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...
Leakage in your Roofing Sales Funnel: Overcoming Challenges with Zoho CRM! The roofing industry is booming, but that doesn’t mean closing deals is a breeze. From fierce competition to fickle leads, roofing sales come with unique challenges. But fear not, intrepid roofers! You can transform those challenges into triumphs with the right tools and strategies....
Boosting Customer Satisfaction and Project Efficiency In the fast-paced world of roofing, where every project demands your attention on-site, staying connected with your customers and managing projects efficiently can be a daunting task. In this blog post, we’ll explore how you can transform your roofing services by harnessing the capabilities of Zoho, a unified, all-in-one...
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...
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...
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...
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,...
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...
