Data Management

A ProAdvisor Perspective: Start With the Customer and Work Backwards

By Nick Mraz: Cilio PROAdvisor Technology projects in the trades rarely fail because the software is bad. They fail because they are designed backwards. I have led six Salesforce implementations across building materials companies. I have worked inside SAP environments, Oracle systems, and custom-built ERP platforms. I have seen large enterprises over-engineer. I have seen […]

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Why Contractors Need More Than CRMs and All-In-Ones

Data Management / Cilio

Contractors today rely on technology more than ever. But most aren’t looking for a single, “all-in-one” solution to run their entire business. Instead, they prefer to mix and match tools that each excel at a specific function. A CRM for sales. Accounting software for finances. An ERP for managing inventory. Each tool is chosen because

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Installer looking at a tablet device to review analytics

The Difference Between “Reporting” and “Data Analytics” for Home Installers

Data Management, Leveraging Tech / Cilio

In the competitive industry of home installation services, every decision counts. Whether you’re revamping a kitchen or installing a new set of windows, the success of your business is based on understanding your operations deeply, converting opportunities into committed sales, and improving the efficiency and effectiveness of the crews. The challenge most companies face is

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A ProAdvisor Perspective: Start With the Customer and Work Backwards

Why Contractors Need More Than CRMs and All-In-Ones

The Difference Between “Reporting” and “Data Analytics” for Home Installers

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