4 Reasons Why All HVAC Contractors Need a CRM

 

As an HVAC Contractor, your job is to help make people more comfortable and, ultimately, happier. Besides having an impact on their daily productivity levels, safety, and energy bills, your business can be a powerful source of calm in sometimes frustrating circumstances.

Having the right tools for the job comes second nature to you but you might be missing one major business tool that every contractor needs: an easy-to-use and reliable CRM. Check out our top reasons why you need this powerful addition to your business plan today.

 
 
 
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Whether you’re new to CRMs entirely or are looking for a product upgrade, be sure to check out Shape’s free HVAC CRM trial here and see what you’ve been missing out on.

A CRM provides a comprehensive platform for creating client profiles that save and store all of your most important details.

 
 
 

You need a reliable way to keep track of your business.

According to aerosol.com, demand for HVAC equipment is expected to increase 6.8% annually through 2019 which means lots of new customers to keep track of. Keeping paper and pencil records of all your clients just won’t cut it in the HVAC world of today.

A CRM provides a comprehensive platform for creating client profiles that save and store all of your most important details. This info can include their contact information, notes from your last appointment, and other vital facts that help you get the job done. Plus, your files can be accessed on your computer or through your mobile device for easy future reference.

When business is complicated make sure your files are not.

Beyond creating single profiles for each individual within your customer base, a CRM can help you organize contracts that involve multiple parties, other businesses, secondary contacts and more. Each file needed for the project can be linked to each other so you have the information available whenever you need it most. Managing projects this way also helps cut down on time spent completing administrative tasks and digging through mislabeled computer files.

Keep reference materials available in one click.

Let’s say you’re installing a new unit for a customer and, some time later, they need the warranty information but they can’t decipher their own product number. Save yourself a trip to their home or business by quickly pulling up the documents in your HVAC CRM. Customer profiles also contain a section for important documents like the ones we forget we need until it’s too late. Bonus: your organization will put the minds of your customers at ease and establish greater trust in the long term, making them customers for life.

Boost sales with proper follow up and client tracking.

A CRM can also help you keep tabs on every interaction your customers have with you or your brand. After awhile it can be hard to remember if you’ve actually followed up with one person or maybe just think you called another. Attention to detail is one of the most highly sought after skills within quality customer service practices - and with good reason! Having a birds eye view of where everyone is within your sales pipeline will help you provide the kind of memorable service people come back for.

You’ll also decrease the amount of effort needed for each sale. When you know exactly where your prospect has just come from and where they plan to go, following up with the right piece of info at just the right time can give you a major advantage over competitors.

Whether you’re new to CRMs entirely or are looking for a product upgrade, be sure to check out Shape’s free HVAC CRM trial here and see what you’ve been missing out on.