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CRM Online Pricing

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What to Expect with CRM Online Pricing

When shopping for an online CRM system, getting lost in the dozens of companies who offer customer relationship management services is inevitable. Business managers already know the benefits of using an online CRM service to help increase efficiencies to improve their customer retention averages. Part of what it takes to keep customers happy with any product or service is the smooth operations of a company which is available and at the ready to answer questions and fulfill customer requests.

A significant consideration when shopping for an online CRM system is to only pay for what your business actually needs.

CRM Pricing

 

CRM online pricing is not based on an industry standard and will vary from company to company.

CRM costs are in their infancy of setting a standard across the board for businesses of various sizes. According to the Harvard Business Review, the ROI for CRM systems was considerable even when CRM systems required pricey installation efforts almost no businesses other than corporate enterprises could afford. With cloud and other advanced technologies, CRM systems have simplified the materials required while bringing improved services and reporting to their entrepreneurial customers. In one system, as opposed to multiple hard copy files, business owners have fast, easy access to information which is critical when making hard decisions. When it comes to letting go employees which are not up to par with company standards to cutting products, detailed reports make these choices easier to make before a harmful amount of revenue is lost.

By majority, the cost of online CRM services is divided into monthly or annual costs. CRM pricing tends to offer a percentage off the monthly price for customers willing to pay for one year up front.

 

Find a customer relationship management package which actually fits the needs of your particular business.

The need for CRM services is not limited to big business. Small to medium business owners who promote a product or service where field staff is required find they are more capable of meeting their customers’ needs when they are efficient and streamlined in their day-to-day operations.

While one may come across a free CRM service for small businesses, checking the features of the free version will demonstrate the adage of “you get what you pay for.” Some services offer absolutely no reporting, one of the most critical features when looking to cut costs and maintain stock which is most popular for one’s loyal customer base.

Make sure to scan the different packages and just pay for what will make you more available to your customers. Maybe scheduling is less significant to your company than inventory tracking or maybe you need to know where your technicians are in order to answer your questioning customers in real time. Which packages will best suit your business’ needs?

 

CRM Runner online pricing is competitive with the leading CRM businesses in the industry.

At $15 per month (or $13.75 per month when paid for the whole year), customers choosing the “Startup” package receive the mobile app, dashboard, leads generation and reporting feature, estimates, invoices, professional quotes templates, the ability to accept payment transactions anywhere, inventory tracking, and suppliers tracking. Depending on the size of the company, this package could help avoid a number of obstacles through online payments portals, easy to draft quotes to send leads, and the ability to watch how inventory is used and where corners may be cut. This package does not include SMS.

The online pricing for the “PRO” package includes everything in the “Startup” plus SMS and the addition of features which help maintain effective, company-wide communication. For $50 per month (or $45.83 per month when paid for one year), gain access to the scheduler, jobs/work orders reporting, and employee reporting. These features make it widely visible to staff where they are supposed to be, when they’re supposed to be there, and what they’re supposed to do at the job site. In addition to mitigating the risks of schedule confusion, employers receive notifications regarding personal details such as birthdays offering the opportunity to acknowledge staff and let them know they’re important to the company. Maintaining records on employee performance, setting permissions, chat functionality, and QuickBooks integration are also included in this package.

CRM costs for the “Enterprise” package build upon the “PRO” features for $95 per month (or $87 per month when paid for the year). This package adds serial number monitoring, allows for multiple stores, and supports geolocation provisions. The most all-inclusive package called the “Ultimate” at $145 per month ($132 per month when paid for the year) includes all business operations in one system. Use the payroll, shifts schedule, voice recognition, social media integration, clock in/out function, project planner, and e-mail blast features for the optimal planning software in improving business efficiency.

 

Customer relationship management companies which stand behind their product and services will offer a free trial.

Business managers have the opportunity to test out the full features of CRM Runner for a 30-day trial to see what services best fulfill the needs of the company. The price of CRM software pays for itself when increased functionality makes room for more customers to find your business.

To learn more about online pricing for CRM Runner and how your business will grow through increased efficiencies, sign up for a 30-day free trial here.

 

Online Client Relationship Management Software

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A Better CRM: Which Online Client Relationship Management Software is a Good Alternative to Salesforce?

