Tag: crm software

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!

Guide for Choosing a New System for Merchant Services CRM

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Modern businesses looking to compete and outperform the rest of the industry will find a merchant services CRM essential. Regardless of the type of merchant services CRM you use, its core features are the tools you get to manage leads and close sales – lead management and sales process delivery tools that assist your business in finding better leads and your agents in closing more deals.

A top merchant services integration CRM Software also offers many useful features that can greatly benefit your business, and choosing a solution with the right features is crucial to maximizing your ROI. Listed below are a few of the most valuable features available from some top CRMs, and how each can assist your business.

Onboarding merchants automatically:

As a business, one of the most important and most consistent tasks you perform is onboarding new merchants to your payment processing partners. In addition, it’s likely to take you the longest to accomplish. Data transfer manually from a merchant account to a processor’s boarding system is not only tedious and slow, but also extremely prone to human error, which can delay or derail applications, and even the smallest typo can cost you money.

Calculate the residuals automatically:

There are two things that happen each month when residuals drop: first, managers are overwhelmed with a mountain of processor reports that have to be merged so residuals can be calculated one by one. Agents watch the clock eagerly awaiting payouts on their splits – payouts that can take up to a week to arrive depending on the complexity of the calculations.

Integration of private-label helpdesks:

The stronger your relationship with merchants, particularly your top performers, the stronger your residuals will be and the faster your portfolio will grow. Since even the smallest businesses manage potentially hundreds of merchants, it can be difficult to keep track of each one’s needs and easy for merchants to feel overlooked.

In-Depth and At-A-Glance Reporting:

It is difficult to keep track of your business’ operations and performance when hundreds of merchants are spread across half a dozen or more processors. The processors each provide their own reports every month with different formatting and data that, alone, do not tell the full story. Due to this, creating a unified picture of your business’ operations can be a time-consuming task.

How will CRMRunner be your right choice?

With CRM RUNNER, you can generate real-time data by integrating with leading applications. Through the solution, you can gain access to other platforms for better upgrades while simplifying and automating the workflow. Keep track of customer communication via social platforms and email without leaving your CRM base. You can easily track and communicate with sales leads with CRM RUNNER.

Want to see merchant services integration CRM Software in action? Let’s talk!

Some facts about CRM software

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Before we start to talk about the mechanism of CRM software, we should first let you know what CRM software is and how it is helpful for any business owner. You cannot find a single magazine, newspaper, journal, or business website where the term CRM is not mentioned. CRM stands for Customer Relationship Management. It is a mindset. It is the daily practice of placing the needs and demands of customers in front of anything else. It has been the core principle of every business for years. A business cannot survive without customers. If customer demands are not met on time and efficiently, there is no way you can expand in the market. This can be well managed by the usage of sophisticated software. To put it in simple words, CRM is beneficial for finding and retaining customers. Different types of CRM software are used by different departments of a business. Showing priority to your customers is the strategy behind the growth of any business. CRM software is used to pay importance to their needs and wishes. However, no matter how many times you talk about CRM software, most people do not understand it completely. CRM is a mindset. If you do not understand all the aspects of CRM software, you will fail in your career.

Some of the common functions of CRM software are to assist the sales and marketing team in finding new leads and the customer care department in solving customer queries efficiently. It lets you do tasks instantly. Now, let’s say that you have invested in CRM, but your CRM is not speedy. If the CRM is not working properly, you are bound to fail in achieving your goals. It is especially true for small businesses. Often small businesses think that they do not need any CRM software. However, some of the best CRM systems for small businesses can actually help them to grow in the market. CRM can also be found in call centers, ticket booking counters, supplier centers, et cetera. Communication with customers is important, and CRM software eases the process like nothing else.

 

CRM Field Service Software: 3 Reasons to Use One

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The field service management industry uses customer relationship management software (CRM) to facilitate clear and instant communication among businesses to improve customer satisfaction. Customers can access the customer portal via a mobile app or a laptop, monitor the progress of a task, leave feedback, create new work orders, and communicate directly with a field technician or the head office.

