Clientric's Blog Posts

Stay tuned for a new blog post every week!
7 Tips to Streamline Your Roofing Business with Standard Operating Procedures!

Streamlining Roofing Business Standard Operating Procedures! Welcome back to the “From Chaos to Control” series by Clientric! Today, we’re delving into one of the most critical aspects of running a roofing business efficiently – Standard Operating Procedures, or SOPs. Whether you’re a small or large company, SOPs are your secret sauce to streamline operations and...

Elevate Customer Service Excellence with Zoho Desk!

Zoho Desk, a Customer Service Help Desk Software Efficient and responsive customer service is the lifeblood of any successful business, including roofing companies. However, many roofing businesses encounter a common problem – struggling to provide efficient customer support. This issue often arises due to the lack of a centralized customer service platform, leading to slower...

#1 CRM problems for Roofing companies and how Zoho CRM solves it!

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 trapβ€”they choose...

Zoholics Canada 2023: Insights and Takeaways from Clientric CRM Consulting

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!...

Choosing the Right CRM: From Chaos to Control

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...

Out-of-the-Box vs. Custom Solutions for Your Contracting Business

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...

The Absence of a Clear Billing System in Roofing Projects!

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...

Streamline your Business with these 3 Powerful CRM Automation Tips

Welcome back to the “From Chaos to Control” series by Clientric CRM Consulting. In this blog post, we will unveil three expert CRM automation tips to transform your contracting business’s efficiency and productivity. Learn how to establish a solid foundation, simplify processes, and identify the right tasks for automation. Β  The Power of CRM Automation:...