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How CRM Runner Can Benefit Your Plumbing Business?

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The more calls you receive per day, the more successful your plumbing company will become. However, growth frequently means that meeting demand becomes more difficult. CRM Runner, thankfully, can help lighten the load. CRM Runner helps you stay organized on jobs while also increasing revenue.

Keep reading to discover why CRM Runner is the solution you’ve been missing.

Benefits Of Using CRM Runner For Your Plumbing Company

Plumbing companies benefit from CRM Runner for a variety of reasons, including maintaining customer satisfaction and streamlining operations. You have many other customer-related tasks that require close attention and effort to complete successfully, in addition to dispatching workers and creating invoices. A constantly updated record of customer profiles and interactions allows you to serve clients more efficiently, whether you’re at their home, business, or office.

Our high-quality CRM for plumbers and other businesses allows you to associate specific documents, such as contracts, invoices, and quotes, with relevant customers. With this well-organized structure, you can always have the necessary information at your fingertips before embarking on a task.

CRM Runner Features for Your Plumbing Business

  1. Dispatching: Automated scheduling is the most efficient way to manage jobs and daily operations. The best plumbing company scheduling software simplifies complex scheduling.
  2. GPS Tracking: With CRM Runner’s systematic arrangement, you can easily monitor your customers, prospects, team members, dealers, distributors, and agents on a single platform.
  3. Transactions: CRM Runner provides comprehensive and all-encompassing transaction options that improve the ease of doing business.
  4. Customer Service Experience: It is far more important to learn how your customer feels about your company after receiving service from you.
  5. Maintenance Agreements: Create maintenance contracts with customers for the specified scope of services and within the time frame specified.
  6. Electronic Quoting: CRM Runner makes it simple to generate invoices, manage sales, collect and track payments, do business accounting and calculate taxes, and use a comprehensive real-time reporting function to accurately measure business progress.
  7. Electronic Invoicing: A good business is always built on the “Customer First” motto, and with CRM RUNNER designed quotes and invoices, you can fully uphold that standard.

Start Your Free Trial Today with CRM Runner

Are you ready to take advantage of a software solution that will assist you in gaining clients and increasing revenue? CRM Runner is powerful yet incredibly simple to use, even for those unfamiliar with technology. You don’t have to let your lack of experience with CRM solutions prevent you from trying our software. Our mission is to provide businesses with an easy-to-use tool for managing customer relationships and closing sales.

If you’re motivated to grow your business, sign up for our 14-day free trial to see what we have to offer! Secure online access is available from any location, and our CRM is also available in a mobile version for those who prefer an on-the-go platform. If you have any questions, call us at 877.590.0040 to speak with one of our representatives. You can also request a demo!

5 Ways CRM Runner Can Streamline Your Marketing & Sales Processes

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Is your sales process in need of streamlining? A successful enterprise relies on it. In the event that your sales team has difficulty selling efficiently, your company’s growth is going to fall, which isn’t good for anyone.

A significant portion of a sales rep’s day is spent on administrative work. They schedule meetings, set up reminders, send emails, and handle other small tasks that can prevent them from closing sales.

In order to speed up your sales process, how can you make sure all of those admin tasks get done, but your sales teams have the time to close deals? CRM, or Customer Relationship Management software, is the answer to many companies’ problems.

Here at CRMrunner CRM Software understands that CRMs are designed to make it easier for your sales team to cultivate positive relationships with all of the leads who enter your sales cycle and eliminate a lot of the busywork that hinders them from closing the sale.

Here are just 5 of the top ways a CRM helps streamline your sales process.

#1 Streamline the marketing-to-sales transition

Leads disappear at the handoff between marketing and sales for most companies. There are many reasons why leads fall out of the sales funnel during the handoff from marketing to sales, from a lack of communication between sales and marketing to a lack of time for sales to follow up on all the leads marketing sends.

Most of these problems can be solved by a CRM.

Your sales team should be notified first. CRMs can automatically alert your sales team when a marketing team determines a lead is ready for sales. You can eliminate lost leads by contacting them the moment they leave the cycle.

In order to fix this, your sales team needs to see immediately if that lead is ready for them or not. You can use a CRM to see where your leads are in the buying process. Marketing can use the CRM to track every contact they have with that lead, giving the sales team an idea of how warm and ready the lead is for sales.

You can see at a glance whether a lead should be assigned to your sales reps or if marketing should handle it.

Transferring a lead back to marketing is easy with a quality CRM. They are back in marketing’s “to nurture” bucket after getting reassigned or re-categorized by the sales rep.

