The #1 Business Management System for Window & Door Sales Professionals
Generate more repeat customers, more customer referrals, and higher customer satisfaction ratings without having to change your sales process or learn a complicated software program.
Complete the Form Below to Download Our Free "RBA Referral Roadmap"
This referral roadmap details the 3 primary strategies to increase referrals within 30 days!
I am very happy with this CRM which allows me to keep on top of my business, and communicate with my many customers at every step of the sale, install and post sale. This powerful tool reminds customers that it is time for their next phase, and well as coach my existing customer how to identify referral prospects. In addition, it allows me to cultivate key referral partners, communicate thru multiple social media platforms and expand my own web presence to seek additional new business.
- John Morrisroe
The this is the most comprehensive CRM I have ever used! I highly recommended this to anyone who wants to invest in their business. Dave Roland and his team make this a seamless nearly effortless way to increase your repeat business, referrals, and generate new business. I’ve only been on for a short while but this has already paid for itself many times over.
- Alan White
Excellent program! Highly recommended to all RbA reps- Dave Roland helped me set up the program, and within the first month, the reengagement campaign yield two repeat sales over $50,000+ The program paid for itself for the next few years. It’s only profits from here on. This is the Best investment in my RbA business in the last 12 yrs. It’s like you have your own digital secretary that do all the touch points that I don’t have time or discipline to do. This is a no brainer.
- Khai Byrd
More Referrals. more repeats. higher nps.
More Referrals
Our Referral Generation System automates the entire process of asking for, receiving, and following-up with referrals from your very best customers. Your referrals can even schedule an in-home consultation in your online appointment booking system.
More Repeats
Closing more repeat sales can be as simple as asking the right customers at exactly the right time. Unfortunately, we don't know when that time is. Use our perpetual marketing program to add value to your database of customers, and be ready to help 24/7.
Higher NPS
Net Promoter Score (NPS) is here to stay. With RBA CRM you can take control of your personal scoring system. Send strategic reminders to your prospects and customers about when the surveys will arrive and how they can navigate the scoring process.
How the RBA CRM System Works
Never Neglect Your Clients Again
Setup your system once, and then sit back and relax while it automatically manages every follow-up email, text/SMS message, and pre-recorded voicemail to your past, repeat, future, and referral customers.
Your Personal Voice Matters
You have the ability to tweak any outgoing message to suit your personal communication style. Customizing WHAT is being communicated, and WHEN & HOW it's being delivered, is push-button simple.
"Done-For-You" Client Communication
Every RBA CRM client's online account comes with over 50 pre-written and pre-configured follow-up campaigns to manage communication with customers, key referral partners, and their referrals.
Customers Excited to Refer You
Every Sales Professional/Project Consultant will get his/her personalized online "Referral Center." This will serve as the digital "hub" where customers and referral partners can enter their referrals and begin the automated follow-up communication processes.
"Right" Messaging at the "Right" Time
This Client and Referral Management platform includes cutting-edge technologies to automate virtually every component of the customer lifecycle. Communication is "Dynamic" and 100% timely to maximize customer engagement and responsiveness.
Higher Customer Satisfaction
We have included multiple NPS and Reputation Management campaigns to remind our Buyers and Not-Yet-Buyers of the upcoming surveys and review links that are headed their way. Let's reduce those pesky "Price" detractors!
Example of Your Online Referral Center
Your online Personal Referral Center is a simple website where your current and past customers can go to refer you and your business. With the ability to enter the personal contact information of their interested friends and family members, all you need to do is to sit back and let the automated communication hub educate, qualify, and engage your potential new clients. Only spend your valuable time with those prospects who are interested in moving forward with your solutions.
Example of Your Free Buyer's Guide
One critical component to adding value to the referrals you receive from your happy customers is to proactively answer some of the most important questions they may have without them having to ask you. This is accomplished by sending your new prospects a professional "buyer's guide" that outlines the most important information relating to your products, services, and sales processes. Best of all, this process is completely automated the second you receive a new customer referral!