Streamlining client communication with the help of Zoho CRM! In today’s fast-paced business landscape, it is crucial to maintain effective client communication. However, the age-old challenge of manually finding, updating, and sending emails to each client persists, leading to inefficiencies and missed opportunities. Fortunately, the solution lies in embracing automation through a powerful Customer Relationship...
Zoho Desk Overview: Are you ready to take your customer support and ticket management to the next level? Look no further than Zoho Desk! In this tutorial series, we will walk you through all you need to know about Zoho Desk, how to utilize its powerful features, and how it can significantly enhance your business’s...
Struggling to manage your subcontractors? In the fast-paced world of contracting, efficient task management is crucial for successful project execution. However, many contractors face the challenge of subcontractors struggling to set their priorities and confusion arising from the absence of a software solution for scheduling and prioritizing tasks. In this blog post, we will explore...
Can Zoho help with new employees’ training and onboarding processes? Hello, Roofing and Contractor’s Businesses! Are you struggling to train new employees effectively? Do your team members find it challenging to understand and follow your Standard Operating Procedures (SOPs) due to their absence or lack of organization? It’s time to address this chaos and revolutionize...
How do you increase team buy-in when introducing new software solutions? Introducing a new software solution to your team can be challenging. However, it’s a necessary step for business growth and improving efficiency. This blog post will explore three powerful tips to help you increase team buy-in when implementing new software solutions. As experts in...
Customer Relationship Management (CRM) for Roofing Businesses Effective customer relationship management (CRM) is essential for success in today’s competitive roofing industry. However, managing customer relationships efficiently can be challenging without the right Customer Relationship Management (CRM) tools in place. What are the benefits of customer relationship management (CRM) software for roofing businesses? This blog post...
Zoho has gained traction in North America! Are you feeling overwhelmed by the multitude of Zoho packages available on the market? You’re not alone. With software companies offering bundles within bundles, it’s easy to get lost in the sea of options. In this blog, we’ll break down the complexity and explain how we arrived at...
Frustrated with chaotic operations, project management, and tracking? Are you tired of feeling overwhelmed and losing control of your construction, roofing, or remodeling projects? Inefficient project management, limited visibility, and tracking can wreak havoc on your business, leading to costly delays and missed opportunities. But fear not! Here, we’ll explore how streamlined processes can help...
Procore and Zoho One! Welcome to our “From Chaos to Control” series by Clientric CRM Consulting. In this blog post, we are comparing Procore and Zoho One, two popular software solutions for contractors. Whether you have a small team or a larger workforce, this comparison will help you streamline operations, save time, and gain more...
What is a Zoho Sign? Discover the power of Zoho Sign, a versatile application for digital signatures and document management. In this blog post, we’ll walk you through the features, usage, and benefits of Zoho Sign, ensuring you’re fully equipped to leverage this powerful tool. Below, we will explore each tab and delve into the...
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