It is common for marketing leads to not convert into sales for many companies. Managing leads is partially handled by sales and marketing alignment, but a CRM can also be very helpful.

A quality CRM not only helps your sales team get more leads through the sales funnel, but also helps the marketing team better understand what each team needs in order to succeed.

#2 CRMs Improve Sales Funnel Visibility

Sales are busy at your company. This cannot be avoided. Your sales team is busy making contact with every lead your marketing team generates, determining which of your products or services is suitable for each one, and then nurturing and closing the sale. By allowing greater visibility into all of the prospects in the sales funnel, a CRM streamlines your sales process.

Using a CRM, you can see at any time where each prospect is in the sales funnel. Your sales team is likely letting leads fall out of the sales funnel if they manage their leads with post-it notes, a notebook, or another method. All of us are only human, so it isn’t their fault!

However, a CRM can help solve this problem by allowing your sales team to prioritize warm leads over those that need further nurturing.

An effective CRM can lead to an efficient and effective sales process due to the increased visibility it provides. You’ll be able to spend more time closing deals when your sales team is able to sort leads by industry, job title, interest level, and more.

#3 Streamlining Your Sales Process with Automated Tasks

Despite its importance, sending out catalogs, brochures, and pricing guides can be time-consuming and repetitive. Taking the time to copy-paste, change the names, attach the files, and send the email should not be an undertaking that your sales team has to undertake every time they send an email. Your sales team will have more time to sell if your CRM automates these repetitive tasks.

With a quality CRM, you can automate workflows, send follow-up emails, and use chatbots to remain in touch with your leads through the sales process, while letting your sales team focus on more important tasks.

CRMs can also send automated reminders for tasks that they cannot automate. Each contact must be contacted multiple times before a sale can be closed. So no leads fall through the cracks, your CRM can automatically remind your reps when to make these calls.

#4 Reporting is simple

Reports are not enjoyed by anyone. Could they be eliminated?

Your team will be able to quickly see what’s working and what’s not by using a CRM program.

The data provided by a CRM is one of the biggest advantages for a sales team. Your CRM is constantly collecting data as well as assisting your sales team. Identify which content offers bring in the most likely to close leads, which sales tools are most effective in closing those sales, and how long it takes for them to close.

As a result of all of that data, compiled by your CRM, you are able to interpret your sales team’s success, which will allow you to streamline your sales process and increase results.

#5 Detailed Productivity Reports and Sales Leaderboards

Teamwork is important to us. Having worked in a growth agency, we have seen that companies which encourage their sales representatives to collaborate tend to perform substantially better than those which have sales representatives using different sales tactics and even different sales procedures.

As a team, you and your sales team can optimize and streamline your sales process with advanced CRMs, such as CRM Runner. Among other things, you can monitor performance with sales leaderboards.

You can see which team members are doing well with your new sales process and which are struggling. Using these stats, you can motivate your whole team to close more deals by asking the top salespeople what they’re doing.

Get in touch with our team at CRM Runner if you’re interested in a CRM but don’t know where to start or are afraid of a lengthy learning curve. CRM Runner has a dedicated team dedicated to onboarding and training sales reps and marketing teams on how to use and take leverage of our CRM Software to streamline marketing and sales processes, and we are confident we can help you too.

When Do You Send Your Invoices, After Payment or Before? CRM Runner Has the Best Way to Invoice for You!

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Any company’s invoicing process is crucial. In addition to maintaining your cash flow, it also generates revenues for your company. In short, it’s the invoicing that helps you get paid on time. Field service management can be touchy about when to send an invoice to a customer.

One of the most important tasks a service business owner faces is sending invoices for their services or work. When should the invoices be sent out? Invoices can be sent before work is completed, but do they need to be sent before or after payment? Should they come before service?

An invoice sent before a job might seem like a simple solution to the problem – you get paid quickly and remain on schedule with your payroll. That being said, you should send an invoice based on the type of service you offer, the needs of your business, and your relationship with the customer.

How CRM Runner Can Streamline Your Invoicing Processes

Using CRM RUNNER, you will always be able to provide value propositions to your clients. CRM RUNNER designed quotes and invoices allow you to fully uphold the motto of “Customer First.”. You’ll always be one step ahead of your competitors with detailed quotes and invoices.

Invoice management with CRM Runner: How can it help?

  • Design quotes that are impressively designed and make a lasting impression.
  • Your clients will receive exactly what you specify for their operation.
  • Customize each field based on your business operations when providing quotes to customers.
  • In the event that a revised quote needs to be provided at a later date, you are free to make the necessary modifications.

