How To Stay Organized And Convert Leads Into Sales with Adam Sand

This is the second episode in our series Making This Your Best Year Ever. Today I interview Adam Sand about staying organized using the best CRM program for your business. In the series I teach you how to get more leads but if they are falling through the cracks your just wasting your time and money. In this interview, you’ll learn how to set up a sales pipeline that will take out the stress of the sales process.

What you’ll hear in this episode:

Adam’s background: the techy nerd who started a roofing company with his best friend
How Adam solves the problem of lead generation
How he helps roofing contractors choose the right CRM for their business
Adam’s podcast: it’s filled with great information!
What Google shows about visits to roofing websites

How a video can set your website apart for your ideal customer
How a free ebook download helps convert sales
How a CRM system can help manage relationships with customers and maximize growth potential
How a CRM can help capture customers
How smaller companies should start out with a CRM
What can go wrong when you have the wrong CRM system:
- It can lock you into a customer journey that’s wrong for your business
- It won’t allow you to evolve, integrate, and automate
A few of Adam’s favorite CRM’s to recommend—and why: Acculinks, JobNimbus, Contractor’s Cloud, and Job Progress
Other useful tools for roofing contractors
The ultimate determinant in a CRM’s success is how it works for YOU
How Adam’s business helps in choosing and setting up a CRM system
Why it’s important to map out clear roles within your company and CRM system
“The best CRM is the one you use and improve.”