Tag: Customer relationship management

CRM for Logistics Companies

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Which Features Should a CRM for Logistics Companies Have?

A CRM for logistics companies should come with several automated tools and features built in.  Logistics companies often struggle with managing resources during times of growth.  It can be difficult to manage the pick-up, transport and delivery of different items many miles apart.  As companies grow they acquire more delivery drivers and inside support staff.  This makes keeping track of what is going on and how customers are serviced a main concern.

When the choice to implement a CRM for logistics companies is made, managers find that oversight for employees and how they interact with clients becomes effortless.  With the right features built into the CRM, scheduling drivers and updating customers happens in the same system.  Features that automate frequently occurring tasks like appointment reminders, estimate creation, and employee reporting are also needed in a CRM for logistics companies.

CRM for Logistics Companies

A transportation management system is built into the best CRM for logistics companies.

The number one feature needed in a software for logistics companies is the ability to manage transportation.  Since logistics companies are in the business of transporting things from point A to point B, a transportation management system that is built into the platform they use is essential.  Having all of the information that employees and managers need all in one place makes knowing where each item in transit is, how long it’s been there and when it’s expected to arrive as easy as touching a button.

The best transportation management systems include GPS tracking for the transport vehicles and the on the devices carried by both delivery drivers and sales staff.  Software for logistics companies that doesn’t track where the items are located often makes the business have trouble meeting deadlines and impressing customers.  Those who choose to use a CRM for logistic companies with a built in transportation management system find the time spent managing routes and drivers significantly decreases.

Specially designed software for logistics companies should include these 4 features:

Accessibility from anywhere

Logistic companies operate from everywhere, which makes a software that operates from everywhere more vital than it is for other companies.  Delivery drivers that are able to log in to an app on their phone to report deliveries and delays help inside staff and managers know how the day is going and what information customers need. A software for logistics companies that is accessible from any device with an internet connection is the best choice.

Tracking of items and employees in transit

Managers for logistics companies struggle the most with knowing where a driver is and why there is a delay.  Whether it’s sitting in traffic or a mechanical delay, it throws off the schedule and customers need to know ahead of time.  A CRM system that includes GPS tracking of transport vehicles and their driver’s device changes the game for a logistics company.

Real time reporting

Often managers don’t know what delivery drivers were up to and how long their route takes until they pour over hours of delivery logs.  A software for logistic companies should include an automated way that managers are notified as drivers move throughout their route.  A CRM with real time reporting from drivers after each delivery can automatically notify managers and ultimately take out all the guess work.

Automatic completion of repeated tasks

Sending reminder emails, estimates and invoices after delivery can all happen with one click in CRM systems where automated tasks are set up.  In a CRM for logistics companies, when a pick up or delivery is scheduled or delayed, customers can be updated automatically.  This saves field staff and office staff time and increases their productivity.

A CRM for logistics companies that offers a free trial

CRM Runner has all of the features needed in a CRM for logistics companies.   Managers of logistics companies that use CRM Runner know where everything is and how it’s moving.  Customer communications, requests, scheduled deliveries and automated reporting are all built into their software.  Equipped with GPS tracking and customizable reporting, CRM Runner has all of ideal features to help a logistics company grow without strain on its employees and its profits.

We offers a no risk demo and free trial to software companies that are struggling with growth.  During the free trial, it’s encouraged to set up the system fully and take advantage of everything it has to offer a company.  To learn more about the software for logistics companies from CRM Runner.

Most Popular CRM Tools

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What are the most popular CRM tools for large companies?

When businesses are first starting out, their needs are focused on increasing efficiencies in order to grow. Once considerable growth is achieved, a new limb of the workforce will likely be required to maintain a high level of excellent customer service to a wider client base. To avoid allowing growth to be a hindrance rather than the ultimate goal of a business, large companies need the tools to distribute necessary information to the right employees and monitor day-to-day operations with the efficiency to meet customer expectations.

