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How HVAC companies
can fully use a CRM
with KPIs

In the field or in the office, TigerLRM can get your HVAC company on point.

Are you constantly trying to keep up pace with your HVAC company? HVAC businesses face unique challenges with sales and service. TigerLRMs CRM with Sales Enablement lets you get everything under control.

Are you an HVAC Company looking for a CRM?

In an RFP (request for Proposal), most HVAC companies look for the following features:

  • Information tracking – Tracking all client interactions from multiple websites, social media, email, phone, and more sources. Then automatically storing that data in one central database.
  • Lead Generation – The software should be able to track and generate leads from the company website(s), social media, email, and other sources, then nurture and convert them to clients.
  • Appointment setting – Appointment setting should become an automated function with leads converted to appointments and then sent to the right team(s).
  • Sales tracking – The platform should track sales, including renewals and cancellations, from leads to loyal clients. It should also track sales team performance, metrics, and response.
  • Target Marketing – The data from the CRM should be used to monitor buying and renewal patterns to make data-driven marketing decisions.
  • Technician performance – Follow your technicians to see their performance and revenue per call and by branch.

A CRM with Sales Enablement can help your company keep up with:

Sales enablement turns HVAC techs into salespeople

1. Educating workers – With your workers out in the field, keeping up with sales training and new promotions is difficult. A CRM with a learning management system will allow you to train off-site sales staff on mobile devices. Our Learning Management System will enable you to set up custom training modules that your sales and service staff can use 24/7 remotely.

2. Where your staff and equipment are – TigerLRM can track your team. You’ll know exactly where all your employees are at all times. With TigerLRMs tracking feature, you can always know where your employees are. *coming soon.

3. City inspections – Follow up on city or HOA inspections, and coordinate city officials with clients. Your permitting department can use our CRM to follow up with clients about the permitting process and coordinate city inspections. All of your teams can use the CRM to provide exceptional customer and sales service.

4. Customer demands – Become fully engaged in customer demands from service to new contract upsells. With TigerLRM, your teams can consistently track customer needs and orders, up-selling, cross-selling, and renewing contracts.

5. Marketing – You can use data from your CRM to track buying patterns and behaviors and plan targeted marketing campaigns. With robust reporting modules, our CRM can track the data from your clients, allowing you to make informed decisions.

TigerLRMs powerful customer relationship management Software WITH a Service can help your company scale and grow. Run your projects, teams, and billing directly from the cloud, leaving no deals behind.

Track your KPIs with TigerLRM

KPIs, sometimes called Key Performance Indicators, are used in every successful business model. KPIs are measuring tools to show the success or failure of your business or some of your business policies.

For HVAC companies like yours, KPI usage can help company owners, managers, and regular employees figure out how effective their policies and training are, find areas of improvement, and make informed data-driven decisions to plan new tactics and approaches.

With TigerLRM, you can use the Reports Module to create and measure a KPI. Select the category of data you would like to receive, put in the fields you want, and select the columns you want to display. After that, you’ll have a Dashboard to track your KPIs for your business.

While all businesses have KPIs, the HVAC industry has some particular and unique ones. Some of the most common include:

Your KPIs can measure your success for your HVAC company.

Response Time KPI

This measurement tracks the time it takes from an initial customer request for service to a completed Job. Clients will be happier and more likely to stay with your company if your time is shorter.

Repair Rate KPI

This measurement tracks the percentage of service visits resolved on the first, second, or continued visits. The higher rate for first-time complete repairs means that your technicians are trained well and that you have the right equipment and spare parts needed for most repairs. The quicker repairs are made, the more customer satisfaction you will have and lower operating costs.

Technician Revenue KPI

You can also track the revenue generated by your technicians. A higher number means you’ve trained your technicians with sales techniques to raise per-visit purchases and services.

Inventory KPI

This measures the turnover rate for spare parts and other inventory. If turnover is quicker, a business manages inventory more effectively and has studied the items most needed.

Contract Initiation KPI

Follow your sales team and measure how many first-time service contracts are signed and the closing ratio. Of course, a higher closing rate is desired, but by measuring the sales process, it can also be improved.

Contract Renewal Rate KPI

This measurement follows the percentage of clients who re-sign existing maintenance contracts with your HVAC company. Your renewal rates will likely be higher if you have more satisfied clients.

What is a CRM?

A CRM (Customer Relationship Management) system is a software tool that combines your notes, emails, texts, and other communications into a unified system. The software collects client data and helps you track interactions, purchases, service contracts, and more, all stored with each account. With a CRM, you can instantly find the information your team needs to sell services and products or continue service contracts.

What is sales enablement?

Sales enablement is an all-inclusive strategy that aligns your sales, marketing, customer relations, and technical service teams. Combined with the data generated from your CRM, sales enablement allows your team to follow customer sales, including new service contracts and renewals and new HVAC units and replacement parts.

With sales enablement, your teams have access to shared data so that each group can fully understand their role and the process with clients. Additionally, every team has access to a centralized database of forms, content, marketing material, and much more. Individuals no longer have to search in separate places for needed content.

Using a CRM with sales enablement results in a higher profit margin, more satisfied clients, and highly empowered team members. You can measure your sales enablement efforts with KPIs.

Using a CRM with Sales Enablement can help you track your KPIs

Businesses like yours can track KPIs and use the insights to guide your marketing, sales, and customer service procedures, optimizing your operations and achieving greater success.

Keep your HVAC staff educated and updated with a LRM.

Get your orders approved and signed in the field with stripe integration – and coming soon, our QuickBooks integration will allow you to send and receive payments, invoices, and more.

How to assign a user to become a sales enablement professional in your TigerLRM Dashboard.

To assign a sales enablement user, simply go to Administrator > User Management > Edit User.

Once you are on the user's information, you can select if you want them to be "Non-Admin," "Admin," or part of the "Enablement Team." Save this information, and your desired user will have the right access.

You can access your Dashboard here.