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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...