Most Popular CRM Tools

Large companies seeking to employ an online CRM system need to choose a CRM platform with adequate training for employees.

Using a customer relationship management (CRM) system is meant to increase efficient workflow and save time in order for higher management to focus on the “bread and butter,” so to speak, of all businesses – customer satisfaction. When customers are happy, when they feel valued by the brands they choose to support, they are more likely to accommodate the costs of products and services.

No matter how sophisticated an online CRM software appears, it must be the right fit for your workforce. CRM training for employees is essential to save the time, money, and resources. An online CRM system should be easy to use and, more importantly, customizable to address what your particular team needs to represent your brand and maintain optimal customer service.

Be sure to choose a CRM platform with simple, easy-to-follow training and allow your company some kind of grace period to examine workflow and establish where your team is struggling.Most employees and managers could be more productive with the right online CRM tools.

Choosing online CRM software for large companies could make all the difference in promoting sustainable growth.

If you have a large client base, you need a lot of hands on deck to provide customer service to all those customers. While you can’t please everyone, it’s vital to your business to find a way to provide a quality experience to as many of your clients as possible.

An online CRM system will maintain client details, purchase history, and communication all in one place. We improve what we monitor and a smart online CRM software will make the administrative part of gathering essential information an automated process. Cutting costs in these tedious, analytical areas makes the direction more clear and easy to see when learning how to appeal to customers.

For example, if a member of your team consistently receives questions from a particular customer, an online CRM system is the best way for any member of your staff to pick up the conversation where the last employee left off. All communication will be in the same place including which products the customer has used and liked and which services are consistently requested. When your company contributes the value of answering customer questions with speed and accuracy, you learn what the next logical product or service is through this record of information all stored on the CRM database.

A web-based CRM contact manager can automate essential reports for large companies

All businesses need to budget overhead costs and operational expenses. It takes many hours and resources to sort through pages of data to decide which products or services are stale and in need of upgrade or replacement.

With an online CRM system, managers can track pertinent details to any large company’s needs to include inventory, employee performance, and sales leads. It’s wasted space, effort, and resources to stock a product no one wants to buy. In a large company, some of these smaller areas of waste inevitably add up to losses. Automatic inventory tracking allows for easier, faster decisions to remove an unwanted item from the shelf to make way for products your customers really want.

Learn who your top performers are instead of cultivating time and money into staff members who are not a good fit for the company. In larger companies with an adequate staff to service a larger customer base, it can be easy to miss those who are either in the wrong position or who do not contribute to the success of your business. An online CRM with GPS will track where your employees are during the workday, how long it takes them to complete a job, and how they handle customer service issues.

CRM costs vary almost as much as CRM vendors.

Most CRM software vendors offer a monthly payment plan for the upkeep of an online CRM platform. Your costs per month can range from $15 to $500 depending on the number and sophistication of CRM tools and features a large company decides to use.

Only pay for what you need, even in a CRM tool designed to increase revenue through improved efficiencies. Not all CRM systems offer the same level of support, training, or the same tools to monitor your daily activities. The CRM cost is an investment in the longevity of your customer relationships – there should be a balance between what you need and the value of service you receive as a customer.

Take advantage of a free trial to test out a CRM system for your company.

Staying in business in a digital age will require the sophistication, and automation of a CRM system. CRM Runner offers a variety of features such as GPS tracking, scheduling, customizable reporting, leads generation, inventory monitoring, and more for large companies. Take advantage of the training options and the 30-day free trial with CRM Runner to see what this technology can do for large companies. Learn more about the features and the CRM Runner trial by signing up here.

Features the Best CRM Systems Have

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7 Simple and Easy Features the Best CRM Systems Have

If you’re hoping a Customer Relationship Management (CRM) software might make it easier for your company to function and generate more revenue, you’re right… so long as the system is simple and easy for you and your staff to use. Otherwise, it could become an expensive tool no one at the company uses.

