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...
Welcome back to the “From Chaos to Control” series by Clientric! Today, we’re diving deep into a crucial topic that’s essential for roofing business owners: scaling your roofing business with technology. Whether you’re just starting out or aiming to grow your existing business, technology can be the catalyst that propels you toward your goals. Let’s...
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...
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!...
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...
Welcome back to the “From Chaos to Control” series by Clientric CRM Consulting. Today, we’re embarking on a crucial comparison journey: Zoho One vs. Go High Level. These two CRM solutions cater to the unique needs of contracting businesses, but they bring their own distinct features and capabilities to the table. By the end of...
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...
Welcome back to Clientric CRM Consulting’s “From Chaos to Control” series, your ultimate tech playbook for contracting companies. Today, we’re diving deep into a crucial decision every contracting business faces: selecting the right CRM solution. It’s a choice between the convenience of out-of-the-box CRM systems and the tailored precision of custom solutions. We’ll explore the...
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