Top Reasons to Use Inventory CRM Software

The bottom line is everything in business. Regardless of your industry or role, you’re seeking ways to get things done. Most U.S. companies use some form of CRM solution. Sixty percent of U.S. retailers use perpetual inventory management. For a business to succeed, these two types of systems are essential.

Using an integrated inventory CRM Software system will streamline your business processes and improve customer service subsequently. Having separate inventory management and CRM systems can be a good start, but businesses can do better with integrated inventory CRM software. You can make your business better by leveraging the advantages of those two systems in one.

Check out how CRM Runner – an end-to-end CRM platform – can help you to monitor and analyze accurate stock levels at multiple locations, schedule timely procurements, store frequent stock transactions, and adapt and analyze stock movement patterns. CRM Runner allows you to manage threshold quantities of stock and maintain product quality.

  • You can categorize the inventory according to your preferences by using different tabs.
  • You can set up an auto alert to remind you to reorder products when a certain threshold is reached.
  • Maintain records for inventory, non-inventory, and service items.
  • Using RMA, you can accept returns and refunds, as well as facilitate exchanges.
  • Drag and drop the columns to alter their appearance.
  • Whenever you receive an item from your supplier, the system automatically updates your inventory stock.
  • All information about products and services, such as serial numbers, pictures, descriptions, prices, and stock numbers, are captured and verified by CRM Runner.
  • On the search bar, you can search for a product by its name or description.
  • Using SKUs and serial numbers, keep track of the products.
  • Set warranties for products and items.
  • In the system, we will calculate both the cost price and the sell price to determine how much profit we will make from each item.

Consider implementing integrated inventory CRM software if your business has the resources. In business, staying current with regulatory and compliance requirements is important, so make sure your system is easy to update so your business does not have to worry about it anymore. It’s important to select integrated inventory CRM software that can handle workflow efficiently and be customized by your IT team for optimum performance.

We can show you how CRM Runner’s CRM software can transform your small business! Contact us today!

CRM Boosts Lead Generation Many Ways

Your CRM can help you optimize your lead generation process, but first, you have to know that lead generation poses a whole new set of challenges in today’s tech-driven world.

Without high-quality information and focused insights, reaching out to every target user who visits your website or expresses interest in your offerings can be a Herculean task. Both of these cannot be accomplished without a system for collecting, storing, and sorting huge amounts of visitor data. It’s for this reason that your CRM system plays such an important role in lead generation.

In order to add momentum to your lead generation efforts, here’s how to leverage it the right way:

  1. Determine your needs

Understanding and determining the role that CRM software will play in your lead generation initiatives is essential before investing in one. By defining your needs and goals in advance, you can choose a CRM that best fits your email marketing needs based on its features.

Are all departments likely to adopt the CRM, or only a few? How will the CRM automate your processes? How much user data do you expect to collect? Will it be segmented and analyzed?

If you can answer these – or similar – questions, you will be able to identify the best software for your immediate and future needs.

  1. Centralize your data

Business’ efforts to use the right insights at different stages of the marketing and sales funnel have been stymied by siloed information. As a result, conversions are compromised.

Because CRM solutions are effective at collecting, storing, and retrieving information when necessary, centralizing all customer and visitor information should be your first priority. Thus, you will be able to meticulously document and track the concerns and inhibitions of your potential customers. Having this knowledge, in turn, allows you to identify pain points and offer concrete solutions through email.

  1. Examine your data

One of the greatest strengths of CRM is its ability to process large amounts of data and present it as valuable insights. Your lead generation efforts should be built on these data insights. In terms of real-time analysis of lead generation marketing efforts in generating sales and profits, this is perhaps the most important.

An analysis of CRM data insights and marketing efforts, for example, can help you distinguish between campaigns that result in high sales but low profit margins from those that generate high profits but fewer sales.

  1. Manage the pipeline of leads

It’s one thing to get leads, but it’s another to turn them into customers. Marketing and sales executives often have a long, arduous road to conversion from lead generation. However, your CRM software can streamline the process of making a lead in the pipeline become a paying customer (preferably a repeat customer).

The ability to track interactions allows you to prioritize leads with a higher chance of conversion at every stage of the marketing and sales funnel. Moreover, CRM platforms offer analytics that can also help you identify which sales opportunities offer the highest value.

