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VOIP CRM Software

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VOIP is an outstanding option just for everyone. It has an attractive number of features at an affordable price. Compared to the usual phone service (wireless service), VOIP is far less affordable. This is what the average earners are after. Since you’re simply making use of the internet, not the usual phone system, you save a lot of money in carriage fees – fees when making voice or call over phone lines. VOIP becomes more interesting with its integration with the CRM technology. For most, they like the idea that they will only be paying for the service only when they need it. No monthly obligations to settle. This is the pay-as-you-go feature of the VOIP CRM Software. You get to send your voice messages as clearly as possible, with fewer interruptions and affordable expense.

Modern VOIP Software has a wide variety of features in increasing the rate of efficiency and quality in delivering service. Most VOIP providers get the top of the line CRM Software even if it requires a hefty investment. For them, why invest for something that would drive success in the long run? With CRM software working, they can gauge the status of the services they provide and set transformations to keep costumers satisfaction on top. More and more companies are well entrenched with the support of VOIP CRM services. All aspects of the business have turned to functionality. They can differentiate themselves from the rest and get millions of people to subscribe. VoIP CRM service is so feature-rich and user-friendly. With just the basic VoIP CRM, companies provide you long-lasting features like the conferencing, call waiting, and call forwarding – all free of charges. Unlike the traditional phone service, you have to pay for the extra services you avail.

You don’t need to all new digital equipment and hire an IT expert to make the real switch to VOIP CRM Software. Software providers will simply make use of what you have, only they will require you to change units if they really can’t do upgrades. Most CRM technologies simply convert signals from devices to digital packets that can work well over the World Wide Web. Yes, it would be great if you choose to upgrade all devices, but that would depend on your pocket.

It’s necessary to start with VOIP CRM Software. This is highly recommended. One word of advice, when using CRM for your VOIP business, study the manual thoroughly. You might need to do the adjustment with the settings or make customization moves and troubleshooting. The package has all the things you need from the tips to demo files. CRM technology can guarantee you the best connectivity. So, no more network congestion. Voices can reach destinations without interruptions. While most people will not have an issue with voice quality on VoIP CRM technology, some may experience issues from time to time such as reduced voice tone or delay responses. These are temporary problems. CRM Service providers already addressed these issues, so there’s no need to worry.

CRM for Logistics Companies

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Which Features Should a CRM for Logistics Companies Have?

A CRM for logistics companies should come with several automated tools and features built in.  Logistics companies often struggle with managing resources during times of growth.  It can be difficult to manage the pick-up, transport and delivery of different items many miles apart.  As companies grow they acquire more delivery drivers and inside support staff.  This makes keeping track of what is going on and how customers are serviced a main concern.

When the choice to implement a CRM for logistics companies is made, managers find that oversight for employees and how they interact with clients becomes effortless.  With the right features built into the CRM, scheduling drivers and updating customers happens in the same system.  Features that automate frequently occurring tasks like appointment reminders, estimate creation, and employee reporting are also needed in a CRM for logistics companies.

CRM for Logistics Companies

A transportation management system is built into the best CRM for logistics companies.

The number one feature needed in a software for logistics companies is the ability to manage transportation.  Since logistics companies are in the business of transporting things from point A to point B, a transportation management system that is built into the platform they use is essential.  Having all of the information that employees and managers need all in one place makes knowing where each item in transit is, how long it’s been there and when it’s expected to arrive as easy as touching a button.

The best transportation management systems include GPS tracking for the transport vehicles and the on the devices carried by both delivery drivers and sales staff.  Software for logistics companies that doesn’t track where the items are located often makes the business have trouble meeting deadlines and impressing customers.  Those who choose to use a CRM for logistic companies with a built in transportation management system find the time spent managing routes and drivers significantly decreases.

Specially designed software for logistics companies should include these 4 features:

Accessibility from anywhere

Logistic companies operate from everywhere, which makes a software that operates from everywhere more vital than it is for other companies.  Delivery drivers that are able to log in to an app on their phone to report deliveries and delays help inside staff and managers know how the day is going and what information customers need. A software for logistics companies that is accessible from any device with an internet connection is the best choice.

Tracking of items and employees in transit

Managers for logistics companies struggle the most with knowing where a driver is and why there is a delay.  Whether it’s sitting in traffic or a mechanical delay, it throws off the schedule and customers need to know ahead of time.  A CRM system that includes GPS tracking of transport vehicles and their driver’s device changes the game for a logistics company.

Real time reporting

Often managers don’t know what delivery drivers were up to and how long their route takes until they pour over hours of delivery logs.  A software for logistic companies should include an automated way that managers are notified as drivers move throughout their route.  A CRM with real time reporting from drivers after each delivery can automatically notify managers and ultimately take out all the guess work.

Automatic completion of repeated tasks

Sending reminder emails, estimates and invoices after delivery can all happen with one click in CRM systems where automated tasks are set up.  In a CRM for logistics companies, when a pick up or delivery is scheduled or delayed, customers can be updated automatically.  This saves field staff and office staff time and increases their productivity.

