Greetings, everyone! In this blog post, we’re taking a deep dive into a critical aspect of contracting companies: choosing the right roofing CRM. Your CRM is the engine that powers your operations, so making the right choice is paramount, regardless of your company’s size. Let’s uncover the major red flags you need to watch out...
Running a successful roofing business can be incredibly rewarding, but it often comes at the cost of work-life balance. Roofing business owners are frequently faced with an overwhelming workload that makes it challenging to find time for personal life and relaxation. The cause of this problem is often rooted in the lack of integrated systems...
In the dynamic world of roofing, efficiency is crucial for success. However, many roofing businesses grapple with a common problem: time-consuming repetitive processes in inventory management. This issue often arises due to the manual handling of tasks, which not only drains productivity but also takes focus away from core roofing projects. In this blog post,...
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,...
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...
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,...
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...
3 Zoho CRM tips to look into – 3 Tasks to automate in your Zoho CRM! Welcome back to Clientric CRM Consulting’s “From Chaos to Control” series, your ultimate tech playbook for contracting companies. Today, we’re unveiling the first 3 tasks you should automate in your Zoho CRM. Business automation is the key to freeing...
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 trap—they choose...
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!...
