By Megan Brehm.
Whether you’re looking to streamline your business process or simply just wanting to get organized, a CRM or project management system has what you need to do both. But, no two CRMs are exactly the same. Here are a few things to know and look for when deciding on a roofing software company.
Knowing the difference between a standard CRM and roofing software is important when deciding on what features work best for your business.
Standard CRMs allow you to manage customer information, track activities, look at project statuses, run basic reports, and view potential leads. Standard CRMs can be used by a variety of trades—meaning it is not roofing industry specific.
Roofing software can perform all the same functions as other standard CRMs. But, it also gets a lot more specific. Most roofing-specific software allows businesses to manage everything including managing production teams, ordering job materials, auto-populate aerial measurements for accurate estimates, tracking and reporting on sales performance, and more!
When deciding on what CRM software works best for your roofing business, it’s important to look at the areas you are wanting to improve. Whether it’s something broad like organization or more specific like being able to order aerial measurement reports, these things can help you choose the right software.
One way to get started is looking at areas where your business is lacking and if you notice trends where projects seem to hit snags. Is duplicate information being missed? Are estimates inaccurate? Wherever you’re noticing these issues, this can be a deciding factor on whether you should chose a standard CRM for basic needs or you need something with more detail like roofing software.
While we’ve talked a lot about the functionality that is out there and where your business might need improvement, the most important thing to consider is what is going to work for your business.
Looking at your current business process and performance will help you decide what functionality you should look for. Let’s say you want different teams to be able to track material orders. With this, you’ll want to make sure the CRM you are working with allows for the ability to place and manage any orders right from the manufacturer.
Understanding the things that you want to help improve and streamline your current process is going to help with choosing the right roofing software.