Benefits are equally impressive for a company that manages field services. As a result, field service operations are easier to manage as the customer is always in the loop. Data in real-time allows service managers to improve efficiency, make data-driven decisions, optimize scheduling, minimize travel time, and optimize the use of their resources.

Let’s examine the reasons why your company needs a field service CRM now that we have a good understanding of what it is.

#1: Streamline your sales process

The sales cycle for field service management is often long and difficult. To document critical data, sales teams previously used spreadsheets, Word documents, or other static documents. Manually entering information into these spreadsheets through phone calls and emails was how they tracked sales lifecycles.

Due to the dynamic nature of CRM Runner and the many variables involved in making sales, this mode of doing business always felt a bit antiquated. By using a CRM solution, sales teams are able to manage leads through their pipeline and convert them into paying customers.

#2: Connect sales and field technicians

Salespeople and field technicians share similar goals, but live parallel lives. Sales teams strive to bring in customers and make sure they are satisfied with the service, while field service teams attend to customer needs directly in the field.

It is often the case that these two teams lack knowledge, communication, and understanding. CRMs can be integrated with field service software to create a channel for internal communication.

#3: Personalized marketing and meaningful upselling

It is all about timing – being offered what you need when you need it. By increasing transparency and visibility between departments, you can get more out of your data. Let us show you how.

Preventative maintenance data and information are stored in field service management software. Salespeople can use historical service data to inform customers about upcoming services, educate them on the need for maintenance, and sell them one of the company’s services.

A salesperson can use the same logic to upsell inventory when it’s about to run out or suggest additional features that would be beneficial to a customer’s use case.

CRM Runner is designed to manage service jobs in the field and improve customer retention and field operations by streamlining and automating daily business activities.

Want To See How It Works? Contact Us

Boost Your Business with Chat Features Built in CRM Software

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Your business benefits from live chat on websites, and you already know that. Live chat drives sales by getting new customers to contact you.

On the market, there are many top live chat applications, but Live Chat goes far beyond just chatting. It does wonders when incorporated into a CRM tool!

What are the advantages of live chat in your CRM software?

By integrating CRM software with Live Chat, you can manage customer data of customers you’ve been chatting with on your website in one place.

  • An employee contact list is available in the sidebar
  • Communicate quickly and easily with employees through chat windows
  • Instant communication allows both employers and employees to stay updated within the system
  • Easily integrates with existing systems for a seamless user experience.
  • Keep track of previous conversations by accessing saved messages.
  • To inform coworkers of your availability, set your status to offline/online.
  • Create a page for each employee/team member.
  • Automate responses to ensure quality.
  • Using an advanced chat routing system, generated chats are routed to the correct team member, helping increase conversions.
  • You can also integrate social media chat into our chat feature, allowing all your social media communication to be centralized on your profile.

With CRM Runner, you can streamline and automate your business operations, with a special focus on customer retention and field operations.

All-In-One Resource

CRM Runner combines all aspects of your business into a single, easy-to-use platform, eliminating the need to use multiple programs, thereby saving you time and money.

Completely Customizable

As your business is unique, we let you customize the platform to fit your needs.

Cost-Effective

At the best price, the platform is fully loaded with all features.

CRM Runner: How Does It Enhance Your Business?

CRM RUNNER communicates across all categories of the business, be it the office, field technicians, customers, or payments, and presents an easy-to-understand action plan.

To Conclude:

Keeping the team connected to boost productivity is made easier with CRM Runner’s built-in integration of the instant messenger features. Using this feature, you can capture whole website chat sessions.

Want To See How It Works? Contact Us

Why Small businesses see great growth after integrating their businesses with CRM software

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CRM software is the new thing in the world of corporate growth and streamlined workflow. Their affordability and easy-to-use interface has driven them out of a completely ‘high-end businesses’ niche bubble right into the arms of small businesses.

These days, therefore, this software is being used by everyone. How does CRM for small retail businesses boost performance and production quality? Let us look at a few basic points.

