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CRM

2 min read

Why Smart Reporting Drives Better Decisions, Smoother Processes & Higher Close Rates

TL;DR: You can’t grow on gut instinct. Smart reporting connects the dots between sales actions and outcomes—so you can scale with clarity, speed, and...

2 min read

The Importance of Clean Data: How to Build a Scalable Sales Machine

TL;DR: Dirty data = bad decisions. Clean, consistent, automated data = scalable growth. Here's how to get there. Why Is Clean Data Critical for Sales...

4 min read

Roofers: Scale Faster with BPMN & HubSpot!

How Process Mapping Can Revolutionize Your Roofing Business Alright, let’s get straight to it—if you’re running a roofing business and you’re not...

4 min read

Mastering Sales Pipeline Reporting: The Adam Sand Playbook

Alright, let’s get into it. If you’re running a roofing business—or any business, really—and you’re not leveraging your sales pipeline data, you’re...

most-roofs-sold-in-a-month

4 min read

$738K in 30 Days from 1 Sales Rep! My Full Breakdown.

The Specifics: One of our Clients had their Outside Sales Rep recognized for selling over $700,000 in roofing work in 30 days. This was a rookie...

2 min read

Buyers Persona's an Easy Guide

What are buyers Persona's in Hubspot? Get ready for a thrilling journey into the exciting world of buying behaviors, where people's shopping habits...

4 min read

12 Key Factors to Consider When Choosing a CRM Support Partner

Selecting the right CRM support partner can be a daunting task for businesses. Choosing the wrong partner can waste time, money, and effort. To help...