Tag: crm

Keep your Business Organized – CRM for your Virtual Assistant Business

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Virtual assistants know how to keep others organized.  From spreadsheets to calendars, to-do lists to inventory, from contracts to invoices, they know how to keep businesses moving like well-oiled machines.  However, who is organizing the virtual assistant’s work?  With the assistant’s focus on the client, it is easy to fall behind on their own business organization.  The answer lies in one powerful, yet often overlooked, tool – CRM software.

The best CRM option, CRM RUNNER, allows you to organize your workflow from start to finish, especially for the virtual assistant.  These five steps show how.

  1. Attract more customers
    How does the virtual assistant attract more customers? CRM RUNNER answers the question with a professional landing page.  The tool creates a template for a website that collects the information of interested parties.  Then a list is generated of leads in the Sales Funnel  This tool shows where the lead is in the sales process, helping convert the lead to customer in less time.
  2. Create estimates easily
    You can categorize your services by project or by hourly rates and create a professional estimate to send clients. Clients are always looking at their bottom line, so it is important to create an estimate that shows you are giving the right fee for your services.
  3. Send contracts for signature
    Once a contract is created based on the approved estimate, you can send it directly to the client from the CRM application. The tool offers electronic signature so the partnership can begin sooner than later.
  4. Invoice for completed work
    CRM does invoices from within the application. It even allows for inclusion of time, project, mileage, and inventory.  The finalized invoice is professional, available for electronic delivery and sports your logo.  Customers can pay the invoice online or in the application.  The payment software you already use to track your finances can be integrated into the CRM database, so you have access to reports within CRM RUNNER as well.
  5. Call for repeat business
    Some customers use virtual assistants for one-time projects or do not think of other ways they can take advantage of virtual assistant services. By creating distribution lists of past customers, you can craft messages to invite them to utilize your virtual assistance services once again.  Sending messages is easy as the CRM application has a built-in text editor that allows for document attachment.

Virtual assistants by nature love organization, so it is no wonder that once they discover CRM RUNNER, they enjoy its benefits.  Connect your office with the field staff seamlessly! Try it out with our 14 days free trial.

CRM Software for your Mobile Car Wash and Detailing Business Needs

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Today, people are more concerned than ever with keeping their cars and trucks in pristine condition.  We want our cars to sparkle inside and out, and we’re willing pay to a pretty penny to make it happen wherever we are.  Thankfully, businesses have risen to the challenge, and Mobile Car Wash and Detailing Businesses are popping up across the nation.  Such a modern convenience requires modern business administration software, like CRM RUNNER, to stay on top their game.

Perhaps one of the more daunting parts of running a mobile car wash and detailing business is keeping track of the service team from the main office.  Often the main office staff, be it a dispatch person, secretary, or owner, has access to the computer records and customer requests.  The service team member on the road relies on this person to keep everything on track for the day.  However, it is possible to empower your service team with the information they need to get the job done faster, resulting in more efficiency and a happier customer.

CRM RUNNER acts like a dispatch center for your central point person.  All orders and appointments appear in the CRM software.  Double clicking on an appointment brings up associated documents, orders, contracts, and customer contact details.  From the customer contact screen, your staff can call or email the customer with a single click.  The customer can be sent a text message (SMS) when the service member is on his way.  It works seamlessly to provide a professional and reliable service for your customers.

For the service team on the road, CRM RUNNER provides access to the tools they need to provide an excellent customer experience.  From a mobile device, they will be able to access GPS features to find the customer.  They will also be able to review his order, signed contract, and past orders.  They can collect payment and email information directly from the application as well.  All of this brings the customer a sense of reliability on the part of the mobile carwash and detailing business.

Perhaps one of the neatest features of CRM RUNNER is the capacity to build a list of clients who may become repeat customers.  To increase brand loyalty, you can create a distribution list of past customers.  Within the CRM Software, create a message inviting the customer to book another appointment, perhaps based on a seasonal promotion.  You can use the same tool to send customer service feedback requests as well.  The tool opens the lines of communication between your company and the customer, building trust and loyalty that will result in repeat business.

CRM Software is the way of the 21st century, saving time and money when it comes to business administration.  Curious about the next step?  Contract us today to give 14 Days Free Trial.

CRM software for Information Technology Systems Consultants

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The exciting world of Information Technology calls on professionals who know computers and the best way to use networks and data. IT professionals understand the inner-workings of network security and provide the connectivity businesses need to keep their organization running smoothly.  Today, IT Systems Consultants are turning to CRM technology more and more.  This powerful technological advancement brings together a series of tasks in one central location.  While it is possible to create invoices in word processors and keep track of client contact information and budgets in excel sheets, there is really nothing that beats the convenience of having these tools accessible all in one place, in the office and on the road.

