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CRM

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...

7 min read

The Ultimate Guide to Developing a Winning CRM Strategy

A customer relationship management strategy is a plan that outlines how an organization will interact with its customers to improve customer loyalty,...

ai-fireside-chat-monkey-robot

23 min read

Part 1: Growing a roofing company from $25 - $60 million with hubspot

Below is a conversation I had with ChatGPT 4 going over the financial modelling a typical $25,000,000 roofing executive must make when considering...

5 min read

Mastering CRM Data Quality: 7 Key Strategies for Success

Introduction Customer Relationship Management (CRM) systems have become indispensable tools for businesses of all sizes. These systems help manage...

7 min read

Business Technology 101: How To Use CRM

Introduction Customer relationship management, CRM for short, is a powerful tool for businesses of all sizes to manage customer interactions and...

15 min read

Business Technology 101: What Is CRM?

Introduction Customer Relationship Management, commonly known as CRM, has become an essential tool for businesses in today's digital age. With the...

8 min read

The Roofer's Guide To Software: What is HubSpot?

This is the first entry in my new series aimed specifically at the software we at Roofing Business Partner recommend for taking your roofing company...

10 min read

5 Best CRM Options for Roofing Companies and Contractors

As a roofing contractor or business owner, having the right customer relationship management (CRM) system in place can make a massive difference to...