A CRM for logistics companies that offers a free trial

CRM Runner has all of the features needed in a CRM for logistics companies.   Managers of logistics companies that use CRM Runner know where everything is and how it’s moving.  Customer communications, requests, scheduled deliveries and automated reporting are all built into their software.  Equipped with GPS tracking and customizable reporting, CRM Runner has all of ideal features to help a logistics company grow without strain on its employees and its profits.

We offers a no risk demo and free trial to software companies that are struggling with growth.  During the free trial, it’s encouraged to set up the system fully and take advantage of everything it has to offer a company.  To learn more about the software for logistics companies from CRM Runner.

HVAC Business Management Software

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5 Things to Consider About HVAC Business Management Software

HVAC business management software needs to be equipped to handle many types of tasks.  Software programs that aide HVAC businesses in navigating through their challenges and streamlining their day to day operations must have specific features that are helpful to overcoming the unique challenges presented by the HVAC industry.

Software for HVAC companies needs to be capable of tracking employees, inventory, and other day to day tasks that make the business function efficiently.  HVAC business management software should work with the way a business already runs while streamlining the processes they’ve always used to save time and money.  Many features work together to accomplish the tasks of helping manage a business but several more comprehensive features are needed in the top HVAC business management software programs.

HVAC Business Management Software

5 things to know about HVAC Business Management Software

Many features make it easier to manage an HVAC business.  Managers are able to provide oversight in all areas of the business by just logging on.  Customers and team members are updated in real time on schedule changes and managers are kept in the loop on what is accomplished and what is delayed with an effective HVAC business management software.

Most standard business management software programs will have basic features that can help improve the way a company operates but not all are equipped to meet the needs of the HVAC industry. Software programs that work best for HVAC companies are capable of these 5 things:

Accessibility from anywhere

HVAC companies are largely comprised of field staff and installation technicians.  They need to be able to access customer information, reporting features and product information from anywhere.  This makes an HVAC business management software that is cloud based an ideal solution.  Team members can log on from anywhere with an internet connection and that proves to be vital in the HVAC industry.

Function as a HVAC scheduling software

Scheduling is a big pain point for many HVAC companies.  Their scheduling system isn’t connected to customer information or inventory.  This often means that drive times are off and appointments get delayed.  Without a program that functions like an HVAC scheduling software, mistakes are often made that cost the company money.

Tracking where HVAC technicians are

Many managers have trouble holding technicians and field staff accountable.  An HVAC business management software that is equipped with GPS tracking is a simple solution to a long time issue.  The location of their device and their work vehicle can be monitored by any manager that is given access.  This helps managers know which employees spend how long on which types of calls.  Knowing this information improves how the business schedules and trains employees.

Updates customers and informs them about their technician

A HVAC business management software should keep customers up to date by sending out automated updates.  These updates can include estimated arrival times and information about the technician the customer should expect to see at their door.  These kinds of automated touches save time and improve the customer experience.  Software for HVAC companies that are equipped this feature will give them a competitive edge.

Inventory tracking across multiple sites

HVAC businesses often lose money in unused material and supplies sitting on the warehouse shelf that is outdated and no longer in demand.  With multiple work trucks carrying supplies, HVAC companies need more than just a list of how many products they have.  Consistent monitoring of inventory across multiple locations is the ideal way for HVAC businesses to understand what material they have and where it is located.

HVAC business management software should come with a free trial

Software that is designed to help HVAC companies increase their profits should offer a free trial.  HVAC business management software should function in a way that makes sense for office staff, technicians and managers.  Owners should choose a company that offers a free trial and make sure to set up the software just like they would if they had purchased it.  When a business uses a product before it’s purchased, there is a better chance their purchase will be worth the investment.  To learn more about a software that can help HVAC businesses see more profit, click here to schedule a demo or start a free trial.

Construction Management Software

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Construction Management Software Designed with Job Sites In Mind Increases Revenue

Construction companies need specific features in a CRM to help them effectively manage multiple job sites and crews that work in the field.  As construction businesses grow, the number of job sites and projects to order material for pile up.  Often businesses that see a lot of growth quickly find tasks being missed and corners being cut if they aren’t using a construction management software.

It isn’t long before customers start to complain and managers feel like they don’t know what is going on at any project.  During this growth period, those managers are most likely found driving from site to site to check on progress while also trying to bring in new customers, create new estimates and even keep up with what project needs which materials.  It’s missed things like unneeded inventory, underperforming employees and forgotten messages that start to add up the hits that profit margins take.

Construction Management Software

How does Construction Management Software help increase revenue?

Construction management software helps increase revenue by keeping managers informed of job site progress, tracking employee locations and staying on top of inventory.  Not all CRMs work well as a construction project management software, so it’s important to make sure that the features offered meet the needs of the company.  Choosing to use a construction management software mostly helps managers know what is going on in their business without being everywhere at once.

