Tag: crm software

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.

Why You Need Employee Shift Management CRM Software

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With the mobile workforce landscape continuing to evolve, businesses in all types of industries are hiring employees for specific tasks during specific times. People who work shifts are called shift workers, and they are an important part of organizations with a deskless workforce. Shift work gives employees’ consistency throughout the day while serving the needs of your customers, but managing shift workers poses unique challenges.

A deskless and fixed-location workforce can complicate the process. Intelligent tools are needed to manage a blended workforce effectively.

Employee shift management CRM Software can help here. By building and maintaining the right shift workforce, you can meet—and perhaps surpass—your business goals.

Shift Management: The Challenges

It is a time-consuming and expensive process to plan complex schedules for deskless workers. Staff schedulers face even more challenges when they have to use manual tools and processes to deal with such a huge process. Some of these challenges include:

Limited ability to handle exceptions

If everything were perfect, you wouldn’t have sick days for your shift workers. But shift workers are just like everyone else prone to unforeseen circumstances. Trying to find a qualified replacement for a worker who is unavailable unexpectedly can be difficult.

Poor visibility of the workforce

With a team of deskless and fixed-location shift workers, keeping track of everyone around the clock can be challenging. Your shift workers may not know how long they’ve been on the job, where they’re located, or which customers, clients, or patients they’re serving.

Forecasting errors 

Shift scheduling and rostering are both successful if forecasting is done correctly. When you schedule too many or too few workers for different shifts, you can seriously affect your bottom line. In the absence of reliable historical data, it’s difficult to predict how many employees you’ll need at each shift.

Using manual or traditional methods makes it nearly impossible to accurately plan ahead because they don’t provide in-depth data collection and analysis. Overscheduling results in excessive spending on staff without corresponding revenue, and under-scheduling leads to delays, burnout, and frustration among staff that can bleed into the customer experience.

Using Employee Shift Management CRM Software to Optimize Scheduling and Rostering

It is fortunately possible to address common challenges and take some of the guesswork out of managing your deskless workers with the use of shift and rostering management tools.

Scheduling and dispatching are made easier

Schedules and dispatches are handled manually, which results in inefficiencies and burnout. It is crucial that schedulers stay on top of the ever-changing schedules of multiple shift workers and keep track of updates, delays, requests for time off, and other changes.

Errors in scheduling are reduced

If a schedule is compiled from multiple sources, such as calendars, emails, and spreadsheets, errors are more likely to occur. If a schedule is compiled from multiple sources, such as calendars, emails, and spreadsheets, errors are more likely to occur. This risk is reduced by employee shift management CRM Software since it stores all the information you need securely and integrates it into a single interface.

Accessibility and communication are improved

By having a shift management system, you can ensure that both deskless and fixed-location shift workers have access to the latest schedules, updates, and optimized routes.

With the ability to view and share updates from anywhere via desktop, laptop, tablet, or smartphone, workers can reduce time spent calling or emailing staff schedulers about issues or changes. So that no one misses a beat, workers can use cloud-based employee shift management CRM Software with internet connectivity.

Businesses tend to face proper scheduling and rostering challenges, and many other day-to-day activities. CRM Runner is your one-stop solution for field service and office management, with a built-in robust employee shift management feature.

Fly high and be super relaxed with our CRM software

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Wondering what CRM software is? Customer relationship management abbreviated as CRM is software that enables a growing business during its initial stage or even an established one to operate customer interactions better, provide support, and help to maintain healthy relationships with them while also helping its user to Manage Day Day Operation CRM Software. It can be put to numerous uses and comes with multiple benefits. Some of them have been briefly discussed in this article.

4 benefits of using CRM Software :

You must be wondering why you should go for CRM Software?! This is the question of many! So we will tell you some of the major benefits that your business will receive with CRM Software. They are as follows :

  1. Accessibility

One of the basic key advantages of using CRM software is it gives you easy access to customer data. CMR systems provide searchable databases to their users through which they can easily access Clients and information during meetings. Through this, you can get the accessibility to the current customer information from any location.

  1. Coordination

Using CMR Software ensures that its users get to standardize workflows and other processes which are related to its sales, customer support, and other marketing issues to improve the coordination and working procedures among the concerned teams.

  1. Boosts sales

A good CRM supplies you with essential customer information such as their location, age, birthdays, and other information which you can use to communicate with them better. When you make the right offer to the right customer at the right time you can make better deals and thus improve Return on Investment.

  1. Customizable dashboards

Some good CRM Software suppliers offer special benefits to their users where they can create Customize Dashboard CRM Software and reports and prepare reports based on their customer data. These reports in turn help them in dividing customers based on their needs, managing marketing campaigns, tracking revenues, etc.

