The Challenge
Trust Roofing faced a significant challenge with inefficiencies in their operational processes and customer service. Their outdated systems hindered potential growth, and they needed a more cohesive, integrated platform to manage their sales and production processes effectively. The goal was to streamline operations, improve customer service, and achieve scalable growth.
The Solution
Roofing Business Partner provided a comprehensive solution by deploying their production Octopus framework and inside-outside sales framework. Additionally, they integrated the field service management tool Arrivy to enhance real-time dispatch and tracking of salespeople. The integration of SumoQuote within the HubSpot CRM enabled inside sales reps to prepare quotes, while outside reps could make real-time tweaks on-site. The owner of Trust Roofing noted, 'Roofing Business Partner built this all for you… it ends up being less expensive than custom.' This new system allowed Trust Roofing to drastically reduce operational lag and improve follow-up processes.
The Results
After implementing Roofing Business Partner's frameworks and tools, Trust Roofing saw significant improvements in operational efficiency and customer service. They achieved a growth rate of 1,250% and ranked #300 on the Inc. 5000 list of fastest-growing private companies in the USA. The owner can now focus on content creation and business expansion, knowing that the full customer journey is meticulously tracked. Furthermore, the integration of Arrivy has allowed for real-time dispatch and tracking of salespeople, enhancing the number of house visits per day. The owner shared, 'Roofing Business Partner built this all for you… it ends up being less expensive than custom.'