Ways in which CRM boosts performance and productivity

CRM software is popular and now we are about to look at why.

  1. Customized Dashboards

Customized dashboard CRM Software is useful for growing businesses because it breaks the boundaries of what good businesses should do or must have done for success. Customization helps you to build software that works particularly for you, your needs, and your benefits.

  1. Keeping up with invoices and payments

Regulating payments and invoices in time is a foundational aspect of smooth workflow in any firm or organization. Giving out and receiving payments becomes a one-click process with a Credit card on the go CRM.

  1. Automatic routine tasks

Creating software that automatically handles routine, draining tasks creates space for innovation and growth. Struggling, growing businesses need this space and energy as they are overworking themselves on a long-term basis.

  1. Flawless customer service

Customer service needs to be cleared in the most sped-up yet efficient manner. Your clientele does not need to know how hard things are; they need to know instead of how well you can handle them.

  1. Data analysis and integration

CRM software that can integrate popular and professional data analysis tools to create comprehensive reports that help businesses develop themselves. Analyzing customer behavior, client expectations, market tendencies, r workings, etc can indeed make a huge difference.

Conclusion

Small businesses need, more than any other organization or institution, need to be adaptive to changes and stay on top of those changes. The newest way to do so is to create your place in the world of streamlined workflows and enhanced performance through CRM.

Businesses that absolutely require CRM software this year

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Small businesses and new start-up ventures around the world are now facing a booming season, with trade and commerce behaviors shifting rapidly around the world giving precedence to new creators and undiscovered firms.

It is time to use these shifts to the full benefit by using CRM software that streamlines and radically simplifies workflow. With multilingual CRM software available, globally, this is now an opportunity for everyone.

Businesses that need CRM Software immediately

Certain businesses can create major waves with just the right tools. Such businesses can include

  1. Production firms

Production is a very heavy process and workflow management can be a huge task. Especially for small firms dealing with production along with marketing and shipping processes, you can cut down on routine tasks using production firms.

  1. Marketing agencies

Marketing agencies deal with a large number of diverse clientele. You might be required to keep up a constant and valuable internet presence. Such tasks can be made easy with facilities like the Increase Reviews On Search Engines CRM Software.

  1. Boutiques and fashion-oriented initiatives

Certain fields of trends and shifting market demands require careful and monitoring data analysis and interpretations. Such tasks can be simplified using the built-in tools of CRM software.

  1. Shipping and transportation

Tools like Invoice management and integration of different clientele on one site without having the system breakdown can save a lot of time and space increasing efficiency. For movement-related businesses, both can be of the essence.

  1. On-site workers

GPS Tracking CRM Software and its ability to co-work with other automation facilities have made on-site working and inspection super-simplified, leading to the needs of both the technicians and the management being met without much delay.

  1. One-man agencies

Many small businesses are started from scratch with the overall handling being managed by a single person. The automation facilities can cut down on a lot of manual tasks thus giving you more time in a day to focus on innovation and growth.

Conclusion

CRM software can be a great blessing to any organization, small and big. Some would argue they are an unavoidable addition to the corporate world. They come in all price groups for all sizes of business ventures and are very flexible and customizable.

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!

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!

 

CRM Software with Built-In Chat Feature: How Does It Help a Business?

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Nowadays, customer satisfaction is a critical factor for the success of any business. With the rapid growth of industries and businesses around the world, people have more options than ever before to meet their needs. Therefore, an integrated live chat feature in a CRM will be helpful for any business that wants to gain and retain customers.

Live chat support for customers seems to offer immense benefits when integrated with CRM (Customer Relationship Management). In addition to providing customer satisfaction, a chat feature built-in CRM Software also promotes long-term customer loyalty, as 63% of customers are more likely to revisit websites that offer live chat.

Chat feature built-in CRM Software engages and is an enabler for chatting with your team members in real-time!

