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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...
Software
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
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...
13 min read
Business Technology 101: What is CPQ?
Introduction Hi-diddly-ho, Neighborino! Today we will discuss configure price quote software, or CPQ, in another excellent article in the Business...
7 min read
Business Technology 101: What Is Field Service Management
Introduction Welcome to another entry in Business Technology 101! If you've missed the first few articles, you can find them here: Business...
12 min read
Business Technology 101: Marketing Automation
Introduction Welcome to Business Technology 101! In today's article, we'll be looking at marketing automation. If you missed my earlier articles in...
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...
2 min read
The Roofer's Guide To Software: What Is Arrivy?
This is the second in my series of posts, The Roofer's Guide To Software. If you missed the first one, you can find it here: The Roofer's Guide To...
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...