ContractorFlow® Keynote Speaker at Dreamforce 2021

ContractorFlow® prioritizes the data needed for each job, ensures the tool doesn’t block success for your team, and utilizes the data captured to provide you and your leadership the essential analytics to run your business and optimize your team. We enable contractors to move beyond spreadsheets and email; ContractorFlow® offers configurable and personalized prospect intake and appointment setting capabilities. This App is highly customized to take Rodney Webb’s methodology and make it real in an easy-to-use, results focused, and mobile responsive platform.

As all contractors know, getting the yes in that first appointment is critical for the purchase. ContractorFlow® provides a quick and easy to use product selection and estimation process allowing your sales team to focus on the relationship and not the tool. Using configurable mobile-responsive screens, you can make the estimation process streamlined to fit your products, services, and business needs.

Our quote presentation tool guides the sales person on presenting the quote, getting the yes, and overcoming objections. The Quote view is catered to the customer with a built in-slider worksheet for quick changes and modifications based on the feedback from the customer. ContractorFlow® was built as a vehicle for efficiency and optimization. One critical piece in that equation is to ensure that the prospect to estimate to deal is comprehensive, accurate, and falls within the guidelines of your company’s expectations. Offering a built-in approval process for opportunities as they transition from opportunity close to order creation supports more accurate proposals/bids and contracts.

Here at ContractorFlow®, we know Employees are the backbone of any successful organization. Being able to manage employee information, skill level, and availability are critical for optimal scheduling and management.