By managing leads in the sales pipeline consistently and consistently, the CRM software leads management feature ensures no opportunities are missed for conversion. Increasing revenue requires more effective lead generation. You can convert any form on your website that is filled out by a potential customer into a lead by simply using the form-to-lead features.

CRM Runner allows you to view comprehensive company reports, complete sales activities, and view communications records all in one place, so you can handle leads with ease.

We can show you how CRM Runner’s CRM software can transform your small business! Contact us today!

Benefits of Integrating an Expense Solution with a CRM Solution

You can easily manage the expenses incurred by your employees, contractors and clients!

With CRM Runner’s built-in Expense Tracking feature, you can record, approve, and analyze employee, contractor, and client expenses. You will gain maximum visibility into your company by associating expense reports with employees, contractors, clients, opportunities, and projects.

What are the benefits of CRM Runner for Expense Tracking?

  • You can get an accurate statement pertaining to expenses.
  • With our mileage calculator, you can track all mileage costs.
  • The application now allows users to submit expenses directly from their mobile device.
  • With the help of GPS technology, field employees can now verify their travel expenses.
  • You can easily create detailed expense reports for clients, employees, and contractors using a shortcut.

Using a CRM integrated with an expense solution can simplify and track business travel expenses. Sales executives will be held accountable for their business travel by tracking how the trip is going to affect sales. By tracking ROI against each business journey, an organization can increase profitability and growth.

For managing customer relationships, sales teams typically use CRM applications. CRM’s built-in expense solution allows sales representatives to enter trip details while on the go. With a single platform, they can access both CRM and expense features, increasing visibility and flexibility while ensuring quick reporting.

Organizations strive to improve visibility into overall travel and expense spending while making the most of business travel.

Want to learn more about CRM Runner Expense Tracking feature? Request a free trial today.

 

Why should your business use a CRM?

CRM, or Customer Relationship Management, is a method of improving relationships with existing customers, finding new prospective customers, and reactivating former customers. CRM software organizes and manages customer information in one place.

Small and medium-sized companies can benefit from CRMs as well since they are not just for large-scale companies with huge databases of customers. One of the most effective management tools you have at your disposal is a CRM system, which allows you to keep track of and streamline your processes. As a result of CRM systems, some incredible outcomes have been achieved, such as improved customer service, deeper customer relationships, retention of new customers, and more successful sales and marketing.

The advantages of CRM systems can help your business grow and prosper!

#1. Increase customer satisfaction 

By storing customer data securely, a customer relationship management system can improve customer service. All business dealings involving servicing, marketing, and selling your products and services to customers can be organized and systematic when you use this strategy. In addition, CRM software can help you better understand your customers’ issues, thus improving customer service.

In the event of an issue for a customer, your representatives will be able to retrieve information concerning the customer, including past purchases, preferences, and anything else that might be helpful in resolving the issue. CRM can be used to receive continuous feedback from your customers regarding your products and services.

#2. Retain more customers (and increase revenue)

Customer relationship management improves customer relations-but how? Your business will be able to increase its revenue if you use CRM software to retain existing customers better. A 5% reduction in your customer defection rate can increase your sales or profits by anywhere from 25% to 85%, according to Harvard Business Review. This is a great CRM benefit for customer service. Your team can use CRM to proactively address at-risk accounts and reach out to satisfied customers at the right time, to encourage repeat business.

#3. Improved internal communication 

Having a CRM strategy in place helps to create better communication within the organization. One of several major benefits of a CRM platform is the ability to share customer data between departments to boost teamwork and customer experience. Also, the employees will be able to answer customers’ questions about their products or services. Teamwork will increase company efficiency and improve customer service by ensuring that team members are well-informed.

#4. Make your marketing more effective 

Are there any other CRM software benefits? Especially with email marketing campaigns, you can have a more targeted and cost-effective marketing program. Your CRM system will enable you to leverage marketing automation to enhance your sales by understanding your customers’ needs and behaviors.

You can also segment your customers by using the best CRM system – CRM Runner and gain insights into which customer groups are more profitable. With this information, you can set up relevant promotions for your groups and execute them at the right time. You increase your revenue by optimizing your marketing resources in this manner. Your sales team will benefit greatly as a result.