Features the Best CRM Systems

Using a simple CRM software is the easiest way to increase the efficiency of a small business.

Many CRM systems have varying features within certain packages or level of usage. You only want to pay for what you really need and what makes the most sense for your team. Before you buy anything, consider what sort of information would make it easier to run your business. For example, if you run a delivery business, maybe what you need to see in your reports is how long it takes each employee to run a certain number of deliveries. Look for a CRM with features to track progress and make decisions faster when it comes to top performers and how many people would be required to increase deliveries.

A simple, easy-to-use CRM software will cut down on the administrative work load which likely falls on a business manager who could better use his time improving customer relationships. Aided by the right data automatically collected by a CRM system, business managers have more time to develop products and services that appeal to their loyal customer base.  With managers focusing their time on more important tasks the possibility for growth and revenue increases. Whenever corners are cut without losing quality, a business is set up to succeed.

7 Features You’ll Find in the Best CRM Systems

When you’re ready to look around at different CRM systems, there are 7 basic features which definitely stand out for user-friendly implementation in work life.

1: The best CRM systems offer accessibility everywhere via mobile applications.

If you own or operate a small business, you likely wear several hats. The best CRM systems for small businesses tend to include a mobile app to allow managers to access vital business information no matter where they find themselves. In addition to a desktop application for the office, a CRM system available on a mobile app will keep you up-to-date. For example, if a customer has a question you can answer in a timely manner while on-the-go and the CRM will track it and then all staff can see it in real time instead of waiting to hear it from you when you get back in the office.

2: Role-based access is another key feature for small business owners looking for the best CRM system.

While your CRM system should be easy for anyone to use, not everyone should have access to the reports managers need in order to make decisions for the betterment of the company. A simple CRM software system should allow for managers to choose who can view what reports as well as who can use certain features.

3: The best CRM systems of 2019 offer GPS Tracking.

Knowing where your staff is and how long it takes them to complete work are valuable data points to consider for hiring and scheduling purposes. The best CRM systems offer GPS tracking for people as well as property – know when company vehicles or equipment are checked out for work use and the longevity of the items purchased by the company.

4: The best CRM software comes equipped with customization reporting

Even businesses within the same industry do not necessarily thrive in the same system of operation. You want to find a CRM system which allows for customization reports so your managers have the information they truly need to increase company efficiencies. For example, rather than knowing only what products are ordered, maybe what you really want to know is how much of a product is bought by your loyal client base in order to get dud products out of your inventory and make room for the upgrades your customers really want. Customization reports will help a business manager employing a CRM platform narrow down what is truly valuable for the business to know in order to improve customer satisfaction.

5: Real-time tracking is a vital component to a simple CRM system

Answer customers asking for an ETA from their service technician with the click of a button rather than multiple texts and phone calls. This level of awareness is a critical component to customer satisfaction. Most customers who abandon a business for a competitor do so if they are treated like a number rather than a valued member of the brand team. Additionally, answer your own need-to-know questions on the go with real-time tracking on the progress of the work day.

6: The best CRM systems offer integration for invoicing and popular communication channels.

Your business has likely lived longer than your search for a CRM software solution – you may already have practices and software systems with vital information. You want to find a simple CRM software which will integrate the information you already have without a lot of hassle or longer man hours transferring everything over to the CRM platform.

7: Automated quotes and invoicing are included in the best CRM systems.

Automating whatever you need to make business operations move more smoothly will save time and money in the long run. Quotes for typical work orders can be sent without drawing up a whole new document every time the order is made. Similarly, an integrated system for invoicing and receiving payments make billing and getting paid easier than ever before.

CRM Runner offers the best free CRM software trial available.

CRM Runner is proud to produce a CRM system which meets the needs of all businesses and their employees. They stand behind their product with a 30-day trial so you can try it out at no cost and verify if it’s the right CRM for your company. Check out the features and start a free trial by clicking here.

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