Construction companies function mainly with field staff.  Crews and work vans take material to the job site and often work unsupervised by lead management staff.  The main concerns for managers are if the crews are working, if they are on track for completion and whether or not there is enough material on hand to complete the job.  A construction management software solves all of those problems with the click of a button.

Which features are best for a construction project management software?

Construction project management software needs different features than a company trying to sell a product.  The construction industry manages several projects across several different job sites with several different crews. Since none of that happens at the office, the features for a standard business won’t suffice for a construction company.  For this reason, it’s best to seek out a construction project management software that has the following features.

Employee tracking

In an industry where most employees are in the field and not directly supervised it can be difficult to know where they are, how long they have been there and if they are working.  Features like GPS tracking, built-in timekeeping and custom reporting help managers track employees with a construction project management software.

Estimates and invoicing

Construction crews and business owners that can create estimates from their device and send them directly to the customer before they depart from the site often leave the customer with a good impression.  Having a construction management software that allows estimates and invoices to be created and paid can help streamline the way a business gives a quote and gets a new contract.

Inventory monitoring across multiple job sites

When job sites are spread out, a feature that enables inventory tracking across all job sites is ideal for a construction project management software.  A CRM, like CRM Runner, integrates inventory tracking and allows for managers to see where all the material the company has is located.  With the right CRM, material can be on a work van, on a job site or in the warehouse but still shows up in the inventory counts.

Up-to-date reporting on project progress

Knowing how a project is progressing has been cited as one of the most difficult things managers of construction companies face.  As the number of sites begins to grow, the ability to do on site checks decreases. Without a construction project management software in place that employees use to fill out their reports, managers often can’t get a grip on which projects are at a standstill and which are on schedule.

How to choose a construction project management software

Choosing a construction project management software isn’t only about features.  Making sure that the needed features, like those listed above are available is only one important step.  Trying out the new CRM system is essential to knowing if it’s a good fit for any construction business. Those who choose to go with a company that allows an extensive free trial of their construction project management software see better results.  To schedule a demo and sign up for a free trial of construction management software, click here.

Benefits of a CRM Software

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The Benefits of a CRM software for Electrical Contractors

Electrical contractors face unique challenges when growing their business.  The more job sites and crew members they take on the more difficult it is to maintain project deadlines.  Often when electrical contractors begin to expand tasks start to fall through the cracks and complaints begin to surface.  Finding a better way to manage their business, their job sites and their materials becomes the only thing that can help save the day.

An automated CRM software for electrical contractors can help simplify tasks and create streamlined ways to manage staff and materials.  The right CRM for electrical contractors will also include the capabilities to track employees and get job site updates without leaving the office.  An online CRM platform is a cost effective solution to many of the problems electrical contractors face.

Benefits of a CRM Software

What does a CRM for electrical contractors do?

A CRM is an automated software for electrical contractors that helps them track employees, job sites and customers all in one place.  Some have basic functions but the most comprehensive CRM systems can also help with invoicing and reporting.  A system designed specifically for electrical contractors should be capable of tracking materials across multiple job sites, staff members and where they are as well as invoicing for customers.

Streamlining these processes can save managers time and money.  Reporting features and better tracking lead to more informed decisions about employee promotions, which services are selling and where the company is losing money.  Being able to access all of the information an owner needs to know about a business at the click of a button is the major assets that using a CRM software for electrical contractors provides.

Benefits of a CRM for electrical contractors

Using a CRM system benefits electrical contractors in a variety of ways.  Improving customer service and keeping the office staff updated on when a job is finished and a technician is in route to the next work order is just one of the many benefits those who use a CRM system.  Many tools and features of the best CRM systems help meet the needs of electrical contractors. The following are the most vital benefits of using a CRM for contractors.

Know where electricians are at during their work day

A CRM software for electrical contractors should be able to use GPS tracking to locate field staff that are on-site.  This type of feature enables a CRM to work for the business by better understanding how long it takes to complete a job and which electricians are better suited for which service calls.

Up-to-date reporting on job site progress

Custom reporting features inside a comprehensive CRM helps electrical contractors keep their employees accountable.  Managers set up end of day reports that can be completed and submitted from a mobile app.  Pictures attached give the manager a full view of what was completed.

 Tracking materials across multiple projects

Keeping track of materials across several projects is a main concern for electrical contractors.  Some may have many work vans completing service calls throughout the city, and each of those vans contains equipment.  Knowing which van is ready for which service call just by clicking the inventory tab, helps owners and managers better serve customers.

Invoicing for electrical contractors

One of the main pain points for electrical contractors is finding a software that can create estimates and invoice customers in the field.  A CRM that is also an invoicing software for electrical contractors is ideal for getting a better understanding of what money is coming in and what money is going out.         

CRM Runner includes an invoicing software for electrical contractors

A CRM for electrical contractors does more than just track leads.  It tracks materials, employees and customer service.  With the most comprehensive system on the market, electrical contractors are able to prepare an invoice and collect payment from the job site.  Invoicing software for electrical contractors should include estimate creation as well as payment options.  Electrical contractors that choose a CRM to handle all of their needs should carefully choose which features will serve them best.  To schedule a demo of a CRM software for electrical contractors, click here.

