Automation technologies are providing faster and cost-effective ways to gather critical information about roofs. However, automation is not limited to collecting data; technology can automate most aspects of the roofing business, allowing staff to focus on core tasks to grow business. Here is why your roofing business needs automation.
How Can Automation Be Achieved in the Roofing Business?
Roofing software is designed to track potential customer interactions and help manage the sales process. However, the role of CRM software is not limited to the communication and sales process. It can automate the majority of the business process for roofing companies and free the workforce to focus on field tasks that generate revenue.
Create the Opportunity
In general, a customer calls a roofing company with requests or estimates. The customer can call, text, or send an email to get the required information. If a lead asks for an estimate, it is an opportunity. To convert this lead into an opportunity, you need additional details of the customer’s specific needs.
The CRM software can automatically convert leads to opportunities based on requests, activity thresholds, and lead score. If you want to do this manually, you’ll need a person to enter data into the system with high integrity.
Set Estimate Appointment
Appointments are an essential part of daily workloads of the roofing business. It can be tough to manage appointments manually as it requires you to check available slots, and availability of staff preparing the estimates. Roofing software can automate an estimated appointment through the integration of online calendars. It can allow potential customers to request estimated appointment slots. You can program the CRM program to select the appointment duration based on the type of appointment.
For example, repair appointments can have a 1-hour duration while reroof appointments can have 3 hours duration. The system can use the job type information to schedule appointments. The CRM software can also assign an estimator, sales manager, or sales coordinator for the job.
The resource allocation could be based on system type, building use, or roof’s zip code. The roofing system can automatically add information either way and assign appointments automatically.
Based on the customer’s preference, the CRM software should generate an automation confirmation after creating an estimated appointment. The mode of communication can be phone, text, or email. You can ask the customers to review the confirmation for any errors or omissions.
If the customer has any objections, they can specify them in reply to the confirmation email. You can include information about your business and what makes you unique in the email. The confirmation email can be used as a pre-sell opportunity where the potential clients look forward to meeting your team.
Aerial measurements allow companies to achieve accurate estimates without standing on the roof. Integrating CRM with aerial measurement services like EagleView can help roofing companies’ auto-generate estimates and pre-populate proposals without involving the sales team. To achieve this, all you need is simple site verification, tweaking of a few details, and presenting the potential client with an estimate.
After Estimate Action
After presenting an estimate, the CRM can automatically update the system with sales details. It can include samples requested, the next follow-up date, reasonable time frame, and percentage of probable win rate. The CRM software can send reminders to potential customers to check whether the decision has been made.
Thus, you can see automation of the leading business processes reduces reliance on human elements and allows roofing companies to utilize their workforce with maximum efficiency.