Roofing

Technological advances in software development have created better ways in which roofing companies can effectively and efficiently manage their enterprises than traditional methods. Platforms like ERP and CRM and integrations and mobile applications provide around-the-clock access to enterprises’ data. Included among these is the information needed to help them make smart business decisions.

Making business decisions is a bit more complicated than just being aware of the number of leaders your pipeline has or the amount of money generated by those you employed as your salesmen in the quarter of the year. 

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Making decisions about your roofing business aimed at increasing its profit rates will require more than colorful graphs and dashboards. It would help if you had deep data analysis to be the informing factor in making decisions whose impacts will reverberate through your entire business.

Spending all your time on other programs and Excel spreadsheets is wasting valuable time that you can spend caring for issues in dire need of your attention. As an individual who owns a roofing business, you should be aware that the reports that come across your desk and those you pass along to team members can be accessed easily. The software program you have employed to analyze the data should easily generate them.

1. What kind of information is contained in your reports?

You can get the information that is critical to making vital profit-driven decisions by being able to see deep into all the data collected.

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2. How easy is your reporting?

When it takes you chunks of time to go through the available data to make a final decision, the reports that come your way are failing in what they are supposed to achieve. 

The reports that your CRM creates should be easy to develop and understand. They should also be easily accessible.

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3. How easy is it to customize your reports?

When going through the data contained in the software you have put in place, you should have the capability to create reports that are fashioned to your liking and business model. 

This implies that you can choose and go through the data to obtain what is important to you and your business and not what your software programs predict you pay attention to. 

The team working for and with you should also be able to generate reports that will help them play their roles in the business successfully. For all parties to access what they need, the structuring of the data should be flexible and give room for custom filtration.

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4. Is your data an accurate reflection of what happens inside your business?

The basis of software reporting is having the capability to make intelligent calculations within your reports, which enables you to get meaningful insights and understand what happens in your business more deeply than usual. 

You can use reporting software to explore data and develop visualizations that communicate the story the data is telling effectively and reveal vital insights. 

Generally, the sole aim of these reports is to assist you in coming up with profitable and smart decisions about your roofing business.

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Swadley Roof Systems offers the best roofing services in the Houston, Austin, San Antonio and Dallas area.