Look at CRM Runner that comes as a chat feature built-in CRM Software, facilitating its users to keep their teams connected in order to boost productivity. With this integration, users can capture entire website chat sessions in addition to:

  • Listing all employees for contact
  • Using chat windows, you can communicate with employees quickly and easily
  • Keeps both employers and employees informed within the system through instant messaging
  • Integrates seamlessly with existing systems.
  • Keep a record of previous conversations with easy access to saved messages.
  • Make your status offline/online to let colleagues know you are available.
  • Employees/team members can be grouped on a designated team member page.
  • Automate responses to ensure quality.
  • Routing advanced chats to the right team member leads to increased conversion resulting from advanced chat routing

Finally,

A chat feature built-in CRM Software for your business will ensure that you don’t appear as a faceless business to your team and that will help in bonding teamwork, monitoring team performance and improving team achievement.

Need a CRM that comes integrated with a chat feature? Try CRM Runner for free for 14 days and experience it!

CRM: How Does It Improve a Business’ Sales Process?

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There has been a stagnation in your sales? Just recently your business grew and expanded? What is stopping you?

Your sales process and the fact that you haven’t yet implemented a customer relationship management (CRM) system could be to blame.

Need a CRM? Try CRM Runner for free for 14 days!

Not only does a CRM streamline your sales process, but it also benefits your sales team. You can gain a greater understanding of your sales data with a customer relationship management system, as well as increase revenue for your company.

CRM Benefits for Sales Reps

Your sales team can be more productive and effective by using customer relationship management systems. Some of the advantages of a CRM for your sales team are as follows:

  • Reduces and automates routine data entry to save your sales reps’ time and energy
  • It allows sales managers and salespeople to keep track of their performance and quotas more accurately
  • It allows managers to track each sales representative’s progress more easily
  • Maintains the sales team in the event of a departure
  • Enhances the visibility and accessibility of customer information
  • Encourages friendly, healthy competition among salespeople
  • Creates smoother transitions by tracking sales funnels
  • Finds the right customers for your team
  • Boosts employee productivity

In what ways does a CRM improve the sales process as a whole?

Not only do customer relationship management systems benefit your sales team, but they also have benefits for your sales process as a whole.

  1. Maintains a record of the sales process

Your sales team struggles to stay on the same page when your sales process is scattered throughout multiple documents and databases. New salespeople also find it difficult to get up to speed when the sales process, policies, and activities are unclear or hard to locate. Furthermore, when someone leaves your sales team, the team’s productivity will be affected.

All these documents can be centralized in a customer relationship management system, so that they are readily accessible by the entire sales team. CRMs boost team productivity by enabling everyone to access and understand the sales process, which in turn improves customer service and revenue for the company.

What is the best CRM for small businesses? See all features built-in CRM Runner to meet your day-to-day business operation needs.

  1. Develops repeatable processes

CRM systems enable your sales team to follow a unified, repeatable sales process. This also ensures consistency between salespeople. A lack of standardization would lead to confusion and inconsistency. A CRM streamlines and unifies your company’s sales process.

  1. Provides better customer service

Your sales team can access each customer’s history using a customer relationship management system. The sales people will be better equipped to share the right sales messaging to the customer or lead at the right time if they have information about them before they converse with them. Successful sales will result from such interactions.

You can create custom fields in a SaaS CRM Software where members of the sales team can leave notes and observations for the members of the sales team who will interact with those leads.

  1. Optimize your entire sales funnel

Sales funnels are visual representations of the steps involved in selling your product or service. In addition to showing how many open deals you have, what stage they are in, what support you need, and if you can reach your targets, it shows what open deals you have.

CRM Runner streamlines your sales process with its sales funnel. Group your leads according to their characteristics. It shows you who needs to be followed up with, who has agreed to buy, and who has already sent you their money. The CRM Runner then automatically creates a sales report to inform you which part of your funnel needs to be improved.

Do you feel you also need a CRM that can help minimize friction between sales and service and optimize your sales processes? Check out features of CRM Runner that are all designed to meet your everyday business operation needs or talk to us.

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