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...
In today’s fast-paced business landscape, the ability to seamlessly connect your tools and platforms is essential. When it comes to your CRM (Customer Relationship Management) system, disconnected tools can hinder your workflow and productivity. In this blog post, we will explore the problem of disconnected tools, the causes behind them, and most importantly, the solutions...
Customer Relationship Management (CRM) systems have become indispensable tools for businesses of all sizes. However, selecting the right CRM is not a one-size-fits-all endeavor. Choosing a CRM that doesn’t align with your business requirements can lead to inefficiency and frustration. In this blog post, we’ll delve into the problem of using the wrong type of...
When looking into Customer Relationship Management (CRM) systems, striking the right balance between data collection and efficiency is crucial. While it may be tempting to gather every piece of information, overloading your CRM with excessive data fields can lead to a cluttered and inefficient system. In this blog post, we’ll discuss why you should avoid...
How do you make Zoho CRM more user-friendly? Welcome back to our “From Chaos to Control” series, where we provide the ultimate tech playbook for contracting companies. In today’s blog post, we’re delving into the world of Zoho CRM to reveal four game-changing tips that will make your CRM system more user-friendly and efficient. If...
Streamlining client communication with the help of Zoho CRM! In today’s fast-paced business landscape, it is crucial to maintain effective client communication. However, the age-old challenge of manually finding, updating, and sending emails to each client persists, leading to inefficiencies and missed opportunities. Fortunately, the solution lies in embracing automation through a powerful Customer Relationship...
3 tips to prevent losing leads in your CRM! In today’s fast-paced business environment, losing valuable leads can be detrimental to your company’s growth. In this blog post, we’ll explore three essential tips to help you avoid losing leads in your CRM system. By implementing these strategies, you can streamline your lead management process, increase...
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!...
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...
Zoho all-in-one software suite for Roofing Business! As a roofing business owner or manager, managing your team and workflow can be a difficult task. Fortunately, Zoho One, a comprehensive suite of business applications, can help you streamline your operations and boost productivity. In this blog, we will explore how Zoho is the Key to Managing...