Before We Wrap Up

CRM Runner brings you the best solution for all your customized invoicing issues. The smart, SaaS field service management software enables you to perform invoicing intuitively. In addition to streamlining the process of creating estimates and creating work orders, the two-way data synchronization eliminates duplicate entry of information or errors.

Want to see how CRM Runner works? Let’s schedule a talk today.

How Should I Choose a CRM? A Practical Quick Guide

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CRM is not just about technology, as you know. With the right CRM software solution, people and processes will be able to benefit greatly as well.

Therefore, what are some of the features that a good CRM software should have?

Email Blasting. Multiple platforms are difficult to use in today’s business world. By integrating email into CRM Software, you never have to leave the app to ensure that communication between team members and customer outreach is successful.

Pipeline visibility. A sales funnel should illustrate the steps necessary to sell your product or service. The report shows how many open deals you have, what stage they are at, how much support you need, and if you can meet your targets. CRM Runner’s sales funnel helps you streamline your sales process. Sorting your leads into groups is easy. With this information, you’ll know who needs to be followed up with, who has agreed to buy, and who has already paid. In order to find out what parts of your funnel need to be improved, CRM Runner automatically generates a sales report.

Inventory management. With our intuitive and inventory features, you can manage accurate stock levels at multiple locations, schedule timely procurements, keep track of frequent stock transactions, and analyze stock movement patterns efficiently. CRM Runner also allows you to manage threshold quantities of stock and maintain product quality.

Built-in collaboration tools. Effective CRM doesn’t happen in a vacuum. It affects sales, marketing, and customer service. It affects sales, marketing, and customer service. Among the features you should keep an eye out for are the ability to collaborate in real-time like chatbot integration, GPS tracking feature, share documents, and communicate effectively within the platform.

If you are interested in a CRM but are unsure where to start or concerned about the learning curve, contact our team at CRM Runner. We at CRM Runner have a dedicated team dedicated to onboarding and teaching sales reps and marketing teams how to use our CRM Software to streamline marketing and sales processes.

Integrating GPS Tracking with CRM System: The Key to Employee Accountability

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You can organize your reps easily using field staff management CRM software – with it, you can practice effective territory management and have your reps gather data easily. CRM software, however, can make increasing employee accountability simple, and this is something you may not have thought of before.

Communication and visibility are important aspects of accountability. You can keep an eye on your reps and help them whenever necessary if you communicate regularly with them. Monitoring your reps will increase their motivation to perform well if you monitor them. The following section explains how CRM software can increase employee accountability.

Communication

You will be able to free technicians from the need to manually check in on employees and contractors. This allows accurate time tracking of team members. Quickly and easily manage your crews, resources, and projects by filtering your search by individuals, teams, and locations.

Visibility

You will get a better sense of how much time each team member spends on a given project. Field agents are notified of invoices, estimates, leads, and sales generated per deadline.

CRM Runner – CRM GPS Tracking integration – allows you to have your customers, prospects, team members, dealers, distributors, and agents on one platform and monitor them easily. You will not only be able to manage your team members and perform tasks effectively, but also track the real-time updates of all the team members. A single click provides access to all your leads, deals, and distributors. CRM Runner allows you to monitor the movements of every sales representative deployed on the field using GPS tracking.

Want to learn how CRM Runner is your one-stop solution for field service and office management? Let’s schedule a talk today!

2 benefits of investing in sales CRM software

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A busy sales team is scattered over a large geographical region, busy closing deals, finding new leads, and trying to increase sales. Keeping a track of your sales can become challenging, and any traditional method like manual check-ins can be time-consuming. As you know, every second is important for a business person. You cannot afford to lose time following old methods. Your business can benefit from investing in a sales funnel CRM software. When you integrate data from tracking software with your CRM, your business will enjoy immense benefits.

Below are some of the benefits that you should know

Provides Real-time Sales Information

How effective is your busy sales team? Find it out with a GPS tracking app. GPS technology does more than just provide information about where your sales team is at the present. It helps you know which leads and customers your sales team is connecting with and which leads are closing. You can get a complete picture of your sales team just with a single click. Another advantage is that you can access the software from a centralized location. It means that you can view the complete history of your sales team, follow-ups and meetings. You can view all this information from your CRM software.

Management Efficiency

When new leads come to your sales team, they need to act quickly. In such a situation, knowing where each member of your sales team is will help you allocate meetings accordingly. Let’s say, your client wants to meet the same afternoon. CRM software will help you find who is the nearest sales member of that client. Or, maybe a new lead comes to your CRM software, and you need to call. Use your GPS software to find out which member is in the office, ending a meeting, or on a break, and assign the phone call to him quickly. With efficient management, you can have more leads and clients and have a satisfied customer base.

