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How to Choose the Right Plumbing CRM Software to Grow Your Business

As your plumbing company gets super busy and you begin booking more and more jobs, you might struggle to keep up with your diary. Building good client relationships is crucial to the success and growth of your company, and plumbing customer relationship management (CRM) software is a good way to maintain those relationships. Plumbing Customer Relationship Management is a term that refers to any process that helps your company improve and optimize the way they manage their customer relationships. However, the practice of CRM is an ongoing process of rewarding clients for employing friendly client services and identifying new clients and their loyalty.

Today, plumbing CRM typically comes in form of software and apps as a service with multiple features. They have become an important tool for plumbers of all sizes, including local plumbing businesses like yours. Without further ado, let us dive into our post.

Why Does Your  Business Need a  Plumbing CRM System?

CRM System

It may seem nonsensical for a new plumbing company to invest in a Customer Relationship Management Software before you even get clients. But, when it comes to monitoring client interaction and converting leads, spreadsheets won’t work in the long run.

Without proper CRM software, your sales crew will have a difficult time staying on top of clients’ minds and following up on leads. Worse still, you don’t even know about the huge business opportunities you are missing out on.

Operating without a CRM solution is like throwing caution to the wind for an established plumbing business. If your sales team is becoming inefficient and running into problems, a plumbing CRM can be of great help. Read on to know what a CRM solution can do for your plumbing business.

1. Streamline Your Plumbing Sales Process

Sales Process

The foremost benefit of CRM software is that it accompanies your sales staff throughout the process of getting a lead, converting it into a paying client, and closing on emerging opportunities. A plumbing CRM will help to streamline the management of client relationships.

If your sales crew needs assistance being better organized and working as a unit, then a plumbing CRM can help as well. If your staff works as a group on a particular project or if specific members handle different parts of a project, then coordinating tasks can be hard. The right plumbing CRM software can help you program client-related tasks and assign them to members of your team. This way, every sales representative has clear objectives and defined roles. No opportunity of closing a plumbing sale will be ignored.

2. Centralize Client Information

digitalizing and centralizing sensitive client information is safer than maintaining paper files

A plumbing CRM software will keep client information in individual files. These files can be furnished with fresh data with every new development of your relationship with the client. Every email, contract, offer, phone call, etc., will be stored conveniently in one place. Your team will access this information and update it so that every member stays on the same page. This will help your sales team save both effort and time because they won’t have to scramble to access a client’s file within a second.

Furthermore, digitalizing and centralizing sensitive client information is safer than maintaining paper files. Storing data on the cloud implies that your team can access it from anywhere in real-time, as long as they have a good internet connection. Most CRM software includes regular data backups, helping you be proactive in the case of disaster recovery. Moreover, your client files will not be misplaced, accidentally destroyed, lost, or misplaced if they are stored in cloud files.

Lastly, your plumbing CRM software can be integrated with other software in your plumbing business uses daily. Consequently, a plumbing CRM can monitor your support tickets, live chats, emails for every client, and phone calls, right in their files. This helps your team consult their CRM for direction because both your client’s information and team schedules are synchronized in a single interface.

3. It Helps Your Plumbing Business to Accompany Prospects or Clients in Their Buying Journey

Buying Journey

Accompanying clients from the start to the end of their purchasing journey is a great earmark of prospects’ success. In a plumbing CRM, you will be able to plan your next course of action. Rather than depend on a spreadsheet planner, a course of action can be implanted each step of the way.

Your plumbing CRM will help you easily identify and follow up on qualified leads. It will help track the process of signing a new client, so the latter’s particular details are available to a team, both support and team. It will help you stay in contact with a client at regular intervals to remain on top of solved support tickets. Last but not least, monitoring a client’s involvement with your plumbing company can help your team identify opportunities for up or cross-selling, thus organically growing your lead volume while helping clients succeed.

4. Fosters Inter-Departmental Cooperation

Inter-Departmental Cooperation

One of the prominent features of a plumbing CRM system relates to the capacity to collect all kinds of information. So, it follows that with the details on hand, there is cohesive inter-departmental cooperation from your technology to the sales team.

To attain a great customer relationship is a tricky affair as numerous factors come into play, like coordinating sales, advertising, and offering customer support. If there is no smooth cooperation between your team assigned with those jobs, good client relationships can never be achieved.

5. Data Entry Automation

CRM data entry automation

A few decades ago, client information had to be entered manually after each service. This can be a time-consuming and tedious process. Besides, manual entry of client information is also prone to human error. A solution to that problem is through data entry automation.

For example, with plumbing CRM software, your sales crew doesn’t have to spend countless hours recording emails, logging calls, and other client interactions. As your information is now automated, it is also easier for your sales crew to keep tabs on crucial information that can assist your plumbing company to become more effective and efficient, sales-wise.

