CRM: Customer Relationship Management

Our MaxCon Pro team knows the importance of managing an up-and-down business cycle by efficiently knowing your customers.  

The goal: to plan marketing efforts and efficiently manage your clients, supervisors, and sales staff.

MaxCon Pro Tracks Key Information. 

• Lead assignment--customer tracking

• Production tracking--AR reporting

• Job submittals--work order submittals

• Payroll functions
  

File Search allows you to sort customers by the options you choose, including: last name, street address, job #, claim number, sales person and insurance company.

Reduce excessive marketing and overhead costs, and increase your bottom line.

With MaxCon Pro, you will have a clear understanding of your daily operations, crews, customers, and staff.   This knowledge from MaxCon Pro -- combined with your company's experience and methods -- reduces marketing, materials, and overhead costs and boosts your bottom line performance.

LEAD MANAGEMENT

Lead management is typically a complicated process because lead assignment eats up time and timely tracking is a chore.  Yet, there is nothing more important than accurate data, as it ensures a quality response to each and every lead. 

Excellent lead management means time management and assigning leads to the right sales person quickly and efficiently.  MaxCon Pro organizes and energizes the sales team. They no longer run all over town or sit in gridlock traffic wasting time and fuel.

Most importantly, they close more deals.  

With MaxCon Pro you will streamline the sales process.

• Leads are entered by the office admin, managers or telemarketers. For in-house telemarketers, there's a custom login.

• An incoming sales lead will trigger alerts for the sales manager to assign the lead, which is then seen by the sales rep.

• MaxCon Pro is integrated with Google Maps and Google Earth to give you an aerial view of your business trading area.  Easily search your client database and see the location of your current customers, past customers and active leads.

• Immediately know which sales rep is assigned to nearby jobs so you can geographically assign leads to your team.

• Your reps see new leads immediately without the need for printing lead sheets and searching their inboxes. 

• If a rep does not act on a lead within 24 hours, a new alert reminder is sent.
  

Sales Management

MaxCon Pro eliminates magnetic sales boards, spreadsheets, multiple files, paper and sticky notes all over the office.

Our Reports tab offers powerful graphical insight to sales totals, job status and marketing ROI without having to export data into spreadsheets or other programs.

You now have visibility to sales rep performance, sales volume, and marketing program performance, all at the click of a mouse. Filter all of these categories by date range or sales rep to dig further into your sales demographics.

Your sales manager will have all the tools necessary to perform effectively and help the company improve its volume of sales income and position in the market place.

Weather Features

MaxCon Pro eliminates the need for a third-party hail and storm Swath provider. It can all be done within the MaxCon Pro weather portal.

Our Weather Features offer powerful  insight to

• Hail storms swaths
• Wind storms
• Tornado tracking
• Hurricane tracking
• Hail alerts
• Hail address monitoring
• Weather alerting
• Interactive US Radar Map to look at all current and past weather events

Now, you now have all the weather information you need to grow your company - all in one system.

Your company will have all the weather tools necessary to have the most current national storm data.

Customer Mapping

The integration of Bing Maps  provides your company with some powerful tools to add to its arsenal.

We have also integrated with the top hail path telemetry company in the business. You will be able to overlay hail swaths on Bing Maps when you plan your attack.

Mapping your current, past and prospective clients gives you an advantage over your competition that has not taken a technological advance within their company. You will have the ability to see the location of your sales staff, where to have the telemarketers call, where to do your marketing, where to knock on doors and where all your clients are located.

Strategically place your reps, plan your day, and retrieve directions by using this easy-to-use application in MaxCon Pro. All of these tools and more at at your fingertips with MaxCon Pro.

Activity Diary

In any business, as your company grows, communication is always a high priority. When a customer is acquired, there are many different departments in the company that will communicate with that client. Production managers, sales managers, accounting, sales reps and office personnel are some to name a few.

MaxCon Pro provides an Activity History Diary in each client file. Important dates are required to be entered such as initial customer contacted, customer contact, subsequent customer contact and customer scheduled.  If these important actions are not performed within the client file, the system sends a reminder to the sales rep and managers to let them know there is a log jam in the river.

The other part of the Activity Diary is the entry of each conversation with the client. There is a management data entry area and a sales rep data area. Proper tracking of conversations will help ensure that the company is always informed. No more being surprised with information you were not aware of. Knowledge is key to providing quality customer service.

Roof Diagramming
MaxCon Sketch is a companion product that offers a comprehensive roof design tool for all of your roofing projects.

Read the details about MaxCon Sketch ...

Scheduling

Multi-tasking the management of sales, customer service and production management is the most difficult process in the construction industry.

MaxCon Pro is tightly integrated with Google calendars to give your company the ability to manage its day more efficiently. You will be able to see your current appointments and plan your days and weeks without ever having to check an appointment book again. You will be able to share the calendars of the entire team so everyone is informed with the activities and commitments that have been made to your clients.

For the sales staff, this is an invaluable tool. Each trade build that is scheduled will be populated on their calendar so they can keep their clients informed on the production process and perform quality checks on their daily builds.

If an appointment is needed and a manager or office admin schedules an appointment for a sales staff that is not available at that time, there is no more waiting for them to return the call because it is able to be done immediately. It’s not a guessing game any more. Real-time scheduling information improves your ability to manage customers and ensure quality service.

Production Management

The production management page provides real-time data for the entire team to view but only the production manager to control. Monitor and schedule crews, material delivery, trade completion inspection, pending work orders for approval and certificates of job completion. With the ability to be mobile, the MaxCon Pro software allows the production manager to be complete important tasks while they are in the field, like checking the quality of work being done to lessen the liability and exposure of the company.

As material is ordered or planned for delivery, crew is scheduled or inspection is needed, MaxCon Prosends out an email out to the sales rep and homeowner to keep them informed on their project.

Our permit tracking system keeps all of the permits that are pulled for individual trades organized. View documented permit number, trade and inspection date information at a glance.

Be more organized with MaxCon Pro!

Analyze

The Pre Cap tab on the job file allows you to understand the profitability of a job.

MaxCon Pro allows its users to see the margin of a job once the Job info page is created and all work orders are completed.

The Sales Manager and Production Manager can populate the special costs of trades and have a pre calculation of profits on a job once P.O.s are entered and after the job is paid in full. True profits will be displayed through our final cap out process after accounting for all expenditures.

With the ability to analyze profitability throughout the job process, strategic planning, ordering, and billing changes can be adjusted to cut overhead and save costs on every project.