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3 Advantages of Integrating GPS Tracking Data with CRM Software

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

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

  1. Collect sales data in real-time

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

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

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

  1. Organize client meetings efficiently

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

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

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

  1. Manage travel expenses and reimbursements accurately

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

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

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

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

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

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

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

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

 

Benefits of Investing in CRM Software for Small Businesses

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

Resource Utilization That Is More Efficient

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

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

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

A Comprehensive Overview of Customer Relationships

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

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

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

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

CRM Software Features to Look For

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

 

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

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

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

The need to integrate CRM for electricians into your business

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

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

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

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

Reasons for implementing multi-language CRM software

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

Benefits

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

Formation of Trust and loyalty

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

Win in the Long Run

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

The Five Essentials of a CRM Software for Sales

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

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

  1. Contact details

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

  1. Calendar

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

  1. To-Do List

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

  1. Keep a call log

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

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

  1. Take notes on the phone

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

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

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

How to choose the best HVAC CRM software?

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

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

CRM and HVAC Compatibility

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

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

Can It Be Personalized?

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

Benefits of chat feature in CRM

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

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

3 Benefits of Integrating GPS into CRM Software

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A large sales team is allocated over a huge geographical area. They find leads, close deals, and even cold-calls sometimes. Keeping a record of such a huge team becomes difficult and traditional methods such as check-ins are time-consuming.

To make your work easy and keep track of each member of the team, you can use GPS tracking CRM software. It gives several benefits to you and your sales team.

Real-Time Data

Is your sales team effective? You can find it out by integrating GPS into CRM software. GPS not only informs you where your members are but provides you with much other information. It helps you to track the leads and clients your team members are connecting with, the follow-ups and also the sales that are closing. You can see the complete picture of your sales team working on the field while being at the office or home. GPS integration into CRM software allows you to access data in a centralized location. You can see the complete history of your business – leads, close-ups, meetings, etc. This software helps you to understand the complete picture of your business.

Manage Client Meetings

You will need to respond quickly when new leads enter your CRM software. In such a situation, knowing where each member of your sales team is placed will enable you to allocate leads to such a person. Let’s say, a lead wants to meet your member the same evening. You can quickly find out the closest member and instruct him to execute a meeting with the lead smoothly. If a lead wants a phone call, you can check the CRM software and find out which member is at the office or on a break so that you can assign the phone call to that person. With prompt responses, you can get more leads, more close-ups and satisfied customers.

Not Time-Consuming

Your team members do not have to find time to check into the office. CRM with GPS tracking allows each member to check in from their location automatically. The software always lets you know the current location of your member. Your team members can focus on their work effectively.

Crm Hvac Can Help You Track Your Business

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Between the field and the office, the HVAC business is always on the go. The industry has operated in multiple locations and regions, regardless of the day and time.

To stay competitive, HVAC companies deal with many work orders, data, field professionals, finances, etc. Handling the organization manually exploits time and effort while introducing the possibility of mistakes. Adhering to a program that can resolve these issues and problems is the best solution.

By using CRM HVAC Software, businesses are able to manage all their functions in one place and build their businesses. Employee management is a difficult task to accomplish. Creating schedules, monitoring jobs, providing equipment, moving stocks, submitting field work orders, and so on, all while ensuring accurate paperwork and processing, all takes time.

As a field service provider, you need a reliable method for getting work done. You can streamline your service-based business’s operations by using a field management system.

GPS

GPS integration is common among CRM HVAC Management Software. You can track and monitor your technicians in the field. Also, this feature can help field professionals find traffic-free routes, shorten routes and save fuel and time on their way to the field. Integrating GPS systems into the employee-employer relationship increases transparency and encourages honest dedication to the job. The customer can also see where the technician is on their way to the work site. This supports more productive work and more efficient field work.

Working hours:

CRM Runner promotes appropriate payments and precise stipends to their professionals based on their working hours, a feature not available on all HVAC software. Using time card integrations in the software, field professionals can input their check-in and check-out times before and after work.

When the working hour estimate is exceeded, this aids in increasing billable hours. All invoices that are approved by the customers include the tracked working hours. As a result, the authenticity of the organization is ensured and customers can be assured of the quality of the service they receive.

Progress:

One of the major concerns of any industry is ensuring the progress of the organization on all fronts. On a daily, weekly, and monthly basis, CRM HVAC business software provides updates about work orders, employee performance, and revenues. Businesses can monitor progress based on a variety of categories, including estimates, invoices, work orders: done, cancelled, paid, and ongoing, field updates, and other data related to their operations.

When using a one-stop field service and office management system – CRM Runner, your HVAC business management will be easier and faster. Schedules can be viewed every day, every week, and every month. You can also view, track and monitor a team’s schedule or an individual’s schedule or their performance. Predefined job statuses are also displayed.

CRM Runner makes field service management easier

 

Using Field Service CRM Software Offers 3 Great Benefits

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One of the biggest challenges managers face is managing field services. With a paper-based field service management system, it is difficult to maintain records and data. To manage their fieldwork, most significant companies use field service software. Manage field service technicians’ tasks, track labor hours, and invoice customers with field service management software. To improve their productivity, many companies use business automation software and field service management software.

