Some tools lack the features or updates your company needs. Others are poorly designed and seem clunky - resulting in a poor employee adoption rate. Some other CRM tools worked very well for your company when you purchased them but you have now outgrown them. Furthermore, some companies present CRM roofing software that over promises and under delivers on functionality or support - if you fell for the hype, there's no need to worry... you have options.
If any of the aforementioned situations seem familiar to you, then you need to change your roofing company CRM. Let's take a look at 8 glaring signs that your roofing company software has reached its expiration date:
The right CRM for a roofing company automates several tedious tasks and helps you work smart. By handling the important stuff like managing leads, sending estimates and scheduling jobs, your roofing software should free up your team to tackle more significant tasks like booking new jobs and resolving customer issues before they flare up.
Modern CRM systems reduce data entry substantially by automatically capturing leads and providing smart tools to engage your customer. Using CRM software fosters customer outreach and at a time that is most convenient to them. If your team is spending too much time on data entry, lead tracking or searching for information, you're surely leaving money on the table.
Your business evolves over time - you need a roofing company software package that evolves with you. At some point, you want to diversify to other related areas to continue growing your business. You may want to add new services to your service portfolio. If your roofing company CRM does not scale up with your business, you're letting huge opportunities slip through the cracks.
Does your CRM software link each department seamlessly with a shared calendar and a central view of all customer and job activity? A company fires on all cylinders when all departments are on the same page. If your staff communicates via phone for updates, then your software causes hang ups across your departments, and it may be costing you more money than it helps you earn. Paperless operations reduce your carbon footprint - thus leading to 'greener' operations.
Seconds turn to minutes, and minutes turn to hours spent on hold. Your customers are waiting for you, but their IT support is nowhere in sight. When you get stuck, you need answers...and you need them quickly! Unfortunately, when you reach out to your software providers - all you hear is crickets. What's worse is they want to nickel and dime you for simple things like additional training. Additionally, they charge you for adding basic features that should already be there in the software.
A product is only as good as the support team that backs it. CRM tools provide you with a wealth of knowledge at your fingertips; but if you're not able to use them properly, they're simply worthless. You need a product that is backed by a responsive and knowledgeable support team - a company that sees you as a partner, not just a paycheck or as someone who will pay them to build new features in their software.
Sales success isn't just about the numbers. It's about building great customer relationships. Your reps may be working on multiple estimates but every one of your customers want to be treated as important and they want to feel valued by your company.
Your CRM should track all communication and help you stay on top of your customers' specific needs so they never feel neglected. If your software is lacking here, then your customers just won't feel the love. Sure, you'll get paid for your services but will it help spread the love online?
Once upon a time, you signed up for a roofing software package. It had the bells and whistles you needed back in the day and it still does the basics well. Unfortunately, your software provider stopped updating their software. You're now left with a dated software package and you're bleeding business to competitors equipped with more modern CRM software.
You really wanted to book Mr. Smith's top dollar gig but your competitor grabbed that job. They even quoted a higher price than you and maybe even booked it before you got your estimate out to them. If this sounds like your company, it's time for a change.
CRM software should do more than serve as a mere data storage facility. Modern CRM platforms include third-party integration with apps like Google Calendar, Google Maps, Gmail, and more so you are not doing redundant data entry. If your CRM refuses to integrate with important third-party apps and software then it means it needs to be replaced. Your next roofing company software should include a wide array of third-party app integrations.
Shouldn't it? Modern roofing company CRM software should give you a rock-solid return on your investment. A good CRM can potentially give you an impressive return on your investment of up to 871% (according to Nucleus Research's study).
Your CRM software should:
If you're not seeing these types of results from your roofing CRM software, you're not getting a good return on your investment.
For the ultimate roofing company software, check out Serwiz. Serwiz is a robust solution that will arm you with the latest in CRM tools.