Episode Details

We know we need all elements of a good website to convert leads into sales, but how can installing a CRM system help? Can it really be a key part in turning website visitors into satisfied customers? Adam Sand is a marketing expert who is here to help. He’s been on the podcast before, in Episodes 27 and 44, but he’s here today to help us focus on the basics of CRM systems.

What you’ll hear in this episode:

• Adam’s background: the techy nerd who started a roofing company with his best friend
• How Adam solves the problem of lead generation
• How he helps roofing contractors choose the right CRM for their business
• Adam’s podcast: it’s filled with great information!
• What Google shows about visits to roofing websites
• How a video can set your website apart for your ideal customer
• How a free ebook download helps convert sales
• How a CRM system can help manage relationships with customers and maximize growth potential
• How a CRM can help capture customers
• How smaller companies should start out with a CRM
• What can go wrong when you have the wrong CRM system:
• • It can lock you into a customer journey that’s wrong for your business
  • It won’t allow you to evolve, integrate, and automate
  
  
• A few of Adam’s favorite CRM’s to recommend---and why: Acculinks, JobNimbus, Contractor’s Cloud, and Job Progress
• Other useful tools for roofing contractors
• The ultimate determinant in a CRM’s success is how it works for YOU
• How Adam’s business helps in choosing and setting up a CRM system
• Why it’s important to map out clear roles within your company and CRM system
• “The best CRM is the one you use and improve.”

Resources:

Find out more about Adam

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Sargeant S Roofing

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