Sales automation software for Construction Industry

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hi I'm Derek and I'm going to be  sharing with you how to automate   your construction business stop doing  those repetitive menial tasks create   efficiencies create more profitability and  a better experience for you and your team [Music] all right so before we get started make  sure to give this video a big thumbs likes up   best way to grow your construction business  subscribe to the channel get all the awesome   information know how to succeed and grow alright  so first thing that we're going to look at with   automation automating your business it sounds like  uh you know almost a fairy tale most people don't   even really know what's possible with automation  or what automation means or how to start doing it   in your business they just kind of know it's  a good thing so you're in the right place uh   software and systems we'll start with the big  guys High software and systems usually what   people think of automation is you know some sort  of software that just does things automatically   so pros and cons and you know consistency  efficiency quality automation can definitely   help with all those things some of the cons are  if you are you know client facing automation can   definitely feel robotic unwarm if you will and you  shouldn't rely on it with clients with clients you   know you want to be picking up the phone you  want to be writing person emails you want to   make sure that you're you know approaching them  and interacting with them in a humane way which   means you know customize which means a little  you know more time and energy put into it but   nobody wants you know you know automation of  a client experience especially when they're   dealing with something like Renovations or  construction you know type work so that said   there is automations on the client-facing side  that are appreciated by clients some things like   dashboards so a dashboard where they can get  information they know the schedule they know   that where to find all the documents their their  budget their contract photos of their job anything   like that so having a proper dashboard set up  make it automatic for your client to find that   information so they don't have to phone you or  bug you or email you hey where are we out with   the schedule hey you know what's happening  with this hey can you send me this document   because I lost in my emails so they should have  access to all that make it automatic um in your   best interest and in their best interest a lot of  automation though is going to happen internally   so for your internal systems between employees  between maybe sub trades a lot of that stuff   there's a lot of benefits and internal kind of  automations that you can set up so that's sort   of the first thing is just knowing the pros and  cons and the difference of like what's good to   be automating and will actually not help your  business or deter people from doing business   with you if it's too automated the second thing  we're going to look at is software specifically   so a different software that you can start to  use for automation is your project management   software this can be a good one often they have  a lot of built-in automation with them as far   as like alerts or notifications uh scheduling or  schedule changes it automatically you know makes   the rest of the schedule follow that so if you're  you know your electrician takes an extra two days   it'll automatically adjusts the schedule and  everyone is updated as far as like hey you know   your start date is now two days different or  what have you things like dashboards again for   yourself so your your dashboard could be automated  for reporting knowing what's going on in your   business there's many different automations that  can be done even things like if your contractors   you know liability insurance has expired or if  payments have been made lots of different things   within the project management software that can be  automated marketing is another place where you can   start to automate your business good things to  automate our emails right so sending out emails   from your CRM this could be to clients again you  know you don't want to overuse this but it could   be just be like hey we got your message and we'll  respond soon kind of thing could be an SMS text   message things like that reports for marketing you  want to make automatics so you're automatically   getting updated reports of you know your sales  your marketing your leads your conversion ratios   all that important information that you need to  know to see you know where your funnel is at if   you have proper leads in your funnel and things  are looking good or if you're a little bit light   so now a month or two months from now you know  work's gonna be slow or you're not going to have   you know as much revenue because you just you  don't have enough action in your pipeline you   know you got to go out and start you know proving  your marketing and sales lead gen is another one   there's a lot of different ways to automate lead  gen from you know different ads different ways   to do ads even just hiring a marketing agency a  lot of different programs for you know posting   social media content across different platforms  how to you'll do lead capture as far as getting   people's information and setting up an automated  workflow in order to reach out to them and have   that information go to your other software so  a lot of automations that can be done uh in   your marketing as well third place you're going to  want to look at automations and start to automate   your construction business I know I'm throwing a  lot at you here and if there's specifics or like   you're kind of tied up on one or you know it's  a good thing for your business uh reach out to   me there's links in the description in order to do  so I'll be happy to help you it's what I do I help   contractors systematize their business build up  their the processes help them with their software   you know get everything running smoothly save your  time create profitability for your business all   those wonderful things so third thing we're  going to look at is financial automate some   of your financial systems time tracking is a big  one right create an automated system for tracking   employees times and when I say automation I don't  mean it's just gonna happen 100 automatic right   there's a lot of things where it might be 50 or 80  automatic where it still takes some sort of human   to trigger or event to trigger the automation but  you've set things up in a way so that when the   trigger happens a lot of the work like a lot of  the you know back and stuff is automated so that   it makes it a lot easier and you just spend less  time or your admin uh you know person that's doing   the process spends less time