Do you ever feel that your business is out of control? You’re not alone. Today I talk with Jake Dempsey of JobNimbus CRM about getting your business organized and under control by using a CRM program. No more leads falling through the cracks. Jake lays out a simple process that will increase your sales, reduce your stress, get you, additional happy customers.

A lot has changed with Dave since he was last on the show, which was on episode 29, so tune in to learn more about Dave, JobNimbus CRM, and the upcoming JobNimbus Solution Summit October 22-23, in Austin, TX.

What you’ll hear in this episode:

• Jake defines what a CRM (Customer Resource Management) is, what problems it solves, and why you might need one.
• A Customer Resource Management system keeps track of your customers and your jobs.
• Jake says If you have ever had to answer the phone and have a customer ask why his job fell through the cracks, you need to use a CRM.
• Jake says a CRM not only keeps you organized and efficient, but it helps with accountability.
• According to Jake, nearly 60-70% of companies still operate from Excel spreadsheets and magnet boards on the wall, and many times businesses don’t realize where their money leaks are, and a CRM can really help with accountability.
• Dave shares how stressful the roofing business can be, and emphasized how important it is to have a CRM in order to scale your business.
• Feedback from Jake’s customers using a CRM includes benefits like organization, no more jobs falling through the cracks, better customer communication, businesses handling bigger workloads, increased closing rates, and more.
• Dave says the number one complaint among customers of services is lack of or poor communication from contractors.
• Jake explains how a CRM works. It’s a web-based program with a mobile component, has a connection to Zapier (which can help with lead generation).
• Any interaction including your phone calls, photos shared,etc, are logged and time-stamped in Job Nimbus.
• Jake says there is a client component with JobNimbus which allows them to track progress, a communication component and a photo component which allows JobNimbus to become the main hub of running your business.
• Jake says the list of integrations with other platforms JobNimbus has is very long. Ie. Quickbooks, EagleView, etc.
• Jake says if you have any hope of scaling, you have to have everyone using the same processes. A CRM helps you track that.
• Jake explains how streamlining and tracking your processes can help you eliminate problems, which results in consistent quality on the back end, which then results in customers giving you great reviews.
• By effectively implementing a CRM, it will create big changes in your company and increase your bottom line.
• The JobNimbus charge is $25 per user per month.
• Dave shares that many small contractors in his mentoring program work hard, rush around putting out fires but don’t make the kind of money they need to be making.
• Dave recommends three companies to help those smaller contractors: Ruby Receptionists to answer phone calls, Fast Easy Accounting to keep the books, and a CRM like JobNimbus to organize your processes.
• The JobNimbus SolutionSummit will be held in Austin, Tx, October 22-23. It will be JobNimbus and some of their key partners giving you education on how to best effect change in your company.

Resources:

The Roofer Show website

JobNimbus

JobNimbus SolutionSummit on Facebook

JobNimbus on Twitter

(855) 964-6287