Customer relationship management systems are a necessity in the growing industries of field service. Improving customer satisfaction is critical to growth – when a business’ current customers love how a service or product makes life easier, they become loyal, returning customers. Modern consumers prefer to align with their brands of interest and will share with their friends how much they like their favorite products and services.

For business managers conducting research on CRM systems, Salesforce inevitably shows up as a search result as it is one of the most widely known CRM systems. In spite of its popularity, Salesforce is not the most user-friendly system as most often cited by even mostly satisfied customers. If one’s business requires remote oversight of field service technicians and employees, Salesforce might not be the best choice.

 

Better CRM

What exactly are CRM tools?

Customer relationship management tools bring a number of functions together to optimize efficiencies within a company. When a business manager is taken away from business development tasks to look up a hard copy file of a customer’s address or is unable to tell a customer when to expect a delivery or service employee, this is a loss. Time and money are forfeited when managers are ill-equipped to serve day-to-day functions in a way which does not require significant amounts of time and effort needed for improving business practices.

An easy-to use CRM system helps managers with varying management necessities such as receiving daily progress reports, creating employee schedules, maintaining oversight on the location of staff and inventory, keeping records and contact information for business personnel and customers, and so on. The option for mobile apps to allow managers to have essential information at their fingertips at all times.

 

What is an alternative to Salesforce?

Salesforce is widely considered to be overwhelming for startup or developing businesses which need to focus more on specific areas of the large online CRM system to nurture the current client base. Time, money, and resources may be lost in simply figuring out how to maximize the capabilities of the tool rather than obtaining the goal of a CRM system – increase efficiencies to generate more revenue.

CRM Runner is a great alternative to Salesforce for businesses in need of a simpler, easy to use CRM app. With four different packages with increasing levels of features, businesses only pay for what they actually need to run their daily operations more smoothly and to the satisfaction of their unique clientele. What Salesforce does not provide to field service businesses is GPS tracking.

 

Service teams using a simple CRM are best equipped to help grow business.

Small to medium business owners who require field staff find they are more capable of meeting their customers’ needs when they have the ability to effectively communicate. One CRM user, Alonso Herrera noted how calling all of his employees to find out where they were day after day was taxing and depleted his reserves to focus on business development.

CRM Runner allows business owners like Alonso Herrera to know where his employees are without the hassle of phoning each and every one or, even more time-consuming, having to shadow each employee to verify work quality and completion. The CRM Runner app tracks the whereabouts of people and equipment, including company-owned service vehicles, to reduce the time it takes to answer a customer requesting an ETA on his or her service technician.

CRM Runner includes features designed for service-based businesses to avoid the analysis paralysis of an enormous, sales-based online CRM system like Salesforce. Link the field service team with office management at the click of a button and communicate with team members and clients all in one CRM system. Maintain reports on how the team is performing to accurately determine the most valuable assets to the company and learn quickly who may cost the company more money to keep on the team. Cut corners in inventory with regular reports detailing what is used, most in demand, least functional, etc.

“I am glad that I took the free 30-day CRM RUNNER trial. During this period, I could feel the difference…” – Samuel Alborado

 

Discover for yourself the best client relationship management software of 2018

Test out the specially designed features of CRM Runner for a 30-day trial and find out what an easy to use CRM system can do for your business. This trial will help demonstrate what your team finds most useful so you only pay for what you actually need to satisfy your clients and continue to grow. Sign up for a 30-day free trial here.

 

CRM System Helps Construction and Electrician Businesses

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A CRM system works overtime to solve project management issues for construction and electrician crews in Miami

Project managers for construction and electrician businesses are faced with the unique and taxing responsibility of managing teams in the field. It is rarely convenient and never cost effective for a project manager to abandon administrative and business development tasks to shadow every job site and every employee. Communication is vital to maintaining quality control over the particular issues faced by the construction and electrician industry.

Construction and electrician crews need the right tools to properly represent the company and adequately serve the customers’ needs. A CRM system can go a long way to serving construction and electrician businesses in Miami to better serve the community and increase potential revenue.

CRM Runner Online System

A CRM system helps construction and electrician businesses in Miami address one of the top complications of the industry – changes in scope.

