In the dynamic world of roofing, efficiency is crucial for success. However, many roofing businesses grapple with a common problem: time-consuming repetitive processes in inventory management. This issue often arises due to the manual handling of tasks, which not only drains productivity but also takes focus away from core roofing projects. In this blog post,...
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, understand...
Welcome back to the “From Chaos to Control” series by Clientric! In this blog post, we’re diving deep into a topic that’s a game-changer for your roofing business: how technology can elevate your customer service. Exceptional customer service isn’t just a nicety; it’s a strategic advantage that can turn satisfied customers into loyal advocates. Leveraging...
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,...
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...
Welcome back to the “From Chaos to Control” series by Clientric CRM Consulting. In this blog post, we are diving into the most critical report every contractor should review: knowing your margins. Learn how this data-backed approach can revolutionize your decision-making, optimize your projects, and improve financial outcomes for your contracting business. The Power of...
Overcoming the Challenge of Finding Non-Integrated Customer Support Tools In the modern business landscape, exceptional customer support and services are paramount for building and maintaining strong customer relationships. If you’re on the lookout for a comprehensive solution that takes your customer support to the next level, look no further than Zoho. In this blog post,...
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...
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...
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...
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