CRM software for IT  Consultants 

Electronic Document Storage:  Schematics, licenses, contracts, and other important documents can be saved to the CRM application for easy access.  The information can be connected to a project, client, or contractor.  Because the document storage is web-based, it can be accessed wherever you have access to the internet, even on a mobile device.  Contracts can be signed electronically as well.  This is great news for IT professionals working to secure a signed contract before beginning a project.  Look for a CRM Software that offers a plan room so that various parties can work on projects and documents together.

Estimates, invoices, and payment collection: IT Systems Consultants use CRM applications to track their customers and finances.  For example, estimates are created using templates featuring your company logo – you can include both product such as modems, routers, or other tools as well as expenses based on time, great for installation, consultation, and travel.  Estimates are easily converted into invoices.  Once invoices are sent, customers can pay invoices easily thanks to the full integration of your finance software into the CRM database.

GPS Features:  Clients in search of IT Consultants could find themselves anywhere on the globe.  IT systems professionals need to keep track of the physical location of their clients both for logistics and for their line of work.  A built-in GPS feature shows the location of your clients, staff, and equipment.  This handy tool saves time and energy while keeping you up to speed on where everybody and everything is.

Lead Collection:  Make collecting leads easier.  CRM Software, like CRM RUNNER, lets users create landing pages based on templates within the software.  This tool lets visitors build a professional-looking website.  When on the website, they can list their contact information when the website prompts them to do so.  Often, IT systems consultants offer price quotations, free consultations, or other draws to get contact information.  Once the user enters his information, it is automatically imported into the CRM software for your sales efforts.

IT Systems Consultants who use CRM Software comment on how efficiently they can run their business.  With mobile applications, the software goes wherever they work.  Interested in learning more?  Schedule a 14 days Free trial today!

Upgrade Your Business Toolbox – CRM Software for Handyman Services

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Handyman services are popular for jack-of-all-trades home and business repairs.  In today’s trade industries, some services are quite expensive if you book specialists for every job.  If a homeowner wants a room painted, some light bulbs changed, and a doorknob installed, it may be more affordable and faster to hire a handyman for these odd jobs.

Handymen services offer versatility and affordability for consumers, but some customers have noticed that professionalism can lack.  Many in the handyman business pride themselves on their work but when it comes to professional looking invoices, finance reports, and webpages, they hit a wall.  CRM software for handyman services may be the answer they are looking for.  CRM, or customer relationship management, applications like CRM RUNNER can organize a small business, keeping it on track in a variety of ways.

Check out this FAQ about CRM Software and what it can do you for your handyman services business.

Q:  What does CRM RUNNER do?

A:  In short, almost everything!  CRM RUNNER keeps track of your customers and potential leads by storing contact information.  CRM software generates invoices which can be paid directly in the software.  CRM stores contractor information and inventory.  It can track employee time and mileage expenses.  You can use it like a personal assistant for document storage and calendars.  The possibilities are endless.

Q:  How does CRM RUNNER help me when I’m out on the road?

A:  It is important to have a CRM application that goes on the road when you do.  CRM offers a mobile application which has all of the same information available on your computer.  The software allows you to review project plans, contracts, and invoices on a mobile device.  It also gives access to GPS and payment collecting modules.  If you have other operators using the application, you can chat internally.  If your business has a dispatch person, they can also use the software to send messages to clients and employees.

Q:  Can I change the features available based on who is using the software?

A:  Yes!  User permissions enable business owners to give certain information to a limited amount of people.  For example, you may want to give a contractor access to the job plans but not the customer database; this is possible with CRM RUNNER.

Q:  What reports does CRM RUNNER provide?

A:  CRM RUNNER provides customizable reports in a professional format.  You can review reports based on payroll, mileage, expenses, revenue, open invoices, and more.  It will be easier to keep your finances in order using these reports.

CRM RUNNER is top of the line customer relationship management software.  If you have more questions, or you’re ready to give it a try, reach out to us today!  We’re here to help.

If you are new to using this software, then you can use our 14 days free trial or check our Pricing here.

Wham, Bam, Glam, Thank You, Ma’am! Marketing Tools for Makeup Artists

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Makeup artistry is all the rage right now, largely in part due to the success of the big names on the internet.  The makeup artist industry depends heavily on marketing to get the word out about your skills, whether just starting out or an established name in the business.  Here are some hot tips on how to increase your makeup artist client list.

