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Data storage and collection
To get the most benefit from your CRM software for HVAC companies, you want to ensure it stores the following information:
- Contact information: Having an organized place for contact information makes it easy to get in touch with customers whenever you need to.
- Upcoming jobs and installations: Easily look up upcoming HVAC system installations and repairs by searching a customer’s name to quickly schedule or notify them of an upcoming job.
- Job history: Having your customer’s job histories easily accessible will enable all representatives to see past appointments and guide future concerns and marketing strategies.
- Files and other technical information: The ability to store files and technical information in one location allows your company to easily access essential customer data.
- Communication records: Ensure your technicians follow up with CRM record communications.
- Service reminders: CRM software that notifies customers when service is due can help your company secure reliable revenue.
Benefits of the platform
When choosing CRM software for HVAC businesses, you want to select a platform that offers the following benefits:
- Robust customer database
- Few errors with customer data
- Easily retrieves technical information
- Quick access to appliance information
- Enhances customer communication
The best CRM tools will enhance the customer experience and create greater returns and revenue for you. You want to choose CRM software that sets communication preferences for each contact, so you can communicate with customers in ways that are most beneficial for them.
Solving key challenges for HVAC companies
Our website isn’t ranking in the search results for HVAC services
When people need HVAC services in their area, they take to search engines like Google. Ensure your website appears at the top of the results when your target audience needs your services.
We’re struggling to grow our technician team
Expanding your team and growing your business go hand-in-hand. If you need help growing your team with talented and friendly technicians, our recruitment marketing services have you covered.
We’re not generating enough leads
Are people visiting your website but not getting in touch with you? Our expert marketing specialists and web designers can optimize all areas of your website so you can attract and convert more of your target audience to use your HVAC services.
We’re not attracting new customers
Having trouble increasing your online visibility, so you can attract new customers? Our award-winning marketing services get your brand in front of the right people in your local area.