Tag: GPS tracking crm

Online booking is now made easy with the development of CRM

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CRM stands for Customer Relationship Management. CRM can play an important role in any business operation. GPS tracking CRM software helps to track the location and status of the employees or the on-field workers and the managers. It helps the owner to maintain healthy business relationships with his clients by satisfying all their demands. CRM also has various added features which help you in keeping a track of the customer’s data, manage interactions, etc.

Online Booking CRM software has its very own integrated booking database that can collect and store all the booking details of the customers. Jobs and Ticketing system CRM have made the online booking system more efficient and easier than before.

Online booking CRM software has various advantages. Some of them are listed below

  • Check Customers full booking history

Every time the customer makes a booking through your website or over a phone call, the booking data will be stored directly in your booking database by the CRM. With the help of Jobs and Ticketing system CRM, you can have a full record of the customer’s details and booking history at a glance.

  • Rebook a customer

One of the basic benefits that Online booking CRM software provides is that you will be able to rebook the customers in just a few minutes. As the data gets stored in your CRM database, you need to enter their details again. The whole step of rebooking will be much quicker and the customers can get efficient service from the website.

  • Send marketing emails

Promotion and publicity are now the best ways to expand your marketing reach and find the lead of new clients. Email marketing is one of the most efficient ways by which you can send them the information regarding their booking or in general.

By using the Online booking CRM software,you can now send emails to your customers stating the various offers and plans that your company provides. It can help the customers also in choosing the appropriate website for online ticket booking.

Conclusion

CRM software is a boon to online booking systems as it reduces the time involved in manual bookings and makes the whole process easier and comfortable for the customers.

Keywords: Online Bookings CRM software, Jobs and Ticketing system CRM, GPS tracking CRM software.

What Are The Most Useful Features of CRM Software?

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Thanks to the CRM software, the world is now free with the complicated paperwork and its complications. Before the CRM software, sales rep used to go out in the field with all paperwork. And roaming around from door to door with all the paperwork, things usually got frustrated for the employees to keep a track of the prospects and customers.

But now, whether it is Transactions CRM Software or email integration or social media technology, CRM has rooted firmly within the organizations and improved their working. Now, every company understands the significance of CRM to organize and track the prospects and for its other features too.

There was a time when data handling used to be a tough job. People had messy handwriting and if they forget to carry the business card or any other document along then the data become inconsistent. Thus, it was essential to remove the inconsistent method of gathering information and data. You will be amazed to know that CRM software can help the sales rep to save 67% of their time as compared to a pen and paper.

As you can see, CRM software has made everything better. Thus, the features employed within have certain zeal towards them. So, you should know about the most useful features of the software. Some of the features are commonly found in all CRM software and some are unique. So, you need to decide which software would be best for your business.

The standard features of the software are mentioned below:

1: Tracking:

This is one of the vital features required by all kinds of businesses. With CRM RUNNER, the business will have an opportunity to:

  • View the satellite map location of the staff members on field duty and track them remotely.
  • Know the live or current location of your team and their expected driving routes
  • GPS tracking feature will also give you access to site images and get an accurate location of the employee.

This feature can be used for tracking staff innovatively. This way, you will have an overview of the team and the customers and the additional “On My Way” feature allows the client to be aware of the team’s expected arrival on the premises. CRM makes tracking and tracing a lot easier.

2: Integration:

CRM RUNNER is proven to be very effective software when it comes to integration. It digitalizes the working system of the business operating in multiple locations without the need to fall back to additional applications. The software integrates:

  • With top name brands application to provide maximum control and better results.
  • Sales, campaign, and social media management to form single window CRM software with maximum operating

As the workforce is spread across the multiple locations, the CRM software needs to be a combination of all operational, analytical and collaborative features. With the integration of all these aspects, the software will generate real-time data and streamline the workflow. The users will get better updates and access to data.

3: Plan Room CRM Software:

The Plan Room CRM Software is one of the brilliant ideas for businesses. It is a tool that customizes the work plan. So, just attach the plan with client estimate and send it to the technician through the Plan Room. You can also capture the images of your service location to mark all the areas that need adjustments and installation. Therefore, the feature makes everything seamless.

4: Document Storage:

The inventory for the documents and details of the clients is the best way to keep a track and manage the customer information. With CRM software, you can easily manage the warehouse and the biggest benefit would be the fact that you’ll have multiple backups so you won’t have to worry about data loss ever.

5: Transactions CRM Software:

One other useful feature is the transaction feature. The Transactions CRM Software allows the businesses to make the transaction much simpler on every hand. They can get paid through the app, send payments and also gets notifications with this tool. It gives an encompassing and comprehensive solution to ease up the management.

