BUSINESS A STEP AHEAD COMPETITION

For installers in the fenestration sector a customer relationship management (CRM) software system is now an essential for those looking to stay ahead of the competition. Business Pilot has been developed by people in the sector over a number of years, all of whom understand the issues associated with staying on top of leads, referrals, invoicing and supplies.

CRMs greatly help any business to increase sales, drive forward growth and ensure that customers can feel reassured about the services they are being offered. While there are a great number of CRM systems available on the market, Business Pilot is the only one that has been developed by people within the sector who understand the whole chain from ordering to quoting through to supply pipelines and communication with each and every customer.

The platform has its own set of features and benefits that greatly helps with the day to day management of a business. Another huge advantage is how simple it is to use. The Business Pilot system is also not just for those larger companies but has been created to simplify the administration for all sized businesses from SMEs to single traders.

For those working within a team, the Business Pilot CRM gives an excellent overall business analysis for managers with progression status on every project at any stage accessible to installation teams. With an associated App, specifically developed for installers to be updated and to update information on projects as they progress.

For any single traders the platform includes simple methods to keep up to date on any project, at any particular time. Pre-prepared, computer generated emails can be sent out directly to existing customers or potential new ones literally at the touch of a button. Communication is simplified with ‘notes’ that can be attached to a customer, number, project or order.

Another key advantage over other systems is the pipeline status progression which incorporates a stock management system that will ensure stock levels are maintained and computer generated reminders distributed to all relevant parties should stock drop to the preset level. With unlimited storage, the data is analysed and organised with analytical tools, email marketing options and the ability to manage every project and lead.