The complex relationship between controls manufacturers, distributors, contractors, and service vendors continues to evolve as client needs change. When manufacturers invest in new technology, develop distribution channels, and bring their products to market, consumers are educated on the benefits of new products through all kinds of marketing and sales efforts.
These sales efforts can come directly from the manufacturer, from an area distributor, a general contractor, or repair companies suggesting upgrades to new technology. With all that information coming from different sources, how does a client discern who is the best resource to partner with for the lowest price and fastest service?
Drive retention with better customer service
This complex web of relationships is in place to ensure the effective distribution of millions of parts all around the world. Clients are looking to get the best deal, the fastest delivery, lowest operational costs, and simplified maintenance. However, when a client requires a Past Performance Survey to rank your prior project excellence, none of those items are on the list. There is no mention of product price, solution longevity, or operational cost reduction.
They are rating you on your timeliness, responsiveness, communication skills, and collaborative efforts. This shows that clients are ultimately not making decisions on price alone, ever. Hundreds of HVAC repair and maintenance vendors are competing in each region for the same work, and performance surveys prove that top tier customer service is the number one differentiator.
There is no way to provide world class service to hundreds of clients by using spreadsheets.
This leaves the entire HVAC industry at a crossroads. Invest in process automation, like a CRM made for the construction industry, or remain comfortable with antiquated resources. Even a talented sales team can close that first project, but the minute clunky spreadsheets start flying around, your chances at retention and continued work with that client drop drastically. Rebrands, absorptions, M&A’s, joint ventures etc. can all be the result of teams who had talented leaders, but refused to do what it takes to grow at the same rate as their competitors.
Luckily for the entire mechanical and controls industry, Bidtracer created a CRM that fully automates sales and customer service processes. It provides in-app estimating and engineering, with a project management module all accessible from any device. Spreadsheets will never take you to the next level. HVAC contractors of all kinds need to have an intervention with their sales approach, taking a critical look at how certain behaviors could be affecting everyone around them.
HVAC – the industry that does not accept down time.
HVAC issues are an immediate concern. Response time is up there with natural disaster mitigation (often same day). That’s how important clean air is to our lives. Bidtracer does it all when it comes to process automation. Every technician in the field needs a resource in the palm of their hand to assess customer buying history, equipment maintenance needs, and current repair costs.
Bidtracer is the fastest way to access the information you need on site. Even that favorite person who always answers the phone can’t get an entire BOM over in less than 5 seconds. This is the sales excellence that your clients are looking for! Branded truck fleets don’t close sales.
Give technicians the resources they need to thrive.
Bidtracer is an all-in-one estimating, engineering, and project management CRM that displays live price lists from top manufacturers, and generates real time project estimates completely in the cloud. When a field technician is on site using Bidtracer, these are the benefits they can expect:
Better Time Management
Bidtracer optimizes scheduling by assigning jobs based on technician availability, location, and skill set, reducing travel time and increasing the number of service calls handled per day.
Timely Follow-ups
Bidtracer automates reminders for follow-up services or maintenance visits, ensuring no opportunity for additional sales is missed.
Detailed Customer Profiles
Bidtracer stores comprehensive customer information, including equipment history, previous services, and preferences, enabling technicians to provide personalized service and recommend relevant upgrades or maintenance plans.
Upselling and Cross-selling Opportunities
Bidtracer uses data to identify opportunities for upselling (e.g., recommending a more efficient HVAC system) or cross-selling (e.g., suggesting air quality products or additional services).
Real-time Updates
Technicians can receive real-time updates about customer needs, previous interactions, and special requests, allowing them to address concerns proactively and offer appropriate solutions on the spot.
Professional Proposals
Bidtracer helps technicians generate and send professional quotes and proposals directly from the field, speeding up the sales process and increasing the likelihood of closing deals.
Prompt Service
Quickly respond to customer inquiries and service requests, improving customer satisfaction and loyalty.
Feedback Collection
Collect customer feedback after each service visit to identify areas for improvement and tailor future services to meet customer expectations better.
Track Sales Metrics
Monitor individual technician performance, including sales metrics, customer satisfaction scores, and job completion rates, to identify top performers and areas needing improvement.
Incentive Programs
Manufacturers, distributors, and contractors can implement incentive programs based on CRM data to motivate technicians to achieve sales targets and provide excellent service. Spreadsheets cannot provide a comprehensive solution to incentives, and lack of incentive when outdoor work is challenging is another industry threat of its own.
Targeted Campaigns
Use CRM data from Bidtracer to segment customers and run targeted marketing campaigns for promotions, seasonal services, or new product launches. Spreadsheets cannot send emails for you and sales people/field techs are already busy enough to add marketing efforts.
Automated Reminders
Automate email and SMS campaigns to remind customers of upcoming maintenance, offer special deals, or promote new services.
Efficient Stock Management
Track inventory levels and manage parts and equipment, ensuring technicians have the necessary items for upselling or immediate repairs, reducing downtime and improving customer satisfaction.
More sales, more growth with Bidtracer.
Bidtracer is everything your field technicians need to grow, adapt, serve client needs, and outperform the competition in every way. Making life easier one roof walk at a time. Schedule a demo: https://bidtracer.com/services.html
