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, understand...
Welcome back to the “From Chaos to Control” series by Clientric! In this blog post, we’re diving deep into a topic that’s a game-changer for your roofing business: how technology can elevate your customer service. Exceptional customer service isn’t just a nicety; it’s a strategic advantage that can turn satisfied customers into loyal advocates. Leveraging...
In the fast-paced world of roofing, having complete and organized customer information is paramount. Yet, many roofing businesses grapple with a common issue i.e. data disarray in roofing businesses. In this blog post, we’ll delve into the problem of incomplete or scattered customer data and learn about its causes and consequences. We want to introduce...
Welcome back to the “From Chaos to Control” series by Clientric! Today, we’re diving deep into a crucial topic that’s essential for roofing business owners: scaling your roofing business with technology. Whether you’re just starting out or aiming to grow your existing business, technology can be the catalyst that propels you toward your goals. Let’s...
In the competitive world of the roofing business, every lead and sales opportunity counts. However, many roofing businesses face a common challenge – struggling to close leads and effectively track sales opportunities. This issue often stems from ineffective lead management and sales tracking practices. In this blog post, we’ll explore the problem, and its causes,...
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