CRM Makes Managing Resources Easier for a Business

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How a CRM makes managing resources easier for a business

Customer resources are more than just the people who answer the phone.  Excellent customer resource management includes monitoring all employees, products and policies.  Without a CRM many companies are forced to manage all of their resources in several different places.  For some this means that their schedule is located in a different place than customer information and end of day reporting.  A disorganized workflow like the one described leads to lost time and money tracking down information.

Businesses have 2 types of resources. External resources that directly benefit the customer and internal resources that directly benefit the business.  Both of these types of resources should be managed effectively to see the full potential of business growth.  When learning to manage the two types of resources in a business it’s important to understand that internal resources give external resources their value.   The best online CRM systems in 2019 take care of both customer resource management and internal content resource management.

CRM - Business and Management

 

2 types of resources businesses must manage to see growth

External resources are parts of the business that touch the customers and internal resources are usually documents containing content about the business and for the business.  Resources that reach the customer which are beneficial to track include employees, products and communications.  Some resources need to be seen by managers and some by particular employees only, a good CRM will include ways to manage both customer resources and content resources appropriately.

Customer resource management focuses on providing everything that a customer needs in a timely manner.  A CRM system that includes this allows for team members to help customers, check inventory and schedule appointments all in one place.  Content resource management is more business focused.  The behind the scenes content, like reports and training information should be organized and ideally kept in the same place as all other business information.

CRM Makes Managing Resources Easy for Business

Many types of software exist to keep track of customer resources and content resources.  Some track only sales leads, some only keep up with inventory and others exist simply to house appointments.  Often another program entirely is required to organize and track training materials, reports and employee performance.  The best CRM systems keep it all one place and make it accessible from anywhere.

 

An effective CRM is proficient at customer resource management.

Customer resource management is about managing the products they buy and how they get service. A CRM system that tracks all of that information in once place helps team members provide better solutions for the customers more quickly than before.  For the most effective customer resource management approach, the CRM a business chooses should be able to track where employees are in their day, how they are providing service and what they accomplished in one database.

Additionally, managing customer resources is about tracking communication with customers and what they purchase. It can also be very valuable if a customer resource management system also includes management of marketing content and automated sending of follow up emails.  CRM systems that also allow for tracking of the schedule next to the inventory help team members know which technician has the equipment and the time to do the job assigned.

Content resource management streamlines the way a business succeeds.

Content resource management is about organizing internal content about the business and assigning it’s review to the proper manager.  Many CRM’s exclude the ability to organize reports, training, and employee performance evaluations.  While many focus on customer leads and tracking the sales process, more comprehensive CRMs now include other features, like content resource management to aide businesses in streamlining their processes.

CRMs that include the ability to set permissions, customize reports and evaluate employee progress are ideal for any business that hopes to achieve growth.  Content resource management tools that organize who needs to complete which training and tasks with built-in reporting features make it easy for managers to see who is under performing and who needs some additional training.  When a CRM is used to manage day to day operations, end of day reporting, client communications and inventory – businesses see more profit and better customer reviews.

Managing resources is a big part of what makes business successful.  Ensuring that employees arrive to jobs on time and that customer needs are taken care of is easier with a customer resource management tools.  To learn more about how a CRM can help owners manage their business resources effectively, click here.

Client Database Software for Small Businesses

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Using a Client Database Software for Small Businesses Can Increase Revenue in 2019

Client database software for small businesses may seem like an unwise investment if one evaluates only the cost of acquiring and training.  However, the real value in a program that manages clients is the long term changes in costs, employees, and customer service.

Small changes can make a big difference in the bottom line for a small business.  Often stuck in between acquiring new clients and monitoring the service that loyal customers receive, managers and business owners find it hard to keep up while also continuing to grow and scale.  A simple answer to this age old problem is a client database software for small business.

Client Database Software for Small Businesses

What is a client database software for small business?

Designed for small businesses and their needs, this type of client database software helps the owner wear more hats and spend less time managing tasks.  A client database software is a program that houses and tracks information, purchases and communications with clients.  A more comprehensive software platform may also include other features that small businesses find helpful like inventory tracking and employee reporting.

 

CRM for Small Business

 

How does using a CRM to manage a business help increase profits?

Online CRM platforms keep communication in one place so that managers and employees are up-to-date on expectations, customer requests and team schedules.  Managing repetitive tasks with a CRM is about automation and keeps managers focused on managing instead of spending hours doing paperwork and data entry.  An effective CRM will also allow for customized reporting, access from anywhere and employee tracking.  This helps owners make informed decisions about where to spend less to make more.

A customizable CRM for small businesses is the best way to grow a in business in 2019.