6: Quotes Management:

The designed quotes and invoices make a cutting edge difference in the first impression. With the invoice details and quotes, you can stay over the head of your competitors. Just select the entities, match the designs, and customize each field according to the ongoing business operations. The employees have the freedom to carry out the modifications as they like and give a revised quote to the customers on a later date. It has also made it easier to clear the invoices.

Some of the unique features of CRM RUNNER are given below:

1: Application:

Now with CRM RUNNER, you can access the business data anywhere, anytime. The app is available on Google Play Store and App Store too. Plus, the application is user-friendly and helps to manage the business in a better way.

2: To Do List:

The To-Do List feature is designed so that the business can accomplish the assignments and projects in an organized manner. It works like a sticky note but digitized and allows you to create a customized to-do list for your day-to-day schedule. It will also make sure that you complete the appointed tasks on time without missing out the deadlines.

3: E-Docs:

This is one of the most remarkable features of CRM RUNNER and not yet available in all software. The e-docs can process the documents digitally to eliminate the tedious paperwork. You can also create documents like proposals or contracts with the E-Docs feature.  Plus, you can also access the stored documents online in the time of need.

As you can see, other than Plan Room CRM Software and other standard features, the CRM RUNNER has embedded many unique and advanced features beneficial for the business. These features are added to the software to make it more useful and commendable.

How a CRM System Addresses the Challenges of Managing an Extermination and Pest Control Business

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Pest control is a part of life few residents or small business owners can avoid. The hiring process to accommodate the insistent needs of customers who want pests out of their homes and offices is challenging enough without also attempting to maintain management oversight of where employees travel, products used, etc.

Employees in the field are essential to managing a pest control business and the field staff required to perform extermination procedures fluctuates. Using up your own time to provide oversight of employees, inventory, managing schedules, etc. can sound impossible without hiring a manager to shadow every single employee.

Using CRM Runner, an online CRM system, to manage field staff addresses the major challenges of running a pest control operation.

Field Service Management

 

The best CRM online system makes field service management during the peak pest control season easier.

The height of pest control season is summertime. An increase in numbers of pests during the warmer months results in a spike of scheduling issues. Extermination businesses often need more people in more places during this time of year. Likewise, in winter, when there are fewer work orders for pest control and field technicians, forming an updated schedule to address the needs of the company comes with unique, fluctuating challenges.

Making it easier to maintain clear communication with staff when it comes to job scheduling changes during the height and the low of pest control seasons is invaluable to extermination businesses. CRM Runner makes it possible to keep both your customers and your staff informed of appointments and changing requirements throughout the day any time of year.

With a CRM field management system, tracking supplies and pest control equipment in addition to field staff is simple.

Clearing a customer’s home or business from unwanted critters requires a great deal of manpower, equipment and supplies. While keeping track of the location and schedule-keeping of employees, managers also need to track the chemicals and hardware used when addressing their customers’ problems.

CRM Runner’s field management software maintains oversight on business inventory across all relevant locales as well as the usage rate of supplies and service vehicles of each employee. The online CRM tracks the inventory at the office or warehouse, when it leaves to the job site, and the return to the company. This reporting occurs in real time enabling supervisors to halt or adjust job progress as required with a quick review of the CRM report.

The real time feature of the CRM system includes instant communication with pest control employees and their assigned clients.

Short of traveling with your staff to every location, a challenge faced by any business with field technicians is knowing what was completed on any given day by any particular employee. The option of traveling with even one employee is costly and unsustainable.

For field service management purposes, supervisors greatly benefit from the ability to view and track multiple employees and locations along with the accompanying ongoing operations. CRM Runner is an all-in-one system making it possible to keep tabs on the day’s progress at the click of button or a glance at the mobile app version of the CRM system. The CRM utilizes GPS tracking to report on the whereabouts of people and equipment. The system includes day-end reporting where technicians upload data and images from each site for manager verification. Additionally, managers will have the advantage of a time tracking system to get a clear view of how much time is spent per job.

Pest control is a highly saturated field; optimizing your business’ efficiencies will leave less room for error and more opportunity to increase revenue.

Evaluating staff requires oversight which cannot be provided from the office. A business run on the skills and time management of field technicians thrives on happy customers telling their friends about the excellent service of their exterminator. Set your pest control business apart from competitors with optimal efficiency; have your staff where they need to be when they need to be there to meet your customers’ needs. An all-inclusive CRM management system will make a huge difference in identifying your top performers, products, and most needed services to keep your customers coming back to your company. CRM Runner will save you money and resources on low quality performers, supplies, and lost clientele due to inefficient service.

To learn more about CRM Runner and how your business will grow through increased efficiencies, sign up for a 30-day free trial here.

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