108: The Dashboard You Need To Run A Successful Business with Lynn Foster

On today’s show, you will learn how to set up a dashboard that will help you grow your business by putting the management information you need at your fingertips. The potential problem with all that data is information overload, which can be overwhelming---but it doesn’t have to be! Lynn Foster is here from Acculynx to explain how he can help you set up and customize the vital reports to keep all the information you need in one central location. What you’ll hear in this episode: A CRM program can help your business grow, but one problem is having too much information and not knowing how to use it Lynn’s background: With a degree in Industrial Technology, he worked as a manufacturing engineer before moving into the construction industry and on to Acculynx 8 years ago The benefits of LinkedIn for your business, and how a connection there led Lynn to Acculynx How Acculynx solves problems for contractors How Acculynx can help you run your business by keeping you organized and helping you communicate better The basics of CRMs and what’s different about Acculynx Where contractors drop the ball with not keeping in touch with prospects How Acculynx can help with a Lead Status Report How Acculynx helps keep your progress and the status of EACH job and EACH invoice Problems for contractors----and how you can use Acculynx to your advantage Two features of Acculynx: Smart docs--help you go paperless Reports Plus--gives KPIs that are important The reports that contractors SHOULD be using How the Acculynx Dashboard can work for you How to get started with Acculynx with a demo Resources: Acculynx Email Lynn: [email protected] Check out Episode 58 with Lynn Foster Call Ruby Use promo code “Roofer 50” for $50 off! Need Help Answering the Phone? Use Ruby Receptionists!  Click here and use the code Roofer50 for a special discount! Or Call Ruby at (844) 326-7829