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SET Scheme Management for Construction & Manufacturing

SET For Business is the simplest CRM software system on the market, helping businesses to grow sales by at least 20%. SET for Business are excited to announce the launch of our new feature ‘Scheme Management’ to SET CRM.

This new feature provides the concrete structure to successfully record information about a group of related projects and opportunities. Scheme Management allows opportunities to be linked together under a single umbrella, including their related contacts, organisations, activities etc.

Scheme dashboards can act as control centres for managing large projects, which may go beyond the scope of a single opportunity or customer.

The opportunity is unique and new to the Construction market. SET have invested time working closely with our customers in the construction and manufacturing industries to produce a strong addition to SET CRM.

Scheme Managers are now able to monitor the performance of their schemes’ opportunities at a glance, track their sales teams’ activities against their scheme targets and maximize scheme value. This will provide tangible benefits such as improving sales performance and controlling costs.

Scheme dashboards draw on data from various parts of the system including:

  • Opportunities (and value projections)
  • Organisations
  • Contacts
  • Notes
  • Activities
  • Custom fields

SET for Business are keen to share this new addition with the construction industry.  If you would like to have a look at SET Scheme Management, please contact us for a free 14 day trial.

With SET for Business, you and your team will be able to plan your day 50% faster than with other CRM providers. For more information about SET for Business’s unique and integrated features such as interactive maps, mobile capability, and insightful reporting please get in touch.

Further reading...

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After getting lost in Salesforce the simplicity of SET and ease of use allowed us to spend more time doing what we do best, selling. Darran and the team made sure the switch to SET was stress free. We couldn’t be happier. SET does exactly what it says it does, helps your sales soar.

Sam Samuels, Managing Director, Furniture Fusion

SET has had such a positive impact on our sales productivity. It’s taken away the headache of the usual administration and given us more control. We get far better information and more time to talk to customers and prospects

Heidi Lavery, Client Engagement Manger, RFS

Check out a few of our valued customers

RFS
Kingdom
Kesslers
Squidcard

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