Not all client relationship management tools have customizable options.  A customizable CRM for small businesses allows owners to control what is on their reports and what updates their employees have to give.  Creating reports that are similar to paperwork staff is already familiar with helps ensure they are willing to comply with implementing a new CRM system.

When implementing a customizable CRM for small businesses, managers and owners should take special care in the set up.  Taking the time to set up the right permissions, appropriate templates and effective dashboards help ensure that the small business is using this new investment to it’s full potential.  To get the most out of a new CRM, owners should also choose one that is cloud based.

The most popular CRM for small business in 2019 is cloud based

Online systems that are cloud based are considered to be the most popular CRM for small businesses.  Since small business owners are often also the lone solider in HR, accounting and sales – it’s essential that their client database software is available from anywhere.  Answering questions for customers and changing the schedule on the fly without a cloud based CRM is nearly impossible and almost always creates extra work, like touching base with the employee and the client.

Since cloud based CRM systems send an update to the client, the schedule and all team members all at once it saves time and money.  The most popular CRM for small business allows managers to check in with progress, client communication and sales totals from anywhere with an internet connection.  Cloud based systems update in real time and help track everything it takes run a business with the tap of button.

Reliable client database software programs offer a free trial

Client database software for small businesses created with a user friendly design offer a free trial.  During this free trial, business owners should take the time to set up the system just like they plan to use it for the long term.  This is the only way to truly know if the system will work for the way a business operates.  During and after the trial, it’s advised to ask employees who engage with the CRM most often for their feedback and what they would change if they could.

Owners who choose a customizable CRM for small business, like CRM Runner, find it easier to make the adaptations needed to keep employees engaged and motivated to use the new system.  After a month of use, it should be clear how the CRM system can help increase revenue and improve customer service.  Engaged and informed employees provide better service and in turn a more profitable 2019. To learn more about CRM Runner for your businesses, visit them online and schedule a free demo.

Employee and Client Tracking Software

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Employee and Client Tracking Software Help Keep Businesses on Top of Revenue

Even with the best in client tracking software available, a surprising number of business owners still aren’t aware of where their business is losing money.  It isn’t entirely their fault. With all of the tasks on the plate of a business owner it is impossible to keep up with everything.  Many third party reviewers find that businesses often lose money when two important things aren’t tracked appropriately.

Businesses are made up of employees that service clients.  Since those two things are such a large part of what a business is, it isn’t shocking that they are two of the main areas where a business loses money.  Appropriately implementing an employee tracking software can help businesses understand where employees are costing money and where they are cutting corners.  In additional to tracking employees, businesses that choose to also use a client tracking software report less losses and more sales.

 Employee and Client Tracking Software

Why businesses need to use a client tracking software

Using client tracking software enables business owners to improve customer satisfaction and better monitor changes in customer patterns and requests.  Doing this has a direct impact on various parts of the business.  For example, a client tracking software can help business owners determine buying trends and which customers are more likely to return or purchase an upsell.

The best types of software that tracks client activity will also keep communications, demographic information and work orders all in one place.  Finding a software that tracks client purchases, communications and satisfaction is a sure way for businesses to increase their profit and decrease client retention costs.

 

Benefits of a client tracking software

Business owners that choose to use a client tracking software see bigger numbers, smaller problems and an improved customer experiences.  While there are many benefits of using a software that tracks client information, there are a few main benefits that most business owners report.  When evaluating the reasons to begin tracking clients with in an automated way it becomes clear that both the business and the customer see benefits.

For business owners, keeping client communication in one place as well as better reporting topped the list of benefits.  Sales teams say they appreciate tracking client purchases and an easier way to follow-up.  Many report that they are more efficient with their time and get more sales because they better know their customers and how they purchase.  With a client tracking software keeping everything in one place, customers feel more satisfied and tell their friends.  This combination of benefits results in decreased amounts of money spent on getting and keeping clients.

Businesses also need an employee tracking software

Businesses that know everything about their customers still lose money if they are in the dark about how their employees service those clients.  Keeping up with which employee is where and what work they have performed is a problem that every manager faces.  With employee tracking software monitoring their location, what equipment they have and what they have accomplished, the burden of keeping up with employees is far less significant.

Not all employee time tracking software has the capability to streamline all parts of tracking employees.  Some only track schedules, others only track inventory and others don’t track anything the employee completes at all.  While all tracking of employees can help a company cut costs and make well informed decisions some software that tracks employees is better equipped to track everything a business needs to monitor.

Top features included with an employee tracking software

Employee time tracking

An employee tracking software should keep track of when and where employees are working.  Ideally it will track their schedule as well as when they clock in and out all in one place.  A software that tracks employees in the most effective way will keep up with where employees are, how long they are there and when they stop working.  Some of the top employee tracking software programs will also integrate with popular payroll options seamlessly.

Employee performance tracking

Accountable employees improve customer service and increase revenue.  Software that tracks employees and the progress they have made help managers make knowledgeable choices about top performers and team members that just aren’t making the cut.  Programs with customizable reports that are easy to read and easy to fill out will help business owners track the performance of employees

GPS tracking for employee locations

Knowing if field and sales staff are actually at work or taking a long lunch is difficult without an employee tracking software that tells you exactly where they are.  Software that tracks employees by using the GPS location on their device ensures that businesses aren’t paying for work that was not completed.

