Welcome back to another episode of the ‘From Chaos to Control’ series, brought to you by Clientric CRM Consulting! In today’s blog post, we have some fantastic insights tailored specifically for roofing companies with a team size of between 10 to 50 members. If you’re one of those roofing businesses, you’re in for a treat!...
Streamline your operations, organize your files, and establish a unified system in the contractor’s business! For contractors, we understand that staying organized and efficient is paramount to success. However, many contractors struggle with lost files and the absence of a unified system. In this blog post, we will explore why you should straighten up the...
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...
Creating Your First Email Campaign in Zoho Marketing Automation: A Step-by-Step Guide! Are you new to Zoho Marketing Automation and eager to create your first email campaign? Look no further! In today’s tutorial, we’ll walk you through the process of setting up your very first campaign step-by-step. By the end, you’ll have the knowledge and...
Zoho has gained traction in North America! Are you feeling overwhelmed by the multitude of Zoho packages available on the market? You’re not alone. With software companies offering bundles within bundles, it’s easy to get lost in the sea of options. In this blog, we’ll break down the complexity and explain how we arrived at...
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...
Frustrated with chaotic operations, project management, and tracking? Are you tired of feeling overwhelmed and losing control of your construction, roofing, or remodeling projects? Inefficient project management, limited visibility, and tracking can wreak havoc on your business, leading to costly delays and missed opportunities. But fear not! Here, we’ll explore how streamlined processes can help...
Procore and Zoho One! Welcome to our “From Chaos to Control” series by Clientric CRM Consulting. In this blog post, we are comparing Procore and Zoho One, two popular software solutions for contractors. Whether you have a small team or a larger workforce, this comparison will help you streamline operations, save time, and gain more...
What is a Zoho Sign? Discover the power of Zoho Sign, a versatile application for digital signatures and document management. In this blog post, we’ll walk you through the features, usage, and benefits of Zoho Sign, ensuring you’re fully equipped to leverage this powerful tool. Below, we will explore each tab and delve into the...
Are you a roofing or remodeling contractor struggling with the daunting task of managing countless documents? Organizing and maintaining accurate documentation can be a challenge, leading to misplaced files and potential project delays. However, there’s a solution that can revolutionize your document management process and enhance your efficiency. In this blog post, we’ll explore how...
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