because you're paying  for their time right so if you can automated all   the better data entry is a big one like I said you  should have a consistent flow of data from a lead   capture to your marketing to your CRM to your  project management software to your financial   software you should not have someone who needs to  duplicate a bunch of different entries from from   one thing to the next it should all be automated  there is definitely ways and programs available   Integrations in order to have a consistent flow  of information reporting again like all the rest   reporting should be a very automatic thing and  then payments you know client payments should be   automated where they could just click a link  and go ahead and pay right it should not be   something that you need to do manually and you  know collecting checks and all that stuff yeah   you've got to make it work but you should have  a system in place where you can automate a lot   of that save your time yeah you may have to pay  a little more for processing fees or what have   you but there is again a lot of different options  out there ways to do Bank transfers whatever you   shouldn't have to manually you know be waiting  for checks in the mail or sending things out you   know using paper there's a lot of better ways to  do it finally the last software thing I'm going to   talk is there is software like apis zapier is  a great program so if I'm losing you a bit here   don't fret I will be moving on to the third part  which is a lot less data and text heavy as like   the software portion of this software is just  something that can create a lot of bang for your   buck because once it's set up it's so inexpensive  and so useful things like zapier where you can   have a process get triggered in one software and  it'll produce an effect in another software what   I mean by that is you could have a Google folder  where you drop a file in that file automatically   gets uploaded to like your product environment  software automatically gets you know emailed to   somebody that needs it so if there's automations  like that there's also automations like again a   lead comes into let's say your software that  you use for whatever kind of form software   automatically moves it to your accounting software  your project management software or wherever so   there's a lot of automation software specific that  you can use to create processes from one software   to another software again if you want help with  this reach out to me third one still with me here   congratulations you made it to end I know this  is like you know a lot so pick a few things and   you don't have to get everything automated right  away do an analysis of like what are you going to   work on this week next week and the week after  create a you know a system of solely automating   your business or you know get some help with  it so third section I'm gonna be talking about   is Sops standard operating procedures uh this is  the people portion we talked about the software   people is the other part of the automation yeah  it's not automated as far as like you need people   obviously to do it but it's automated as in  you don't have to keep doing it and you don't   have to keep training someone the same way and  taking up your time to do the same thing over   and over again Sops the way to create them is do  document and delegate so the 3DS you're going to   be doing it yourself which obviously you usually  have knowing how or someone else has done it and   you need to just take the information from them  once you've done something document what you've   done so what are the steps of how to do that and  then after you've documented it you've written   it down or you've created some training videos or  how whatever you know form that it's in you then   delegate it so then you hand it off to somebody  else so that they can get trained on it they can   do it it's automated even if someone else is  doing it but at least it's automated that you   don't have to do it personally great places to  look at starting to automate are onboarding so   onboarding generally there's a certain process  that goes through for onboarding a new employee   you have someone come in who's new to your  business well there's all the different things   that you're going to need to get them on board  with your software that you use maybe employee   Manual of like all the different stuff they need  to know their first day of training what they need   to bring different forms for information for  you know taxes or for your banking information   whatever so there's going to be a big checklist  of things very easy to automate all right just   send out an email or have a kind of onboarding  automation process training it's not going to   be automated as in like you don't have to do  anything but your training should be automated   in a way that people can go through a process and  get the same you know level of training nothing's   forgotten and it can be more or less automated  with like videos or documentation so that at   least they have the knowledge portion of it so  they're maybe at you know 70 80 then when they   do the on-site or the Hands-On type of stuff if  they already have a knowledge base so it's going   to be way more quicker and faster for them to  get trained up for them to start you know being   successful setting them up for Success last it's  kind of sop thing I'm gonna touch on is workflows   a lot of contractors aren't really familiar with  or understand but a workflow is just specifically   a number of different tasks that get done in a  flow of work so a workflow could be just someone's   day of like if you have an admin what's kind of  the first thing they need to do in the day if   they're doing this task what's kind of the next  task they need to do what triggers if they get a   new client what's the workflow so they add their  data here or they move it to this they have an   automated call that goes out as far as like they  need to pick up the phone and call them and get   some information so creating a workflow of like  when a certain trigger happens or maybe it could   be a workflow for a daily routine of what needs  to happen and what are the steps involved super   helpful for training super helpful for keeping  consistency throughout your business hope this   has helped you with automation make sure you check  out the description below I've got a free course   how to start you know building out the systems  inside your business as links to get in touch   means you want to get you know more help  specific with this in your construction   business and lastly to get more awesome content  learn more check out the videos always posting   new videos don't drop a comment I'm telling  you a lot of things to do here but it's so   much available check out one of the videos check  out the next uh you know the next awesome session