Prime Resources Podcast – BDR

Prime Resources Podcast – BDR

By Business Development Resources (BDR)BusinessMarketing
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Prime Resources Podcast – BDR episodes

  • Things to Consider Before Investing in Field Service Software

    BDR


    Things to Consider Before Investing in Field Service Software

    In this episode of the Prime Resources Podcast, BDR Accounting Coach and Service Software Integrator Brittany Baimbridge discusses the considerations and challenges of investing in field service software.

    Brittany shares the benefits of field service software, essential features to look for, the importance of customization and integrations, finding the right vendor partner, and common pitfalls to avoid. Discover valuable insights and tips for successfully implementing field service software into your business.

    Listen here:

    Key Takeaways

    • Field service software is a centralized platform that helps contractors manage resources and streamline administrative and field operations.
    • When choosing field service software, consider current and future needs, ensuring it can support the business for at least three to five years.
    • Data collection and reporting, integration with accounting systems, and maintenance agreement tracking are essential features to look for in field service software.
    • Involving the entire team in the decision-making process and carefully planning the implementation can lead to successful outcomes.
    • Pitfalls to avoid include rushing the decision-making process, going for the ‘shiny object’ without considering the foundation, and not properly planning for change management.
    • Successful implementation of field service software can result in improved reporting, timely financial statements, and the ability to make data-driven decisions.
    • Things to Consider Before Investing in Field Service Software Time Stamps
      • 00:00 – Introduction and Expertise of Brittany Baimbridge
      • 02:24 – Essential Features to Look for in Field Service Software
      • 06:09 – The Importance of Customization and Integrations
      • 18:15 – Finding the Right Vendor Partner for Field Service Software
      • 21:23 – Common Pitfalls to Avoid in Field Service Software Implementation
      • 25:55 – Success Stories and Benefits of Field Service Software
      • About Brittany Baimbridge

        Before joining BDR, Brittany Baimbridge was a BDR client for five years, working with service-based companies in a financial role. As a former client, she experienced the impact made by establishing strong processes and tracking results while working with her coaches. As a BDR Financial Coach, Brittany is extremely organized and detail-oriented, with a focus on financial reporting, strategic business planning, and process management. She loves helping clients develop their businesses and empowering them with the tools to achieve success.

        About the Prime Resources Podcast

        BDR’s Prime Resources Podcast host, Matt MacArthur, is senior vice president of training & marketing. Having worked in the industry for over two decades, he continually works with BDR’s trainers to improve training materials and class delivery. He leads the marketing department in developing marketing tools for BDR’s 50+ business training classes and coaching services, including the Profit Coach program.

        Each episode of Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results, with ‘Prime’ being the most flourishing stage or state.

        LISTEN TO MORE EPISODES
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        You can also listen to all episodes of the Prime Resources Podcast on Spotify

        The post Things to Consider Before Investing in Field Service Software first appeared on BDR and is written by Erin Kunz.

        34 min
      • Creating an Avatar for a Sales Professional

        BDR


        Creating an Avatar for a Sales Professional

        In this episode of the Prime Resources Podcast, BDR Head Coach and Trainer Shaun Weiss discusses the concept of creating an avatar for a top-performing sales professional. An avatar embodies the characteristics and qualities that make a salesperson successful. Shaun identifies five key traits of a successful salesperson’s avatar:

        • Sales drive
        • Empathy
        • Toughness
        • Observance
        • Being process-driven
        • In this discussion, he emphasizes the importance of being competitive, needing achievement, staying optimistic, and mental and physical toughness. Shaun also highlights the significance of empathy without going to extremes and the value of being observant and process-driven in sales. He suggests using the avatar as a checklist for self-assessment and seeking feedback from coaches or managers to improve performance. Shaun encourages continuous learning and adaptation to stay fresh and avoid falling into a comfort zone.

          Interested in learning the skills of the industry’s top-producing sales professionals? Discover proven sales processes by reserving your spot in BDR’s Top Gun Sales Excellence training workshop!

