Owning the Walkthrough Process with Ricardo Regalado of Route
Ricardo Regalado joins today’s MarketScale podcast for a conversation about Route, a data-driven platform for the building services industry. The product allows for property walkthroughs to be digitized and for everyone to be able to access pictures, client notes, measurements, and sketches within a matter of seconds.
Walking through a new potential site is always the best way to get a feel of the true nature of the site because every office is different. It is important to know where the conference room is; what types of materials the flooring, walls, and windows are made out of; the location of the lobby; and which areas are the hot-spots for a particular client. In the past, this was done with a laser pointer, cell phone, pen and paper, clipboard, or a variety of different tools, but everybody’s opinion on “clean” is different, for example, so it is necessary to have everyone’s data points in the same space to easily compare.
Additionally, keeping these all together prevents them from getting lost, and allows those back in the office to have the same instantaneous access to the information as the field representatives.
Not only does Route help with organization, but it also allows you to provide speedier service. You can give a quote within minutes, and not have to worry about misestimating a figure. By being so accurate, recording every, single thing the customer says, and compiling texts and emails, users can keep track of what is important to each, individual customer “so that the customer knows you listened.”
The digital walk-through is the biggest piece of the puzzle, but you’ll still need to know how to create this portrait of the client’s facility, as well as some helpful tips for conducting a successful walkthrough.
For the latest news, videos, and podcasts in the Building Management Industry, be sure to subscribe to our industry publication.
Follow us on social media for the latest updates in B2B!
Twitter – @BuildingMKSL
Facebook – facebook.com/marketscale
LinkedIn – linkedin.com/company/marketscale
Latest
Finding Your Identity with Dustin Odham
In an era where screens dominate our time, finding your personal identity becomes a challenge. Our generation is shaping itself based on an increasingly virtual world, often losing touch with the inner self. In fact, a recent study suggests that we could end up spending at least ten years of our life in front of […]
Conversations from Shoptalk Europe: Retail Refined meets with Christoffer Sellin from COS
Shoptalk Europe 2023 brought the technologies and channels driving the future of retail into a clear perspective. This year’s annual event from May 9-11 in Barcelona allowed Retail Refined’s Melissa Gonzalez to sit down with key stakeholders making a difference in the market. COS (Collection of Style) is a European fashion brand doing innovative things […]
Why the Merger of the PGA Tour and LIV Golf is Great for Golf
The PGA Tour, LIV Golf, and DP World Tour have announced their merger, putting an end to the conflict that has dominated sports business news for the past 18 months. This merger is expected to bring more financial opportunities, increased accessibility for fans, and a variety of golf events. It is seen as a […]
