Manage Your Field Operations Seamlessly with CRM Runner

In the past, much of the field operations were done manually, which took time and left room for human error. It was more difficult to manage variables that hampered progress, such as incomplete data, sales representatives who were running behind schedule, and communication problems.

Field service operations become easier to manage with CRM software because there is a constant line of communication with the customer. Service managers have real-time access to data, allowing them to increase efficiency, make data-driven decisions, improve scheduling, reduce travel time, and maximize resource utilization.

Let’s look at the reasons why your company needs CRM Runner to manage your field operations.

How does CRM Runner helps with Field Management?

GPS Tracking: With CRM Runner’s systematic arrangement, you can now easily monitor your customers, prospects, team members, dealers, distributors, and agents on a single platform. You can not only perform tasks and manage your team members effectively, but you can also track real-time updates from all team members. With a single click, you can access all of your leads, deals, and distributors on the map. CRM Runner employs GPS tracking to provide you with a real-time movement map of each and every sales representative on the field.

Project Management: Some jobs necessitate specific projects that must be completed on time, and it is frequently difficult to outline and assign these projects to team members while they are out in the field. CRM Runner makes this requirement easier by allowing projects to be added to any active job at any time during its duration. When a new project is created, notify employees and contractors right away.

File Management: With CRM RUNNER, you can now store files and important documents in a secure but easy-to-access location. It enables managers to share critical data with clients in a cost-effective, secure, and environmentally friendly manner.

Swipe & Go: With the Swipe & Go feature, CRM RUNNER provides a platform for a hassle-free, secure, and documented payment process.

Fire Tasks: CRM Runner never makes you sweat the small stuff! Our system allows for repetitive, simple tasks to be listed for every job that requires them, whether it’s house cleaning or inventory checking!

CRM Runner – One System with Many Facets

As can be seen, CRM Software is critical to effective on-site performance. With the numerous tasks, responsibilities, individuals, and data types that field service companies must manage, CRM Runner offers a unified solution with a wide range of features and capabilities. CRM Runner assists your company’s day-to-day operations by streamlining and automating them, with a focus on customer retention and field operations. CRM Runner is available for a 14-day free trial, or you can request a demo!

All You Need To Know About Mobile CRM

Everyone knows that CRM software has integrated with mobile devices. It is done so that the employees and customers can easily access the business data and information anytime, anywhere. The latest technology integrated into the CRM app is the tracking system. It is done for the on-field employees whose working needs to be tracked to make sure that they are not exploiting the organization’s resources. That’s why Mobile Tracking Built-in CRM APP  is prioritized by the SMEs.

The Mobile CRM delivers a full CRM experience on smartphones and other internet-enabled devices too. The main basis for implementing this technology is to reduce human efforts and let the machines do the hard work. The CRM software enables the marketing team, sales team, and customer service teams to access the information and manage it in a real-time environment.

It is no surprise that the field jobs are hectic and require extra efforts. But for a long time, the field agents were simply wasting the business resources without generating effective leads. When the sales reps travel from one prospect location to another, their working also needs to be scheduled and managed. The employees are not tied to their desks and there is no way that someone will be in contact with them 24/7. Hence the GPS tracker system made everything easier. Another scenario which clarifies the need for GPS tracker is to notify the customers when the agents would be arriving at their premises. Not everyone is sitting at home waiting for a repairman, technician, or a bank employee. Thus, they need to know when the agent will be arriving so that they can make the most of their time.

Importance of Mobile CRM:

It is pretty obvious that the employees need Mobile CRM. Some of the CRM software has Field Management Platform Bundled with VOIP to facilitate additional benefits for the employees, customers, and the business too.

The field agents need to access the schedules along with work orders even when they are on the field. The integration with mobile phones has made it super easy for the employees to have freedom and work as well. Having remote access to the data irrespective of the platform issues promotes a collaborative environment.

Beyond the obvious points, mobile CRM gives a flexible environment for the employees to work. The main purpose of the Mobile CRM isn’t just ensuring that the customers get the best service every time. It also gives a real-time update of the employees and prepares them to be fully equipped when they interact with the clients. Even the employees who are not working on the field can take advantage of this feature. They can use CRM for managing schedules, performing data analysis, generating reports, and organizing the important files in a secure location.

Benefits of Mobile CRM:

Whether you are accessing the CRM database using Smartphones or tablets, it can be a useful tool in all conditions. All the classic functionality of a system can be delivered by the software easily. Various benefits of the CRM software are listed below:

Dashboard with one-click access to the features

Plan Room

To Do list

Integration with Social media apps

Lead Generation

Real-Time Tracking with GPS Tracker

Transaction Handling

Chat and SMS portal

E-documents availability

Anytime access to the database

There are various other benefits too with the CRM RUNNER. It is not just a Mobile Tracking Built-in CRM APP, it is an extensive all-in-one business management tool. Not even a single entity in the business cycle is left out from the benefits. The best CRM software is always equipped with extensive security features such as multi-factor authentication and VPN requirements. Luckily, CRM RUNNER has all these features inbuilt which make it most extensive management software for all kinds of business.

CRM RUNNER GPS Tracking Feature:

As we all know, CRM RUNNER is undoubtedly the best-in-class software for business especially for the management of on-field work. It is feature rich software that has collaborative functions for work schedule. But the main advantage of the software is obviously the real-time tracking of the employees. With CRM RUNNER, you get the following benefits for tracking:

Have an overview of the location of the staff and customers on a satellite

Know the current location of the team and their driving routes.

View site images and get accurate location up to 10 meters.

On my Way feature to tell the clients that the technical team is arriving on the premises.

As you can see, the CRM RUNNER software has made pinpointing the location of the staff and customers easier than ever. And the best thing is that the software features aren’t limited to tracking and tracing. Along with GPS tracker, the Field Management Platform Bundled with VOIP also has its own line of benefits.

Real-Time Calling: Every interaction with the customers offers valuable insight into the business. For a successful leader, the calls can be a great example and for failed leads, it can be a reminder to avoid a few simple mistakes. The VOIP CRM integration takes care of the logging in real time.

Better Customer Experience: The VOIP CRM can anticipate the customer’s needs and direct the agent to their profile to make sure that they serve the client in the best way.

Closed Loop Analytics: This feature makes it possible for the staff to share the data in closed analytics with both the sales and marketing teams.

Increased Efficiency: CRM eliminates the grunt work of looking up client information as the software can bypass the menial work and manipulate the data according to the business needs.

In today’s hyper-information environment, the accessibility feature plays a major role. It can be a setback if not used properly. So, it will be better if you learn to utilize the CRM RUNNER software to make sure that you stay in the competition.

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