          Key Takeaways

          • Creating an avatar for a top-performing sales professional involves identifying the characteristics and qualities that make them successful.
          • Key characteristics of a successful salesperson’s avatar include sales drive, empathy, toughness, observance, and being process-driven.
          • Competitiveness, need for achievement, optimism, and mental and physical toughness are essential traits for sales professionals.
          • Empathy is crucial, but it should be balanced and not taken to extremes.
          • Being observant and process-driven helps sales professionals adapt to different situations and improve their performance.
          • Using the avatar as a checklist and seeking feedback from coaches or managers can help sales professionals assess and improve their performance.
          • Continuous learning and adaptation are essential to stay fresh and avoid falling into a comfort zone in sales.
          • Creating an Avatar for a Sales Professional Time Stamps
            • 00:00 – Defining the Salesperson’s Avatar
            • 05:10 – Sales Drive and Competitiveness
            • 06:38 – Balancing Empathy
            • 08:32 – The Importance of Toughness
            • 11:26 – Being Observant and Process-Driven
            • 13:26 – Using the Avatar as a Checklist
            • About Shaun Weiss

              Shaun Weiss has nearly 20 years of experience in the HVAC and Plumbing industry, spanning several operational, management, and sales roles. He has successfully managed staff sizes of 40 employees and more, turned failing, unprofitable departments into profit centers, grown profitable business relationships, and created a sales and customer-service culture. 

              About the Prime Resources Podcast

              BDR’s Prime Resources Podcast host, Matt MacArthur, is senior vice president of training & marketing. Having worked in the industry for over two decades, he continually works with BDR’s trainers to improve training materials and class delivery. He leads the marketing department in developing marketing tools for BDR’s 50+ business training classes and coaching services, including the Profit Coach program.

              Each episode of Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results, with ‘Prime’ being the most flourishing stage or state.

              LISTEN TO MORE EPISODES
              LISTEN ON SPOTIFY

              The post Creating an Avatar for a Sales Professional first appeared on BDR and is written by Erin Kunz.

              38 min
            • Why Residential Contractors Should Consider Expanding Into Light Commercial

              BDR


              Why Residential Contractors Should Consider Expanding Into Light Commercial

              In this episode of the Prime Resources Podcast, BDR Head Coach and Trainer Chris Koch discusses the opportunities and challenges of expanding into the light commercial market for residential contractors.

              In the discussion, Chris highlights the vast size of the market, with nearly 6 million commercial buildings in the US, and emphasizes the potential in smaller owner-occupied buildings like medical offices, professional office buildings, veterinary clinics, and office conversions. He also stresses the importance of knowing your numbers, managing budgets, and not overselling your capabilities.

              Key Takeaways

              • The light commercial market offers a huge opportunity for residential contractors to expand their business.
            • Smaller owner-occupied buildings, such as medical offices and professional office buildings, are ideal targets in the light commercial market.
            • Starting with maintenance contracts is a great entry point into the market, leveraging existing customer relationships.
            • It’s important to know your numbers, manage budgets, and not oversell your capabilities.
            • Building strong customer relationships and asking for referrals are key to success in the light commercial market.
            • Why Residential Contractors Should Consider Expanding Into Light Commercial Time Stamps
              • 00:00 – Introduction
            • 02:18 – The Opportunity in Smaller Owner-Occupied Buildings
            • 08:24 – The Benefits of Commercial Maintenance Contracts
            • 12:51 – Utilizing Existing Team Members for Sales
            • 23:15 – Avoiding Pitfalls and Knowing Your Market
            • 29:58 – Taking Action: Getting Started in the Light Commercial Market
            • 33:13 – Conclusion
            • About Chris Koch

              Chris Koch brings 25 years of HVAC industry experience to BDR’s business coaching clientele. While Chris has focused primarily on the commercial service arena, he has a significant amount of residential HVAC and plumbing experience, including “mixed-use buildings” that blend commercial and residential markets. He has gained experience across a spectrum of operational-level service, installation, and sales roles which were the springboard for his success across a spectrum of management roles. He has executed a start-up as a business owner and gained invaluable work experience at five different companies, completed two acquisitions, assimilated cultures, executed financial turnarounds, and developed divisions into significant profit centers.

              About the Prime Resources Podcast

              BDR’s Prime Resources Podcast host, Matt MacArthur, is senior vice president of training & marketing. Having worked in the industry for over two decades, he continually works with BDR’s trainers to improve training materials and class delivery. He leads the marketing department in developing marketing tools for BDR’s 50+ business training classes and coaching services, including the Profit Coach program.

              Each episode of Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results, with ‘Prime’ being the most flourishing stage or state.

              LISTEN TO MORE EPISODES
              LISTEN ON SPOTIFY

              The post Why Residential Contractors Should Consider Expanding Into Light Commercial first appeared on BDR and is written by Erin Kunz.

              33 min