Jeff Myers
Director of Business Development
About Agate Constrution
Agate Construction is a Heavy Civil & Marine Construction firm founded in 1981 in Southern New Jersey. As a fully capable heavy civil firm, Agate is engaged primarily, but not exclusively in marine construction. Other specialties include moveable bridges, deep foundations and underwater construction. Agate has completed more than 400 projects throughout the Mid-Atlantic region of the United States with current and recent projects in New Jersey, New York, Pennsylvania, Delaware and Maryland. Recent significant projects include over $40 million of outfall and rock groin construction in Deal, NJ for the US Army Corps of Engineers; a $20 million marine based, 6 span bridge for Monmouth County in Red Bank, NJ and a $36 million storm drain and pump station project for the NJDOT in Bayhead and Mantoloking, NJ.
How did Agate manage Business Development before implementing a CRM?
Prior to implementing Kiese, Agate’s business development efforts were managed using excel spreadsheets and outlook.
What were some of the pain points you were experiencing?
Some of the pain points we were experiencing included:
- Information being in multiple locations which included duplications.
- Tracking leads manually made it difficult to prioritize high-value opportunities.
- Personalized communication was harder to achieve without a history of past projects and interactions.
- Use of Excel did not provide us with data analytics.
- Difficulties in scalability.
- Time-consuming and redundant administrative tasks.
Why did Agate choose to implement the Kiese CRM?
Investing in Kiese, a CRM tailored to construction, has helped centralize project and relationship management and automate routine tasks. We chose Kiese because it enables us to manage our entire business development process on one platform. We can track client touch-points, track proposals, and manage our calendar. It provides us with analyses of our data and helps us better understand our staffing resources in relations to projects we have on the pipeline. We like the flexibility of Kiese and it comes at a very affordable cost.
How is Agate using Kiese to manage BD?
We are using Kiese for:
- Managing our schedule of networking events and prospective client meetings.
- Tracking our to-do lists tied to specific accounts and/or opportunities.
- Prioritizing accounts, opportunities and activities.
- Go-No-Go Analysis
- Proposal De-Briefing
What Benefits are they experiencing?
Kiese allows for our team to be more collaborative as we are now all work in the same platform. It eliminates the need of the various spreadsheets that we had, and ensures we are not missing any submission deadlines. We can assign tasks to each other and ensure that people are completing their tasks.
We can ensure that we are truly engaging with our clients and see the results from this engagement. We can easily understand what is coming down in the pipeline and how successful we will be. The valuable insights that the platform provides helps us tremendously in our decision-making process.
With Kiese we are also able to plan and see how we are progressing in meeting our business development goals, which keeps our team focused on meeting our goals.
To learn more about Agate Construction and to get in contact with them, visit their website: https://www.agatenj.com/