#5. Obtain valuable insights

What is the real state of your organization? The centralized nature of CRM software allows you to analyze your performance as a whole. You can easily generate reports by pinpointing important information such as revenue generated, leads, and results of marketing campaigns. Making effective business decisions and improving revenue will be much easier if you have better reporting data.

CRMs can also maximize the performance of your business

By increasing up-sell and cross-sell opportunities, a CRM system can help maximize business performance. When you upsell customers, you offer them upgrades or premium products related to their purchase. When you cross-sell, you offer complementary products that fall into the same category as the customer’s purchase.

CRM software can be used for both of these strategies since you will be able to determine their wants, needs and purchasing patterns. If a new opportunity arises, your sales team will be able to promote as needed by utilizing this central database.

The Bottom Line

In summary, you will be able to achieve a variety of great results through customer relationship management, regardless of the size of your business. Do you need a field service and office management CRM system? CRM Runner serves small and large organizations across the globe.

Find out what CRM Runner can offer you by browsing our solution features. We can show you how CRM Runner’s CRM software can transform your small business! Contact us today!

Utilize CRM Runner for Effective Email Marketing

CRM systems are helping small businesses streamline daily tasks through advanced technologies to interact with their customers better and improve business relationships. In addition to offering small businesses marketing tools that are more personalized and more effective, CRM and email marketing help generate leads and nurture existing relationships. By using CRM email marketing, you can keep your business top of mind for both B2B and B2C customers.

CRM email marketing systems set themselves apart from traditional email systems because they enable small businesses to focus more on their individual clients and recipients. In the past, batch-and-blast emails were sent into the void of the internet and you hoped they would be opened. This method has proven ineffective over time. Small businesses’ communication standards have been streamlined by combining CRM with email marketing by helping business owners write a well written, well-placed email, thus increasing the likelihood of the message being opened, read, and acted upon.

What is CRM email marketing?

By leveraging CRM tools in email marketing, CRM email marketing software enables prospects and clients to receive more personalized and direct marketing. CRM marketing allows you to create powerful email marketing campaigns with your target audience when you manage a small business. In order to achieve your overall goal, you should include a call-to-action (CTA).

With CRM email marketing software, small businesses can quickly, easily, and cost-effectively communicate with customers by tackling timing, frequency, tracking, and optimization issues. By contacting leads during the appropriate stages of their sales journey, an email CRM system can automate the flow of leads through the sales pipeline. CRM caters to sales-accepted leads, opportunities, and closed deals, while marketing automation is dedicated to raw, viable, nurtured, active, and marketing qualified leads.

CRM Runner can help you with Email Marketing in following ways:

  • Create high-converting email campaigns with ease using different templates. Utilize the drag-and-drop interface to customize templates to meet your specific needs.
  • After successfully sending a message, follow-up messages can be scheduled.
  • Emails can be easily distributed by creating group lists.
  • By repopulating lists previously used, you can nurture prospects automatically.
  • You can modify the text color, fonts, and also attach images to make the email more appealing to customers.
  • Convert your email campaigns.
  • Schedule mass emails to be sent to a targeted audience.
  • Communicate with your clients in various stages of the sales funnel by tailoring your email messages to the company’s interests.
  • Allow the system to grow your business in the background while you run your business.
  • Keep in touch with your customers frequently to keep them informed about your brand and ensure they return time and time again.
  • Send your customers an email when you’re ready.

Want to experience the combined power of CRM and email marketing? Let’s schedule a talk.

3 Advantages of Integrating GPS Tracking Data with CRM Software

A busy sales team is often dispersed across a large geographical area as they meet with leads, close sales, and even cold-call potential clients. Keeping track of their work can be a challenge, and traditional methods (such as manual check-ins) can be time-consuming for your team.

To easily keep track of where each team member is, you may benefit from location tracking software connecting with your customer relationship management (CRM) platform. When you can integrate the data from that software with your CRM, you and your sales team enjoy several benefits.

  1. Collect sales data in real-time

Are your salespeople effective? You can find out with GPS integration. You can use GPS technology to find out where your sales representatives are at any given time.

You can also track which leads and clients your team is reaching out to, which follow-ups are taking place, and which sales are closing. When your sales team is working in the field, you can see a complete picture of what they are doing.