A good CRM software will help you to grow in the market and execute operations efficiently. Try to invest in good software now.

 

2 Steps to create a successful multilingual App

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It is the century of metropolitan cities with multiple languages and people living in a place. Countries like the USA, the UK, Australia, and South Africa observe people of different communities and languages living in the same area. Though the official language of these countries is English, a considerable number of people converse in other languages. Almost every city in these countries provides a polyglot culture. Hence, it is normal for mobile apps to offer services in local languages.

In the age of globalization, every business needs to have a worldwide presence and be successful. If your business has a mobile app that provides services in multiple languages, it will not only observe more conversion rates but also build a long-lasting relationship with your customers. A multi-language CRM software is crucial for the success of every business. It will also help to spread the brand name among the mass. The more users you have, the more successful your business will be.

2 Steps

Localization

Localization will help to translate your app into several new languages. Though you have to plan in advance, it is a good tool to expand your business into a foreign market. For example, you can use CRM software in French in an English-speaking country. You can offer personalized messages in each local language so that your app provides more than just a mere translation of the English language. It shows that your business pays attention to different linguistic, cultural, and dialectical differences, and gives your app a local appearance. While localizing, pay attention to data, time, and currency.

Translation

Translation of apps from one language to another requires detailed attention and persistence. It is not only about translating word to word but also providing cultural feelings and values. Translation can be of two types – human translation and machine translation. Human translation is the process where an individual translates word to word. It is the most preferred method of translation. In machine translation, the software is used to translate languages. It is faster than human translation but may not emphasize cultural values and feelings. Sometimes, the translations are not authentic.

Benefits of CRM software for your small business

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Clients are the god for any business, and small businesses are also counted in. The more people buy products and services from you, the more successful you are. Without loyal customers, you would not be able to survive in the market, receive feedback, or pay your employees. Customers are always on the lookout for the best buying experience. With the rise in competition, having a group of loyal customers and improving your customer service is important. Every business is focusing on customer relationship management. Unfortunately, only 1 in 3 small businesses use CRM system features. One of the main reasons why small businesses do not use CRM software is because it is expensive. However, any small business that invests in good CRM software notices a maximum return on their investment. Today, you will learn how CRM can be beneficial for small businesses, and you will notice an increase in sales without having to hire more people or work long hours.

Benefits

Choosing the right CRM software can increase your sales, update important customer details and boost your business.

Client Management

If you are a business owner, you will understand how difficult it is to keep the information of several customers organized. Lost are those days when you had to note down every detail of a customer. You do not have to stress about losing heavy files. From tracking down customer phone numbers to addresses, a CRM system for small businesses can help you to keep all the data organized. The best thing about the system is that any of your clients can log in to the system and access customer information. Just a click, and you will find the purchase history and buying patterns of each of your customers.

Track Your Profit

CRM software is not only beneficial for your sales team, but it can also simplify the tasks of your financial department. Your financial department can use CRM software to check financial reports with just a few clicks. Your accountant does not have to spend time noting down every incoming and outcoming of your business.

Hence, CRM software can be profitable for small businesses.

3 reasons why you should use SMS CRM software

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To go ahead of your competitors, every business should use CRM (Customer Relationship Management) software. CRMs can help your sales, customer care, and financial department in countless ways. It can help you in marketing your products, and your sales team will notice new leads and an increase in sales. CRM helps the customer care department to improve your relationships with your customers. If you have invested in CRM software or are planning to, consider investing in an SMS build-in CRM software to enhance your business operations. Read further to know how it can help you to expand your market.

Improve Relationships and Close Deals

Every business that uses CRM has some common goals to achieve – improve customer relationships and increase sales. A combination of text messaging and email marketing will help you achieve your objectives faster. The main difference between a text message and email marketing is obviously its length. Emails are longer, contain minute details, and can even include different media. Text messages are short and contain to-the-point facts. They focus more on the action. By implementing these in your business, you can increase your sales in many ways. Many businesses in their earlier stages use email marketing to build relationships. It helps customers know more about the products and why these are better than other similar products in the market. Using text messages at the right time of your sales cycle will help you close deals faster. Text messages can grab customers’ attention quickly.

Reduce Workloads and Enhance Efficiency

Integration of your communication channels into your CRM will reduce workload and increase the efficiency of operations. Many CRM software allows you to combine many marketing and sales tools together to execute operations in a better way. This software helps you to track customer purchase behavior and patterns.