Get Famous on the Internet for being a Makeup Artist

To be a successful makeup artist, you don’t have to have thousands (or millions) of followers on a social media platform, although it can help.  Makeup artists need to focus on building an organic community to showcase their work.  And by showcasing their work, they can attract leads.  Popular social media platforms Instagram, YouTube, and Facebook.  However, a professional makeup artist can also use a landing page to collect names of leads and book appointments.  CRM Software, like CRM RUNNER, provides templates for landing pages, lead generation, and appointment setting, so that makeup artists can focus on their craft instead of web design.  Build a professional looking website to showcase your brand.  It has never been easier, and integration with CRM tools means you have more control when it comes to building your client list.

Referrals are the lifeblood of any Business

Makeup artists know that a successful gig can lead to more appointments.  When a customer shares her new look with friends and family, they ask “Who did that!?”  Track your referrals using CRM software.  CRM RUNNER allows you to track which sources provide the best referrals so that you can focus on growing your client base.  Some artists give incentives like discounts or gifts to those who generate referrals.  You can use the same tools to measure where other leads are generated, such as from your webpage, social media, or advertisements.

Reach out to Repeat Customers

If your customer loves your work, why not invite them for another appointment?  Perhaps somebody who used you for their wedding will want your services again for their parents’ anniversary party or a work event.  Many people schedule makeup looks seasonally, so use CRM applications to create bulk messages by email or to notify customers of availability during prom and homecoming season, for example.  Every artist is different, so be creative in generating marketing content!

Think Beyond the Brand

Branding is an essential part of a makeup artist’s business, but so is customer service.  Customers prefer professional presentation when it comes to receiving invoices and making payments.  CRM RUNNER can generate invoices using a template based on your personal brand.  The invoices can even be paid directly in the software.  Keep an inventory of beauty products, too?  CRM RUNNER has a module for inventory, so you can manage those sales just as easily.  The software likewise contains scheduling software for makeup artists with an easy drag-and-drop calendar, so you can keep track of your appointments.

The benefits of CRM databases are plentiful, so get your business organized and show off your skills.  Attracting and managing customers has never been so simple; contact CRM RUNNER today to get started!

Efficiency in your Grocery Shopping and Delivery service with CRM Software

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A trend across America today is ordering grocery delivery instead of running to the store.  For the sake of convenience, many people prefer to send their weekly supermarket list to somebody else who goes to the store, purchases the product, and then delivers it to the client’s home at a scheduled time.  Although convenient for the customer, this kind of business can be a logistical nightmare once a strong client base is established.

CRM Software like CRM RUNNER can simplify the logistics of your grocery shopping and delivery service with a wide variety of tools and easy on-the-go mobile application.

Try it out with our 14 days free trial!

One of the elements that make grocery delivery a sustainable business is the on-going relationship with the customer.  Grocery shopping needs to be done several times a month, and if customers can rely on your service, they will be in contact often.  For that reason, it is of utmost importance to main a quality relationship with each individual customer.  As your business grows, this can pose a unique challenge – How to do remember where every customer lives? If payment is up-to-date? Do they have a pet? Did you wish them happy birthday? How are things with the family?

Creating strong customer relationships is the backbone of the grocery delivery industry, and CRM Software makes that process efficient and easy.  CRM RUNNER, for example, allows you to import your current contact list into the application and import new leads and customers directly from those who visit your webpage.  The information collected goes into customer profiles that show notes, past orders, and even birthdays.  With this information, you can easily reference your customer’s preferences and add notes as necessary.  If Mr. Johnson’s asks that you not ring the doorbell because it drives his dog nuts, that can be added to the profile and delivery instructions.  When Ms. Smith’s birthday rolls around, you can be sure to send her a birthday card.  Customers who feel like family are loyal, and in this line of work, that matters.

CRM RUNNER is especially useful because it also allows GPS tracking.  The software displays customer addresses on a map, even providing a street view function so that delivery drivers can be sure of where they are heading before they go.  The application can also track delivery drivers by GPS, calculate mileage costs, and populate professional invoices for customers.  Using the mobile version of the application, customer can pay when the product is dropped off.  All components of the CRM application are available via mobile device.  Efficient operations mean happier customers and more time saved! Both increase the bottom line for your business.

As grocery delivery grows in popularity, it will be important for businesses to stay competitive and build customer loyalty; CRM software helps.  CRM RUNNER makes that possible at an affordable rate with easy-to-use software.  Contact Us now for a FREE TRIAL.