Customers are rarely equipped with the knowledge and experience of professional construction and electrician businesses.  This can lead them to make requests to change the scope of an established project at any stage of construction. While this is a consistent obstacle all construction and electrician companies face, what may set one company apart from the competition is the ability to effectively communicate with all parties involved.

CRM Runner features an all-inclusive communication system accessible on a handheld device or a desktop computer so project managers can reach out to their customers anywhere, any time. Effectively explain to customers what is involved with making the adjustments for which they are asking and keep the entire team in the loop with what the customer wants and what the company has agreed to change.

The CRM Runner online system for electricians and construction crews includes a GPS system and time tracking reports in order for project managers to have constant oversight of work progress.

Know where employees, equipment, inventory, and tools are at all times with the GPS feature of the CRM Runner system. This knowledge helps project managers maintain an accurate stock supply through the reports of what is used on what jobs. The CRM system for Miami managers offers visibility of when company property leaves and returns to headquarters or the company warehouse.

Determine top performers in various different types of jobs with the GPS and time tracking feature. CRM Runner maintains data on the time it takes each employee to complete an assignment. Provide accurate feedback to a waiting customer or project lead if an employee is running behind schedule for any reason or needs to be replaced with another employee.

An online CRM system for construction and electrician crews in Miami makes it easy to set expectations with crews whether on-the-go or in the office.

CRM Runner includes an easy scheduler to make it clear where you expect your teams to be and when. Project managers and employees have access to this information at all times through the CRM Runner phone app. When changes need to be implemented, your team is instantly alerted to the new expectations and can communicate their questions or concerns in real-time.

When juggling multiple projects at once, managing the details of each individual project is vital to providing better customer service and staying ahead of the competition. CRM Runner helps project managers keep all the relevant information of each individual project in designated files to keep accurate contact information, site data, team assignments, deadlines, material necessities, and incident reports in one place.

Improve customer service to overcome stakeholder indifference and retain loyal clientele for your construction or electrician business in Miami with a CRM system.

Stakeholder indifference can kill a major project and cause delays or rework. Rather than struggle to encourage participation, effortlessly scan the reports and details of every project to provide orderly and incentivized status updates to stakeholders. The time not wasted on the minutiae of making sure teams have contact information, site data, etc., frees up project managers to spend the time they need to form contingency plans and strategies to overcome this potential risk to work projects.

Rather than use up time needed to overcome the management aspect of customer expectations, equip construction and electrician crews with the most up-to-date information and expectations to avoid further delays. Spend management time on the items outside of the company’s control and improve customer relations while teams in the field continue to be productive.

To learn more about CRM Runner and how your business will grow through mangers spending more time on customer relations and less time on work site issues, sign up for a 30-day free trial here.

Online CRM System Can Help Your Business

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5 Ways an Online CRM System Can Help Your Business Increase Profits

The market for services which require staff in the field is swelling in both demand and options for companies providing installation, delivery, repair, and other home and office services. To stay ahead of the competition, service-based businesses look for ways to increase efficiencies and improve customer service.

Keep your lead on competitors with an online CRM system in order to build better customer relationships, maintain a more sustainable inventory, boost staff productivity, provide optimum customer service, and retain a loyal customer base.

Online CRM System

#1: CRM Runner helps small businesses increase revenue through improved customer relationships.

An online CRM system will reduce the time it requires to develop a strong business relationship with your customers. CRM Runner maintains records of every significant detail regarding each individual customer.

At the tap of a button on a handheld device or a click on the desktop app, managers have at their disposal every item purchased and all communications from texts to e-mails through the CRM system. Whenever an individual client calls on the company for advice or follow-up service, an online CRM system eliminates the need to shuffle through paperwork, ask questions of service technicians who may be in the field working, and other hindrances to immediately responding to their inquiry. These relationships are the bread and butter of a small business wanting to expand. Improving communications frees up time to dedicate to business development and managerial efforts.

#2: The online CRM Runner system allows for small businesses to maintain a more sustainable inventory of equipment and supplies.

An online CRM system tracks your entire inventory from tools, equipment, products, and even service vehicles. This monitoring system gives managers oversight of demand on certain products in order to efficiently separate unnecessary or unwanted items from the products your customers need most. Managers are able to track how much product leaves the shelves and the durability of testing or repair equipment in order to maintain on-hand what is most likely needed to avoid a halt in operations.

