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Lead Prospecting Guide for Tech-Savvy Contractors

For commercial service contractors, connecting with prospects that are responsible for facility management has historically been a tremendous challenge for the following reasons:

  1. Finding the decision maker is challenging
  2. Discovering their contact information is difficult
  3. Bypassing the gatekeeper is impossible

LinkedIn is the centerpiece of a host of technology available to overcome these challenges. From prospect discovery to initial contact, the following is a quick guide to using this technology to land your next deal.

LinkedIn on phone

Discover
LinkedIn enables you and and your sales team to find prospects that fit your exact criteria. Whether you are looking for the facility manager of a company responsible for multiple locations or a small business owner who is solely responsible for facility and equipment maintenance. LinkedIn’s advanced search functionality can drill down to a great list of potential customers. For example, the following searches returned hundreds of local results:

Not all of the results are a perfect fit, but it is easy to spot the most promising profiles.

Connect
Once you have a list, it’s time to connect with every potential prospect. Even if they are out of your LinkedIn network, you can take advantage of tools such as Lippl that will find their public profile and enable you to connect. When you request a connection, they will immediately be aware of who you are, so be sure that your profile effectively promotes your service offerings. Take advantage of LinkedIn’s tagging feature to differentiate your prospects from other connections in order to stay organized.

Note: If you are using a Customer Relationship Management (CRM) application to manage sales, be sure to look for tools that help you directly integrate LinkedIn into your CRM. For example, many integrations will automatically add a LinkedIn profile to you CRM as a new lead with the click of a button.

Contact
Direct electronic communication is the best way to reach your new prospects in order to get their attention and bypass any gatekeepers. There are three possible avenues to do so:

 

These technologies, a complete LinkedIn profile, and a brief introduction letter that focuses on your differentiators are proactive elements of the digital wrap that are far more reaching – and effective for creating relationships – than a truck wrap alone could ever be.

Password Headaches? Some Simple Advice to Ease the Pain

Cloud applications are like banks: Your money is much safer under lock and key at the bank than it is under your mattress because anyone can “hack your house.”   Bank security is as good as it gets, but like a bank, your data is only as secure as the keys to the vault; your password(s).  You will have security problems if you use one password for everything or you keep your passwords on sticky notes, notepads, or spreadsheets.

Old school password security

For maximum security, you should have a unique password for every application and you should update them on a regular bases.

Keeping up with numerous usernames and passwords can be a very frustrating task considering the number of online tools you use.  Like me, you may have a list of 20-30 username/password combinations that you use regularly.   Fortunately, there are products that solve this problem for your PC, Mac, and mobile devices:

LastPass
1Password

Both of these products operate in much the same way.  They create a secure, encrypted “vault” that secures all your credentials behind a single password.  Whenever you are prompted to login at a website, simply enter your “master” password and these applications will enter your credentials automatically.  Whenever you create credentials or change passwords for a website, these products automatically store the data in your “vault.”

You only need to remember one password, that’s it.  Your data is secure in the cloud, and your credentials are safe in your vault.

Icons made by Freepik from www.flaticon.com is licensed by CC BY 3.0

Nearby Now & ServiceTrade Can Improve Your Local Search Results

Consumers no longer turn to the yellow pages, newspaper ads, or direct mail to find the best service contractors. Instead, they turn to Google to answer the question “Who should I call?”  To address this change ServiceTrade is happy to announce an integration with Nearby Now, a tool that helps the best service contractors showcase their great reputation online and improve local search results.

 The Results

Need some proof that your company can dominate Search Engine Optimization (SEO)? Try searching for an electrician in Atlanta or any surrounding city. For example, check out the results for these searches:

Atlanta electrician – https://www.google.com/#q=atlanta+electrician
Marietta electrician – https://www.google.com/#q=marietta+electrician
Sandy Springs electrician – https://www.google.com/#q=sandy+springs+electrician

Did you notice that TE Certified Electricians is at the top of the list for every search in the area? Amazing customer service and a Nearby Now-powered marketing strategy led by a digital marketing firm FOR service contractors, LeadsNearby, drive these revenue-generating results.

 How Nearby Now Works

Nearby Now enables field technicians to check-in to each job throughout the day.  Each check-in updates the Nearby Now check-in feed and network map embedded on their company website. Before the tech leaves the job, he or she can request a review of their service from the customer.  Combined, the check-in data and customer reviews generate fresh, powerful content for the service contractor’s website that drive great search results and volumes of inbound inquiries.

 ServiceTrade Simplifies the Process

The integration of Nearby Now with ServiceTrade simplifies everything about driving these outstanding results.  Service contractors using ServiceTrade check-in to jobs with the mobile application as part of a process that enables amazing customer service.  Instead of burdening the technician with extra applications and processes, the Nearby Now functionality is driven automatically out of ServiceTrade.

ServiceTrade enables smart service contractors to provide amazing customer service and the Nearby Now integration helps them broadcast their great reputation to the markets they serve.  Give us a call at (919) 246-9901 to learn more.