Pump Up Your Personal Training Business with Powerful CRM Software!

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People get into personal training to transform lives.  It is a rewarding career in which trainers help clients make and maintain fitness and health goals by planning exercise and nutrition regimens.  Apart from the expertise in designing health and wellness programs, trainers must also have a keen business sense to attract and keep clients, and for that CRM Software like CRM RUNNER can assist.

CRM RUNNER is a powerful customer service management software that personal trainers can use to maintain their client list.  This software allows trainers to import their current contact lists into the program where they will be able to create distribution lists to send out messages for marketing, scheduling, follow-up, and more.

The software contains templates to build a landing page.  This is especially helpful for trainers because they can build an attractive website showcasing their services.  Customers who visit the site have the opportunity to share their contact information so that trainers can connect with them to provide more information about their program.  The Sales Funnel tool displays interested parties based on their current level of commitment so that the first appointment can be scheduled as quickly as possible.

The CRM software also has widgets for calendars so that trainers can maintain their schedule directly in the software.  It is especially useful because the calendar features the ability to attach client information to the meeting.  If a client calls to reschedule, drag-and-drop technology makes updating the schedule easy.

When it comes to billing, b the payment collection process.  Trainers can upload their logo and information so that a template generates invoices based on set rates and packages.  The invoices can be emailed directly to clients where they can pay online or in person.  The software links up to the trainer’s current payment software so they can collect payment directly in the application. CRM RUNNER’s database is available as a mobile application, so trainers can send and pay invoices right in the gym.

Marketing is a factor that some trainers forget – and CRM applications automate the marketing process so they have more clients with less effort.  For example, many people consider personal training, and for motivation reasons, fail to follow through.  Trainers need to stay in contact with the potential clients – especially as seasonal changes may give them the boost they need to get started.  For example, participation in fitness center increases around New Year’s Day as people make resolutions to get in shape.  Swimsuit season and wedding season also motivate people to hit the gym.  Take advantage with strategically timed promotional emails inviting your current and potential clients to start a fitness journey with that in mind.  A few clicks send your message to clients via email or SMS text message, driving more confirmed appointments for your personal training business.

CRM software can transform your personal training business the same way you transform your clients’ lives.  Everybody needs a spotter, so let CRM RUNNER be there to support your personal training business.   Click CRM Software for a trial!

Chat CRM Software for your Business

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Chat functionality in CRM software is a subset of Social Project Management which enables the development of collaborative behavior between staff members and between the enterprise and customers. Chat functionality allows you to set up chat topics, invite guests, engage and collect valuable chat transcript repository. Chat software can be used to build a streamlined approach for internal communication in the workplace. Live Chat software can be used to get in touch with the client at the right time and help in lead conversion.

Chat software has become an immensely popular instrument to set project expectations of teams in the business world. It allows you to get a bird eyes’ view on the various tasks in the team.

Chat improves team productivity

  • Communication through collaborative behavior is the hallmark of a well-functioning team. Chat allows you to set clear objectives.
  • Chat software helps in information sharing through files and increases the ability to stay organized.
  • Occasional chaos is common in workplaces. Chat allows the team members to instantly communicate with each other for quicker resolution of issues. All your team members and contractors can easily chat with office administration or between themselves using chat software

Engage in conversations

You have the option of creating a singular chat room where everybody is free to participate. You can also have the option of creating a distinct one on one conversation. The sky is the limit when it comes to the number of chat conversations you can have.

Deliver the best customer service using Chat software

  • Research points out that satisfied customers lookout for proactive attitude on part of the enterprise to listen to their needs. Using Chat, you can listen to the client without awkward interruptions. Try to understand the critical needs of the client through empathizing through live chat.
  • Decrease the waiting time of customers and eliminate the needs for hold music. You can offer a current solution in a short time frame.
  • Presence of a chat transcript allows you to analyze the customer interaction and gives you an opportunity to improvise your approach towards the client. This will increase the chance of revisits by the client to the website.

Chat software is optimal for E-commerce

  • Skyrocket your brand’s credibility by topnotch engagement with clients resulting in trust enhancement.
  • Provide targeted guidance to your clients assisting them through the purchase process and quickly resolve their queries so that they can convert into buying clients.
  • Create a holistic behavioral profile of the client through chat interactions and enhance the functionality of your website.

