CRM

“When we saw the quote-to-cash workflow in Material Pro, we had an ‘Aha!’ moment. This software doesn’t just automate our sales workflow; it helps us improve the whole process.”

Mark Timm, Analyst

Miles Sand & Gravel

Construction Workflow Management Solutions

Data that delivers

Material Pro sales and quoting tools give you access to customer accounts and activities from a tablet, smartphone or laptop. Record customer interactions, update account information, view customer “scorecards,” and create quotes anytime, from anywhere. Track customer activity, project outlooks, and performance – and better yet, share it with them.

CRM & Quoting

Not all sales opportunities begin with a phone call. Or a hot tip. Or an RFP. Material Pro offers a flexible way to manage your sales pipeline no matter where a project starts. It may begin with a customer meeting, that a salesperson quickly records on a mobile phone or tablet. Or you may see a new construction opportunity and pin its location on the spot. Material Pro ties together customer records, pricing, phases and quotes for a complete, quote-to-cash record of every job you bid.

Orders “click” into place.

The BCMI Platform is fully integrated. This means the opportunities and quotes you create in Material Pro seamlessly become scheduled orders in the BCMI Logistics dispatch system. No need for re-entering data (and adding typos), no need to look up customer details, and no more guessing about project history. It’s all a click away.

Who needs a crystal ball? You’ve got BCMI.

Customer service can be tricky. With Material Pro you can anticipate and respond to customers’ needs in real time. Check the status of a project before you get to the jobsite. Send a reminder about tomorrow’s ‘will call’ order. Now you can be ready with answers and solutions before the questions are even asked.

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