Additionally, when you integrate this GPS data into your CRM, you can access this data from a single location. Using this integration, you will be able to see a lead’s entire history with your company with one glance, including follow-ups, meetings, and results from your sales team. You will have an updated view of your sales funnel thanks to the real-time loading of this information into the CRM.

  1. Organize client meetings efficiently

You may need to respond quickly when you receive new leads or when clients reach out. By knowing where each member of your sales team is located, you can manage client meetings and assign leads efficiently.

An afternoon meeting is requested by a client. If you want to send a team member to a client, you should check your CRM for the closest member. Let’s say you receive a new lead in your CRM, and they need to be called. You can use your GPS tracking platform to find out who is heading back to the office, finishing up a meeting, or taking a break so that you can assign the call to the person who can follow up most quickly.

With prompt follow up and efficient meeting management, you can reach more leads and clients more quickly, increasing sales, profits, and customer satisfaction.

  1. Manage travel expenses and reimbursements accurately

It can be challenging to find accurate travel information. Members may forget to complete forms or need to estimate their travel time. Your business and team members may suffer from inaccurate reimbursement as a result of erroneous data.

Use location tracking software to ensure accurate reimbursement and travel expenses. Get the information you need to pay back a team member fairly by consulting the software to identify exactly where they traveled.

With GPS-based travel reimbursements, your team and your budget will be happier.

With CRM Runner’s GPS tracking, how can your business be better managed?

  • Your on-field representatives will be visible to you from a bird’s eye view.
  • Providing manual status updates or calls to employees and contractors can free up your technicians.
  • It is possible to track team member hours accurately with CRM Runner.
  • You can easily filter your searches by individuals, teams, or locations to better manage your resources, crews, and projects.
  • Analyze how much time each team member spends on each project.
  • Get notified when invoices, estimates, leads, and sales are generated by field agents

Track all of your employees, contractors, and members with our GPS Tracking solution feature built-in with CRM!

CRM Runner lets you organize your customers, prospects, team members, dealers, distributors, and agents on a single platform and monitor them easily. You can not only perform the tasks and manage your team members efficiently, but also monitor the real-time updates of all your team members. A single click gets you to all of your leads, distributors, and deals. With CRM Runner, you can see a live map of the movements of every single sales representative in the field.

Are you curious about how it works? We’d love to talk!

 

Benefits of Investing in CRM Software for Small Businesses

You’d think that customer service is the only area of business where computers can’t help. We think of customer relationships as a process of establishing trust, affinity, and comprehension. These tasks are undoubtedly beyond the capabilities of a computer.

Resource Utilization That Is More Efficient

Businesses that use their limited resources strategically and intelligently are more likely to succeed in the long run. This necessitates access to relevant data, which CRM software provides.

Even in the best of circumstances, sales can be a particularly ambiguous area of business. The ability to analyze sales representative performance means that those salespeople can be deployed as strategically and intelligently as possible.

Staff with specific shortcomings can be given appropriate training or mentoring. Performance analysis may also reveal that a representative has a particularly high conversion rate with a specific type of customer, possibly because they are better at explaining technical details. With this information, sales personnel can be strategically deployed to provide optimal conversion rates.

A Comprehensive Overview of Customer Relationships

A centralized database of a company’s customer relations information results in a number of enhancements and efficiencies. With all of this information in one place, it can be more easily and effectively accessed, categorized, and organized.

With the right software, this data can also be thoroughly analyzed, allowing for forecasting and reporting. Campaign sequence management is also included in high-quality and the best CRM software to track interactions and progress with potential customers.

Staff can provide better customer service with this information, while the software highlights opportunities for up-selling and cross-selling. Again, analytics applied to this data allows for more effective sales targeting by highlighting information such as customer purchasing habits.

Overall, this leads to better decision-making as well as better customer relations. When important dates, such as birthdays, are recorded, CRM software can remind sales staff to send an appropriate message that will sustain and build that relationship. This has a number of advantages, including increased customer loyalty.

CRM Software Features to Look For

If you decide that Customer Relations Management Software is right for your company, there are a few key features to consider when choosing a provider.

 

  • Scalability – CRM software with modularity and scalability enables you to adopt the features your business requires as they arise, allowing you to adapt to a changing business environment.
  • Mobilization – The modern workplace is becoming more dynamic.
  • Flexibility and responsiveness- These are provided by CRM software that can run on and be accessed from mobile devices. Your CRM software should enable you to take advantage of mobile technology’s capabilities.

