Increased Efficiency & Improved Customer Service with Roofr CRM
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Challenge
Salus Exteriors, a newly established roofing, siding, and gutter service company in Houston, Texas, faced the classic challenge of balancing growth with business efficiency. As a new player in the market, they needed to streamline their sales and customer relationship processes without getting bogged down by overly complex systems.
Founder Juan Rodriguez, who is tech-savvy and relies on various software tools, was in search of a CRM that was straightforward yet comprehensive. The goal was to find a solution that could simplify proposal creation and provide insightful sales analytics while being user-friendly for a small team.
Solution
"The biggest sell point of Roofr was the proposal creation tool, and how easy it is to customize. It works perfectly for me and my team."
After evaluating several CRM options, Salus Exteriors chose Roofr CRM for its simplicity and effectiveness. Rodriguez appreciated the ease with which he could create and customize proposals, a critical aspect of their sales process.
The implementation was straightforward, with Rodriguez himself setting up the system and creating templates tailored to their needs. The simplicity of Roofr CRM meant that the team could quickly adapt and start using it without a steep learning curve.
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OUTCOMES
The way that the Roofr CRM collects sales data is amazing. I don’t need thousands of unnecessary bells and whistles in my software. Roofr gives you everything you actually need, and it's simple to use.
With Roofr, Salus Exteriors saw significant improvements in their sales processes and overall business efficiency.
The streamlined workflow enabled the team to manage their sales pipeline more effectively, ensuring timely follow-ups and organized customer interactions. This resulted in increased win rates and a reduction in the time needed to close deals.
As well as this, the detailed sales data provided by Roofr CRM allowed Salus Exteriors to refine their sales strategies and improve their team's performance.
Implementing Roofr CRM for Simplified and Effective Sales Management
Roofr has given us the tools to be productive while staying lean. As a new company, we needed to establish workflows and processes without being bogged down with busy work. Roofr empowers us to be on top of our clients, bring in new leads, and focus on providing the best customer service possible.
Salus Exteriors continues to leverage Roofr CRM as an essential tool in maintaining high standards of customer service and operational efficiency, setting a strong foundation for future growth. Moreover, the detailed sales data provided by Roofr CRM allowed Salus Exteriors to refine their sales strategies and improve performance.
Results
most loved features
Beautiful & Customizable Proposals
Templates make it easy for Juan to create beautiful proposals that help to win the trust of homeowners.
Partnership Integrations
As a big fan of CompanyCam, the ability to seamlessly integrate their profile with their Roofr account helps Salus work smoothly between software.
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