Roofers are more equipped than ever with time-saving technology to help them manage their businesses. In particular, roofing field sales apps have helped contractors by centralizing lead information, streamlining team communication, and automating aerial roofing measurement capture.
In this blog, we’ll cover the time-saving benefits of field sales apps and show you how to:
- Centralize lead data with canvassing app integrations
- Streamline communication with sales & office
- Speed up aerial measurement capture
- Get your team using a roofing field sales app
- Save time and stay connected with AccuLynx
Centralize lead data with canvassing app integrations
Finding, tracking, and following up with leads can be challenging, especially since many roofing contractors find leads based on geographic area or canvassing a local neighborhood. Using a roofing field sales app to keep track of leads and identify potential new leads is one way to stay organized during the search for new customers.
AccuLynx integrates with two canvassing apps, SalesRabbit and Spotio, that seamlessly funnel your leads into the platform so you can:
- Track prospects as they become customers
- Collaborate across sales, production, and office teams
- Take advantage of the leaderboard to keep teams accountable
By using integrations to centralize lead data, you can eliminate the need to repeatedly enter information in multiple places, saving your sales reps time.
Streamline communication with sales & office
When you’re out in the field all day, it can be hard to keep track of what’s going on at the office. Likewise, the office staff doesn’t always know what sales reps are working on.
Calls and texts can help get answers quickly, but if you need to refer back to the information later, it can be hard to find specific messages. Roofing field sales apps eliminate the back and forth, and keep teams connected.
You can use AccuLynx’s roofing app to view tasks, appointments, and job details, as well as share messages and photos with team members. There’s no need to wait until you’re back in the office to give an update or scroll through text messages to remember a specific detail—our field sales app will keep company communications organized and puts the power of AccuLynx in your hands. In fact, AccuLynx users save an average of 9 hours per week. With the extra time, your teams are free to focus on connecting with more prospects.
Speed up aerial measurement capture
Aerial measurement reports are over 95% accurate and can be delivered in as little as a few hours. That’s why more and more contractors are relying on this roofing technology to capture accurate measurements, without the work of climbing on a roof.
AccuLynx integrates with EagleView, GAF QuickMeasure, and Hover, meaning that roofing contractors can place and review measurement orders. These measurements can also be pulled into a roofing estimate in seconds, saving time and eliminating the need to use multiple systems.
Get your team using a roofing field sales app
Changing to a new technology can lead to pushback from team members who are used to doing things a certain way. That’s why it’s important to:
Choose the right in-app features for your business
When evaluating roofing software and choosing a field sales app, select something that meets your current needs and has features to grow with your business as it evolves.
Look for a platform that can adapt to changes in your workflow, sales processes, and team size. Some key features to consider include:
- Project management
- Customer relationship management systems
- Mobile payment processing
- Real-time reporting
Plus, you’ll want to make sure you have features that support the rest of your roofing business, including finance and business management features. Choosing an all-in-one platform from the start ensures you won’t need to switch down the road, saving both time and money.
Choose a reliable app that’s easy to use.
Your sales team’s success depends on how effectively they can use the app. If the app is difficult to use, slow to load, or prone to crashes, you’ll hear about it and your team won’t use it.
Choose a roofing field sales app that integrates seamlessly into your existing workflow and is easy for everyone to use. If the app feels clunky or complicated, even the best features won’t be used effectively, leading to frustration. Sales reps need tools that empower them, not ones that slow them down.
Take advantage of comprehensive training & support
When your team is learning a new tool, comprehensive training is crucial for everyone to find success with the platform.
AccuLynx provides training with every account, including personalized onboarding from a dedicated account specialist. This one-on-one guidance ensures that new users get up to speed quickly.
But the training doesn’t stop after set-up, we also provide resources such as a Knowledge Base, webinars, and free live U.S.-based support. With these resources at your fingertips, your team will feel confident using the app and can resolve issues as they arise.
Save time and stay connected with AccuLynx
By centralizing lead data, streamlining communications, and speeding up the measurement capture process, your sales teams can cut out extra work so they can focus on what matters–selling roofing jobs.
Book a demo to learn how AccuLynx’s field sales app and business management software saves valuable time and improves profitability no matter where you and your teams are working from.
