duplicate handling
Scoring with the source evidence kept alongside each opportunity
Director Pursue or No-bid decisions, with approved pursuits handed to CRM
Company, contact, deal and task integration with Zoho CRM
Source-data updates that preserve the sales stage already set
Audit history, backups, deployment work and operator guidance

The result

Where it stands.

A working path from reviewing a construction opportunity to managing the approved pursuit in CRM, with evidence and responsibilities carried through the process.

Status

Production application and CRM integration. Deployed to production with the CRM integration in place. Additional automated intake sources are later stages and not part of the current system.

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