394: What’s the Best CRM for Roofing Contractors? with Scott Tebay

The Roofer Show

23-08-2024 • 55 mins

Today’s show answers the #1 question in Facebook roofing groups. Everyone has an opinion about CRMs, but who can you trust? Join Dave Sullivan, John DeLaurier, and their guest, Scott Tebay as they tackle the big question: “What’s the best CRM for roofers?”

Scott Tebay is the owner/operator of Rainstoppers Roofing, and he’s been in the construction industry for almost 20 years. Scott is committed to providing 5-star service to every customer by being professional, responsive, and courteous at every step of the roofing process. Scott hosts the Small Town Roofer Podcastand lives with his wife and two young sons in Marietta, Ohio.

What you’ll hear in this episode:

  • Understand the WHY of a CRM in light of your entire sales process
  • The best question to ask: “What problems do I have that I need to solve with a piece of software?”
  • What is a CRM—and why do I need one?
  • What is most important in a CRM?
  • The key that is missing in most CRMs is the communication tool that builds the know, like, and trust factor.
  • Scott’s perspective on eliminating company phones for his employees
  • Accountability for every single team member through a CRM
  • John’s perspective on the advantages of ProLine regarding speed to lead, customized proposals, and 5-star reviews
  • Automated follow-ups let the customer know that you want to work with them. Automations work!
  • Your CRM can help track your KPIs.
  • Scott’s take on how a CRM performs a sales manager role for his company

Resources:

Connect with Scott Tebay: Website, Email, and the Small Town Roofer Podcast

Schedule a demo with ProLine!

Connect with John DeLaurier: Peach State Roofing and LinkedIn

Set up a FREE strategy call with Dave and get a few tips on how you can improve your business: https://davesullivan.as.me/free-strategy-call

Interested in learning more about our 1-on-1 coaching, our mastermind groups, or our fractional professional services? Email me at dave@theroofercoach.com. or text me at (510) 612-1450.

No Plan? No problem. Download our FREE 1-Page Business Plan For Roofing Contractors https://theroofershow.com/plan.

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