Better Campaign Results

One of the best outcomes of integrating text messages and email marketing into your CRM software is a better result of campaigns. Many businesses use email marketing to drive better results. For the best CRM solutions, you should combine these two to see better conversion rates after your campaigns.

Benefits of live chat tool for your business

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In this digital world, customers expect instant replies to their queries. Gone are the days when customers had to wait for days to get their problems solved. Data says that 60% of customers on the internet expect replies within 60 minutes. To be successful in this competitive market, your customer care team needs to be ready to serve your customers. They have to attend to the customer without any delay. To avoid mistakes and delays, many organizations have now integrated CRM chat into their daily activities. To enhance your customer care service, you need a tool that would connect your customers with your customer care team in real time. Additionally, live chat lets you deliver personalized help. Below are some of the benefits that a live chat software can offer a business.

In the past, we had to call the customer care center and stay on hold for a long time. However, do you think that you will benefit from such a time-consuming customer care system? Customers do not have time to stay on a call in this fast-paced world. You will observe low customer retention. Using a live chat tool will enable your customer to reach your team with just a single click. It eliminates long calls and provides personalized solutions in no time. Therefore, live chat software would benefit a business in many ways. The best thing about the chat features built-in CRM software is you can provide immediate replies. Most people like to communicate through chat because of immediate replies. This is something you should not ignore. Presently, live chat is the most preferred mode of communication. Your customer support team can communicate with several visitors at the same time. You can also assign customers to other team members so that no consumer has to wait for a long time to get replies. If you fail to provide immediate replies, you will lose customers. Most people do not like to buy products if the customer service is poor. Several customers rely on chat software to get their doubts cleared. So, it is important to maintain transparency.

Do you need CRM software with a calendar?

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Every second is important. You should not lose any moment. If you are a business owner, you will realize the difference a second can make in the profit-earning capacity of your business. With so many tasks to perform, it might get difficult to execute them on time. We have calendars to track dates, but a simple calendar might be inadequate for a business. You cannot integrate CRM with a simple calendar, and you have to update them manually. It is exhausting. The chances of losing such data are high. It may take you 15 minutes to update a task on CRM. Imagine updating 20 such tasks! It will consume a good amount of time from your daily activities. It will also reduce your productivity and increase the chance of losing data. Hence, you need to invest in calendar CRM software. It will help you to organize data and calendars together. As you will integrate the calendar with CRM, the management and operation become easier, and you would not have to spend extra hours behind manually updating each task.

Benefits

Easy Activity Scheduling

With proper CRM software, you can avoid repetitive entries. You will be able to create and manage data from the screen of your calendar. You can also set reminders on calendars for upcoming events. Besides, your team will be able to schedule meetings accordingly. It will ease every task. Suppose you have sent out an invite earlier but do not remember to add a team member. It becomes a mess for you to do so at the last moment. CRM software with a calendar can help you to do so. Just one click and you will be able to manage everybody’s schedule. It means that you would not have to handle several tasks from different places.

Real-Time Reminders

What is the benefit of using CRM to store only data? It is more like using an Excel sheet and using different tools. With Google Calendar integration to our CRM software, you will stay updated about your appointments. You will also receive notifications in your mail. Hence, you would not miss any meetings.

Right time for you to invest in CRM Software

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What is CRM?

CRM stands for Customer Relationship Management. CRM software helps a business improve its relationship with existing and new customers. Let’s take an example. Riya visits your store and buys a product. After a few days, she faces some problems with the product and tries to contact your customer care service. After going through many hassles, the problem gets solved. Now, Trina looks for a similar product on your website. She decides to purchase it, but after reading the review posted by Riya, Trina decides to buy it from a different shop. With CRM software, Riya’s problem can be solved easily without having to undergo so many troubles. Your support staff can read the previous issues and solve the problem quickly. On the flip side, Trina reads the positive review that Riya posted on your website. Your sales team observes a new lead and closes it. Hence, you will notice an increase in your sales and revenue. It is a myth that small business owners do not need CRM software. The best CRM system for small businesses can do wonders. Let’s read further to know when you need CRM.

Not all businesses can be successful, but it is up to you to guide your team on the right path and emphasize customer relationship management. Find out when is the best time to invest in CRM software.

At first, jotting down on paper can be useful, but as your customer base grows, it can be hard to locate everything on paper. Your team would not be able to organize data and make proper decisions on time. If you have been in the business for some time, you will realize that getting customers in the first place is tough, but losing them can be unfortunate. If your customer support team is not able to provide quick and efficient customer service, it is time for you to invest in CRM for small retail businesses. Your sales team has found new leads, but they are the wrong ones. It is when you need to find good CRM software for your small business.

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