Reflecting on 2023: Clientric CRM Consulting
Greetings, everyone! Here we are, Clientric CRM Consulting, and can you believe it? We’re on the cusp of bidding farewell to another year. Today, let’s rewind the tape and stroll through the incredible journey of 2023. Buckle up for a roller coaster ride of reflecting on 2023 and how we have seen growth, challenges, and innovation!
1. Industry Immersion at RoofTECH and RoofCON
In a significant shift, we delved into the roofing industry this year. Attending RoofTECH and RoofCON conventions, we didn’t just gain insights into the roofing world; we forged connections with industry experts. These connections have paved the way for exciting opportunities that we can’t wait to unveil.
2. Welcoming New Members: Expanding the Clientric Family
Growth isn’t just about numbers; it’s about the vibrant energy that new perspectives bring. In 2023, we expanded the Clientric family by welcoming new members to our team. Fresh faces, diverse skills, and shared enthusiasm—it’s a recipe for success.
3. Zoholics Canada Recognition: Innovator of the Year
A pinnacle moment in our journey was attending Zoholics Canada, where we were humbled and honored to be recognized as the “Innovator of the Year.” This accolade echoes our commitment to driving innovation, not only for our roofing clients but for the broader Zoho user community.
4. Driving Innovation: Extensions and Integrations
Innovation is our heartbeat. Throughout the year, we released exciting extensions to the Zoho Marketplace, providing users with even more tools to enrich their Zoho experience. Our custom integrations with external tools tailor solutions to meet the unique needs of our clients—innovation in action.
Challenges Faced
Now, let’s talk about the real stuff. Transparency is key, and we face challenges head-on. Resource utilization was a hurdle, especially with the team’s ebb and flow. Cashflow became a puzzle, but we overcame it by securing a loan to ensure smooth operations while waiting for payments.
Team Expansion Challenges: Learning and Growing Together
Expanding the team brought its own set of challenges—training and cultural shifts. As we aimed to maintain our unique culture, we navigated through new territory. Transitions are tricky, especially when the business owner takes a step back. We’re still learning the ropes of this evolving dynamic.
The Takeaway: Learning and Leading
Reflecting on 2023 wasn’t just about wins; it was about learning. As the owner, transitioning roles brought valuable lessons. Learning to be a better leader, overcoming challenges, and sharing these experiences fuels growth.
Thank you for joining us on this roller coaster ride of a year. Your support has been our anchor. If you have questions, share your experiences in the comments, especially in the tech and roofing industries. We’re here to listen, share, and help.
Don’t forget to subscribe to our Clientric YouTube Channel. As we gear up for a promising new year, we wish you all a fantastic new year filled with growth, innovation, and success. Here’s to an even more exciting journey ahead.
If you have further questions or are interested in working with us, please contact us anytime at hello@clientric.co, or you can visit our website www.clientric.co At Clientric, our goal is to help you decrease the chaos in your business so you can gain more control and focus on what really matters.
