Knowledge

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5 Common CRM Mistakes to Avoid

In order to be more successful with a CRM system, it’s important you’re prepared for the potential pitfalls that can derail your progress.

Fuel Your Company

As you are wrapping your head around the whirlwind that was 2019 and preparing for 2020…how are you going to set your home improvement company up for success?

Why Bother?

Why Bother?

Let’s pretend for a second that you are searching for some new business software for your home improvement business. You’ve done your due diligence, sat through demos of multiple systems, and narrowed it down to a couple of promising choices. Now you compare these systems to find the winner.

Leaking Bucket Purchase

There’s a hole in the bucket

Unless you are some sort of remodeling Johnny Appleseed, spreading vinyl siding and asphalt shingles throughout the land for free, you’re going to want money for your services.

Man standing thinking with question marks around his head

Quit Using Close Rate

Close rate; you know, the percentage of appointments you run that end up in sales. If you are like most home improvement companies, you use this percentage to get a quick view of how your sales people are doing in the field.

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Make it Easy for People to Give you Money

Unless you are some sort of remodeling Johnny Appleseed, spreading vinyl siding and asphalt shingles throughout the land for free, you’re going to want money for your services.

Cartoon man with head on head and briefcase thinking

Making Better Decisions

In our last post we talked about the Sunk Cost Fallacy and how we, as decision makers, sometimes have a propensity for using the wrong information to power our choices. We thought it would be prudent to offer some ideas on how to overcome these obstacles. Not just for your home improvement business, but for your everyday life as well.

You Have All the Info. Time To

improveit 360 is a complete enterprise CRM system for home improvement pros that will allow you to set up, manage, and even automate some of the best practices covered here. Interested to see how?