 

Cloud Computing & Service Contractors – A Perfect Match

Service contractors need the cloud, but over and over again we see companies that are confused or unsure about how moving to the cloud will affect the operations of their business. Change is scary.  As human beings, we are wired to avoid change, especially when it concerns a switch from what we are use to.

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Cloud Computing

At a recent HVAC convention, our VP of sales witnessed two different speakers advocating the benefits of cloud computing for service contractors. Obviously, we are always pleased to have others singing the same tune. Here are a few excerpts of what was said:

The Cloud is Secure –  One attendee described how all company data on their PC server was held hostage with Ransomware that cost more than $10,000 to remove.  Huge organizations like Amazon, Google, and the US Government store billions of documents in the cloud.  Virus protection and security are an integral part of data management and these large organizations would never store data in a location that wasn’t secure.  Do you trust technology experts to build strong security or do you trust one of your administrative staffers to know about the latest virus, bug, or software flaw?

The Cloud is Cheap – There’s truly no reason to maintain a mail server anymore (or any other type of server, for that matter).  Dozens of cloud applications can not only provide a hassle-free email solution, but a more feature rich solution as well.  No one wants to pay an outside IT professional to be their problem solver.  The cloud has lowered the price of software solutions by allowing software companies to put more power and more features into the hands of users.  Cloud storage is essentially free. There’s truly no need to buy more file cabinet or PC hard drives.

The Cloud Empowers Your Customer Service –  Items stored in the cloud can be accessed from any device – PCs, tablets, or smartphones.  Your technicians can answer questions faster and with greater accuracy, even when they are in the field.  Customers expect speed and accuracy. (Don’t we all use Google for fast answers?)  Showing clients before and after photos, online work acknowledgements, past work history, or old invoices make you and your team shine.

The key point  is simply this: Cloud computing is a perfect match for service contractors and their business operations.  Embrace the cloud and prosper.

What is Great Customer Service Worth? About 20% and $41 Billion.

Unless you’ve been living under a rock recently, you know that Uber is a taxi service start-up that connects drivers with folks who need a ride. As a business, Uber connects riders and drivers (just as a taxi service does) and they collect a 20% fee on top of what is paid to the driver.  As of December 2014, the company is worth $41 billion.  Here is the Wall Street Journal article with the details on the financials. When examining Uber, I find some interesting lessons for service contractors. The key takeaway is:

How does a simple change in customer service practices lead to such a massive breakthrough in shareholder value?

uber-customer-service

Uber has effectively changed one thing in the customer experience associated with a taxi ride – they have dramatically improved customer service by providing rich information to the customer throughout the service cycle. Uber has done this by eliminating the aggravating service uncertainties and the unknowns that are inherent in hiring a taxi.  There’s no need for the customer to jump up and down on the curb to hail a cab or berate a dispatcher who has no better information than the customer on the real whereabouts of the driver and a likely pickup time.   The Uber customer simply touches the application on their smartphone, chooses the driver/car with the best value for their needs (arrival time, type of car, price), and then collaborates with the driver from pickup planning through to drop-off and billing.  The ride is essentially the same, but everything about the customer service experience is different. Thus, in exchange for amazing customer service and 20% above what is paid to the driver, Uber has built a company worth $41 billion.

Think about the parallels with the service contracting space. Great service contractors will tell you that a premium price is achieved through great customer service. Any contractor trying to run the business simply as a markup on skilled technician labor is ultimately going to fail. Yet most service contractors have a customer service approach that resembles that of a taxi company. The customer is only engaged via phone calls and a paper receipt at the end of the “taxi ride.” How valuable is that customer experience?  Not very.  How much more valuable might a service contracting company be if it were to adopt an Uber style approach to customer service?  Much more.

Here are the lessons from Uber on building a premium brand through great customer service:

1)  Engage the customer online throughout the service process:   Customers do not want to speak to your dispatcher about status. Also, it is inefficient and likely prone to errors. Show them what is happening online – the driver, the arrival, the problem, the fix, the fees.

2)  Images are more powerful than text:   Show the customer, don’t tell them. Uber shows the car en route to the customer. Give the customer photos and images of what is happening with the equipment being serviced. Humans learn from stories and images.

3)  Make it easy for them to engage your company:  Uber does this by being ever present as an application on the phone. You can also do it by being easy to find online, by being in their inbox with regular correspondence about your recent service delivery, by providing service history online, and by allowing them to initiate service online.

Service contracting is definitely different than a taxi service, but the customer service experience has certain parallels. New Internet services are coming on the market everyday attempting to “Uberize” the service contracting business. Because the dynamics of service contracting are more complex than a taxi ride, it is unclear if these emergent Internet brands will gain the momentum of Uber. What is certain, however, is that great brands stem from great customer service. There’s little doubt that service contractors can dramatically improve the value of their business by embracing many of the elements of customer service that make Uber worth $41 billion. What steps are you taking to create a premium service contracting brand by engaging your customers online and pulling them into the service process?