6. Simplify Client Interactions

CRM software

Nowadays, there are numerous opportunities to engage and reach leads and clients online, such as email, social media, video calls, and live chat.

CRM software has evolved to meet the unique challenges of client-facing teams, they will have integrated with other services and channels via which your clients and leads engage with your plumbing business. Some plumbing CRM software can help in:

  • Call Tracking to place, prioritize and record calls from the CRM and log those calls with the associated contact record.
  • Email tracking to tell you when your leads open emails, automate email marketing campaigns and send follow-up messages.
  • Social media management tools closely monitor comments, brand mentions, and questions on social media and then directly respond from the CRM software.
  • Chatbot builder and live chat to deal with FAQs and handle queries.

How to Choose the Plumbing CRM Solution That’s Right for Your Business

Choosing a plumbing CRM solution

Choosing a plumbing CRM solution is not like picking an item at a convenience store. It needs some dedication and patience. The same applies when selecting the right CRM software for your plumbing company. Here are some tips you should consider when selecting a plumbing CRM software:

  • Understand the functionalities and features you need

choosing a CRM solution

Your plumbing company is unique in terms of customer base, growth dynamics, and processes.

So, committing to a set of standard, inflexible or basic functions is not wise. What you require is a scalable plumbing CRM solution.

As your plumbing company grows, so will your CRM requirements. That’s why you need to ensure that the CRM software you pick can be upgraded easily to the more sophisticated versions.

Another thing to know is that CRM software comes with numerous functions that need to appeal to a wide range of businesses. But you don’t need to pay for the functionalities you don’t require.

  • Ensure Your CRM Software Integrates with Other Applications

CRM Software Integrates with Other Applications

This is one of the crucial factors to consider when selecting a CRM solution for your plumbing business.

You are not purchasing CRM as yet another system in your company. You are purchasing it to assist you to streamline your plumbing company operations!

That’s why you need to make sure that the CRM solution can integrate with the other applications you already have in your plumbing business.

  • Consider User Experience

User Experience

One of the most important criteria for selecting a CRM solution is what experience when you utilize it. Thus, your CRM should be intuitive and helpful to clients, and in addition, it should also leave a pleasant experience for your users.

  • Cost

CRM cost

Talking of cost, how much does a plumbing CRM cost? It impacts the subscription deployment and plan methods, but cloud-based plumbing CRMs have become affordable.

The price of a CRM software is a huge consideration, hence you can start with a Free CRM software to jumpstart your business and later upgrade it to paid solutions when your operations grow.

Frequently Asked Questions on Plumbing CRM

FAQs

What does a plumbing customer relationship management include?

Customer relationship management solution for plumbers refers to a combination of strategies, practices, and technologies that plumbing companies use to analyze and manage client data and interactions throughout the entire client buying cycle.

What are the main phases of customer relationship management?

  • Reaching a potential client
  • Acquiring the customer
  • Conversion
  • Retaining customers
  • Client loyalty

What factors are crucial when selecting the right plumbing CRM?

Good customer relationship management should be:

  • Simple to use
  • Reporting and customization
  • It should be affordable
  • Work seamlessly with other software in your plumbing company.
  • Seamless scalability and accessibility

Conclusion

Conclusion gif

Given the advantages of having a plumbing CRM solution for your company, it is easy to know how and why you are missing out on huge opportunities when you don’t have them. There are so many plumbing CRM solutions out there in the market, each with its cons and pros. So it’s up to you to match those unique CRM capabilities your plumbing company needs. To be able to nurture your relationships with your clients and remain competitive in the market, it is safe to say that a plumbing CRM solution is one of the must-have tools for your plumbing business today.

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Marketing

The Plumbing Customer Journey: How Your Small Plumbing Company Can Take Advantage of Major Business Marketing Moves

Do you understand what your plumbing client buying journey looks like?

If not, you are losing out on sales and qualified leads to the competition. According to a survey from Salesforce, more than 60% of plumbing companies have not even known their plumber marketing funnel. Those that do achieve great results, though.

Plumbing Marketing Customer Journey

With every search you conduct on the internet, the content availed to you becomes more and more relevant. It seems to suit your needs perfectly each time until it appears that all you require to do is ponder about a certain subject, and instantly you are bombarded with information specifically on that topic.

This post will discuss the various stages of a plumbing client buying journey and what you should do increase sales and leads at each one. Plus, we will cover the plumber marketing tips to help you convert more qualified leads online.

Marketing 101: Understanding Your Plumbing Client’s Buying Habits

Understand customer's buying journey

Thanks to clogged toilets and flooded basements, homeowners often call plumbing and HVAC contractors in case of an emergency.  Standing out from the competition is a must when homeowners are frantically looking for assistance, but understanding why homeowners choose one plumber over another is always challenging. This is why having a solid understanding of the customer buying journey and plumbing marketing strategies suited to this journey are important.

