Lever360 seamlessly integrates CRM and job management to help you manage relationships and operations in one place. This guide provides a high-level overview of how these elements work together, allowing you to align the system with your workflows. Watch the video below for a quick walkthrough and read on for detailed insights to make the most of Lever360.
1. Overview: CRM and Job Management at a High Level
Lever360 combines CRM with Job Management to offer a unified solution for building relationships and managing operations. At a high level:
CRM focuses on managing your relationships (Companies & Contacts).
Jobs focuses on the production work that generates revenue. (also seen as “Customers”)
By linking CRM with jobs, Lever360 allows you to track how your relationships directly influence your business operations and results.
2. Key Concepts: How CRM and Jobs Interact - Building Relationships
Companies: Track all businesses your team interacts with, including:
Insurance agencies, TPAs, referral sources, vendors, and subcontractors.
Use "company types" to organize them (e.g., “insurance company” or “vendor”).
Contacts: Log individuals within companies or standalone:
For example, an adjuster tied to an insurance agency.
Contacts can be linked to companies or stand alone for flexibility.
Jobs: Managing Operations
What is a job? It represents work your company performs to generate revenue, this also becomes your customer list.
Jobs include:
Production details: Communications, documents, dry logs, photos, etc.
Linked entities: Insurance companies, agencies, TPAs, referral sources, and more.
Revenue tracking: See how much revenue a referral source generates.
Companies: Track all businesses your team interacts with, including:
Insurance agencies, TPAs, referral sources, vendors, and subcontractors.
Use "company types" to organize them (e.g., “insurance company” or “vendor”).
Contacts: Log individuals within companies or standalone:
For example, an adjuster tied to an insurance agency.
Contacts can be linked to companies or stand alone for flexibility.
Jobs: Managing Operations
What is a job? It represents work your company performs to generate revenue, this also becomes your customer list.
Jobs include:
Production details: Communications, documents, dry logs, photos, etc.
Linked entities: Insurance companies, agencies, TPAs, referral sources, and more.
Revenue tracking: See how much revenue a referral source generates.
3. How CRM and Jobs Work Together: Supporting Visuals
These visuals provide insight into how CRM and job management are structured within Lever360, showing their separation and their points of interaction. They also clarify the flow of information through a specific use case.
CRM and Jobs – Separate but Interconnected
At a fundamental level, CRM and jobs are distinct:
CRM focuses on relationship management, including companies and contacts your business interacts with (e.g., referral sources, vendors, or agencies).
Jobs focus on production activities, representing work for customers and including all related operational details.
The Connection: CRM entities (like companies or contacts) can be linked to jobs when relevant (e.g., tracking which agency referred a job). However, they remain independent modules to allow tailored workflows for both sales and production teams.
How Data Flows – A Use Case Example
Imagine an insurance agency refers a water mitigation job to your company:
Step 1: Linking CRM and Jobs: The agency (logged in CRM) is linked to the job as a referral source during job creation.
Step 2: Tracking Relationships: From the job record, you can see the linked agency and its associated contacts (e.g., the adjuster).
Step 3: Measuring Impact: In CRM, the agency record now shows all jobs referred by them, along with their revenue contributions.
Why It Matters: This integration lets you track performance metrics and streamline collaboration between sales and production, ensuring better visibility into your operations.
4. Handling Customers: Your Options
Managing customers in Lever360 can be tailored to suit your company’s workflow. Here’s how you can handle customers and the options available:
Option 1: Keep Customers in Jobs Only
Use Case: If your team only interacts with customers as part of specific jobs, this is the simplest option.
Customers are stored within job records and can be accessed from job details.
This approach keeps your CRM focused on external entities like referral sources, agencies, and vendors.
Best For: Companies where customers are not a primary focus for ongoing sales or marketing.
Option 2: Log Customers as Contacts in CRM
Use Case: If you want to engage customers for future sales, marketing campaigns, or follow-ups, add them as contacts in the CRM.
How to Add:
From a job: Use the "Add Customer to Contacts" option in the job details. This links the customer to the job and logs them in the CRM.
Directly in CRM: Create the contact in the CRM and optionally mark them as a customer.
Benefits:
Enables targeted marketing (e.g., loyalty campaigns, referrals).
