Technology Integration within Your Business

Tony Zanni Chimney Cricket

In today’s faced past culture, it’s imperative to capture your customer’s attention quickly using technology is an easy way to differentiate yourself from the competition and enhance any presentation. The objective of this course is to outline various avenues of technology that assist in streamlining your day-to-day production, sales and ultimately increasing your companies profit margins. Key highlights:

• Utilization of tablets for field service management • Improved chimney inspections • Higher sales closing rate • Real-time access to sales CRM software • GPS Tracking for field management

2017 HPBExpo Education

Sponsored by:

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AGENDAI. TabletsII. Vehicle and Team Tracking ManagementIII. Payroll ForecastingIV. Streamlining sales cycleV. CRM Software

I. Real-Time accessII. Field managementIII. “The Cloud” for CRM

VI. Marketing CampaignsVII. SEO – Search Engine OptimizationVIII. Measuring SalesIX. Project Management PlatformX. Boost ProductivityXI. Inspections XII. Job CommunicationXIII. Drones

I. RequirementsXIV. Q & A

• WHO’S USING A CRM SOFTWARE ?

• WHAT TECHNOLOGY ARE PEOPLE USING?

• HOW OFTEN ARE FIELD EMPLOYEES FORGETTING PAPERWORK AND NEED TO RETURN TO OFFICE?

• ARE YOU CURRENTLY DOING P&L FOR INDIVIDUAL PROJECTS?

• DO YOU KNOW WHAT YOUR COMPETITION IS DOING?

• ANYONE EVER HAVE PROJECT CONFUSION BETWEEN SALESMAN & INSTALLER?

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THE POWER OF BEING MOBILE

• MOBILITY

• BE ONE-UP ON YOUR COMPETITION

• STREAMLINED COMMUNICATION

• MORE EFFICIENT INSPECTIONS

• PROFESSIONAL PRESENTATIONS

WHERE’S MY TEAM

• REAL-TIME TRACKING

• INCREASED CUSTOMER SERVICE RESPONSE TIME

• BETTER RESPONSE TIME

• VEHICLE MAINTENANCE MANAGEMENT

WHO’S ON THE CLOCK?

• REAL-TIME SNAPSHOT OF YOUR BUSINESS

• OVERTIME ALERTS

• FORECAST WEEKLY / BI-WEEKLY PAYROLL

(tsheets)

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SHORTEN SALES CYCLE

- By being mobile employees are equipped to be more productive resources, therefore, saving the company TIME & MONEY.

(Continuumcrm)

company TIME & MONEY.

- No more coming back to the office for forgotten paperwork, brochures.

- 40% of sales teams use an iPad or some tablet de device – (salesforce.com)

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CRM SOFTWARE

CUSTOMER RELATIONSHIP MANAGEMENT DATABASES ASSIST IN :

• ORGANIZE INFORMATION BASED ON INDIVIDUAL CUSTOMERS,

ASSOCIATES, BUYERS, SUPPLIERS, USERS,

• FORECASTING

• ANALYTICS

• SCALABLE

• SYNC WITH YOUR QUICKBOOKS FOR EASY ACCOUNTING

(Routzy)

REAL-TIME ACCESSIBILITY • EASILY SEARCH FOR CUSTOMERS BY NAME,

ADDRESS, AND PHONE NUMBER

• CREATE CUSTOM VIEWS AND REPORTS BASED ON CERTAIN DEMOGRAPHICS OR LOCATIONON CERTAIN DEMOGRAPHICS OR LOCATION

• HOME SIZE, NUMBER OF FIREPLACES AND MORE

• STORE NOTES, COMMUNICATION HISTORY, AND SECURE PAYMENT STORAGE

• SCHEDULE JOBS, SET UP RECURRING JOBS (serviceceo.com)

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NEVER MISPLACE CUSTOMER INFOMRATION • INSTALLERS, OFFICE & SALES ALL ABLE TO MAKE NOTATIONS AND

UPLOAD IMAGES.

CRM CLOUD• REAL-TIME ACCESS FROM FIELD

• NO IN-HOUSE EXPENSIVE EQUIPMENT /

HARDWARE, MAINTENANCE

• “AVERAGE ROI FOR COMPANIES THAT INVEST IN

CRM IS $5.60 FOR EVERY SINGLE DOLLAR

SPENT” (SALESFORCE)

• LESS DOWN-TIME

(salesforce)

MARKETING CAMPAIGNS

• USE DATA FOR SMART MARKETING

• GEOGRAPHIC LOCATIONS BASED ON YOUR DATA

• HOW MANY UNITS WERE SOLD THIS MONTH LAST YEAR? ENABLES MORE ACCURATE FORECASTING.

• CREATE SOCIAL-MEDIA PAGES

• UNDERSTAND WHERE TO PUT YOUR MONEY BASED ON SUPPORTED DATA: WHAT SELLS VS. WHAT SITS ON THE SHELF

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SEO – SEARCH ENGINE OPTIMIZATION

• WHAT CHANNELS DRIVE THE

BEST TRAFFIC

CALCULATE THE ROI FOR YOUR • CALCULATE THE ROI FOR YOUR

MARKETING CAMPAIGNS

• PARTNER WITH A SEO EXPERT

Hubspot

MEASURING OPPORTUNITIES

- WHY IS IT IMPORTANT TO UNDERSTAND WHAT EACH OPPORTUNITY IS WORTH?

- WHAT’S EACH SALES INDIVIDUALS ROION PROSPECTS

salesforce

PROJECT MANAGEMENT

• COLLABORATE MORE EFFICIENTLY

SHARE EDIT FILES WITH PROSPECTS VENDORS FELLOW EMPLOYEES BUILDING OFFICIALS • SHARE & EDIT FILES WITH PROSPECTS, VENDORS, FELLOW EMPLOYEES, BUILDING OFFICIALS,

ARCHITECTS, GENERAL CONTRACTORS, DESIGNERS

• PUT TIMELINES TOGETHER / ASSIGN TASKS

(Basecamp)

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HELPFUL TOOLS TO BOOST YOUR PRODUCTIVITY & SALES

ReliabilityQuick accessHigher employee utilization and revenueShare files [large]

INTEGRATE TEAMWORK AND COMMUNICATION

IMPROVED CUSTOMER EXPERIENCEEXPERIENCE

ENGAGE PROSPECTS

• INCREASED VISIBILITY

• ENHANCED INSPECTION REPORTS

• LOWER EQUIPMENT COSTLOWER EQUIPMENT COST

• GET THE CUSTOMER INVOLVED

• UPSELLS

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STREAMLINE JOBS

• DECREASE CONFUSION

• FASTER RESOLUTION TO QUESTIONS IN THE FIELD

• UPSELLS / CHANGE-ORDERS

• FACE-TO-FACE

• IMPROVE DAY-TO-DAY PRODUCTION

LETS FLY• SAFER INSPECTIONS

• ANY CHIMNEY

• INCREASE “WON” ESTIMATES

WHAT’S REQUIRED

• REGISTER UNMANNED AIRCRAFT WITH FAA

• FAA AERONAUTICAL KNOWLEDGE TEST

• TSA SECURITY BACKGROUND CHECK

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THANK YOUREFERENCES: SALESFORCE, HUBSPOT, SERVICECEO, DROPBOX, ONEDRIVE, APPLE, TSHEETS, LINDEMANN CHIMNEY CO.