Personalized Customer Communication with CRM Runner Communication Feature

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Does your business struggle to market, sell, or support customers? Do you feel personalized communication could have gotten you more deals closed? You could have nurtured a better customer relationship with your customers with tailored communications, right?

You can now easily do all these, by designing your own customized work plan. CRM Runner’s plan room enables you not only to create customized work plans but also to attach client estimates and take photos of the location where your services are provided. With CRM Runner, you can quickly access a 360-Degree Customer View to facilitate efficient and effective communications.

The Sales funnel tool in CRM Runner will help you assign calls from clients to the right team so they’re handled smoothly. By simply clicking on the sales funnel page, employees can contact the next potential client via phone, text message, or email. If you are in touch with potential customers, you can update information regarding them in the same program, take notes during the call, check inventory and change estimates and invoices as needed. Anyone who has permission can see the notes attached to any task or project.

Plus, you can schedule follow-up calls based on earlier communications. All relevant information about calls and movements through the sales funnel will be available real-time for managers and employees.

Keeping inventory, equipment, and staff in the loop with GPS tracking is super handy. With VoIP technology, call recording, call forwarding, and dialing are all done in a matter of clicks. The CRM personalized customer communication feature in CRM Runner will allow users to assign existing numbers to users with cloud PBX. You can connect people with different packages, even ones with unlimited packages.

Manage Your Remote Employees with GPS-enabled CRM Software

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Businesses of all sizes have been forced to act quickly to protect the health of their employees and communities, while minimizing the impact on their business and customer service. Remote work policies are one of the solutions that many companies are implementing today. Although remote work can often be a viable option, it still presents unique challenges, including employee morale and accountability.

When you are not in the same office, how do you keep team members motivated and performing at near-peak levels? Getting the most out of your GPS-enabled CRM Software is where you should start. Here are some tips I’ve learned over the years working remotely.

Team management in remote environments

Physical separation between team members is a major drawback of remote work. Our basic human desire for community is fulfilled at least in part by traditional workspaces. Collaboration fosters organizational alignment, which leads to increased productivity, creativity, and success.

It doesn’t mean that remote work cannot be successful. To make it a success, you can leverage a GPS tracking solution built-in with a CRM Software CRM Runner that can help you in actively tracking your remote employees.

Eliminating overlap between systems and centralizing work

Remote workers do not have access to a physical office, so they require a centralized hub of business data and project information that can be accessed from any location. A company may use two separate systems to keep track of their customers and projects. Alternatively, some companies use a comprehensive system, like CRM Runner, which combines customer and project information in an intuitive format. It is important that the staff feel comfortable with their virtual workspace, receive adequate training, and have the full backing of management.

Burnout and fatigue will result from working in a system that is rarely inspected by management. To ensure operational alignment, both employees and managers need to fully buy into their system(s).

Giving you all data of your on-field staff

You can keep track of your customers, prospects, team members, dealers, distributors, and agents easily with CRM Runner’s systematic arrangement. As well as managing and performing your team’s tasks efficiently, you can monitor all the team’s real-time updates. With just one click, you can see all your leads, deals, and distributors. CRM Runner integrates GPS tracking technology to provide real-time tracking of every sales representative.

To Conclude:

Team member hours can be accurately tracked with CRM Runner. With quick and easy filtering options, you can find projects by individuals, teams, or locations, which allows you to better manage your crews, resources, and projects while getting a clearer picture of how much time each team member spends on a task.

Want to experience how it works? Sign up for a 14-day FREE trial

How Swipe & Go CRM Software Helps Businesses Streamline Their Payment Processes

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Swipe-and-Go CRM Software is a way for simplifying and streamlining the processes of collecting and storing payments. This gives a platform for hassle-free, secure and documented payment processes. With its implementation, the users will get insight into all transactions made through card swiping or other modes of online transaction.

Integrated CRM systems give businesses’ accounts teams a comprehensive view of prospective and existing customers’ activities, interactions, and deals. Sales, marketing, operations, and customer success teams rely on them for information. However, regardless of how good they are at gathering insights, they miss the boat when it comes to tracking information about online transactions.

Many often, chances are customers’ transaction histories tend to get messed up, which is why businesses may also lose out to revenue. CMR Runner’s swipe and go CRM Software feature is a great help for those businesses that struggle to collect and store payment histories of their customers made through card swiping. This swipe and go CRM Software is designed to simplify and streamline processes of payment process collection and storage.

With CRM Runner, how can you take advantage of Swipe & Go?

