Automate your customers, leads and jobs as a Roofing Contractor.
Today's Roofing companies are looking for solutions that are integrated and allow their workers to do more real work, and less time dealing with customer management, estimating, billing, and other mundane operations management tasks.
This is a sample Scope of Work for Roofing company (Customer) implementing Salesboom Cloud CRM and SFA, integrated with Google Maps, Spreadsheets like Google Sheets and Excel, email clients and calendars like Outlook365 and Gmail, Google Calendar, as well as integration with Quickbooks to synch all data between customer-facing operations and the back-end accounting system.
The customer requires existing paper processes to be replaced with digital processes, to automate the current Customer Lifecycle. Schedule jobs and manage daily & weekly job schedules, that are plotted on Google Maps. Quoting and Invoicing customers.
Check out the Fast Track program from Salesboom for all your CRM needs. Our bundled professional services package includes consulting, requirements analysis, CRM setup, data migration, rollout, and training - all for a fixed cost to save you money. We've been a leading Cloud CRM vendor for over 20 years, providing AI-powered solutions for sales, marketing, support, quoting, emails, documents, commissions, projects and timesheets, project management, HR, and back-office solutions for SMBs.
Current Customer Lifecycle:
Manage calls ins and work request submissions from a web form on the website.
Call and sell work
New customers get a call or email from a sales rep who asks for more information about the scope of the work.
Repeat customers get entered into the system and a work order is generated.
Sometimes follow-up calls are made.
Once the work data is entered into Quickbooks, it creates create a line of data in a spreadsheet we use for scheduling the work.
CRM Setup and Training Included
At Salesboom, we understand that managing sales processes can be a complex task. That's why we offer cloud CRM software solutions to help you streamline your sales processes and close deals faster.
Data fields to track jobs in the CRM, and included in the scheduling in the calendar, as well as mapped on Google Maps, with job data embedded within the map pin, and sharing schedules with crews, by truck number so each day, each crew knows what truck and what jobs they will be going to
CRM plugin with Microsoft Projects
Salesboom's CRM plugin with Microsoft Projects allows for seamless integration between CRM data and project management, tasks, timesheets, ChatGPT, and all your favorite apps. With over 20 years of experience in integrating systems, Salesboom can help businesses streamline their operations by bringing together key data and workflows. The plugin enables easy access to CRM data within Microsoft Projects, allowing teams to collaborate more effectively and stay on top of their tasks and deadlines. Whether it's managing leads, tracking opportunities, or monitoring customer interactions, Salesboom's integration with Microsoft Projects can help businesses improve efficiency and productivity. To learn more about Salesboom's CRM plugin with Microsoft Projects, visit the Microsoft Project Integration page.
SEO keywords: CRM, project management, Microsoft Projects integration.The future of work is rapidly evolving, and people-powered AI is poised to play a critical role. With technologies like ChatGPT integrated with CRM and other apps, businesses can supercharge their operations and achieve new levels of efficiency and productivity. By leveraging the power of AI to automate routine tasks and streamline workflows, organizations can free up their human employees to focus on more creative and strategic work. ChatGPT's natural language processing capabilities make it an ideal solution for customer service, marketing, and sales teams looking to provide personalized, responsive support to clients. To learn more about the future of work and how ChatGPT can help your business thrive, check out Salesboom's Future of Work page.
SEO keywords: people-powered AI, CRM, ChatGPT, future of work.Sample data fields included, with the ability to add custom fields, point-and-click:
· Date Dispatched
· Date Approved
· Route #
· Map Grid
· Zip Code
· Invoice #
· Name
· Amount
· Job Notes
· Address
· Map Link to Google Maps
· Customer Contact info - Name, phone, email
Jobs will be grouped into the following categories, for display on Map, with reports for each category:
· TO DO
· Sent out
· Canceled
· Standby
· Maintenance plan
Job Scheduling:
The customer has a spreadsheet of jobs that will be imported into the system. Schedule jobs daily and weekly, change priority based on age, and group by Grids mapped on Google Maps.
Ability to batch import jobs on an ongoing basis, self-service, by Customer. As Job information is updated in the system, the updated job information is updated in near real-time, for reporting and mapping.
Jobs are organized in a daily & weekly schedule of jobs based on priority, Map Grid, and Age. Weekly Job Schedules reports display Jobs for that week, including address and customer information, Map Grid, who is completing the work on the job, and a link to the corresponding Google Maps locations pinned on a Google Map.
Job Prioritization :
· Status
· Location on a Google Map plot
· Grouped by Map Grid
· Sorted by Age
· Sorted by Priority
Crews can log in online to see Jobs plotted on Google Maps and see daily & weekly work schedules.
The Job Status field tracks the current status of each Job.
If the Job Status field = Scheduled then it appears in the weekly schedule, based on the job start date
If the Job Status field = Completed then it drops off the weekly schedule
The job Priority field tracks the priority of the Job from 1-5
Prioritization of Jobs based on Age, Job Status, and location on the Map Grid
Job Age Report to aid in scheduling.
Daily and Weekly Dispatch Maps display jobs scheduled daily and weekly.
All Jobs Map, showing all jobs on a map, with the corresponding Age, what week it is booked, the date booked, etc.
Quoting Jobs and Invoicing customers.
Jobs are quoted with the custom quote template embedded, as per the sample quotes provided by the customer. Quotes can be emailed and downloaded to a pdf file.
Invoices are created in the system, with a custom invoice template built as per the sample invoice provided by the Customer.
Setup & Training
Setup of systems, importing data, integrating systems, rollout & Training bundled together in the Fast Track program provides a plug-and-play solution to get people productive quickly.
Switching CRM systems? We can help.
Migrating data and workflow to a new CRM system can be a daunting task, but with the help of professionals, it can be a smooth transition. Salesboom's Fast Track Program has over 20 years of experience in migrating systems, and can help businesses make a plan that is low cost, low risk, and easy to switch. The Fast Track Program provides a step-by-step guide to migrating data, contacts, leads, and opportunities to Salesboom's CRM system. With expert assistance, businesses can avoid data loss and minimize the risk of disruptions to their operations. Whether it's switching from an outdated CRM system or implementing a new one for the first time, Salesboom's Fast Track Program can provide the necessary support to ensure a successful transition. To learn more about how to migrate data to a new CRM system, visit the How to Migrate Data to CRM page.
SEO keywords: CRM, data migration, switching to a new CRM system.People-as-a-Service
Augmented staffing to help manage customers and operations, freeing up precious hours to focus on doing more jobs, with better results, and less effort. Fractional hours of 2 hours a day, 5 days a week supported staff in their daily mundane tasks, improving efficiency and employee satisfaction.
How to Migrate from Microsoft Access Database systems to Cloud CRM
Migrating from a Construction CRM system built on Microsoft Access can be a challenging task. However, with the right guidance and expertise, businesses can make a seamless transition to a cloud-based CRM system. Salesboom has spent over 20 years migrating customers from Access into customized CRM systems integrated with Microsoft Projects and all the best apps. Our team of experts has the knowledge and experience to make the transition as smooth as possible, while reducing costs, risk, and downtime. We can help businesses migrate their legacy Access databases to a cloud-based CRM system, providing access to real-time data, better security, and improved collaboration. To learn more about how to migrate from Microsoft Access to Cloud CRM, visit Salesboom's How to Migrate from Microsoft Access to Cloud CRM page.
