Why are contractors switching to Zoho One? Welcome to our “From Chaos to Control” series, the ultimate tech playbook for contracting companies. In this blog post, we’ll explore three compelling reasons why contractors are switching to Zoho One. If you’ve been feeling overwhelmed and frustrated with managing multiple tools and challenges like missed leads, this...
Zoho Desk Overview: Are you ready to take your customer support and ticket management to the next level? Look no further than Zoho Desk! In this tutorial series, we will walk you through all you need to know about Zoho Desk, how to utilize its powerful features, and how it can significantly enhance your business’s...
Struggling to manage your subcontractors? In the fast-paced world of contracting, efficient task management is crucial for successful project execution. However, many contractors face the challenge of subcontractors struggling to set their priorities and confusion arising from the absence of a software solution for scheduling and prioritizing tasks. In this blog post, we will explore...
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...
Zoho Marketing Automation Tutorial: Creating Workflow Automation! If you’re ready to take your marketing game to the next level, you’ve come to the right place. In this blog post, we’ll walk you through the process of creating instant and time-based workflows in Zoho Marketing Automation, allowing you to enhance lead management, automate actions, and boost...
Can Zoho help with new employees’ training and onboarding processes? Hello, Roofing and Contractor’s Businesses! Are you struggling to train new employees effectively? Do your team members find it challenging to understand and follow your Standard Operating Procedures (SOPs) due to their absence or lack of organization? It’s time to address this chaos and revolutionize...
How do you increase team buy-in when introducing new software solutions? Introducing a new software solution to your team can be challenging. However, it’s a necessary step for business growth and improving efficiency. This blog post will explore three powerful tips to help you increase team buy-in when implementing new software solutions. As experts in...
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...
Customer Relationship Management (CRM) for Roofing Businesses Effective customer relationship management (CRM) is essential for success in today’s competitive roofing industry. However, managing customer relationships efficiently can be challenging without the right Customer Relationship Management (CRM) tools in place. What are the benefits of customer relationship management (CRM) software for roofing businesses? This blog post...
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