The SET Blog

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...

25 Tips to Help You Sell MORE – Part 1

Hitting your sales target is no easy achievement, in fact there are some suggestions that less than 50% of sales people actually do it. Now there will certainly be some companies that have set unrealistic targets, and whilst they may not want to admit it, I would highly recommend making sure your targets reflect a […]

25 Tips to Help You Sell MORE – Part 2

We recently shared part one of this blog series with the first 15 tips to help you sell more. In this blog, we will cover the final 10 top sales tips: 16 – Think Outside the Box – Take 5 minutes and just think of creative, even crazy things you could try to help get […]

6 Ways to Ensure a Smooth CRM Transition

Whether you’re transitioning into using a CRM for the first time or you’re switching to a new CRM, change can be difficult for your employees and processes. Luckily, you have the control in ensuring your CRM transition is a smooth ride. By keeping everyone involved you can keep the migration to a new CRM painless. […]

Get Started

Free, easy to set up, no credit card required