How RBP has made my position more sustainable

⭐️⭐️⭐️⭐️⭐️ Ben from Equity Roofing Hi, I'm Ben from Equity Roofing, and I wanted to talk about how RBP has improved my position here. I work as a Project Coordinator, which means I'm responsible for all communication with the customer after a sale, and arranging things like permits, deliveries, manufacturer warranties, and shop inventory, etc. The Challenge When I took on the Project Coordinator role, we quickly discovered that our CRM was not well set up to support the position. We also didn't entirely understand the scope of the position itself or how to change the CRM. When I started a year ago, I often felt like I was "fighting an uphill battle a lot of the time" just trying to accomplish my tasks. The RBP Solution RBP worked with us to help us better understand what we wanted and what our processes should be. They then helped our CRM reflect these new processes to make us most efficient. Now, a lot of my tasks take less than 50% of the time they did previously due to developing more streamlined processes instead of constantly creating workarounds on spreadsheets, etc. Focus on Permitting One particular task that used to take a lot of time was permitting. This is a complex assignment because Pennsylvania has approximately 50 or more different municipalities per county, and we serve quite a number of counties. It seemed insurmountable to figure out the special requirements for getting, paying for, and inspecting a permit for each municipality. My attempts to gather and organize information to increase efficiency for the next time as I went along were actually becoming counterproductive. RBP worked with us to create a separate object to manage permits dynamically from a board. This allows us to gather and record information specific to municipalities in HubSpot as properties. Now, whenever we create a new permit for an already onboarded municipality, those properties are automatically there. This change has made me more than twice as fast. It also means a new employee would need a lot less initiation than I had into both the roofing and the permit process. While it's still a huge task to onboard all the municipalities, the dynamic management of info is very helpful. Conclusion It's been a big undertaking, taking a number of months and a lot of meetings, but we now have a product that I'm sure will only continue to improve. I'm grateful to RBP for making the Project Coordinator job "less of an uphill battle every day" and for helping us suggest ideas and bring our ideas to fruition. I would definitely recommend RBP to someone else!

Their CRM doesn’t even work, yours won’t either.

The fact that I just received a “We’re finished with your SumoQuote” email 3-4 months after we stopped using y’all should tell you you shouldn’t be int the crm creation, management, or automation business. Very expensive mistake trusting RBP to build anything. Since I took the time to write this review to your survey, I’m going to actually copy and pat it somewhere that actually matters and hopefully it will help someone else not make the same mistake.