Tag: crm

Using Field Service CRM Software Offers 3 Great Benefits

Posted on by admin

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

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

Enhance potency

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

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

Reduce production costs

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

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

Improved customer service

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

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

Smarten Up Your Business’ Inventory Management with Inventory CRM Software

Posted on by admin

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’s Role in Ecommerce Personalization

Posted on by admin

In today’s world, customer satisfaction is arguably the most important factor in determining a company’s success. Customer satisfaction is also vital when it comes to customer-driven businesses such as eCommerce. A customer’s experience can be tailored with CRM software, which will increase engagement and satisfaction for your customers. eCommerce personalization is a significant success factor for companies, and eCommerce personalization is an important aspect of eCommerce.

Here is a brief overview of the basics of eCommerce personalization and how it can benefit your business.

An overview of ecommerce personalization

The goal of ecommerce personalization is to provide customers with a personalized experience, which includes tailored content, offers, and recommendations based on the customer’s interests and needs.

The data analysis technology is crucial for eCommerce personalization, which enables businesses to gather information about a customer, including their interests, browsing behavior, and purchasing habits. Therefore, one of the most significant objectives eCommerce businesses wish to achieve through personalization is to provide relevant user recommendations and to increase the return on their marketing investments.

CRM (Customer Relationship Management) Software: Why You Need It

Brands must adapt to changing business rules on a regular basis. Businesses can use CRM software to identify their clients’ needs and requirements, as well as collect feedback. Business will not survive if it does not invest in CRM software. If your business cannot meet changing customer needs, your customers will begin to look for alternatives.

In order to meet business’ everyday workflow management needs and challenges, CRM Runner is presented with a comprehensive approach. Businesses can efficiently and automatically perform many jobs and get easy solutions to overcome the challenges of tracking leads, task scheduling, monitoring, and other day-to-day activities.

CRM Runner gives you a one-stop solution for field service and office management.

You can track, for example, the whereabouts of your field staff and assign them with nearby client meet assignments based on their time availability by using CRM Runner’s GPS Tracking feature that comes built-in with it.

CRM Runner also simplifies payroll by structuring employee data in a structured way, managing pay structures, payroll information, and generating payslips. It eliminates complicated, time-consuming and highly calculative processes when performed manually. CRM Runner offers built-in payroll for service providers CRM Software.

Want to get more details? See CRM Runner in action? Let’s connect!

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

Posted on by admin

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?

Posted on by admin

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.

CRM Runner Reduces Sales Process Friction

Posted on by admin

Increase efficiency and effectiveness in your organization’s sales process? If you browse the built-in features of one of the best CRM Solutions, i.e. CRM Runner, you’ll be confident you can navigate through those frictions businesses tend to face.

In addition to helping teams streamline sales processes, CRM Runner lets them manage contacts, schedule meetings, track deals, send emails, look at reporting metrics, and more. An integrated CRM platform like CRM Runner comes with a variety of tools and features to help your business grow. An integrated CRM platform – CRM Runner – comes with a variety of tools and features to help your business grow.

Why Should You Use a CRM?

Customer relationship management can benefit many types of businesses. For B2B companies and companies that buy B2C products, using a CRM is especially beneficial when long sales cycles are involved and tracking leads is a priority. Some businesses will not benefit from a CRM. Take a moment to consider what issues and challenges a CRM can solve for your company if you are not sure a CRM is the right fit. It may make more sense to not use a CRM when the issues are not important and not worth the investment.

Among the questions you may ask yourself about whether or not you should use a CRM are:

  • Want to keep track of your customers and leads in one place? Is your customer list spread out across different locations and is it hard to keep up with?
  • How many members of your sales and marketing teams do your customers interact with?
  • Is there a process in place for documenting the productivity of your sales team?

It is likely that a CRM would be a good choice for you if one or more of the above questions apply to you.

If You Need a CRM, When Should You Switch?

What is the best time to begin implementing a customer relationship management system in your business? As soon as possible? Later?

It is best to start using a CRM as soon as possible. In many businesses, a customer relationship management system isn’t implemented until something goes wrong in the sales process. Following are a few scenarios that can indicate when using a CRM is the right time:

  • Spreadsheets make data management difficult
  • When an employee leaves, data is lost
  • Your sales team is slowed down by so many places where your data is kept

Final Words

Your sales team can benefit from a CRM Software Service Management. Companies can retain customers and increase sales productivity and revenue with greater access to customer information, a centralized location for documents, and better customer service.

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

Is your company too giving you signals that it needs help? Then a CRM is your best resort!

Posted on by admin

You might have heard a lot about CRM Software in the industry about it being used by many other companies but haven’t opted for it yourself. But suddenly is your company not functioning properly? Are you facing the same problems as listed below? Then a Multiple Location CRM Software is what you need.

An indication that your business needs a CRM

Though businesses can’t speak they tend to give you signals and you have to understand them and take action accordingly. There are certain conditions when you see your business now needs CRM Software for better functioning and growth.

  1. Are you struggling with the sales?

If the answer is yes, then you now need an integrated CRM software. It would help you understand and analyze customer behavior and thus increase your sales.

  1. Is your marketing and sales department not collaborating effectively?

The collaboration of the marketing and sales department is highly essential for the rate of sales to increase. If they are not collaborating Properly it can lead to turning up certain issues. To avoid that, good CRM Software is always needed.

  1. Special contacts within cannot be identified accurately?

Facing trouble identifying your potential buyer? Not being able to keep proper track of your contacts? Then good and effective CRM Software is all that your business needs.

  1. Is the growth process stagnant?

Has the growth process of your business slowed down or become stagnant? It is not growing the way you desired it to be Initially? Again, another signal from your business that it needs CRM Software.