Businesses that choose to use software to track their customers and their employees say that the costs of running their business decreased. Many also experience clients returning, repurchasing or telling their friends more frequently.  As the cost to do business goes down, businesses with software that tracks employees  and clients see higher profits and more satisfied customers.

CRM for Small Retail Businesses

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Is a CRM for Small Retail Businesses Worth the Cost?

Small retail businesses are faced with many challenges.  Managing customers, employees and inventory leaves little time for planning new products and marketing to keep increasing revenue.  A CRM for Small Retail Businesses can help manage day to day operations in a more streamlined way.

Some client relationship management systems offer more than a small business needs and some are free but also don’t have the tools to maximize potential.  Ensuring that the platform chosen is worth the cost is about how well it works into the way a business already runs and what additional features it offers to help the business continue to grow in a manageable way. Choosing a CRM that has all the benefits and features a specific small business needs is key to it being worth the investment.

CRM for Small Retail Businesses

What are the benefits of a CRM for Small Retail Businesses

The list of benefits for using a CRM for small retail business growth is quite long.  The tools and automated processes free up time for employees, managers and owners.  That time is spent acquiring and retaining customers instead of running in circles being less than effective.

CRM systems track customer information and help keep team members in the know about changes to schedules, work loads, and responsibilities.  Those who use a more automated system find that inventory tracking and purchase history tracking enable them to make better informed decisions about what takes up space on the shelves.

Remembering who customers are and what they like is easier for employees when they use a CRM system.  When customers feel valued and employees feel informed the payoff is a better customer experience and more reliable team member.  CRM systems give employees the information they need to be confident in providing an excellent customer experience.

 

Features to look for in a CRM for Small Retail Businesses

When choosing a CRM it’s best to look for one that works with the way a business currently functions.  Choosing solely based on features often causes a higher investment.  Unneeded features have been reported as big reason that employees don’t stick to using the new system.  While features should not be the most important factor when choosing a CRM for small retail businesses, they should certainly be considered.  The following 4 features are needed for retail businesses to get a competitive edge.

Inventory tracking

Tracking inventory is vital to a small business.  With a CRM system, managers can get low stock alerts, order reminders and view inventory trends at the click of a button.  If a small business has or plans to expand past one location, choosing a system that tracks inventory across multiple locations is ideal.

 Customer tracking

Tracking customers and their purchases is helpful when choosing new products and when to offer a special.  Understanding how customers purchase, what price point they purchase at and what gets them back into the store are important bits of information kept in a CRM for small retail businesses.

Customizable reporting

When a CRM system offers customizable reporting, managers can ask employees to update them on specific things during and at the end of their shift.  This enables managers to hold employees accountable even when they aren’t there – a feature that also works well for making sure a product reset was finished. Managers can require a picture of the reset is attached to the report.

Integration with marketing

Small marketing tasks like sending out a coupon in an email 3 days after purchase are easily integrated into a CRM system for small businesses.  Tracking information, how they purchase and which ads they respond well to, aide owners in predicting profits and how much money they can make from a pop-up sale.

 A CRM for Small Retail Businesses should be able to grow and scale

Being small enough to learn easily while also being enough to grow into is a tall order for software.  The best CRM for small businesses includes enough features to maximize functionality, not so many that employees are confused and an overall flexibility that allows for rapid growth. Choose a system like CRM Runner that has customizable features that can work well for now and after a growth spurt.  Click here to schedule a demo of the best CRM for small retail businesses.

Sales Database for Small Businesses

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Keep Your Sales Staff Prepared with a Sales Database for Small Businesses

Sales staff that don’t have the tools they need when they need them are less successful at closing deals and maintaining relationships.  It can be hard to know who needs a call back and what they want to buy when their information is at the office.  Sales people who have access to client information and good sales tools will be more prepared to close the deal.

Sales Database for Small Businesses

How does a sales database for small business work?

A sales database for small business keeps information about how the business is doing, what the customers want and where the employees are all in one place.  All communications with clients are logged and accessible by team members across the business.  Schedules, reports and manager expectations are updated frequently and also readily available.  By making information available to sales staff, customer representatives and managers – businesses seem more professional and trustworthy.

When a sales database for small business is added to daily operations much of the behind the scenes legwork of running a business and following up with a customer is automated.  Those types of tasks are handled by the sales database itself.  With the saved time and improved accessibility many businesses are able to scale and grow.

 

Does using a CRM for salespeople increase their productivity?

There are many schools of thought about what helps sales people increase their productivity.  Some point to mindset training or mentoring and others point to more practical solutions.  A CRM for salespeople can help team members feel more considered.  Sales staff often feel out of touch with what happens at the office and that can show through when they talk to clients.  When the representatives are updated by a CRM, they feel more in touch with their co-workers and that confidence shows through in their pitch.

