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. The Power of CRM Automation:...
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...
3 tips to prevent losing leads in your CRM! In today’s fast-paced business environment, losing valuable leads can be detrimental to your company’s growth. In this blog post, we’ll explore three essential tips to help you avoid losing leads in your CRM system. By implementing these strategies, you can streamline your lead management process, increase...
Zoho Marketing Automation Tutorial: Creating Workflow Automation! If you’re ready to take your marketing game to the next level, you’ve come to the right place. In this blog post, we’ll walk you through the process of creating instant and time-based workflows in Zoho Marketing Automation, allowing you to enhance lead management, automate actions, and boost...
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...
Struggling with the CRM system! Are you struggling to make the most of your CRM (customer relationship management) system? In this blog post, we will discuss the 5 biggest mistakes to avoid when starting your CRM. As experts in creating custom software solutions, particularly CRMs, at Clientric CRM Consulting, we have seen these mistakes hinder...
Zoho Marketing Automation: Lead Scoring Tutorial Are you feeling overwhelmed by Zoho marketing automation? You’re not alone. Many people find themselves confused by the complexities of this powerful tool. In this tutorial, we will walk you through the process of setting up lead scoring in Zoho, ensuring that you can effectively identify and engage with...
Zoho One Bookings Tutorials! In this blog, we’ll provide you with a brief overview of what Zoho One bookings are and how they operate. We’ll guide you through the setup process and explain the main features and functionalities of the application. So let’s get started! Watch the whole Zoho Booking YouTube Tutorials Playlist here! ...
Decrease Chaos and Gain More Control! In today’s fast-paced business environment, managing multiple tasks, processes, and workflows can often lead to chaos and inefficiency. As a business owner or manager, you understand the importance of finding effective ways to streamline operations, save time, and minimize the chances of crucial tasks being overlooked. This is where...
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