CE Pro December 2023 - 30

BUSINESS RESOURCES
(32.4%) of respondents are working with a larger staff of 1130,
and 8.4% have greater than a 30-person roster.
When asked if they have ever tried to develop their
own proprietary software, roughly 23% of intrepid and
IT-savvy dealers say they have done so. That leaves at
least three-quarters of integrators relying on some type of
software solution(s) they have purchased (or bought after
realizing they required more than a homegrown model) to
assist their business needs.
Only 4% of survey takers said they do not use any software.
The 96% who do use software include an increasing
amount of dealers who say they're enlisting fewer software
pieces than two years ago, while the amount relying on a
half-dozen or more solutions is dwindling.
Compared with 2021's data when only 17% of integrators
said they utilized 1-3 software pieces, that number jumped
to 42%, while the amount of dealers using 6 or more was
essentially halved from 46% to just 22%.
The good news for vendors is that integrators are catching
on to how software can help their organizations. A solid chunk
of dealers - 43% - are vetting or investing in new software
solutions multiple times per year or at least once a year.
Additionally, employees are overwhelmingly becoming
much more comfortable working with cloud-based solutions
compared with two years ago; 78% say they prefer
Preferred Purpose of Software Used
48%
42%
Single, end-to-end solution
Depends on the software type
10% Multiple, purpose-built pieces
While some dealers are still reliant on multiple pieces of
focused software, nearly half of survey takers prefer a single
solution that encompasses all their operations needs.
Preferred Type of Software
78%
Cloud-based
15% Desktop/locally based
7% Custom-built
There is a definitive shift to working with cloud-based
solutions these days, as this number soared from just over
half (53%) in 2021 to over three-quarters (78%) in 2023.
ProjX360: How Many Software Pieces Are You Using to Run Your Processes?
If you've trained or onboarded with
ProjX360, it's the first question we
ask you: " What happens when a call
comes in and how you get to that
invoice at the end? "
Nine different pieces of software.
That's the average we saw, with an
internal survey that helps us understand
more about how your company
currently works. All this to say, how
many " tools " are you implementing to
make your unique version of a " circle
to success " prior to meeting with
ProjX360?
There are so many specialized tools
out there to help you. None should
define your process, but most can
help you, if implemented correctly.
The fine line is determining when
too many mashed together become
solution to the client.
How do they hand it off to the
field staff, what does the field staff
use to work through the workorder,
to communicate internally with,
how is it scheduled, how is the time
tracked, what is turned in each day,
how is that used to invoice, and how
do we know what's left in inventory?
Exhausting and yet all critical to success;
for the bottom line, for review,
and repeatability.
May this be your impetus to evalparalyzing.
Many of us don't realize
just how many steps we've created
until we walk through where the call
gets entered, how we convey that
to the sales team, where we track
the opportunity and how we sell the
uate what helps and what doesn't.
If you'd like to see if one piece of
software that can encompass most
all these questions above, then give
ProjX360 a look - we are built by
an integrator for the integrator.
Visit ProjX360.com to learn more.
30 | CE Pro December 2023
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CE Pro December 2023

Table of Contents for the Digital Edition of CE Pro December 2023