Using a CRM for salespeople is more than just about helping them manage leads and access information about leads, it is also about accountability.  Unmotivated sales staff often knock off early or skip a few rounds because they rarely get found out.  With a CRM that tracks employees using their GPS location, they have incentive to be more accountable and consistent. Not every system is designed as a CRM for managing sales, but those that are tend to focus on 3 major ways to manage sales.

3 ways to use a CRM for managing sales in an effective way

Lead Follow up

A CRM for managing sales needs to include an easy to understand system for lead follow-up and prospects.  Some programs will integrate with lead generating systems and even record social media activity of potential and current clients.

Customer behavior patterns

When customers purchase, what advertisements they respond to and what products they prefer are all important information to have when marketing and closing deals.  Sales people that use a CRM for managing sales claim that having access to that information can make it easier to land the customer.

Hold sales staff accountable

Sales staff that aren’t held accountable for their numbers and exactly how many times they touch a prospect are less successful than those who have daily contact with their manager.  A CRM for managing sales has accountability built in, as all managers have access to every communication the sales person made by just reviewing their activity.

Why a CRM for salespeople works

A CRM for sales people works because it gives them access to tools and information needed to make the sale.  In some systems, sales people have access to inventory and scheduling to better service their customers.  A CRM for salespeople also allows them to access this information on the go from anywhere.  Implementing a tool that makes their lives easier ensures salespeople feel valued and heard.

In addition to giving them access to tools they need, a CRM for sales people also frees up some of their time.  When they are less focused on chasing down information and remembering what their coworker told them a prospect said, sales people can focus on finding new clients.  Using a CRM for sales people helps alleviate communication barriers between them, their customers, the office staff and management.

Are sales databases for small businesses worth the cost?

Sales databases for small businesses vary in price but cost should be less of concern than what value it adds to the business.  Managers are more informed, customers feel more appreciated and employees are held more accountable when a CRM is in use.  Those three things make the right CRM for salespeople worth the investment.  To learn more about how a CRM can help improve productivity and profits, click here.

Easiest CRM for Small Businesses

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The Easiest CRM for Small Businesses Helps Manage Work Flow and Client Communications

Solutions for common problems that business owners and solopreneurs face are not always obvious.  Finding time to handle paperwork, marketing and servicing clients are the major challenges that most owners report.  The solution for these problems is implementing the use of one of the easiest CRM system for small businesses.

Easiest CRM for Small Businesses

The easiest CRM for small businesses integrates into day to day operations seamlessly

While many business owners think about features and cost when evaluating a new CRM, that isn’t the biggest factor to consider.  The easiest CRM for small businesses works with the way a business already functions.  Features that allow team members to go about their day in a similar way to before makes it easier for team members to want to use the CRM system.

When looking for the easiest CRM for small businesses, owners should engage in a free trial before making a final decision.  What looks ideal on the surface may not work well for how employees complete tasks.  CRM systems that streamline processes and take care of repetitive tasks will help managers feel more informed and keep employees more accountable.

 

CRM Runner - Manage your Business

 

 What features are in the easiest CRM for small businesses?

User friendly features are an important part of the easiest CRM for small businesses.  Some systems offer more than a business needs and some don’t offer enough features or customization to entice employees  to use it.  Once the system has been seen as an inconvenience by team members it will be hard to see the value and educate them on the why behind it’s use.  The following features are thought to make it less difficult to run and manage a small business.

Client communication tracking

A software that tracks client communications all in one place is beneficial to small businesses that are growing.  Real time updates keep employees, managers and customers in the know with one action.  When customers feel like everyone they talk to knows about is a concerned with their problems, they turn into lifelong purchasers.

 Employee monitoring tools

Monitoring employees and their performance from anywhere through an app is the number one time saver for managers.  Understanding where employees are and exactly what they accomplished is vital to knowing who to replace and who to promote.

 Scheduling and timekeeping

The easiest CRM for small businesses also includes timekeeping and scheduling functionality.  Most small businesses utilize several different programs to accomplish these tasks.  Keeping it all together gives a better overall picture of the business, it’s employees and the clients that it serves.

The differences in a CRM for one person business and the easiest CRM for small businesses

There are few differences in the easiest CRM for small businesses and a CRM for a one person business.  Aside from not needing to track employees, most features needed in a CRM for a one person business are also needed to effectively manage a small business.  Solopreneurs that have thought about growing may want to experiment with employee tracking features and reporting before making a hire.

The main difference in the small business and the one person show is that information must be readily available in a CRM for a one person business.  This same thing is also what makes using a CRM for a one person business just as important as it is for a small business with employees and more than one location.  A CRM, like CRMRunner, that is available from anywhere is ideal for when one person is running the show.

 A CRM for one person business should be cloud based

A CRM for a one person business has to be available from anywhere.  When one person is running the entire business the ability to answer a customer’s question and find out if the product they need is in stock – all while in route to the next sales meeting is essential.  Logging on from anywhere with internet to have access to a customer list, lead information and sales trends can help a one person business get an edge over their competition.