The blog discusses the benefits of field service CRM software for professionals.

Enhance potency

Traditionally, companies hired a separate group of employees to handle fieldwork. Every employee is paid a salary. With the help of field service CRM software, companies no longer need a person to handle that aspect of business. This helps increase revenue. Using field service CRM software, you can track field professionals’ movements in real-time. The software enables technicians to capture customer information.

By using dynamic field service CRM software like CRM Runner, professionals can receive work dispatches on their phones instantly. A notification will be sent to both the client and management team upon completion of the work order.

Reduce production costs

Field service CRM software helps companies reduce production costs and increase revenue, which is the primary goal of a business. Many companies hire several employees to monitor the employees’ activities, task scheduling, project distribution, and customer service processes. These functions are now carried out by a field service CRM software. Customers are then more satisfied, as the costs are reduced.

The field service CRM software allows managers to track employees even if they are out of the office in real-time, sharing the burden of employee tracking with the manager. As a result, they can focus on other important tasks, and projects are completed on time.

Improved customer service

Client complaints will be reduced if companies use field service CRM software. Customers will receive timely responses if companies use the software. Using their phones, customers can track and modify their work orders. Through their phones, companies can also assign tasks and track progress on projects to their technicians. Customers will receive their orders on time as a result of this. This way, your clients will be more satisfied with your work as a result of field service management.

Do you want to use such a field service CRM software to grow your business? Take a gallop through the world of CRM Runner – an end-to-end, one-stop solution for field service and office management.

Organize Your Business Schedules and Appointments Effectively with Field Management System

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Managing business schedules is an everyday activity. Having unorganized schedules and appointments causes unnecessary delays, stress, and anxiety. You need to organize your business schedules and appointments when dealing with a field service business and moving between the field and your office.

Keeping track of your clients and projects helps you stay on track. Here are a few ways a field management system – CRM Runner – can help you organize your business schedules and appointments effectively.

Map out your priorities

By using a field management system, on-field members can be scheduled for the job. It ensures that all appointments, dispatches, and business schedules will not be missed. The field management system calendar sends reminders and notifications to both the customer and technician before the scheduled work order is scheduled. In this way, they can stay on schedule and complete the job in a timely manner. Drag and drop their work order and the assigned members onto the calendar to schedule.

Work orders and tasks are organized on a calendar with the help of the software. For a more comprehensive view of the schedules, it also provides different views such as group, individual, and status views. You can see all the field members’ schedules in the group view. In addition, you can view a technician’s schedule for the day, week, or month on the calendar. Work order status can also be viewed on the calendar.

Scheduling remotely

When you manage your business remotely and organize your schedules, you can save time and energy. You can switch to a paperless mode and stop running around offices, making calls, and making copies. Working online is efficient and convenient. Teams can be assigned, rescheduled and managed using the field service mobile app. Users can schedule and manage appointments no matter where they are. If you have a mobile app that allows you to access and modify your schedules from your phone, you don’t need an office or papers for schedule organization.

You can also send SMS reminders and notifications to your on-field staff about upcoming scheduled appointments and work orders. The calendar of the CRM Runner field management system is synced seamlessly.

Scheduling appointments to maximize time

Using a field service management system like CRM Runner, you can quickly reschedule or move appointments simply by dragging and dropping on the calendar. Customer appointments can often be cancelled or rescheduled according to customer convenience. Changes to the schedules of on-field employees on the calendar are easier to adhere to their system.

With field service software like CRM Runner, the business schedules can be viewed daily, weekly, and monthly. Also, you can view an employee’s schedule or the schedule of the whole team. The software also displays the predefined status of each job.

Manage your field service business more efficiently with CRM Runner.

Smarten Up Your Business’ Inventory Management with Inventory CRM Software

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Businesses are all about making money. Regardless of your industry or role in a company, you want to find ways to accomplish goals. Approximately half of retailers use a perpetual inventory management strategy, and over half of businesses are using CRM solutions – and those numbers are increasing.

These two types of systems are becoming increasingly important for business success.

How will it be if you get an integrated inventory CRM Software? Yes, that will surely supercharge your business’ inventory management processes. See our CRM Runner inventory CRM Software.

Using CRM Runner, how can you manage your inventory?

  • The inventory can be categorized using different tabs at your convenience.
  • Allows you to set up a reorder reminder when a certain threshold has been reached.
  • Maintain inventory, non-inventory items, and service items.
  • Using RMA, you can accept returns, refunds, and exchanges.
  • Drag and drop the columns to alter the look.
  • As soon as items arrive at your warehouse from suppliers, the system automatically updates inventory stock.
  • Using CRM Runner, you can capture and verify all the information you need about products and services, including serial numbers, pictures, descriptions, prices, stock numbers, and more.
  • Use the search bar to find products by their names or descriptions.
  • SKU and serial numbers can be used to keep track of products.
  • Set the warranty on products or items.

Through our intuitive and inventory features, you can manage accurate stock levels at different locations, schedule timely procurement, store frequent stock transactions, and analyze stock movement patterns efficiently. CRM Runner also allows you to maintain product quality and manage threshold quantities of stock.

Want to see it in action? Try CRM Runner for free for 14 days and experience it!

 

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