The work
Replacing a proven paper workflow without losing what worked
Myers Roofing required a CRM and job-management system that accurately reflected an established paper-based process. We spent time shadowing the administration team before defining the records, stages and responsibilities required in the digital platform.
Website enquiries connected directly to sales
Callback requests enter the CRM as leads within seconds and trigger an SMS acknowledgement to warm the enquiry. The system connects leads, customers, branches, sales and live, pending or lost jobs in a shared operational view.
Once the core workflow was understood, EasyMediaUK also suggested process improvements, including changes to fitter worksheets and management information, and incorporated accepted refinements into the platform.
