Stronghold Exteriors’ New CRM System Tames the Bounty of Client Information with a Simple, All-in-One Process

“If everybody I work with in my business were like Ming [of Clearstream Collaborative], I would be extremely happy.”

Profile:

Stronghold Exteriors is a Calgary-based roofing contractor, helping homeowners in the extreme climate to process their insurance claims and get the job done right. The company has experienced rapid growth after 10 years in the business, tripling in employees and scope.

Challenges:

• Six spreadsheets to manage per job – far too much time spent searching for the right place to find the right details 
• Need to access information outside of the office  
• Need to curb administrative costs without limiting business growth 

With one spreadsheet to track the jobs in progress, one for each project for the sales end, one for the job end, and one to order materials, the team was wading through hundreds of files to find the right information. As the company grew, it would take an excessive staff to accommodate the increase in data and administer the present system.

“Working the sales process, I saw the limitations of the Access database. For every client we had, there were numerous contacts through the opportunity stage, there were meetings and estimates and contracts, then all of the contacts with insurance adjusters to get approval. There is a lot of info to keep track of for every one of our clients.”

Solutions:

Clearstream Collaborative developed a comprehensive CRM (customer relationship management) system to manage the complex interactions between Stronghold’s clients and insurance agencies.

• Numerous spreadsheet data consolidated into an all-in-one database
• Ability to access customer & job details online, on-site (for designated users)
• Immediate, company-wide updates on estimates, contracts, and approvals

“QuickBase has become the brain of our company.”

Results:

• Systematic, all-in-one process has allowed for reliable tracking through large organizational growth
• Saved money on administrative costs
• Quick, simple training for employees

“The company has grown massively since we first needed a solution, and QuickBase is hands down ten times better than the Access database we were using before.”