Consider your current customer relationship management system. It is most likely made up of Excel spreadsheets and Outlook messages. Check that the CRM software you use can import data from Excel and Outlook.

Ready to use CRM Runner?
Sign up for a personalized 14-day free trial today! Email us at info@crmrunner.com or call at 877.590.0040!

The need to integrate CRM for electricians into your business

The biggest reason for using CRM software is to organize information properly. It generally concerns customer information. Owners of many electrical organizations realize that usage of CRM software in their business would provide them with benefits, more than just organizing customer information. CRM software is advantageous for all, from field technicians to employees, and generates more revenue for the business.

However, the complex part of the task is to find CRM software that would actually be advantageous for your business and not become just one more tool to execute business functions. Most CRM software cannot integrate other software, are not accessible to technicians, or have a backdated interface. The good news is that there are many CRM for electricians to try out and implement the best one into their business. To know the best software, you may adopt the trial and error method. Unfortunately, this is time-consuming and not economical for anybody. Additionally, your employees will get confused as they try to adjust to each type of CRM software. We have mentioned the benefits of CRM software for electricians to know the best software for their performance. 

The office staff are responsible for a lot of tasks when it comes to the execution of your business smoothly. They have to accept phone calls, write down job descriptions, allocate the technicians with tasks, provide customers with updates of technicians, record the follow-ups, and process payments on time. Without CRM software, managing all these things would become tedious. Many would think of maintaining spreadsheets and writing on pen and paper but we all know how time-consuming these things are. Plus, if you lose documents, your business will lose customers. 

There is a whole process that follows up when a customer calls up your business. If you do not have CRM software, you have to jot down customer information, pull out a customer chart, read the chart thoroughly, call back the customer, take full information, and allocate a technician. To avoid this time-consuming long process, implement CRM for electrical contractors into your business. Using CRM software would be very economical and less time-consuming.

Reasons for implementing multi-language CRM software

Globalization of business has created many opportunities for business owners and customers. In today’s world, businesses do not remain restricted within the geographical borders of a region. It can expand to foreign countries as well. Consumers are provided with a vast stock of choices to select from. But, what would happen if an English customer wants to contact the customer support of a Hindi speaking nation? This problem can be solved with multi-language CRM software. You would not be bound by the shortcomings of a foreign language. People can easily contact your customer support from any part of the world. 

Benefits

On the part of consumers, they can interact with the business in their own language. This helps them feel important. There are several benefits for businesses too. When you can provide personalized services to your customers, you can gain in the market. Two of such benefits have been mentioned below.

Formation of Trust and loyalty

Data says that most customers prefer to buy products from a business that provides after-sale service in the customers’  native language. By providing such services, businesses can earn brand loyalty. Put yourself in such a situation. You would want to connect with people who would be able to effectively communicate with you. Your customers would prefer the same treatment too. No matter how small the query is, a great communication system builds trust and loyalty in the company. With the formation of trust, comes greater purchasing demand. This generates profits from the business,

Win in the Long Run

Suppose, two companies sell the same products with the same price and durability. Now, you need to contact customer support for some queries. One company was able to solve your query in your native language and you were satisfied. The other company was not capable of providing such service. Which company would you prefer? It is normal for a customer to even pay more for a product that comes with great customer care. Suppose, your customer is Turkish and you are English. You can easily use CRM software in Turkish to smoothly solve the problems of your customer.

The Five Essentials of a CRM Software for Sales

Keeping track of your customers – and potential customers – is essential in any sales-driven business, but a surprising number of companies lack a formal, standardized system for employees to track their customer relationships.

At a very basic level, the purpose of CRM Software for sales is to organize the sales process, improve communications between members of the sales team and managers and free up time for sales.

  1. Contact details

At the most basic level, you should be centralizing and formalizing all leads’ contact information. It’s critical that your sales team knows who owns which leads in order to avoid awkward situations. The last thing you want is for different members of your sales team to contact potential customers multiple times.

  1. Calendar

You and your sales team will be able to keep track of where they need to be and when if you have a shared calendar, whether it’s shared with the entire team or just the sales manager. Dedicated CRM software allow you to link a calendar to a To-Do list, allow users to send notifications if other team members are needed at meetings, and sometimes even automate the process.