At Blackstone Design + Marketing, we have launched the plumbing services buyer research report to monitor how the average plumbing homeowner behaves at every stage of the purchasing process.  This report reveals what occurs when a clogged toilet and a potential client pick up the phone so that you can align your plumbing marketing efforts on the platforms you use the most with information and message that will resonate.

Step 1: Awareness/ Attention: Realization That There is a Plumbing Problem

Plumber dealing with a busted pipe

Whether plumbing and HVAC clients are actively replacing a worn-out system or dealing with a busted pipe, they want to hire a plumber that they can rely on.  The awareness stage begins with a homeowner with a problem. A problem for which your plumbing business has a solution. It’s the best remedy, of course. Your competitors don’t even come near.

According to a Content Marketing Institute survey, more than 80% of marketers say that content marketing is the most effective way of improving your brand awareness.

Brand awareness is when homeowners become aware of your plumbing brand or services. For instance, they may come across your ads on Facebook or your plumbing website in the organic search results.

At the awareness stage, you want to focus on getting your plumbing brand ahead of as many prospects as possible. You can achieve this through search engine optimization, content marketing, paid advertising, and social media marketing.

Step 2: Consideration/Interest: Learn About Local Plumbing and HVAC Marketplace

Word-of-mouth referrals

The second stage of your plumbing marketing funnel is consideration or interest. In this stage, homeowners are aware of your plumbing brand and want to learn more about it. They might have come across one of your posts, visited your plumbing website, or watched a video about your plumbing services.

Homeowners often begin to educate themselves about the plumbing marketplace online. More than 25% of plumbing service shoppers depend on search engines like Bing, Google, and Yahoo to find a plumber.  That said, word-of-mouth referrals and previous experience are contenders during this stage. Of clients surveyed 20% contacted a previous plumber, and another 20% requested a family member or a friend for their input.

As such, a well-crafted plumbing marketing plan should include digital advertising, search engine optimization, as well as incentives encouraging customers to refer other homeowners in their network.

Step 3: Decision Stage: Evaluating the Top Plumbing Company

Clients are interested in your plumbing service

This is the third stage of your plumbing marketing funnel where prospects are interested in your plumbing service and consider scheduling a service appointment.  Plumbing clients may contact your business during an emergency and require service promptly, but still, they want to partner with a quality and reliable plumber to complete the job. After conducting initial research, homeowners evaluate top plumbing contractors based on various factors.

Although cost is a major concern during the evaluation stage across industries, it was not the sole criteria clients used when choosing a plumbing service provider. For more than 50% of plumbing clients, customer reviews and ratings were the most crucial factor.

What does this imply?  In the plumbing industry, where a shoddy job can cause major damage or discomfort, establishing trust is key, and clients rely on ratings and reviews as proof of a business they can trust for superior work. Including customer testimonials on your plumbing website and gathering, ratings and reviews across platforms like Facebook and Google will help you as a top-notch plumber.

Step 4: Deciding on a Plumber They Can Trust

Building plumbing brand awareness through plumber advertising

All the efforts you put into your plumbing marketing strategies bear fruits in the decision stage. When it’s time to zero in on a plumbing contractor, plumbing contractors don’t call around as frequently as customers in other industries.

Building plumbing brand awareness through plumber advertising and a vibrant presence on social media will keep your plumbing company top of mind for potential clients. Investing in website search engine optimization and paid search advertising can help your company rank higher in results when customers are looking for your plumbing services.

Step 5: Turning Clients into Brand Ambassadors

Turning Clients into Brand Ambassadors

In plumbing and HVAC, advocacy is more important than any other industry. Clients with a positive experience are likely to return back, and word-of-mouth referrals help to secure new plumbing clients.  To obtain those all-crucial reviews and ratings, follow up with clients after each service to make sure that they are satisfied.

This is a great chance to make sure any problems are addressed properly, and the client is satisfied and avoids a negative review.

Choose the Best Internet Marketing Agency to Optimize Your Plumbing Client Journey

Choose Blackstorm Design + Marketing

Putting the needs of clients first pays off in the long run. Online marketing platforms were initially designed to help plumbing contractors maintain and build relationships.  In the last decade, they have evolved into robust tools that utilize artificial intelligence and machine learning to analyze data and help plumbing businesses deliver personalized client journeys.

An online marketing platform is used to generate leads, mine data, nurture prospects, and offer curated content through each phase of the customer lifecycle.  Blackstorm Design + Marketing gives your brand insights that you won’t find anywhere else. With our advanced plumbing marketing analytics, we offer you a convenient, simple way to understand where your clients come from, where they go and what they purchase along the way.

Schedule a free discovery call with Blackstorm Design + Marketing to see how we can help you increase conversions and know your customer better today.