Tag: software

Nanny and Au Pair Placement Service Benefit from CRM Software

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CRM systems help businesses like nanny and au pair placement providers maintain client information, which means effective communication comes with ease.  Besides integrated features like inventory, chat, and GPS tracking, today’s CRM software for nanny and au pair placement services offers VoIP (Voice Over Internet Protocol) – also known as internet phone service using wireless internet.  VoIP is a newer technology that ensures better communication with lower costs than traditional telephone services.

Maintaining the lines of communications with consultants and families is made simpler by CRM technology for nanny and au pair placement service providers, which holds lead information and queues outbound calls. The database also offers options to send text messages (SMS), talk, forward calls, and record voice messages. The capacity of CRM solutions to use VoIP systems provides several benefits.

Place more calls:  As people become more aware of your company’s services, the need to talk by phone will also increase.  VoIP means that additional lines are easy to add.  Each line can have its own number and be associated with a different log-in in the CRM software.

Lower cost than phone service compared to traditional telephone plans:  Internet calling is generally more affordable than traditional phone services for a variety of reasons.  For example, VoIP calling takes advantage of the current CRM software instead of requiring additional phone equipment.  The cost “per line” is often lower with VoIP service providers.

Stronger Relationships with Clients:  Finding a nanny or an au pair is no easy feat.  The employee must be the perfect match for the family, and vice-versa.  This can lead to a bit of phone tag as nannies and au pairs are connected with families.  The service provider must be pro-active in finding leads and making suggestions for placement.  VoIP technology makes this a lot easier for the coordinator.  For this reason, CRM Technology, for nanny and au pair placement services, is highly recommended.

With VoIP technology, every employee gets their own phone number, ensuring access to the right person whenever is necessary.  This is an important advantage when it comes to internal communication as much as it is for customers who are building a relationship with specific team members.

As families get in contact with a unique set of needs, the CRM database shows what a customer has stated he desires, leading to a customized experience.  A better relationship will increase the potential match between nanny and family.  Tracking where a family stands in the process allows employees to modify their approach so that families find what they need.  Follow-up is more easily tracked, especially through the use of reports on the calls dialed and received.

Improved customer communication will lead the way to more matched families.

Inventory Tracking for Lactation Consultants Using CRM Software

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Most lactation consultants understand the value of an up-to-date inventory.  Whereas some prefer to use old-fashioned methods, those in the modern age prefer using CRM Software for Lactation Consultants.

Inventory control is a key part of the lactation consultant industry as professionals and clients alike find themselves frustrated when an item is out of stock.  Lactation consults purchase equipment from guidebooks to breast pumps in bulk.  However, if a visit requires equipment that is not available, it can spell disaster for the mother in need.

Keep accurate inventory to avoid letting clients down.

The notebook method might work for very small businesses run by one person with just a few clients.  Yet, mathematical errors, lack up updating, or the loss of the notebook can lead to many problems down the road.

Some lactation experts use spreadsheets but these lists are not updated in real-time as a database is.  For this reason, CRM Software is recommended for lactation consultants.

CRM technology helps keep an inventory in a database.

  1. The database prints reports that indicate which items are in high demand based on recent sales. Client service will benefit as consultants will be able to confirm a product is in stock before suggesting it to their clients. More importantly, sold inventory is easily attached to a customer profile for an easy way to create and send invoices.  If a client has any concern about her order, the consultant will be able to find order and product to fix the situation with greater speed.
  2. Professionals can also set alerts. High or low inventory can demonstrate a need for a new strategy.  Low inventory means a new order is needed in the near future.  High inventory may show that the unit is not well-utilized or overpriced.  CRM technology gives lactations consultants the power to set parameters that issue notifications for these occurrences so that consultants can act appropriately.
  3. The inventory management module in CRM Software for Lactation Consultants can be easily combined with different parts of your business to increase services. It will benefit managers to take advantage of this tool so that product never goes wasted.

