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EP 55: How to Implement a CRM Without Giving Yourself a Migraine – Ben Hodson

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30-SECOND SUMMARY
The difference between contractors that struggle to implement new systems vs those that find it pretty easy
How to use an “I.C.E.” decision making matrix to ensure you select the right CRM to begin with
How to avoid the common “employee pushback” scenario and foster adoption of any new tech system
How to identify all of the problems you face in business as one of two factors which then become easier to solve
The elements of the trades and contracting sectors are ripe for disruption and what you need to be getting ready for
The things that a serial CEO Ben Hodson wished he had learned earlier when running businesses

Watch Episode 55 of the Contractor Evolution ShoW

Listen to Episode 55

Read a Summary of Episode 55

You can find the Building A Business Youtube Channel From Job Nimbus here: https://youtu.be/dg25mpaz7eM

If you took a survey of contractors right after the implementation of their first CRM or Project Management tool, many of the responses you’d get would sound something like:

  • That was awful
  • My head nearly exploded
  • Truly the worst 6 months of my life for me and my team
  • I never want to go through that again

Technology and software are supposed to make your business life simpler and more efficient.  So why do most entrepreneurs talk about the adoption period like veterans talk about the war or mothers talk about childbirth?  

This whole “tech overwhelm” thing, especially for contractors, is something we’ve been wanting to get some answers on for a while now, which is why we are so excited to have Ben Hodson on the show today.  Ben is the Co-Founder and CEO of JobNimbus which is one of our favorite pieces of contractor software, and we thought who would be better to teach us how to implement technology headache-free, than the guy who builds it.  

We’re fans of Ben and JobNimbus for a couple of reasons. It’s super customizable and integrates easily with everything. It’s relatively simple to implement compared to other CRM’s and they have a dynamite customer support team that is super hands on. 

So if you’ve purchased a CRM and barely used it, if you’ve been frustrated by your tech stack or lack thereof, or if you’re still managing your business on a spreadsheet but you’re ready to take the leap… this episode is a must listen.

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Benji Carlson

Benji Carlson

As the son of two proven entrepreneurs, Benji’s spirit for self-starting business runs deep. Since he was a young teen, Benji has been starting and running profitable small businesses; most recently culminating in a highly successful 4-year career as a franchisee with College Pro Painters. Benji’s enormous heart and passion for people is what drove him to produce over $1,000,000 in revenue while taking the highest quality care of his employees and customers. He was consistently acknowledged for having the most productive staff in the company, while leading more junior franchisees to fulfill their potential. Benji’s uncanny ability to find the right people and put them in the right place make him a natural fit for Breakthrough Academy’s Assessment Team.

Upon finishing up his career with College Pro, Benji set out on the ultimate victory lap: a nine-month transcontinental motorcycle trip from Canada to Peru.

Benji lives in beautiful Kelowna BC. During the summer you’ll usually find him on two wheels: either bombing down a trail on his mountain bike or cruising the pavement on his motorcycle. When the snow falls, he escapes to the mountains for steep and deep powder.

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Welcome to Contractor Evolution, a show created for high-performing contractors that are focused on scaling up, working less and increasing profitability.

While a lot of other shows focus on early stage growth challenges, we focus on real life scenarios faced by contractors that are scaling at a rapid rate, and how they keep everything dialed in without losing sight of work/life balance.

If you’re ready to evolve from a contractor into a better business owner, you’re in the right place.

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