3 Zoho CRM tips to look into – 3 Tasks to automate in your Zoho CRM! Welcome back to Clientric CRM Consulting’s “From Chaos to Control” series, your ultimate tech playbook for contracting companies. Today, we’re unveiling the first 3 tasks you should automate in your Zoho CRM. Business automation is the key to freeing...
Welcome back to Clientric CRM Consulting’s “From Chaos to Control” series, your ultimate tech playbook for contracting companies. Today, we’re diving into critical CRM problems roofing companies are facing when it comes to its rigidity. Here are some CRM problems that Roofing Companies are facing! Roofing companies often fall into a CRM software trap—they choose...
Zoholics Canada 2023 Key Takeaways! Welcome to Clientric CRM Consulting’s recap of Zoholics Canada 2023! We are excited to share this remarkable event’s three most valuable takeaways. Zoholics 2023 was an eye-opener, offering insights into Zoho’s exciting journey, the power of networking, and the importance of niche specialization in your business. Let’s dive right in!...
In today’s fast-paced business landscape, the ability to seamlessly connect your tools and platforms is essential. When it comes to your CRM (Customer Relationship Management) system, disconnected tools can hinder your workflow and productivity. In this blog post, we will explore the problem of disconnected tools, the causes behind them, and most importantly, the solutions...
Welcome back to the “From Chaos to Control” series by Clientric CRM Consulting. Today, we’re embarking on a crucial comparison journey: Zoho One vs. Go High Level. These two CRM solutions cater to the unique needs of contracting businesses, but they bring their own distinct features and capabilities to the table. By the end of...
Customer Relationship Management (CRM) systems have become indispensable tools for businesses of all sizes. However, selecting the right CRM is not a one-size-fits-all endeavor. Choosing a CRM that doesn’t align with your business requirements can lead to inefficiency and frustration. In this blog post, we’ll delve into the problem of using the wrong type of...
Welcome back to Clientric CRM Consulting’s “From Chaos to Control” series, your ultimate tech playbook for contracting companies. Today, we’re diving deep into a crucial decision every contracting business faces: selecting the right CRM solution. It’s a choice between the convenience of out-of-the-box CRM systems and the tailored precision of custom solutions. We’ll explore the...
Lack of the Right Tool in Roofing Businesses! In the dynamic world of roofing projects, efficiency, and time management are critical factors for success. However, the repetitive nature of creating quotations and ordering materials for similar projects can lead to time wasted and decreased productivity. This blog post will explore the challenges arising from this...
Welcome back to the “From Chaos to Control” series by Clientric CRM Consulting. Today’s blog post explores the top 3 Zoho integrations explicitly tailored for roofing companies. Learn how these integrations can transform your roofing business, from data synchronization to advanced reporting and increased efficiency. Why Roofing Companies Need Tailored Solutions: Roofing companies require...
In the roofing industry, maintaining clear communication and transparency with clients is essential for building trust and ensuring project success. However, the lack of a structured and clear billing system can often lead to confusion and uncertainty regarding project costs. In this blog post, we’ll delve into the common challenges faced by roofing professionals, how...