You can engage your customers and allow them to pay online without any hassle with CRM Runner. Payments can be made by card or other online methods by anyone, including your customers and technicians. Card readers and swipers can now read cards with chips or even handle payment processes over the phone.

Interested in learning more about this swipe-and-go CRM Software feature in CRM Runner? Schedule a meeting for a demo or you can go for its FREE TRIAL

What are the top six benefits of a sales feature in a CRM Software?

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If you think about the activities that lead to a sale, you likely visualize activities that require the salesperson’s human touch, like listening to a prospect’s needs, creating a solution for them, and asking for the sale when it’s appropriate.

There are also all the other things. Most of a sales rep’s day involves manual work that doesn’t directly result in a “yes” (at least not directly).

According to various reports, sales representatives only spend 35.2% of their time actually selling*, with the majority of their day devoted to administrative duties, research, and other non-selling activities, such as finding prospects’ phone numbers before calling and taking notes during the call, emailing content to prospects based on where they are in the buying cycle, etc. The sales automation feature in CRM Software can save you from doing these tasks.

Most B2B and B2C companies use CRM systems to organize their business processes and make complex tasks easier. Customer data is managed, marketing is supported, sales is integrated to improve customer satisfaction, actionable insights are provided as well as customer support is provided. CRM covers a wide range of features, and for each one there is a human responsible for juggling important tasks with mind-numbing copy/paste/cut tasks.

Look into the feature integrations of CRM Runner – an end-to-end CRM Software for businesses that face the challenges of tracking leads, task scheduling, monitoring, and other day-to-day activities. Using CRM Runner, you can efficiently manage your field service and office operations.

Automation eliminates the drudgery: the time-consuming prospecting and customer management tasks that are not only redundant, but also time-consuming. When you automate your customer relationship management system, you will have no trouble managing your calendar, updating customer information, or entering data.

With CRM sales funnel automation, the entire marketing-to-sales process can be streamlined. Included are:

  • Using marketing automation tools can help with managing email campaigns, using beautiful templates, and syncing data
  • A sales automation tool that schedules calls, automated workflows, and assigns qualified leads automatically
  • Automating customer service with software bots, such as AI chatbots

Using CRM automation also makes it easier to communicate between marketing and sales departments, something that is a common business problem.

Six benefits of CRM sales automation

  1. Productivity can be increased
  2. Pipeline performance can be improved
  3. A shorter, more efficient sales cycle
  4. Bigger picture, better data
  5. Engaged customers
  6. Enhance customer satisfaction

CRM Runner streamlines your sales process with its sales funnel. Leads can be categorized into different groups. It will let you know who needs follow-up, who has already paid, and who is still waiting for their money. When CRM Runner creates a sales report, you will know which part of your sales funnel needs improvement.

Want to see it in action? Start a FREE trial.

How can CRM software aid in the management of customer relationships?

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When a company invests in CRM software, the goal is usually to provide meaningful customer experiences. CRM software can assist you in creating a task for yourself or assigning it to various team members or colleagues throughout the organization. Task management allows you to simplify tasks, increase productivity, and ensure seamless communication across the organization.

So, let’s get started and see how CRM software can help your business streamline task management.

Setting Reminders

If you want to improve the organization of your workday, you should use CRM software for business task management. Set reminders for tasks that are synchronized with your calendar to never miss a deadline and to be proactive.

Assign Tasks to Individual Team Members 

There is no need to keep a to-do list because your CRM will remind you of your daily activities. CRM software can assist you in creating a task for yourself or assigning it to various team members or colleagues throughout the organization.

Maintain Control of Your Day 

CRM software for business can also keep a task timeline for each customer or employee. As a result, it will be automatically updated once a task is completed, allowing your team to focus on the next important task. This will assist the team in effectively managing tasks and will allow you to keep records in a specific order so that you know when to follow up on a task.

Keep and Update Records 

When managing tasks, it’s critical to keep records and keep the account history up to date. Keep track of all client communications, from phone calls to emails and meetings, with your CRM software for business, which is the best software for task management.

CRM and Email Integration

You can manage all of your communication through a unified platform if you integrate email and CRM. This will allow you to keep a complete history of correspondence with the team and customers, allowing you to quickly obtain the necessary information. We can assist you in integrating your CRM with your preferred email service.

Data Management That Is Consistent

By having a holistic view of the pipeline via your CRM dashboard, you can stay up to date on current projects/leads/etc. and track performance. The ease of access to the data makes it user-intuitive and allows users to gain actionable insights.

Your company can gain a competitive advantage by utilizing CRM software for task management and streamlining business processes.

So, are you ready to complete your daily tasks with a single click?

Start your 14-day free trial today! Email us at info@crmrunner.com. Call us at 877.590.0040 today!

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