Why you need a process for following up on sales quotes, and how to set one up. Following up on sales quotes is an essential part of any business that sells products or services. It’s the first step in closing deals. If you don’t have a good system for following up on your sales, you… Continue reading How to follow-up on sales quotes

Your business is running well using Simpro as your chosen field services software. You’ve streamlined your entire workflow from estimating and quoting to scheduling and job management. Implementing Simpro as your chosen job management software into your service business was one of your best decisions and you’re looking at a way to use Simpro as… Continue reading Simpro CRM & Marketing for Trades

Simpro is an excellent field service management software with helpful features like: With all these features, you’re probably looking for Simpro marketing features, Simpro marketing apps or Simpro marketing integrations. You will be looking for awhile as Simpro has decided to solely focus on field service management and the main interaction they have with customers… Continue reading Simpro Marketing Apps

We’re excited to announce the launch of the Simpro to HubSpot integration. For our clients who have been looking for Simpro marketing features, this integration will be a game-changer. This integration will allow Simpro users to sync customers, contacts and quotes from Simpro to HubSpot so they can automate their sales process and send ongoing… Continue reading Introducing the Simpro to HubSpot integration

For companies looking to connect Procore to their cloud storage provider, there are only a few major players in the Procore integration space. odrive is a service that enables you to integrate with Procore and “connect” your files to odrive. The way the connection works is: By having all your file as links to be… Continue reading odrive Alternative

For many businesses, their main communications channel is email, with prospective clients and existing clients using email to ask questions, request pricing and send requests. For too long, customer service staff have needed to copy & paste email threads (or screenshot them) to paste into their job management software so field staff could be booked… Continue reading Turning support tickets into customers