Check out the latest LMN Crew 2.0 update! Learn More.

CRM Blog Series #2 – Company Snapshot

| Topic:

LMN News

Welcome to part two of a three-part series covering why LMN’s Customer Relationship Management (CRM) software is one of the most important tools not found in your toolshed. To see part one, click HERE to see how a CRM can bring organization to your company.

Reason 2: Snapshot of Your Company

LMN’s CRM can provide you with an instant snapshot of your company’s well-being. At your fingertips, you can pull meaningful data to get a read on what’s working (and what’s not) to help make informed business decisions for your company.

Dashboards providing real-time data

With LMN’s Dashboard in the CRM, you get a quick summary of quantity of leads added within the past 30 days, popular referral sources and tags assigned to your leads, and revenue totals for your pending/sold/lost estimates. Without having to sift through piles of paperwork, the Dashboard will give you a quick summary of pertinent data you need for sales tracking.

Track your ROI on marketing/advertising channels

In LMN’s CRM, you can apply a Referral Source to each contact which allows you to track which marketing/advertising channels are providing you with the most ROI. Sunk money into Facebook ads? Yellowpages? Attended the Home Show last month? Now you can see whether or not this is a feasible channel for you to continue to invest spend on to generate future work.

Closing reports

At a glance, you can see your closing rates by Division, and Salesperson and/or Estimator. You can quickly identify your gaps and see your trends with for each metric you wish to track. Is your Hardscape division carrying your company? Is your senior Salesperson/Estimator pulling their weight? Now you can arm yourself with the necessary data to prepare for those praising or difficult conversations with your staff or to review your portfolio of services offered.

The ability to get the information you need in a few button clicks empowers owners and staff to feel confident about the necessary business decisions to pivot and adjust on the fly. Take a look at how LMN’s built-in CRM will achieve this for you and your company:

Stay tuned for part 3 of the CRM series!

You’re just one step away from better

Start Your Free Trial

30-day free trial. No credit card needed.