Building successful relationships with new parents is an important part of any birth-related business, and having proper inventory allows consultants to build a professional image.  The CRM applications for lactation consultants also allows professionals to make well-informed business decisions based on past and predicted operations.

For the busy lactation consultant, CRM software can add an element of professionalism to the business.  Beyond inventory management, this technology provides calendar functions, customer tracking, and the capacity to automate invoices.  To learn more, contact CRM RUNNER today.

Birth Photographers Use CRM Software to track a Sales Funnel

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In the world of new born photography, competition means photographers need to beat out the next best photographer.  In the industry, this means building a forceful and intentional sales plan to attract clients while they are still planning their birth.  Between hospital visits, gender reveal parties, baptisms, and family visits, parents who are expecting a busy.  To stay in the game, birth photographs CRM Software to stay in touch with potential clients.

Today’s technology allows birth photographers to secure more clients using a sales funnel.  This classic business tool refers to sorting customers to categories as the move through the sales pipeline from interested client to confirmed customer.  Although many experts on the topic can outline the details in several steps, a two-step method simplifies the concept for birth photographers.

  1. Attract Potential Clients

You must entice the parents-to-be to consider your newborn photography company and build a list of possible clients.

  • Use social media, webpages, and newsletters to build a list of potential clients. Photography is a business that relies heavily on social media presence and referrals.  Keep a list of people who may be interested now or later in new born photography.
  • Create a landing page. CRM Software can use the photographer’s details to automatically build a landing page that will successfully track customers visiting a webpage. The CRM software even provides a template that can be used as a landing page. This page attracts customers and then sends interested client information to the database for later follow-up.
  • Once someone subscribes to content or request an appointment or quotation, the CRM Software largely automates the follow-up process.

CRM software for birth photographer will help move the customer along through the sales funnel.

  1. Follow-up with Potential Clients

Potential clients who are just becoming pregnant may not be ready to confirm a birth photographer at the on-set of their pregnancy journey.  However, a newborn photographer can be in contact until the parents-to-be are ready.

  • Maintain contact with current clients and ask if they will allow the business to share photographs of their children online, on social media and on the homepage. People want to see samples of the work, and showing the product offered to satisfied customers provides a sample as well as a testimonial.
  • Offer the upsell on the back end. After the shoot, once photographs have been edited, follow-up continues for the birth photographer.  Perhaps multiple angles, perspectives, and edits have been created.  The photographer should offer different packages at different prices.  Additional prints may be requested a few months after the birth.  They make great keepsakes for family members and baby books.

For any birth photographer, CRM Software can send messages in bulk by e-mail or by text message (SMS).  Additionally, a call-list can be generated for follow-up by phone.  The more contact the client has with a business, the more likely he is to move through the sales funnel to converted customer.

Life Coaches Need to Use CRM Software to Stay Ahead

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Life coaches know how to make people think about their lives in a productive way.  According to Lifecoaching.com, “The coaching process addresses specific personal projects, business successes, general conditions and transitions in the client’s personal life, relationships or profession by examining what is going on right now, discovering what your obstacles or challenges might be, and choosing a course of action to make your life be what you want it to be.”  In other words, a life coach helps clients make a vision of how their lives should be and then keeps on them accountable for making the vision happen.

From creating a life purpose and defining a personal mission to implementing goals and thinking outside of the box, life coaches advise clients as how to improve their actions on an everyday business.  Life coaches can specialize in a variety of areas and domains such as: confidence, self-worth and self-esteem, relationships, career changes, work-life balance, self-care, finding a purpose, anger management, managing stress or grief, identity, personal branding, recreation and art, accountability, and health.

