How Procore uses Surveys to identify the top two construction accounting software products for integration

The insights gleaned from WebEngage are critical to our product development process. It gives us higher response rates than ‘old school’ methods.

Author Photo

Brandon Terry
Director of Product, Procore

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  • Location:

    United States

    Quick Facts

  • plus symbol

    Faster solution

  • checkmark symbol

    Accounting software tools integrated

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    Clients saw value

Customer Profile

Procore Technologies, Inc., the world’s number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more. Procore enables construction professionals to collaborate on projects from any Internet-connected device with access to all project documents, contracts, RFIs, submittals, schedules, drawings, and more.

The Objective

Procore, through its software, enables its users to have seamless integration of all construction project activities. To further increase ease and functionality for its users, they planned to develop a new tool. They wanted to develop a tool integrating Procore with other construction accounting software or packages. As a starting point, the product team wanted to verify the idea of developing this tool and determine which accounting packages most of its clients used.

The WebEngage Effect

Procore aids product developemnt using WebEngage Survey | Case Study

The success of new products can be best gauged by determining how well it resonates with user needs. For it to meet the need of users, it is important to listen to the ‘voice of the customer’ as early as during the product development stage. Procore implemented the same when it created a New Product Development Survey using WebEngage. The focus being on ‘building the right thing’ that begins with knowing user requirements in the first place.

The Survey posed two specific questions to Procore’s users. One was to determine which are the most widely used construction accounting package within the sample, i.e. Procore’s client base.

web notification with form survey

Another being, would they value a tool integrating Procore with other construction accounting packages. The question also had a comment option for users to share how they would want this integration to work.

dynamic survey form as web notification (example)

The survey was intended to run in Procore’s application. Since each client account had multiple users, it was important to only target the survey to ‘user account administrators’. The use of cookie-based targeting helped segment User Admins from other users. It also helped check instances of recurrence & repetition.

cookie-based targeting setup

The Process

The process, short and simple, initially involves selecting appropriate template for Survey. Procore selected the onsite-classic layout that is apt to run quick, small surveys. The next step was to fill in details such as question text and choice of options. It is followed by setting the appearance in terms of overall theme, button color, background color, etc. Within minutes, the Survey was up and ready to go live.

WebEngage Survey layout - example

The Result

Through WebEngage’s surveying platform, Procore was able to identify the two most widely used construction accounting software within its customer base. Procore used the responses to prioritize their tool’s integration with more than 20 accounting software tools in consideration. Moreover, on average 4 out of 5 Procore’s clients saw value in having access to such integration, which came as a verified push for the product development team.

Overall, WebEngage not only helped Procore to save on the time and effort on customer research but also helped in increasing the value delivered to its customers.

country based distribution of respondents

Procore aids product developemnt using WebEngage Survey | Case Study

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Brandon Terry

Brandon Terry Director of Product, Procore

The insights gleaned from WebEngage’s surveying platform have been critical to our product development processes. We aim to release products that customers love, and value. Also, we’ve found that running our surveys in-app with WebEngage gives us substantially higher response rates than ‘old school’ methodologies, like emailing surveys – sometimes response rates are 5-6% higher, meaning thousands more responses and insights that we wouldn’t get without WebEngage.

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