This tracking system is likewise connected to employees who use company property. Managers are able to detect their most efficient and reliable employees through a click on the CRM Runner app. They can view how long each staff member takes to complete certain jobs, how much equipment or supplies are used for each job, etc. Identifying where you need to cut costs saves the company revenue to distribute to business development necessities.

#3: Boost your employees’ productivity with the best online CRM system technology to avoid archaic processes slowing down work progress.

Small businesses that are able to help their employees best represent the company through cutting the minutiae tasks preventing them from doing their work. The manual brainwork of seeking out customer contact information, reviewing each customer’s history, potentially speaking to customers to get caught up on what they need, etc.; these are all tasks which are automated with the use of a sophisticated online CRM system.

With an online CRM system, your field service representatives can spend their time cultivating lasting customer relationships with clients who will ask for them to return whenever they have an issue. Technicians are empowered to do the best job possible for more clients in a day with the right technology.

#4: An online CRM system improves customer service allowing for reasonable pricing to increase revenue.

Research conducted by Defaqto indicates over half of consumers are willing to pay more money for a quality experience. With all the efficiencies built into the use of the online CRM Runner system, you are able to demonstrate your superior care for your customers’ needs and provide them with personalized attention. This allows for more flexibility to increase your prices where it makes the most sense for your business to best serve your clientele.

#5: Improve your customer retention with the help of an online CRM system to avoid loss of valuable resources on scrambling to gain new customers.

It costs much more to gain new customers than it does to retain repeating customers. According to the Harvard Business Review, businesses can increase profits 25%-95% through a mere 5% reduction in customer loss. The happier you keep your current client base, the more free advertising you receive through word-of-mouth and social media.

CRM Runner provides a less annoying CRM system. CRM Runner also provides oversight on all your business interactions with customers revealing your at-risk customers and your satisfied clients.

This technology assists with addressing problems faster and nurturing the best leads. When you divide your time wisely with customers most likely to return, your company will receive the dividends of your use of an online CRM system for years.

Installation Business with the help of CRM System

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If you run an installation business, a CRM system will help you get the most critical elements of your business organized to the satisfaction of your customers

Most business tools are directed at product-based business. When you manage an installation operation, you need tools to help you not only maintain a quality product, but, you also need to be properly equipped to manage the service side of your business.

In an age of Google reviews guiding customer expectations, satisfaction with your service technicians is vital to maintaining your customer base and growing your business through customer recommendations.

Handle all the details with the best CRM online system. Installation services require consistent, accurate, real-time communication between employees and customers alike.

Customers want to know when to expect a service technician for your installation service in order to arrange their own busy schedules. Tardiness or poor communication are among the top complaints when customers leave a poor review for an installation service.

With CRM Runner, managers have the hawk-eye view of every technician’s schedule and can directly verify with each staff member regarding work schedule expectations. The same application allows for real-time notification to the customer as to what time your professional installers are expected to arrive on site. This feature of the CRM system is vital to weeding out substandard performers in your organization in order to put the best service providers on your work force.

CRM System

Track the progress of your installation technicians with the CRM Runner’s GPS reporting system.

When extenuating circumstances arise in the installation technician’s schedule, a business manager is able to verify the location of an employee and inform the customer of any changes in schedule with CRM Runner. Using a GPS system, CRM Runner monitors the location of every technician throughout the day.

Depending on your own schedule, the online CRM system will provide a day-end report of what was completed and how much time was required for each employee to complete tasks. This feature makes it possible for managers to monitor the progress of the entire staff without having to use valuable time and resources shadowing every installation job.

An online CRM system reports on the whereabouts of employees as well as equipment from its departure from the warehouse to its final destination.

You have a product designed to make your customers’ lives easier; this product is valuable and it’s critical to know how much of your product is ordered, used, replaced, etc.

Maintaining appropriate inventory and allowing for mistakes and damage is one of the largest obstacles for installation businesses. Verify your necessary quantities with the valuable data tracked effortlessly on an online CRM system. The reports gathered from this feature make it possible to evaluate inventory to avoid overstock of unnecessary or unpopular products.

Additionally, know when the products have left the warehouse and arrived at the work site. Gather details of what happens to installation tools and when they are checked back into company inventory. You also have the ability to see when a work truck leaves and returns from wherever you happen to be without the need for extra manpower to check in and out with service utilities.

