<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1107441039411747&amp;ev=PageView&amp;noscript=1">

AccuLynx Blog

Take Advantage of Your Contractor Software Integrations: 5 Things Your CRM Should Do

By Michelle Mittelman on May 18, 2017 10:00:00 AM |

Share:

crm_integrations.jpg

Finding a one-size-fits-all business solution can be next to impossible. Unless you’ve invested in a customized platform that encompasses all of your business’ exact needschances are good that you’re not only using a CRM, but you’re also using other softwares or programs to supplement parts of your process.

There are a lot of moving parts across several departments in any contracting business, so it’s important when selecting your CRM to consider what OTHER softwares are already integrated with the platform you choose.

New Call-to-action

 

1. Supplier-Direct Integrations

Does your platform give you direct access to the supplier you use to purchase materials?

A direct integration that allows your sales reps to not only create their estimates directly from your supplier’s product catalog, but to order those products saves an incredible amount of time and helps avoid human error on your orders. Templates can get you halfway there, but a system that allows quick search, add and edit functions allows you to customize every document accurately.

Pro Tip: CRM’s can also offer discounts or rebate programs, based on the supplier you order from - it’s always worth asking!

2. Roofing Measurements:

If you work in the roofing industry, chances are pretty high that you’ve used aerial measurements when creating your estimates.

Does your CRM integrate with EagleView, SkyMeasure, or other similar measurement options?

Being able to directly order those measurements from your provider through your system, and have it automatically populate into your estimates saves you the time it takes to login to another program, download and hand-key measurements into your estimates before presenting it to a potential customer.

aerialintegration2.jpg 

3. Accounting:

Accounting Software is something that every roofing business relies on to process orders, invoices and keep the books. Solutions like QuickBooks are an accounting tool that most office administrators are familiar with. While it’s important to have an accounting system that is comprehensive and easy to use, it becomes even easier when it’s integrated with the data in your CRM.

Having an accounting integration saves your office staff time doing double entry and again, avoids human error when typing or transferring data.

4. Digital Storage Solutions:

When you keep your data in the cloud, your digital storage space can be practically unlimited. Many companies are already familiar with online file management, using programs like Google Drive or DropBox to manage and access their files.

Does your CRM allow for integrations with your file management, or offer their own solution?

Having a place in your CRM with enough space to store Job Files and associated documents, pictures and contracts let's you avoid toggling between systems, and allows real-time updates directly in a client’s portfolio.

5. Contract Processing & Signatures:

Does your CRM offer a contract processing pipeline?

When you’re writing your estimates and contracts, it’s important that you be able to share them not only with your potential clients, but your office staff as well. Creating editable templates and incorporating an eSignature component help streamline this process by bringing the whole process online. Added benefits such as sending notifications to the appropriate staff when a contract is signed and completed can save you from needing to invest in costly online signature programs like DocuSign.

Pro Tip: When implementing an eSign feature, make sure that it is backed by secure systems that track IP addresses and time/date stamp all signatures.

integrationquote.jpg 

Benefits of Integration:

Having all of these features and functions already integrated with your platform allow you to quickly and easily manage your business from every level. By using pre-built software and program integrations you can:

  • Save money on the necessary maintenance to upkeep those links - software development teams make sure that your integrations stay active and current when they are part of the overall software package.
  • Save money on several subscriptions - instead of having to subscribe to several different features, they are all part of one software system.
  • Save time having to remember passwords, payments and to update individual programs instead of just one central system - when it’s all controlled from one central hub, you don’t waste time keeping up with several accounts just to manage one job.


AccuLynx is the most powerful tool for your roofing business. With simple to use software, industry-leading tools and the best customer support, AccuLynx makes it easy to grow faster than your competition. 

roofing management business storage roofing roofing crm crm software software integrations accounting software quickbooks aerial measurements eagleview supplier integrations abc supply allied building products dropbox google drive purchase materials cloud storage data storage contract processing pipeline

Michelle Mittelman

Written by Michelle Mittelman

Michelle has been a Marketer for 10 years, and enjoys helping people connect to the products that improve their business.
true