Automating processes that run in the background helps a solopreneur get everything done and scale for growth.  When a CRM is working for a business, it’s like having another set of hands and an assistant that keeps up with everything.  CRM users say that can make all the different for an owner/operator that lacks time and energy.

Business Biggest CRM Software

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Does Your Business Need the Biggest CRM Software?

Not all businesses need the biggest CRM software on the market.  While a CRM system will bring added value to any business, choosing the right type and not the biggest CRM software is the best choice.  Equipped with features that aide in customer satisfaction, most client relationship management software programs are designed to help streamline processes and improve workflow.

Some of the biggest CRM software programs on the market focus on communications and sales but leave a lot to be desired when it comes to integrations and customize-able reporting.  Often business owners that are looking to grow are left putting in extra hours to make sure that all aspects of the business are taken care of.  With a CRM system designed to work with their business, owners will see better results than if they opt to choose the biggest CRM software based on size alone.

Biggest CRM Software

What is CRM software?

CRM stands for customer relationship management.  This type of software is designed to keep and track communications with clients in one central location.  A far cry from keeping client information in a spreadsheet, CRM systems help streamline the way customers receive information.  Basic CRM systems often focus solely on client communication while some of the biggest CRM software programs contain features that help maintain all aspects of a business.

 

How can using an online CRM software improve your business?

Business owners who choose to implement the use of an online CRM software report increased effectiveness from employees.  Most notably, the automation of repetitive tasks frees up time for managers and owners to focus on customer retention and new client acquisition. With the right CRM software, business owners will be able to create reports that can be easily completed and instantly reviewed.

Web based CRM software makes it easy for every employee to be up-to-date on their schedule, what the customer expects and what the manager needs – at the click of a button. An online CRM software that includes web based CRM applications is essential to allowing managers to check in on every job; no matter where they are in their day.  Dashboards and GPS tracking built inside online CRM software can help business owners accurately evaluate sales, progress and employees – in seconds.

An online CRM system that keeps everyone in the know can help improve customer satisfaction and increase profits.  Time spent tracking down employees for updates and on administrative tasks is more appropriately spent obtaining new customers with the use of an online CRM software.  When time and job progress are tracked right inside the application, updated in real time and available from anywhere there is an internet connection, the ways in which an online CRM software cam improve a business are limitless.

What are the best CRM features for your business?

 When choosing an online client relationship management system, it’s important to evaluate the CRM features and the CRM tools list to see if it is a good fit for the way the business is currently operating.  Implementation of an online CRM system is more effective if using it integrates seamlessly into the way the employees currently work.

Many CRM features are universal and can benefit many different types of businesses.  Often using different programs for different parts of business becomes a time consuming effort.  It can be hard to see how much time and money is wasted on the management of information without having access to a CRM tools list and an application with beneficial CRM features.

The most effective CRM features for businesses

 Tracking client communication is an essential and basic function for a CRM system.  The best CRM systems in 2019 have features that integrate and track client communication automatically from several platforms.  Text message, chat boxes and automatic tracking of emails are CRM features that can be helpful for client satisfaction.

Up-to-date reporting is a beneficial CRM feature for all businesses.  When a system includes this feature it usually allows managers to have a more accurate picture of what is getting accomplished without being on-site with every technician or member of the sales team.

GPS location of employees and inventory is a CRM tool that can aide service based industries in locating where technicians are working and how long they have been there.  With this CRM feature, even hard to pin down sales staff can be held accountable.

Job site updates aren’t available with all CRM systems.  Most often used for service calls and field staff jobs, this CRM feature can help a manager effectively know what is going on at multiple sites.  This enables managers to be more effective at managing multiple projects.

Integrated time keeping and invoicing is a beneficial CRM feature for all business sizes.  Time sheets and payments can be integrated directly into Quickbooks with some CRM systems.  This unique feature allows employees to clock in and out and accept payments inside the same application.

A CRM feature that is often overlooked is customize-able reporting and dashboards.  When managers are able to customize what reports look like they can make them exactly like reports that employees are used to filling out on paper.  Managers can also customize what their dashboard tells them about their business with this effective CRM feature.

Find CRM software examples

A CRM software provider that knows they have an effective CRM will be able to provide customer testimonials and CRM software examples.  Video tutorials and screenshots can be very valuable when helping employees acclimate to using the new CRM system.  An online system without CRM software examples available may be harder to implement.  Managers may need to help employees learn to use the system if appropriate training and CRM software examples aren’t accessible.

Look for CRM software companies that offer a free trial. 

A CRM software provider should stand behind their product by offering a trial.  After a free trial, ask employees for their feedback before purchasing from a CRM software company.  Finding the right online CRM system is about ensuring that it works into the way a business currently operates.  A CRM software provider like CRM Runner will help a business owner choose the right package for how they do business.  To learn more about CRM Runner, sign up for a free trial here.

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