  1. Customers are leaving?

Are your customers not satisfied enough with the services received? Then today, RIGHT NOW go for CRM Software and rest assured about this issue.

  1. Which sectors of the economy use CRM Software?

Many sectors in today’s world use CRM Software. Some of them are – Retail industry, companies that offer financial services, banking sectors, hotels, insurance sectors, etc.

  1. Who invented CRM software?

It is said that Pat Sullivan and Mike Muhney, were the ones who invented CRM.

  1. What are some features that CRM Software offers?

Some of the authentic features of CRM software are –

  • GPS tracking CRM Software
  • Email integration
  • Payment integration
  • Invoicing
  • Inventory management
  • Task management, etc

Conclusion :

Hope this article was helpful. So without wasting any more time, understand what your business needs and simply Swipe & go CRM Software right away!

Personalized Customer Communication with CRM Runner Communication Feature

Posted on by admin

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

Posted on by admin

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

Basic parameters to consider before you choose the right CRM Software

Posted on by admin

Now that you know about CRM Software, you must be thinking if the CRM you are choosing is the CRM you need? Is it the one that would benefit you? Is it actually what you need? Not only will we answer these questions but also help you fix your do list CRM Software when choosing!!! Without moving around, we would directly get into the topic and get you to know how to recognize whether you are choosing the one you need or not!

3 Basic parameters to consider before you choose the right CRM Software for your company!

So now Ask yourself :

  1. What is your ultimate need?

This is one question that you should ask yourself before you go to choose CRM software. When you know the answer to this question you would easily be able to figure out what CRM you want for your company.

Some focus on increasing the performance outcome of your company while some focus on single industries like sales, marketing, or customer service. You must know which area you need to strengthen to increase your growth.

  1. Is it easy to use?

Getting the employees easy with new systems is a tedious task. If you opt for an easy-to-use CRM it is most likely to be adapted easily by you and your team. Most employers feel it is easy to experiment when the design is understandable, easy to be used, can be interpreted with simple analytics, etc.

Training new trainees is much more simple when you use a simple system. So having easy-to-use software can be highly advantageous for your company.

  1. Is it easy to get access?

An ideal CRM is supposed to be mobile-friendly, that is, giving access whenever and wherever the user wants. Not only does this enhance the connectivity, making it easy to use, but also increases efficiency and productivity.

When it is easy to access from Multiple Location CRM Software, the users can feel at ease as they get access to it from any platform which they feel is the most convenient at any given point of time.

Conclusion

Ask these questions to yourself and when you get your satisfactory answers then go and check if the CRM Software you are choosing satisfies your needs or not. Once done deciding to opt for the one that would thus help you Manage Day Day Operation CRM Software.

Use Preconfigured Well-Designed Templates to Create Your Landing Pages Easily & Quickly for Business Promotion

Posted on by admin

In terms of website content, landing pages are among the most important – the only opportunity to make an impression that can make or break a prospecting lead. Many marketing experts have observed in recent years that a well-designed landing page will convert more visitors than a company homepage.

Several services offer pre-designed landing pages that are pretty much ready-to-use, but many of those packages are not 100% customizable, and some companies require more than a standard template.

With CRM Runner, users have the option of choosing from a wide variety of beautifully designed conversion-optimized landing pages. While we do appreciate the flexibility pre-designed offers, we also understand the limitations.

Because of that, we are constantly developing new features and options, and CRM Runner preconfigured well-designed templates to create your landing pages have recently become more dynamic and personalized.

Creating & Managing Landing Pages with CRM Runner

  • With a simple drag-and-drop interface, you can create and launch your landing pages without any coding knowledge.
  • Build your landing page with our pre-configured well-designed templates.
  • Adding content, contact details, logos, and banners is all you need to do, you do not need technical skills.
  • Create a landing page for your company with information about it, and include a list of services you offer.
  • You can fully customize the fonts, colors, sizes, layout and every element on your page to express your brand.
  • To promote your business on a broader scale, you can connect your landing page to various social media platforms.

With pre-designed drag-n-drop templates for landing pages in CRM, CRM Runner puts you in control of creating pages that automatically deliver the content your viewers want to see. By doing so, leads are more effectively engaged, resulting in increased conversions and lead generation.

Do you want to see how it works? Get in touch!

GPS CRM: The Unique Capabilities Your Business Can Leverage

Posted on by admin

The use of GPS CRM for employees is growing in various industries. When integrated with a CRM Software, GPS tracking system for employees can monitor staff locations and automate attendance-related tasks. If you aren’t sure which software to choose, check out our short and comprehensive list of the best GPS CRMs.

Businesses are increasingly using GPS CRM to manage their employees. This is a powerful tool for monitoring employees’ work. Especially when it comes to on-field employee management, remote workers, or employees who travel frequently. The following are some of the most common reasons and benefits for using GPS CRM for employees:

  • See how your on-field reps are doing.
  • You don’t have to check on employees or contractors manually.
  • Tracks team members’ hours accurately.
  • You can quickly and easily filter your searches by individuals, teams, or locations to better manage your resources, crews, and projects.
  • Get a better understanding of how much time each team member spends on a particular project.

GPS tracking system is built into CRM Runner. CRM Runner lets you keep track of customers, prospects, team members, dealers, distributors, and agents on a single platform and track them easily with its systematic organization. In addition to performing tasks and managing your team members effectively, you can also keep track of the real-time updates of all team members. With one click, you can access all your leads, deals, and distributors on the map. You can track every sales agent’s movement in real time with CRM Runner thanks to GPS tracking.

To get more details, contact us and see how CRM Runner works.

Categories

Sign up for Fresh Content