Have you considered what it’s like to be a potential customer for your roofing business?  What is the experience of your leads while they are waiting for all the information they will use to make their decision?  What information do you think they rely on to make this decision?

Have you considered what the experience is like for homeowners who sign the contract for work to commence?  Or, what the process feels like while the installation is occurring?  Do you think you have opportunities every step of the way in their “customer journey” to make them feel comfortable with your organization, confident in the work being performed, and informed about what the entire process looks like (permitting, to material delivery, to installation, and final inspection)?

We think about this a lot at Bean Countery. We understand that every step in your customer’s journey with you is an opportunity to add more referrals, more sales, and less conflict.  But how?

It’s not enough to track project specifics or potential leads with notebooks or spreadsheets - you need a living, breathing system that houses leads, statuses, project specifics, pertinent documentation, product selections, etc.

This is crucial because CONSISTENCY is the key to a positive customer experience.  It leads to efficiency, higher profits, and happier homeowners.  And happy homeowners will sing your praises (i.e. free marketing)!

There are 100’s of CRM (customer relationship management) systems but our favorite is JobNimbus.

• It allows for so much customization to suit your team and model

• Estimating/Invoicing/Payment collection capabilities

• No one gets forgotten

• Sales reporting for important indicators like close ratios by sales person

• Syncs beautifully with QBO

• Direct communication with homeowners

• Amazing automation with marketing

• Automates material ordering with Beacon, automates aerial measurements with Eagleview, allows for customer financing

JobNimbus is a worthy and crucial element to any roofing business that intends to stick around!

At Bean Countery, we assist our clients in selecting a quality CRM, designing the work flows that work with your team and goals, implementing/setting up, and training our clients and their teams.  The positive outcomes that come from using a properly set up CRM, designed specifically for the way your roofing business runs, cannot be overstated.  It truly is a game-changer, not only for you and your team - but definitely also for your customers who desire calm and confidence in their home exterior maintenance.