Digitize and automate

Business Pilot has added Status Progression to its cloud-based CRM and business management tool, which allows installation companies to map their processes, set tasks and instantly track progress.

The product of a year-long development programme, the new Business Pilot Status Progression Tool gives installers the flexibility to digitise their operational processes in ‘pipelines’, assigning actions or ‘tasks’ to complete before moving forward to the next step in delivery.

Offering instant visibility on the status of each pipeline, it guarantees that each process is followed accurately and that nothing is missed, bringing a consistent approach to the management and actioning of each lead or job, the company said.

With the flexibility to introduce automation of process – for example creating and sending templated emails or quotes, prompting follow-ups, scheduling jobs and requesting payments – the Business Pilot Status Progression Tool also slashes the time swallowed up in repeated tasks and administration.

“You define what you need,” Elton Boocock, managing director of Business Pilot, said. “Set your team the tasks that the need to completed to deliver that process, and automate as many of those actions that can be, along the way. It saves time, money but perhaps most importantly, the Status Progress brings new consistency to your operations.”