Tag: <span>Software</span>

Tag: Software

Using Your Reports to Make Better, Profit-Driven Decisions for Your Roofing Business

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By Michelle Mittleman.

Software technology has opened the door for roofing companies when it comes to managing their business more efficiently and effectively than previous generations. CRM and ERP platforms, mobile applications and integrations give roofers 24/7 access to their business, including the information they rely on to make smart decisions.

It’s more than just knowing how many leads are in your pipeline, or how much revenue your top salesman generates on a quarterly basis. Dashboards and colorful graphs can’t always provide you with the in-depth analysis into the data that you need to see in order to make profit-driven decisions that impact your entire organization.

Going back and forth between Excel or separate programs means you are spending valuable time staring at spreadsheets, and not taking care of the things that really need your attention. As a roofing business owner, it’s more critical now than ever before that the reports you see and share with your teams are both accessible and easily generated from your software platform.

What Do Your Reports Tell You?

The greater the visibility you have into all of your data, the easier it is for you to extract the critical information necessary to run your business.

Is your reporting easy?

Reports are not helpful if you need to spend hours analyzing them. Reports generated from your CRM should easy to create, easy to to understand and easy to access.

Is your reporting customizable?

Being able to create custom reports from all of the data within your software platform means you get to pick and choose what’s important to you and not what a software company thinks you need.

Likewise, can your teams create their own reports that they need to succeed in their individual roles? Flexible data structuring and custom filtering means everyone has access to what they need.

Does Your Data Give You True Insight Into Your Business?

Being able to create calculations within your reports that allow you to derive meaningful insights and a greater understanding of what is happening in your business is the foundation of what software reporting functionality is about.

At the end of the day, these reports should be helping you make smart, profitable decisions for your roofing business.

Note: This article first published on the AccuLynx blog and can be viewed here.

3 Ways Roofing Software Creates a Seamless Experience for Your Sales Teams

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By: Nate Stein, AccuLynx

As industry technology continues to advance, so does the ability of your sales teams to integrate their selling process with software platforms specifically designed to improve their efficiency.

 

As a roofing company, you rely on the expertise and organization of your teams in the field to generate, track and close new business every season. These teams are constantly on the move, handling massive amounts of paperwork, phone calls and tracking progress through the pipeline. Some roofing businesses may struggle to keep all of these moving parts organized and accessible for accounting and management back in the office. However, as industry technology continues to advance, so does the ability of your sales teams to integrate their selling process with software platforms specifically designed to improve their efficiency.

Unlike in the past, roofing sales teams no longer need to flood filing cabinets with seemingly never-ending loose-leaf paper and copies. Instead, emerging roofing business software platforms can completely change how your salespeople handle the documentation for customers and jobs in progress. By implementing a CRM into your roofing business, you can streamline the selling experience for your roofing sales teams and create urgency for the buyer.

Create Familiarity with Your Customer (and Never Lose Their Information Again)

Everyone remembers the not-so-good ol’ days when you went diving through seas of filing cabinets in order to locate that one phone number belonging to the prospect who you spoke with last week. After taking forever to locate the paper, you give the customer a call back, only to mess their name up during the call because you cannot read the handwriting of the salesperson who jotted down notes during the initial conversation. Now, not only did you waste time locating files, but you also lost a customer by not referring to them by the correct name, making them feel less than valued.

With roofing business software, you can combine the benefits of an ERP and a CRM platform to simplify your roofing sales management. Ditch that messy filing cabinet and replace it with software that allows you to electronically input all customer information and track them from prospect to invoice. Instead of wasting time sifting through physical files, soar through electronic files at lightning speed to locate customer information. Easily search in your CRM by client name, date, salesperson, address, etc.

With your data securely stored in the cloud, you will never lose a customer’s information. In addition, you no longer need to worry about offending your prospect by mispronouncing their name. When you originally speak with customer “Stephen,” you can jot down in your notes that his name is pronounced as “Steven,” and not “Stefan.” Now, when you call Stephen back, you

Leverage an Existing Relationship and Build Trust

Suppose your customer wants to see references or previously completed work. Roofing business software can give you the ability to search in your system for addresses near your customer, or similar style roofs you have completed. You can then send the prospect before and after photos of similar projects to show them that you put pride and effort into your roofing projects.

A CRM can ensure that you consistently give your customer up-to-date, correct information. Say you called a prospect a few weeks back and offered them a special deal on a roof repair. When you get back to them now, you want to make sure that you don’t forget what your original offer was, so that you do not frustrate your customer with incorrect, misleading information.

Track All Correspondence

With a CRM roofing software, your sales team can track all contact with your clients. Whether it is negotiating a deal, offering a discount, or just making a cold call, your sales team can take note of anything they wish, and won’t have to worry about it getting lost. Sales managers can oversee all projects, including which salesperson is dealing with which customer, and wherein the process the project is. With a bird’s eye view of the entire customer pipeline, from prospect to invoice, your teams can take complete control of the entire roofing business workflow.

