Kelly Roofing

Kelly Roofing reaches new heights with PowerSuccess and Microsoft Dynamics CRM in the cloud.

Challenge
Needed an experienced partner to show how to effectively use their CRM online.
Solution
With PowerSuccess, the firm re-implemented Microsoft Dynamics CRM Online.
Key Benefits
CRM is working across our business and is so much more meaningful for our organization.

Challenge

As the demand for Kelly Roofing’s services continued to grow, they needed a better way to streamline its sales and marketing processes, improve service management, estimating, job costing capabilities and increase overall customer service effectiveness and response times. As a big proponent of using technology to advance its business, the company initially deployed Microsoft Dynamics CRM online through another vendor but the solution was not meeting their needs based on the initial set-up.

Overall, Kelly Roofing needed the solution to provide the following:

  • Centralized database where all interactions could be tracked and be visible by the entire organization.
  • Ability to manage the entire customer lifecycle from start to finish and gain visibility into the activities of all the teams.
  • Improved ability to quickly scale the business to react to changing weather cycles and seasonal activities.
  • Ability to easily customize workflows and automate processes to increase visibility and efficiency.
  • Enhanced customer service and support capabilities by leveraging intelligent real-time data.
  • Integration with Microsoft Outlook and other Microsoft solutions to help improve staff adoption and use.
  • Cost-effective platform to support change and growth.

We are in the service business and need to ensure that all of the moving parts throughout our organization are aligned and in-sync. CRM was not set-up initially to meet our business needs and because of this, we struggled with usability issues, low adoption rates and communication gaps across the board.

Ken Kelly President of Kelly Roofing