Top qualities of Chat software for workplaces

  • Creating multiple channels for various teams, projects and customers.
  • Provision of converting certain sections of the conversations into tasks and modification of details
  • Ability to host chats on a private basis.
  • Inclusion of elements like videoconferencing and document collaboration in real-time.
  • Ability to create different threads and maintaining partitions in multiple conversations for ease of access at a later time.

Top qualities of Live Chat software for client interaction

  • Ability to meet the needs of e-commerce businesses through sophisticated data analytics and tracking of goals.
  • Ease of integration with the majority of e-commerce forums.
  • Capability of sending automated messages depending on client activity such as revisits to the website.
  • Capacity to integrate with mobile applications operating on Android/iOS and SMS system of the phone.

Why You Should Opt for CRM Software with GPS

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There is a good news, now real time location tracking is integrated to CRM software. You all know about customer relationship management software and how it has made work force tracking so easier and convenient. Just with the help of CRM software, you can track your employee work login, work status and much more.

Businesses that are in to product sales and concerned about their marketing sales team and their daily work schedule & target accomplishment. CRM software with GPS will help in every way possible. There are times when managing a big marketing team becomes tough for the manager and in such scenario a good software can easily fix such issue.

Whether a business may be small or big, it is essential to keep track of every minute thing, as it will help the company grow and also bring fortune to company staff members. Sales reps are a crucial factor that every company looks into. CRM software with GPS is a wonderful route mapping software that offers high end features where a user can easily track sales activity on a daily basis in a seamless manner.

GPS crm software helps to manage your business at anytime and from anywhere and it helps to know what actually is in going on in a specific business. There are customer log-in options where you can filter out a specific field to know details of work on a specific date and time. This offers a great insight to know what is happening in the field and what type of problems arising on the sale deliverance.

Probably the best highlights of this product are:

  • Easy capacity to guide out a course for the afternoon
  • Turn by turn driving headings
  • Live traffic refreshes
  • Interactive mapping
  • Check-In

GPS CRM programming is the ideal buddy for each business that utilizes deals reps, conveyance drivers or whatever other stuff that must be out and about. When you incorporate your CRM with our work area, your client database is stopped into our product. That implies, when you utilize our versatile application, all your client subtleties are to hand, any place you are. Your staff can check in at each visit and make a record of it, and the result. With GPS CRM applications you can find the principle CRM in the workplace, spare time from copying work and telling you where they are and what they do.

So, what are you waiting for? If you desire to streamline your business in the right manner and the betterment of your company, then customer relationship management GPS would the best tool for you and your business. So, get ready to buy this software and bring different to your business. Today!

If you are new to using this software, then you can use our 14 days free trial or check our PRICING here.

Consider CRM Technology for your Rental Company

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Companies that offer rentals for events and parties today find themselves in a unique situation when it comes to CRM software needs.  These businesses need to maintain inventory of their product, track their inventory and staff, maintain contracts and collect signatures, and manage payments.  CRM RUNNER, the latest in CRM technology, brings all of these tasks into one central database so that your team can get things done in the office or out on the road.

Rental companies can keep an inventory of many products such as inflatable jump houses, tables, chairs, photo-booths, decorations, plants, backdrops, furniture, and more.  These items can be inventoried using CMR RUNNER.  The application provides a way to list each item separately based on serial number.  Items can also be tracked by location if they are stored in various warehouses or storefronts.  Items can be tracked using the GPS feature of software.  Even before items are delivered to the client, the route driver can verify the exact location for drop off and even see the location via street view.  That means happier customers when product arrives on time and to the right location.  The GPS capabilities means more accountability for staff as you know where they are and where your product is.

Maintaining an accurate record of your operations and finances is important for any business, but in rentals especially, it is imperative the signatures are collected in a central location in case any order needs to be reviewed and verified if a question arises about the contract.  Your team wants to be sure that the customer signed off on 40 tables before loading the truck.  CRM RUNNER stores all documents electronically and attaches the information to the client profile for easy access, by desktop computer or mobile device.  Document storage means these documents are open to those in sales, delivery, and billing.  Clients can sign these documents electronically as well.  The software even allows for quick sending through the application interface.

Simplify payment collection using CRM software.  CRM RUNNER integrates with your current finance and credit card software to process transactions directly in the application, closing the invoice and automating follow-up procedures such as receipts, surveys, and return instructions.  Invoices can be sent by email to customers and paid online, automating your payment process.  Thanks to full software integration, everything works as one to make your daily operations smoother than ever.

From client phone calls and estimates, to moving the product to the location, to collecting payment, CRM RUNNER has a solution for every part of the administration of rental businesses.  No matter what you rent, CRM RUNNER can organize it.

