Zoho Premium Partner!!! We’re thrilled to announce a major milestone at Clientric CRM Consulting: we’ve officially become a Zoho Premium Partner! This achievement signifies years of dedication to exceptional client service and expertise in Zoho solutions. It’s been a journey – from Zoho Authorized Partner to Zoho Advanced Partner, and now, Zoho Premium Partner. Throughout...
Transforming the way to interact with Customers using CRM! Customer loyalty is the golden key to business success. But are you unknowingly sabotaging your relationships with clients due to inefficient management? Let’s face it, traditional methods often fall short. Here’s how a well-implemented Customer Relationship Management (CRM) system can transform the way you interact with...
Feeling like your trusty CRM is holding your roofing business back? You’re not alone. Many roofing companies start with out-of-the-box CRMs like Acculynx, JobNimbus, or Roofr. These solutions are great for getting started, but as your business grows, their limitations become apparent. Signs You’ve Outgrown Your CRM: 1. Craving Customization: Out-of-the-box solutions often lack...
In the competitive world of roofing, efficiency is king. A Customer Relationship Management (CRM) system can be your secret weapon, streamlining processes, boosting sales, and keeping your customers happy. But with a plethora of CRMs on the market, how do you choose the perfect fit for your roofing business? Choosing the Perfect Roofing CRM! The...
Greetings, CRM enthusiasts! We are thrilled to share the highlights of our recent Zoho CRM Foundation Training session conducted by one of our Clientric’s team member Sanjana. In this comprehensive training, Sanjana covered fundamental aspects of Zoho CRM, addressing specific topics requested by her colleagues. Let’s delve into the key takeaways! 1. A Walkthrough of...
Which software should you choose: Zoho One or Roofr CRM? Welcome back to our “From Chaos to Control” series, your go-to tech playbook for contracting companies. In today’s episode, we’re diving into a detailed comparison between Zoho One and Roofr CRM. By the end of this blog post, you’ll have a thorough understanding of how...
Zoho Solutions can revolutionize your roofing operations! In an industry that demands precision, efficiency, and adaptability, making the roofing business future-ready requires the right tools. In this blog, we will unveil how integrating Zoho solutions can revolutionize your roofing business with streamlined operations, from lead engagement to accounting accuracy and achieving a healthy work-life balance...
Identify the Best Roofing CRM! Regarding roofing CRM solutions, the market is flooded with options, making the task of finding the best one for your company seem daunting. In this post, we’ll explore the key factors to consider and steps to take to identify the best roofing CRM tailored to your business needs. 1....
Roofing contractors can benefit from effective lead engagement! When you are in the roofing industry, effectively engaging with leads can be the key to securing projects and fostering long-term customer relationships. However, many roofers find themselves stuck in the manual grind of lead engagement due to improperly set-up customer relationship management (CRM) systems. The cause...
Improving Workflow and Processes with Custom Blueprints in Zoho CRM! In the dynamic world of business, consistency is key to achieving success. However, maintaining consistency can be challenging, especially when it comes to managing intricate workflows within your organization. In this blog post, we’ll delve into a common problem faced by businesses – inconsistent processes,...
