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394: What’s the Best CRM for Roofing Contractors? with Scott Tebay

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Manage episode 435729113 series 1381228
Inhalt bereitgestellt von Dave Sullivan. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Dave Sullivan oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

Today’s show answers the #1 question in Facebook roofing groups. Everyone has an opinion about CRMs, but who can you trust? Join Dave Sullivan, John DeLaurier, and their guest, Scott Tebay as they tackle the big question: “What’s the best CRM for roofers?”

Scott Tebay is the owner/operator of Rainstoppers Roofing, and he’s been in the construction industry for almost 20 years. Scott is committed to providing 5-star service to every customer by being professional, responsive, and courteous at every step of the roofing process. Scott hosts the Small Town Roofer Podcast and lives with his wife and two young sons in Marietta, Ohio.

What you’ll hear in this episode:

  • Understand the WHY of a CRM in light of your entire sales process
  • The best question to ask: “What problems do I have that I need to solve with a piece of software?”
  • What is a CRM—and why do I need one?
  • What is most important in a CRM?
  • The key that is missing in most CRMs is the communication tool that builds the know, like, and trust factor.
  • Scott’s perspective on eliminating company phones for his employees
  • Accountability for every single team member through a CRM
  • John’s perspective on the advantages of ProLine regarding speed to lead, customized proposals, and 5-star reviews
  • Automated follow-ups let the customer know that you want to work with them. Automations work!
  • Your CRM can help track your KPIs.
  • Scott’s take on how a CRM performs a sales manager role for his company

Resources:

Connect with Scott Tebay: Website, Email, and the Small Town Roofer Podcast

Schedule a demo with ProLine!

Connect with John DeLaurier: Peach State Roofing and LinkedIn

Set up a FREE strategy call with Dave and get a few tips on how you can improve your business: https://davesullivan.as.me/free-strategy-call

Interested in learning more about our 1-on-1 coaching, our mastermind groups, or our fractional professional services? Email me at dave@theroofercoach.com. or text me at (510) 612-1450.

No Plan? No problem. Download our FREE 1-Page Business Plan For Roofing Contractors https://theroofershow.com/plan.

Vetted Sponsors Of The Roofer Show

Have RUBY answer your phones and tee up the sale by leaving a great first impression. Use this link to get up to $150 off your first month’s service: http://get.ruby.com/theroofercoach.

Automate your Follow-Up and close more sales with ProLine. Get started for FREE at https://useproline.com/. Use promo code “Dave50” for $50 off your first month’s service!

Our newest sponsor, SMA Support Services, fills a need by empowering contractors to simplify and optimize their operational processes with virtual assistant and call center services. Explore what a virtual assistant can do for your contracting business. Check out SMA Support Services! (Tell them Dave and John sent you.)

  continue reading

410 Episoden

Artwork
iconTeilen
 
Manage episode 435729113 series 1381228
Inhalt bereitgestellt von Dave Sullivan. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Dave Sullivan oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

Today’s show answers the #1 question in Facebook roofing groups. Everyone has an opinion about CRMs, but who can you trust? Join Dave Sullivan, John DeLaurier, and their guest, Scott Tebay as they tackle the big question: “What’s the best CRM for roofers?”

Scott Tebay is the owner/operator of Rainstoppers Roofing, and he’s been in the construction industry for almost 20 years. Scott is committed to providing 5-star service to every customer by being professional, responsive, and courteous at every step of the roofing process. Scott hosts the Small Town Roofer Podcast and lives with his wife and two young sons in Marietta, Ohio.

What you’ll hear in this episode:

  • Understand the WHY of a CRM in light of your entire sales process
  • The best question to ask: “What problems do I have that I need to solve with a piece of software?”
  • What is a CRM—and why do I need one?
  • What is most important in a CRM?
  • The key that is missing in most CRMs is the communication tool that builds the know, like, and trust factor.
  • Scott’s perspective on eliminating company phones for his employees
  • Accountability for every single team member through a CRM
  • John’s perspective on the advantages of ProLine regarding speed to lead, customized proposals, and 5-star reviews
  • Automated follow-ups let the customer know that you want to work with them. Automations work!
  • Your CRM can help track your KPIs.
  • Scott’s take on how a CRM performs a sales manager role for his company

Resources:

Connect with Scott Tebay: Website, Email, and the Small Town Roofer Podcast

Schedule a demo with ProLine!

Connect with John DeLaurier: Peach State Roofing and LinkedIn

Set up a FREE strategy call with Dave and get a few tips on how you can improve your business: https://davesullivan.as.me/free-strategy-call

Interested in learning more about our 1-on-1 coaching, our mastermind groups, or our fractional professional services? Email me at dave@theroofercoach.com. or text me at (510) 612-1450.

No Plan? No problem. Download our FREE 1-Page Business Plan For Roofing Contractors https://theroofershow.com/plan.

Vetted Sponsors Of The Roofer Show

Have RUBY answer your phones and tee up the sale by leaving a great first impression. Use this link to get up to $150 off your first month’s service: http://get.ruby.com/theroofercoach.

Automate your Follow-Up and close more sales with ProLine. Get started for FREE at https://useproline.com/. Use promo code “Dave50” for $50 off your first month’s service!

Our newest sponsor, SMA Support Services, fills a need by empowering contractors to simplify and optimize their operational processes with virtual assistant and call center services. Explore what a virtual assistant can do for your contracting business. Check out SMA Support Services! (Tell them Dave and John sent you.)

  continue reading

410 Episoden

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