Day 38: Building a Robust CRM - Handling 10-15 Solar Jobs per Week
Jun 17, 2024•2 min
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Episode description
Today, Josh focuses on integrating telephony and automated SMS into the CRM, alongside refining backend operations.
He discusses the importance of automating customer progression from lead generation to installation, ensuring seamless transitions with email and SMS notifications at each stage. Having spent several days laying the CRM foundation, he now prioritises making the system robust enough to handle 10-15 jobs per week. Future plans include hiring developers to automate data entry, invoicing, and stock ordering, aiming to reduce human error and operational costs.
Tune in to hear Josh’s detailed plan for enhancing CRM efficiency, the challenges of building automation from scratch, and his commitment to creating a streamlined, scalable solar business. Join him at the end of the day for an update on his progress.
He discusses the importance of automating customer progression from lead generation to installation, ensuring seamless transitions with email and SMS notifications at each stage. Having spent several days laying the CRM foundation, he now prioritises making the system robust enough to handle 10-15 jobs per week. Future plans include hiring developers to automate data entry, invoicing, and stock ordering, aiming to reduce human error and operational costs.
Tune in to hear Josh’s detailed plan for enhancing CRM efficiency, the challenges of building automation from scratch, and his commitment to creating a streamlined, scalable solar business. Join him at the end of the day for an update on his progress.
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