Maximize HubSpot CRM for AEC Companies | Wendt Partners

Managing relationships with clients, leads, and projects is essential for success in architecture, engineering, and construction (AEC). This is where Customer Relationship Management (CRM) software like HubSpot is indispensable . With its powerful tools and features, customizing HubSpot CRM for AEC companies can streamline processes, improve communication, and ultimately drive business growth.

Configuring HubSpot CRM to fit the unique needs of AEC companies requires a strategic approach. Here are some expert tips to help you maximize this powerful tool:

1. Customizing the Dashboard

Tailoring the dashboard to display key metrics, project timelines, and client communications provides a quick overview of crucial information. This helps AEC companies stay on top of deadlines, track progress, and identify areas for improvement.

How-To:

• Create Custom Dashboards: Go to the dashboard section in HubSpot and create a new dashboard. Add widgets that display key metrics such as project timelines, client communications, and sales pipelines.
• Personalize Views: Customize the view for different team members based on their roles. Project managers might need project progress, while sales teams need lead status.

2. Creating Custom Properties

AEC companies deal with specific data points that may not be standard in a generic CRM. Creating custom properties for project types, stages, budgets, and other industry-specific information helps better track and categorize leads, clients, and projects.

How-To:

• Add Custom Properties: Navigate to the settings and create custom properties for contacts, companies, or deals. Add fields for project type, stage, budget, and other relevant information.
• Use Custom Properties in Forms: Utilize these properties in forms and contact records to ensure all relevant information is captured and easily accessible.

3. Integrating with Project Management Tools

HubSpot CRM can integrate with popular project management tools like Trello, Asana, or Monday.com to streamline communication and collaboration between teams. This ensures projects are completed on time and within budget.

How-To:

• Connect Tools: Go to HubSpot’s integrations marketplace and find the project management tool you use. Follow the steps to connect it with HubSpot.
• Sync Data: Ensure that project details and updates flow seamlessly between HubSpot and your project management tool to keep everyone on the same page.

4. Automating Workflows

Automating repetitive tasks like follow-up emails, lead nurturing, and project updates saves time and ensures no leads or clients fall through the cracks. Setting up workflows in HubSpot CRM helps AEC companies stay organized and efficient.

How-To:

• Create Workflows: Use HubSpot’s workflow automation tool to set up workflows for tasks like follow-up emails, lead nurturing sequences, and project updates.
• Trigger Automation: Define triggers for these workflows, such as a new lead entering the system or a project reaching a certain stage.

5. Utilizing Reporting and Analytics

HubSpot CRM offers robust reporting and analytics tools that provide valuable insights into the performance of marketing campaigns, sales efforts, and client interactions. Analyzing this data enables AEC companies to make informed decisions and optimize their strategies for growth.

How-To:

• Build Custom Reports: Use the reporting tool to create custom reports that track metrics important to your business, such as project completion rates, client acquisition costs, and sales conversion rates.
• Analyze Data: Regularly review these reports to identify trends and areas for improvement, and adjust your strategies accordingly.

By customizing and configuring HubSpot CRM to meet the specific needs of architecture, engineering, and construction companies, businesses can enhance efficiency, improve communication, and achieve greater success. With the right approach and a bit of creativity, AEC companies can leverage the power of HubSpot CRM to elevate their business to the next level.