Improve your customer retention and business growth by optimizing your work flow efficiencies with the best online CRM system.

Running a business means you need office time to spend on marketing, product evaluations, customer service improvement strategies, etc. Without an enormous amount of time to spend on the evaluation of manpower and making sure your employees are operating to the satisfaction of your customers while representing your business with the utmost professionalism, a CRM system will help you gather all the data you need at the click of a button or a glance at the phone app.

Your installation business will stand out against the competition when you have the ability to know your staff is where they need to be when they’re expected to be there. Keeping your customers happy will keep them coming back to you and increase the likelihood they’ll recommend you to others who need your products and services. An all-inclusive CRM management system will make a remarkable difference in up scaling your customer service and inventory procedures. CRM Runner will save you money and time lost too often on low quality performers, supplies, and lost clientele due to inefficient service.

To learn more about CRM Runner and how your business will grow through increased efficiencies, sign up for a 30-day free trial here.

How a CRM System Addresses the Challenges of Managing an Extermination and Pest Control Business

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Pest control is a part of life few residents or small business owners can avoid. The hiring process to accommodate the insistent needs of customers who want pests out of their homes and offices is challenging enough without also attempting to maintain management oversight of where employees travel, products used, etc.

Employees in the field are essential to managing a pest control business and the field staff required to perform extermination procedures fluctuates. Using up your own time to provide oversight of employees, inventory, managing schedules, etc. can sound impossible without hiring a manager to shadow every single employee.

Using CRM Runner, an online CRM system, to manage field staff addresses the major challenges of running a pest control operation.

Field Service Management

 

The best CRM online system makes field service management during the peak pest control season easier.

The height of pest control season is summertime. An increase in numbers of pests during the warmer months results in a spike of scheduling issues. Extermination businesses often need more people in more places during this time of year. Likewise, in winter, when there are fewer work orders for pest control and field technicians, forming an updated schedule to address the needs of the company comes with unique, fluctuating challenges.

Making it easier to maintain clear communication with staff when it comes to job scheduling changes during the height and the low of pest control seasons is invaluable to extermination businesses. CRM Runner makes it possible to keep both your customers and your staff informed of appointments and changing requirements throughout the day any time of year.

With a CRM field management system, tracking supplies and pest control equipment in addition to field staff is simple.

Clearing a customer’s home or business from unwanted critters requires a great deal of manpower, equipment and supplies. While keeping track of the location and schedule-keeping of employees, managers also need to track the chemicals and hardware used when addressing their customers’ problems.

CRM Runner’s field management software maintains oversight on business inventory across all relevant locales as well as the usage rate of supplies and service vehicles of each employee. The online CRM tracks the inventory at the office or warehouse, when it leaves to the job site, and the return to the company. This reporting occurs in real time enabling supervisors to halt or adjust job progress as required with a quick review of the CRM report.

The real time feature of the CRM system includes instant communication with pest control employees and their assigned clients.

Short of traveling with your staff to every location, a challenge faced by any business with field technicians is knowing what was completed on any given day by any particular employee. The option of traveling with even one employee is costly and unsustainable.

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 is an all-in-one system making it possible to keep tabs on the day’s progress at the click of button or a glance at the mobile app version of the CRM system. The CRM utilizes GPS tracking to report on the whereabouts of people and equipment. The system includes day-end reporting where technicians upload data and images from each site for manager verification. Additionally, managers will have the advantage of a time tracking system to get a clear view of how much time is spent per job.

Pest control is a highly saturated field; optimizing your business’ efficiencies will leave less room for error and more opportunity to increase revenue.

Evaluating staff requires oversight which cannot be provided from the office. A business run on the skills and time management of field technicians thrives on happy customers telling their friends about the excellent service of their exterminator. Set your pest control business apart from competitors with optimal efficiency; have your staff where they need to be when they need to be there to meet your customers’ needs. An all-inclusive CRM management system will make a huge difference in identifying your top performers, products, and most needed services to keep your customers coming back to your company. CRM Runner will save you money and resources on low quality performers, supplies, and lost clientele due to inefficient service.

To learn more about CRM Runner and how your business will grow through increased efficiencies, sign up for a 30-day free trial here.

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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