For any historical preservation contracting business, it is crucial to have a central database to manage every interaction with customers and prospects. Essentially a CRM connects customer information to give every customer and prospect a big picture view. To illustrate, if you receive a service call from a specific client, you can look through your CRM to see information on past service calls, interactions, invoices, and more around the same client.

Other details may be customer preferences such as time of day when they are normally available or see what they most call in for. You can also make sure you save time by simply sending your service technician to the right address (because it’s on every screen). This can help your firm create a more personalized experience for the client. You want that experience to be based on their history. So, Historical Preservation contractors, CRM Software helps you achieve this by managing customer relationships and information much more efficiently.

The Value of Having a CRM System

Store and Manage Customer Data 

Instead of poring through unorganized paper invoices, or trying to figure out an email trail, you have everything you need in a central database. This information includes phone numbers, the best times to call and the history of contact’s interaction. In terms of service contracts, the right CRM Software would also help with the necessary features to deliver a more intelligent, productive, and customized field service to each, and every, client and prospect.

Historical preservation contractors face their own specialized set of challenges around fulfilling customer expectations.

Here are a few processes that have to be carried out correctly:

• Dispatchers have to pair the right service technician with each service call
• Jobs must be completed on time
• Service delivery should be tracked
• Dispatchers need the ability to communicate with service technicians in real-time to address any current and pressing issues
• Service technicians need access to accurate information while out on the field
• Service technicians must have the right tools with them
• Field agents can’t afford to lose important paper documents while out on calls such as quotes and invoices
• Accurate scheduling and dispatching can make or break a historical preservation contracting business.

The right Historical Preservation contractors CRM Software will offer these benefits:

• Improved customer satisfaction through verified and real-time data
• Decreased travel time with the right information
• An enhanced customer scheduling system
• Efficient selection of the correct technician for each job
• Better capabilities for tracking bids, invoices, payment history, personal interactions, billing, and more.
• And a CRM system can also have mobile capabilities. Which ensures field agents can access information on time while on the job.

Mobile Access to Information

In today’s hyper-connected world, service contractors will get left behind if they don’t commit to incorporate mobile solutions into their fieldwork. Access to mobile data has become a requirement for making quick and informed decisions.

Through the power of mobile, your field service agents can be connected to the right resources, at any time and from anywhere. Whether the field service agent uses an iPhone, Android phone, or tablet, they should have the ability to effectively manage their clients while on the go. Pen and paper record-keeping just isn’t going to cut it anymore. A CRM Software can create itemized estimates and invoices, then email those files to your customer right away.

However, this is about more than just aggressively investing in new technology. It’s about choosing technologies that support the way you do business.