Provides a centralized view of customer interactions across jobs.
Best For: Companies focused on customer retention, upselling, or repeat business.
Option 3: Blend Both Approaches
Use Case: Combine the two approaches for flexibility.
Keep most customers tied to jobs and selectively add key customers to the CRM.
This ensures your CRM remains focused while enabling follow-ups with high-value customers or prospects.
Best For: Companies with diverse workflows or mixed sales-production goals.
Key Points to Remember
Adding customers to the CRM is optional. Not all companies need to log customers in the CRM.
If a customer is added to the CRM, their job history remains linked, creating a seamless connection between CRM and job management.
5. Leveraging CRM and Jobs Together
Understanding the relationship between CRM and jobs can help you adapt Lever360 to your specific needs.
For Sales Teams
Build a robust CRM database of companies, contacts, and referral sources.
Track sales activities, tasks, and revenue from referral sources.
Use CRM to prioritize outreach to high-value contacts or companies.
For Production Teams
Manage tasks, schedules, and operational details through jobs.
Leverage CRM data to identify key players (e.g., adjusters, vendors) and ensure smooth communication.
Track revenue contributions from referral sources linked to jobs.
For Blended Teams
Combine CRM and job data for a complete view of your business:
Use referral tracking to evaluate performance.
Decide whether customers should remain job-specific or be logged as contacts for future campaigns.
6. Practical Applications
Lever360 offers flexibility, so you can tailor it to fit your company’s workflow and processes:
Customizing CRM and Jobs:
Decide how much overlap you want between CRM and jobs. For example:
Log customers only in jobs for simplicity.
Or log them in CRM for future engagement and marketing purposes.
Use referral tracking to assess which companies or contacts bring the most value.
Optimizing Sales and Production Collaboration:
Link CRM and job data to enable seamless transitions between sales and production teams.
Track referral revenue to align sales efforts with high-performing sources.
Measuring Success:
Use CRM analytics and job reporting to understand the ROI of your relationships.
Adjust your approach based on insights to grow your business.
Key Takeaway
Lever360 connects CRM and job management seamlessly, giving you the flexibility to:
Align workflows for sales and production teams.
Track and measure the impact of relationships on your revenue.
Customize how you manage customers, contacts, and jobs to fit your business.
FAQs: CRM, Sales, and Referral Tracking in Lever360
1. How does Lever360’s CRM support sales activities?
Lever360’s CRM is designed to help sales teams in restoration businesses:
Manage and track relationships with referral sources like insurance agents, adjusters, and property managers.
Organize tasks, notes, and follow-ups to ensure no opportunity is missed.
Build sales routes for efficient outreach to high-value contacts.
2. What is referral tracking, and how does it work in Lever360?
Referral tracking allows you to link jobs to specific referral sources, such as insurance agencies or TPAs. Lever360 automatically tracks:
The number of jobs each source refers.
The total revenue generated by these referrals.
Performance insights to help you prioritize relationships that drive the most business.
3. Can Lever360 track sales performance by referral source?
Yes, Lever360 tracks the volume and value of jobs referred by each source. You can measure ROI, identify high-performing referral partners, and use this data to optimize your sales strategies.
4. Should customers be logged in the CRM or just in jobs?
This depends on your sales strategy:
CRM: Ideal for customers who are also prospects for repeat business or referrals. Logging them in CRM enables targeted marketing and follow-ups.
Jobs: If a customer relationship is limited to a single job, you can keep them in job records only. Lever360 allows you to link customers to CRM later if needed.
5. How does Lever360 improve communication between sales and production teams?
By linking CRM with job management, Lever360 ensures both teams have access to the same data. For example:
Sales teams can log referral sources and tasks in CRM.
Production teams can use this information when scheduling jobs, assigning tasks, or tracking revenue contributions.
6. What are the benefits of using Lever360 for sales in restoration?
Lever360 provides sales teams with:
A centralized CRM for managing referral sources and tracking relationships.
Tools to measure referral performance and ROI.
Sales route planning and task management to maximize outreach efficiency.
Contact Us
If you have any questions or need further assistance with Lever360, our support team is here to help.
Email: [email protected]
Phone: 561.337.2900
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