Hari Iyer | SyncEzy
CEO
2 Min Read
Aug 15, 2022
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 your CRM and email marketing software platform.
By connecting simPRO to a CRM & email marketing software platform like HubSpot, you’re able to do more with your trade leads & clients:
- Lead stage (tracking trade leads) – you can categorise your trade leads and send automated but personalised campaigns to potential clients.
- Service delivery stage (keeping trade clients updated) – you can use email marketing to help keep clients up-to-date and educate them on your process
- Referral stage (maintaining trade client relationships) – once the work or project is completed, you can contact your simPRO clients through HubSpot as a way to get more business or ask for referrals.
Using an integration, like our simPRO to HubSpot integration, will ensure you have a centralised CRM and marketing platform that makes it easy for you to build sales funnels and attribute lead sources correctly. Add marketing and CRM features to your simPRO workflow today by speaking to a member of our sales team.
Author
Hari Iyer | SyncEzy
CEO
Hari Iyer is the Founder and CEO of SyncEzy, a pioneering company at the forefront of data integration and automation solutions. With a deep understanding of the power oHari’s relentless pursuit of excellence and his commitment to delivering tangible results have earned SyncEzy a loyal global clientele. He is not only a successful entrepreneur but also an active contributor to the technology community, sharing his insights through thought leadership articles, speaking engagements, and mentorship programs. Hari’s ability to navigate the complexities of remote work serves as an inspiration for leaders, highlighting the importance of flexibility, work-life balance, and a results-oriented approach in today’s evolving work landscape.
If technology and a passion for solving complex business challenges, Hari has emerged as a visionary leader in the industry. Under his guidance, SyncEzy has gained widespread recognition for its deep integration solutions that seamlessly connect software applications, eliminate data silos, and enhance operational efficiency.
When not working Hari is trying to be a better father, and reading Tech news, playing FPS games and not exercising as he should.
Related Posts
simPRO Marketing Apps
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
Hari Iyer | SyncEzy
CEO
Introducing the simPRO to HubSpot integration
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
Hari Iyer | SyncEzy
CEO
FAQs – simPRO email follow-up?
Reader Question: What are the integration capabilities of simPRO with an email marketing provider like MailChimp. I’m interested in triggering emails to follow up quotes and then having the ability to identify when a lead/customer transitions through the different stages from lead to quote to customer to customer master mailing list. And then sending specific… Continue reading FAQs – simPRO email follow-up?
Hari Iyer | SyncEzy
CEO
