Installation Company ERP / CRM

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Taking you on a journey

Haven’t we learned from the pandemic that we no longer have to meet face-to-face to do business? We talk to Business Pilot’s managing director Elton Boocock about what they plan to achieve by exhibiting at the FIT Show.

Business Pilot, a comprehensive cloud-based CRM tool designed by installers for installers, was launched at the 2019 FIT Show to great acclaim, quickly winning new customers because it simply and efficiently tracked orders from the lead through to installation while integrating with other back-end functions such as accounts and operations.

Despite coming to market fully formed, the team behind the software continually develop the Business Pilot software to maximise its capabilities and to adjust to ever-changing market conditions. This maintains engagement with customers, and keeps the platform current and relevant, according to managing director Elton Boocock.

“Business Pilot is a community,” Elton says. “Every single user is fully invested in the software, and we want to bring them along on the journey with us.

“Someone said to me recently that Business Pilot had come a long way since its launch three years ago. But I don’t look at where we’ve come from, I see where we are going, and there is a lot more that this CRM tool is capable of.”

At the FIT Show, Elton Boocock – along with partners Ryan Breslin and Ryan Schofield – will be discussing recent developments, including the integration with the remote selling tool Tommy Trinder.

“We want to sit down with our customers to discuss some of these new features,” Elton says, “and we’ve actually got Chris Brunsden from Tommy Trinder on our stand to show installers how their favourite CRM tool can be seamlessly integrated with their favourite selling tool.”

Another key integration that Business Pilot will be demonstarting is the partnership with Fensa.

“Business Pilot is all about professionalism, about driving up standards and profitability within your company, so it is a natural development for us to work with professional bodies to easily and efficiently record all relevant certificates as part of the platform,” Elton says.

“Collaborations such as these – and there are many more in the pipeline – are what we want to discuss most with our customers and with prospects. Importantly, we want to discuss how these developments can improve the way they work.”

Elton explains that while Business Pilot is an off-the-shelf solution, the whole premise of Business Pilot is that it is designed to fit with installers’ needs, not the other way round.

For example, new landing pages deliver dedicated, role-specific dashboards. Users can select the dashboard/s most relevant to them, for example sales, surveys, service or operations. Each is designed to deliver the most relevant tools to users’ fingertips and allow those who perform multiple roles within a business to switch easily between them.

“Business Pilot is tailored to the needs of businesses,” Elton says. “FIT Show is a great opportunity for us to talk to business owners about how their companies are run, and how we can develop the software so that they work smarter.”

As part of its help and support service, Business Pilot draws on the experience of seasoned users to develop training sessions for less-experienced users.

“We talk to our users all day every day, so we can see how they are using Business Pilot to its full potential,” Elton says. “We often pass on some of these examples to new users, so they can see what the software is capable of.

“This way, we’ve built a community of users, and community is all about collaboration, which is what exhibitions like The FIT Show are designed for.

“We are collaborating with installers to help make their lives easier and to improve the scope of the software,” he says. “We are also collaborating with industry bodies such as Fensa, other software providers such as Tommy Trinder, and with the industry press, with the monthly publication of our Business Pilot Barometer.

“We have built more of our business during the restrictions of a pandemic than under normal circumstances, thanks to a CRM platform that is straightforward to sell remotely. However, we know that when we can sit down with people face to face, we can really connect with the issues that matter to them, and together we can build a more efficient CRM tool.”

Visit Business Pilot on Stand M10 at the FIT Show on May 10-12 at Birmingham’s NEC. Get your free tickets here.

Try Business Pilot for Free

As part of our free trial, we will send a whole series of how to videos to help you get to grips with the Business Pilot Installation company CRM system. Because the system is much more than a regular CRM, we are even on hand to talk you through how other installation companies are using Business Pilot as a business improvement system. If you would prefer to book a call with an existing user before the trial, call us on 0333 050 7506 or use the live chat facility.

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