  1. To-Do List

A CRM system for sales should also allow users to prioritize their tasks. Do lists are the type of thing that can get out of hand, but they’re also necessary because it’s all too easy to forget what you need to do. A To-Do list can be used in a variety of ways; some people try to complete it every day, while others use it as a reminder for less important tasks that might otherwise be forgotten.

  1. Keep a call log

If your sales team spends a lot of time cold calling, they’ll need a way to keep track of who they’ve reached out to. This information should be stored in your Sales CRM once again.

Not only will it benefit team members, but it will also allow a sales manager to see how many leads the sales team is generating. If calls do not lead to meetings, and meetings do not lead to sales, then staff training or hiring an outside company to generate leads and allow salespeople to focus on closing may be necessary.

  1. Take notes on the phone

This is closely related to the call log. With high call volumes, it can be difficult for sales team members to recall what was discussed on a specific call or at a specific meeting off the top of their heads. Similarly, having to chase sales can be time-consuming for a manager.

These are the absolute essentials for running a successful CRM system for your sales team. Many other services and features can be added and integrated to help you streamline your sales process even more. 

Sign up for a personalized 14-day free trial today! Email us at info@crmrunner.com or call at 877.590.0040!

How to choose the best HVAC CRM software?

An HVAC Customer Relationship Management System is software that stores customer and job information at the same location. As a business owner, you must have different types of information about your customer – names, phone numbers, addresses, email addresses, job histories, etc. If this information is not organized properly, you might lose them and your business can suffer terrible losses. Implementing a top-quality HVAC CRM into your business will save you time by not having to sort out papers and important documents about job details. The best quality software is more complex than free software but does not require high investments.

You need to consider some facts before choosing the best CRM HVAC software to suit your needs.

CRM and HVAC Compatibility

It is important to consider whether you need CRM software that is specifically made for HVAC or not. You generally send invoices and job details from a  customer’s account. This increases the productivity of your business as you perform several tasks from one place. The best CRM software has several integrations. You should always choose an HVAC CRM software that syncs customer data with job data. Your tool should store customer details and his/her job history details and connect these with the available jobs. Additionally, search for a tool that would also provide training to your employees. In this way, the whole team will know how to use the software well. 

If you go for general CRM software, you would use a tool that was not made for your business. They would act like an address book and a method to send emails. They do not provide the unique experience an HVAC CRM software provides. 

Can It Be Personalized?

The job history of each customer is available to you. In this way, technicians have an idea of what they would be working with before performing the task. In this way, the technicians would provide personalized services. Top-class CRM software makes the whole process simpler and more entertaining. They also earn the best return on investment and generate revenue for your business. You would want to contact your customers in the way they prefer.

Benefits of chat feature in CRM

In this digital age of social media and online business, people expect fast replies. Gone are the days when the customers had to wait for hours or even days to get a reply. In this fast-paced world, nobody has time to wait. If you want to satisfy your customer, you need to have the best chat features built in CRM software. Your customer care team needs to be ever ready, attending to customers without any delay. To avoid any miscommunication on the part of the business, many companies have adopted live chat tools. To improve the performance of your customer care team, you would require a live chat tool that connects the members with the customers in real-time. This tool also helps you to offer personalized services. Some of the top benefits have been mentioned.

Many companies prefer to keep IVR as a mode of communication between the company and customers. However, is this method effective when the customers have to be on hold for hours just to get a chance to connect with the right representative? It is not possible to satisfy your customers with such a broken system of communication. A business flourishes because of its customers. When you cannot satisfy your customers, they would not support your business too. Using CRM chat, a customer can chat with the right person with just a single click. It discards the long traditional process and provides personalized services. Therefore, live chat is a wonderful tool for companies to keep their customers satisfied and generate more leads. The best thing about the live chat tool is that it helps your members to provide immediate replies to your customers. Data says that most people love to connect with businesses through chat systems because they provide immediate replies. You should not ignore this opportunity. The chat system is the most famous mode of communication among consumers. You can allocate each visitor to each member so that no customer has to wait for getting replies. If you fail to provide replies, your business will fail to survive. Your customers will be sure that their queries will get resolved.

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