Phil Risher says companies waste time manually entering leads into CRMs when they could automate it. Centralizing leads from calls, email, texts, and ads straight into Service Titan or similar platforms frees up your team and keeps data clean.
A lot of companies that we talk with, they are manually adding leads into the CRM, trying to keep up with all the lead flow. Imagine you're getting a bunch of calls coming into your call center, email, text messages, all these different ad platforms. So there needs to be a centralized place that also connects it with your CRM, whether that's service titan. Housekell Pro Jobber need to have new leads going into your CRM automatically. One, it frees up your CSR team from having to do manual stuff, but two, it also automates that. So that way, if something comes through on the weekend, they come in and all the stuff's in there and the data is clean when you go to pull reports. Big issue for most companies is that they're doing manual tasks that could be automated. So don't get stuck.