If you are new to using this software, then you can use our 14 days free trial or check our PRICING here.

Maintain Inventory Control for your Retail Business with CRM Software

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One of the most daunting components of retail management is maintaining accurate inventory for efficient sales.  Whether in a storefront, warehouse, or online, retail sales requires organization and accurate recording keeping.  Too many retail leaders are using outdated methods to maintain inventory and complete sales, not taking advantage of new all-in-one CRM solutions available today.  CRM RUNNER, for example, not only allows for sales orders to be completed directly within its software, but also maintains accurate inventory of your product while doing so.

Inventory Maintenance using CRM Software is an intuitive process.  Users are granted various permissions within the system, so only those with the authority to do so have access to edit and change inventory items.  Inventory items can be priced differently, and the system allows for use of serial numbers for rare and valuable items like collector pieces, computers, video games, or small electronics.  Wholesale and purchase information can be listed on the back end as well, so you have quick access to the details you need while completing sales and filling orders.  The system also handles returns, offering return codes to customers so that they are processed appropriately.  Inventory can also be tracked logistically thanks to GPS within CRM RUNNER.  If you are operating over multiple locations or franchises, each location can have its own tag and inventory, which especially serves useful for brick and mortar retail stores.  CRM RUNNER presents several attractive and informative reports based on customizable templates that will feature your business pertinent information. With these benefits, retail stores can operate successfully with CRM technology.

As you move product, the payment process can be simplified using the same CRM RUNNER software.  Orders can be converted from estimates to invoices in a snap.  Additional documents can even be attached showing order specifications, special handling or care instructions, promotions and marketing materials, or whatever else your customer may need.  The paperwork follows customizable templates which can carry your business logo and information.  Some companies choose to include return policies directly on the invoice.

Payment for orders can be completed within CRM RUNNER thanks to its capability to use your current software through software integration.  This makes opening and closing an order easier as it all occurs in the same place – and the inventory automatically updates as you move through the transaction.

Retail businesses sell everything from craft supplies to dance costumes, from hair dryers to power drills.  No matter what product you offer your customers, CRM technology provides the functionality of inventory control and easy payment processing so that sales are made with accuracy and ease.

If you are new to using this software, then you can use our 14 days free trial or check our PRICING here.

Your Security Business Can Make More Sales with CRM Technology

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Running a security business can be quite rewarding, offering peace of mind to your customers who want to protect their assets and their families.  Yet, between sales pitches, expenses, installation specifications, and customer service, it can be a lot to keep up with.  Enter CRM technology.  This technology creates a database that manages all the important facets of your security business so that it runs with more efficiency, saving time and money.  CRM RUNNER, the best CRM solution for security businesses, not only furnishes invoices, but also works as a dispatch center, electronic document system, and a marketing tool.

When customers begin researching security solutions, they will come to your website after a quick visit to their preferred search engine.  CRM RUNNER allows businesses to build professional landing pages that can maintain a contact list of those who visit your website for later follow-up. As customers “shop around,” it is important that you employ a software that allows you to collect this vital contact information to be able to reach customers so that they will understand why your offering is the best solution for their needs.  Once contact information is obtained, your sales team can reach out to potential customers directly, with one-click phone dialing thanks to VoIP phone integration.  Team members can take notes on calls and save them to the client’s profile for easy reference in the future.  Security system installation offers a wide array of services, so it is important to really listen to the customer’s needs before making a proposal.  Whereas some may want only a keypad at their entrance, others may want all the bells and whistles when it comes to surveillance, like 24/7 video recording.  Every case is different, and under or overselling may cause the sale to fall through.  CRM RUNNER helps you ensure your sales team knows what is available for your customers.

CRM RUNNER helps your business stay in contact with customers.  Some customers are indecisive, so consistent promotional efforts by email and by text (SMS) encourage the customer to understand your business’ security solutions.  Using CRM RUNNER, you can maintain distribution lists and send messages in bulk.  This is a useful tool for advertising special discounts or for upselling to clients.  Even as new technology hits the market, you want your past customers to be the first to know when these solutions are available.  CRM RUNNER offers rich text formatting and document attachment so that you can include all the pertinent details with your message.

In serving the community with security products, it is important to meet the customer’s expectations and needs.  CRM RUNNER allows business leaders to maintain contact with their clients and help them find the solutions that will make them feel safe and secure in their own home or business.

If you are new to using this software, then you can use our 14 days free trial or check our PRICING here.

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