By giving your sales teams the assets they need to produce more comprehensive, and organized processes, your business has the ability to increase sales, build trust, and make the customer acquisition process more intimate. Modernize your roofing job management with easy to use software that allows you to grow, while at the same time making the lives of you and your sales teams a whole lot easier.

Note: This article first appeared on the AccuLynx blog and can be viewed here.

4 Factors to Consider When Purchasing a Roofing CRM

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Use of the right roofing CRM saves you time and money.

It is important to employ the right roofing CRM for your construction work. This enables you to streamline your work in an organized way. Because of achieved efficiency, you can save on time, which counts a lot in any project work. At the end of it all, you will realize that your project will not only be successful but will be cost-effective as well.

The software can be effective over a wide range of construction projects ranging from installation of drainage systems to roof treatment projects. This makes it very favorable especially for a company dealing with a wide range of operations within the construction industry. Now, there are so many systems dealing with this; most of them are designed generically, meaning they may not specialized for the construction work. For this reason, it is important to consider some key factors whenever you are purchasing the software to ensure you do not go wrong.

Consider your specific business needs

To establish the best CRM roofing software that is suited for your business, it is very paramount to, first, define the specific business needs. This means you need to have a very clear vision of what it is that you want to achieve. Some businesses may be after a software that can give them very quick service and able to generate quick data that can be interpreted as useful information. Other companies may want a software that is able to automate operations hence reducing unnecessary paperwork. There are also some that will be after enhanced communication and streamlined operations. Whatever the reason, you should be in a position to define to ensure you acquire the right software.

Ability to keep records in an organized manner

For any contract work to be completed in perfection, it is important to plan and to know the resources you are going to use. This may sound easy but if done without a proper system, you may leave out some very crucial materials. With this in mind, then you can acquire the right CRM roofing software that can meet the needs.

Ability to ensure well-managed customer relations

In contractual work, it is very important to keep records of your clients, their feedbacks and even any important records pertaining to the business relations. This helps in future works since you already have a documented history of their likes and dislikes. This also creates a good image with the client since they feel their services are personalized. You, therefore, need a system that is able to manage all this and also to retrieve this information instantly.

A software that is able to generate reports

Reporting is inevitable in every organization. Reports help in showcasing the work done and also in accounting for resources utilized. It may be tricky if you must design reports from scratch whenever they are needed. You need a software that can generate accurate reports the instant they are required.

With above to consider, you can be assured of selecting a roofing CRM software that suits your organization and one that can give you value for money.

Editor’s note: This article was first published on FollowupCRM’s blog and can be viewed here.

Important Considerations When Selecting Software

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By Heidi J. Ellsworth

Contractors who are focused on technology and building progressive roofing companies are taking a lead in the market.  Here are five areas to add to your considerations when choosing software for your roofing company.

  1. Reliability and Customizable Production Features

Solid ordering and scheduling that adapts to your business are critical to a successful business.  Scheduling and ordering is arguably the most important aspect of any roofing business.  Look for software that provides the most customizable and reliable scheduling and ordering features available.  In fact, it is good to look for software that will expand ordering and scheduling to grow the business instead of outgrowing the software.

  1. Customization & Automation

Many contractors find themselves with programs that are stagnant in the development of their systems. They feel they are limited to what their current or former program can do.  Be sure to ask for contractor-driven development.  It makes you a part of the process and not only helps your company but the industry overall.

  1. Own and Protect Your Data

Today’s data is gold and needs to be protected.  Be sure that whatever software company you work with makes your data accessible 24/7 with easy downloads and storage.  Also, it must be secure.  With viruses like WannaCry on the rampage, be sure that data is protected and has an elevated level of redundancy when backing-up.  Be sure that with a push of a button you can download all your leads, workflows, customer info and more.

  1. Process Is King

Look for a strong manageable flow.  Rather than having a few status “buckets” to move your jobs along, look for the ability to create custom workflows based on your processes. Regardless if your job cycle has five steps or fifty, you should be able to design processes and notifications with ease to keep your jobs moving along in a seamless manner.

  1. Evolving, Not Versioning

It can be very frustrating when your favorite app or program gets updated? It probably does everything it did before (and then some), but suddenly, you’re forced to re-learn everything.  Things that were on the left are now on the right, things that were visible are now hidden.  Some software does not release new versions, they simply evolve. In some cases, they can let you decide when you want to move and update interfaces. Ask if this is available and that way, you can learn how to use a new feature when you aren’t as busy.

For additional technical blogs be sure to visit the RoofersCoffeeShop.com Technology Newsroom at https://rooferscoffeeshop.com/category/technology/.