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How to increase property management clients with the best, user-friendly CRM system designed to raise performance efficiencies

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The professional requirements to hire the right field staff for your property management company is a huge challenge. Even if you have a qualified staff in place, the next hurdle is maintaining appropriate oversight of your field employees to ensure the quality your company brings to an ever-growing industry.

Of the top challenges property management firms face, time management, unexpected maintenance and repair requirements, and revenue growth top the list. With a smartly constructed, all-inclusive supervisory system in place, these major obstacles can be removed to the benefit of your property management company.

Property Management Clients

An online CRM system saves valuable time when property management supervisors have zero minutes to spare resolving the various problems which arise in addressing clients’ needs.

Every time an issue removes a property management supervisor from customer satisfaction efforts, projects required to increase revenue, or various other management requirements, the company takes a loss. Time management and task prioritization is a major obstacle in this specialized industry.

Property management requires a wide range of tasks to maintain quality upkeep of clients’ properties. Rather than spiraling out of control overseeing what tasks are performed for what properties, an online CRM system compiles the relevant reports all in one place for easy, quick review from wherever a manager is set up with a laptop or out-and-about on the mobile app. This feature makes knowing what is happening where faster and more organized in order for real-time decisions and communications to occur.

The tracking features of an online CRM system readily and efficiently address the inevitable reality of unexpected maintenance.

There are no good times for unexpected maintenance on a client’s property; however, every property manager knows there is no way to prevent these incidents from occurring. The question is not if unexpected maintenance will be required, but, rather, an ongoing when and where?

CRM Runner’s field management software maintains oversight on incidents and work in progress across all relevant locations. The online CRM tracks the location of field staff and real-time reporting allowing supervisors to halt or adjust job progress as required after a quick review of the CRM report. No manager can be in more than one place at a time – the CRM Runner app will bring the incidents at each property to your fingertips.

The data generated from the automatic reporting feature will help your property management company increase efficiencies and prepare in advance for potential maintenance problems in order to address your clients’ needs in a timely manner. The online CRM system uses GPS tracking to report on the whereabouts of staff members, supplies, etc. making it possible to effectively communicate with clients on the whereabouts of service providers and progress made on maintenance. The system includes day-end reporting where field employees upload data and images from each site making it easy and quick to communicate with clientele (through the very same CRM system) regarding job progress.

The use of the best CRM system increases efficiencies and assists property management companies in overcoming the obstacle of growth.

One of the ways in which a company increases revenue is through lowering business costs. The best way to know where corners may benefit from cutting is through accurate reports of field staff performance.

For field service management purposes, supervisors greatly benefit from the ability to view and track multiple employees and locations along with the accompanying ongoing operations. CRM Runner makes it possible to see how much time is spent on any given task with a time tracker feature. The effortless scheduling feature makes it absolutely clear the expectations of the company of who should be where and at what time. When incidents cause adjustments to the intended schedule, you are in a position to easily evaluate the actual needs of the company and its customers. This data makes decisions on where to cut costs simpler.

Save time and money in order to focus on growing your property management business with CRM Runner.

Property management is absolutely dependent on the skills and efficiencies of staff on the ground meeting the needs of your customers. An all-inclusive CRM management system is a key contributor when it comes to meeting the challenges of time management, unexpected repair incidents, and revenue growth. CRM Runner will save you time and money through the increased efficiencies required to maintain a healthy work flow and customer satisfaction.

To learn more about what CRM Runner can do to set you apart from your competitors in the property management industry, sign up for a 30-day free trial here.

3 Challenges Business Face When Managing Field Staff Without a CRM System.

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Running a business is hard enough, but adding in the element of tracking field technicians often doubles the time it takes to manage day to day operations.

Field technicians are the most effective way to operate many service based businesses.  Electricians, construction crews and installation technicians are essential to providing excellent customer service.  However, when business is spread out across town or across the country, maintaining the most efficient processes presents a different set of challenges.

Business owners who now utilize CRM Runner, an online CRM, to manage their field staff listed many challenges they faced prior to using the system.  Across the board, each business owner listed 3 main road blocks to having their business run smoothly and efficiently.

Business Challenges Managing Staff

 

3 challenges most business owners face when managing field staff are resolved by using the best CRM

Business owners are looking to eliminate the extra work while maintaining everything they need to run their business all in one place.  Most often they state their time is spent tracking down the missing parts to the business and having all of the business tracked in one place would cut the time they spent chasing paper to nearly half.

Tracking inventory held by field technicians is a major concern for business owners.

Field technicians need basic parts to complete their job.  Since they are on the go, often these parts get pulled off the warehouse shelf and put into the back of the company truck without documentation.  To avoid extra trips back to the supply house, they may also take more than what the job requires.  This means company time is often spent tracking down a missing part or a purchased item that was never used.

CRM Runner’s field management software tracks inventory effortlessly.  Inventory can be tracked across several locations; including warehouse management and trucks driven by field staff.  This online CRM shows exactly where inventory is – even if it’s on the jobsite.  With real time reporting, managers and business owners can see where progress is made or halted with a quick glance.

Managing deadlines and progress at a job site with field staff presents a big challenge for businesses.

With job sites in multiple areas of town and staff spread thin to keep costs down, businesses can’t afford to not keep all of the projects moving forward.  Most owners report being unable to know exactly what was completed and when the crew left without visiting for themselves.  Making personal visits to each job site to ensure they stay on track is not only costly, but also isn’t a scalable model.

CRM Runner allows for up-to-date reporting on job sites with custom designed templates.  Using GPS tracking ensures you know where your technicians are while real time reporting keeps progress moving forward.  With end of day reporting, technicians can upload photos allowing managers and owners to have eyes on the project without actually driving to it. Time tracking included with the reports eliminates the worry of when the crew was onsite and when they left.

Controlling field staff communications with clients has led to problems for business owners.

Clients main complaint is often that they feel like they aren’t communicated with appropriately.  This is often the case because field staff are there in person with the customer and may get questions they don’t know the answers to about the project.  Field staff also are presented with changes the client requested prior to being notified by the office.  Clients are likely to have a better experience if they feel like they are informed, which is often not possible without costly software or additional dispatching and paperwork.

With CRM Runner’s software, communication is built in. Keeping all communication in one place allows the technician to receive real time updates to requests from the home office and the client.  Technicians and other staff can let the client know where they are, when they will be there and how the project is progressing all at the touch of a button.   Using CRM Runner makes communication with field staff and clients seamless.

Manage your business in a better way with an online CRM field management software.

Business owners face enough challenges finding reliable employees and bringing in clients.  When time is spent chasing down paperwork, checking on jobsites and managing inventory with a hands on approach there is not a lot of room left to manage day to day operations.  CRM Runner saves business owners time and money while also effectively managing processes and field staff.

Learn more about CRM Runner and how it can change the way your business operates with a 30 day free trial.  Sign up here.

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