CRM Software for Life Coaches helps coaches maintain a list of clients interested in their services.  Those who are in need of a life coach will often find it most difficult to take the first step.  They know thy want to change, but clients still may not be sure as to when, where, or how to do so.  It is common for somebody interested in life coaching to visit a landing page, which is easy to design with CRM Software, and input their contact information without a serious commitment to take the next step beyond that.  Instead, they wonder on through life without the guidance they need to accomplish their goals.  The life coach goes, sadly, without a client to help when this happens.

Coaches can use CRM software for life coaches to attract more clients and stay in touch with the ones they have.  For example, whenever a client inserts his information into an interest form on the website, the database can automatically import that information for easy follow-up by email, phone, or even SMS (text) messaging.  This can send a signal to the interested party that the life coach is eager and ready to assist when the client is ready to take that difficult first step.  Some life coaches offer free or very low-cost consultation; using CRM software for life coaches means that there is easy communication once a client has interest and that staying in contact after the initial consultation can be facilitated with a few simple clicks.

Invoicing is another challenge for life coaches.  While focused on helping individuals succeed in their personal matters, making time for book keeping and sending invoices can become challenging.  CRM Software allows life coaches to set up various pricing plans and payment schedules.  These fees can be applied directly a customer to create an invoice quickly.  Invoices and contracts can be sent directly from the database to the client, allowing for electronic signature along the way.  Invoices can be paid in person, online, or using a mobile phone – where an internet browser is available.  The transactions are logged within the system, closing the invoice.  Then, the information is available in easy-to-print reports and in QuickBooks or other financial software thanks to software integration.

Life coaches know how to set goals and stay organized.  If they are finding it difficult to stay as organized in their business practices, CRM Runner can help.  Learn more today by clicking here.

Personal Stylists Need to Attract Clients with CRM Software

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When it comes to personal style, it is important to trust an expert.  Wardrobe styling today is a healthy, growing industry it seems.  This is largely in part due to the increase of social media and additional cameras in the public eye.  From Hollywood to small towns across America, more and more people care about what they look like from head to toe, and that means they care about their clothes as well.

Women often worry about having a style that makes them feel good about who they are.  For many women, this includes how they dress.  Men, too, like to show off a good-looking outfit, increasing their confidence.  People everywhere take care of themselves and invest in their looks, especially their clothes.  For this reason, those who work in the fashion and styling industries need to maintain great relationships with their clients.

In the market of fashion, different professionals provide various services.  Some fashion pros work at magazines, curating photos and articles that explain the latest trends.  Others work in design, bringing looks to life from sketchpads to runways.  Others, do styling.  These professionals, stylists, can work on photoshoots putting together looks or in department stores, helping everyday people choose the best look for their body type and color palette.  Stylists come at different price points depending on fame and experience, so anybody can hire one today.

Stylists know better than anybody that they need to maintain an excellent relationship with prospects, current customers, and past clients.  Style is seasonal and cyclical, so anybody who truly cares about fashion remembers that looks need to be changed out often if one is to keep up with the trends.  For the aspiring stylist, or the well-established one, this is where great CRM software for stylists comes in.

CRM software helps entrepreneurs and businesses of any size maintain close contact with leads and customers.  CRM software for stylists specifically helps the fashion professional keep in touch with minimal effort.  Past client lists can be saved in a database so that text messages (SMS) and emails can be sent with updates and invitations to book a new appointment.  If your agency creates look books, fashion forecasts, or other marketing and promotional materials, you can easily send the documents to past and current clients in just a few clicks.

Another important tool offered in CMR software for fashion stylists is the schedule maker.  Drag and drop technology makes booking, canceling, and rescheduling appointments a snap.  If the scheduler wants to review client information, double clicking on the appointment opens the profile with the contact information and customer notes available at a glance.

CRM software will change the stylist’s way of doing business.  As the stylist becomes more efficient, they will have more time to do what they best: style outfits.  If you are a stylist looking to increase marketing efforts and stay organized, contact CRM Runner today.

Keeping Your Home Cleaning Service Organized with CRM Software

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Maids, housekeepers, home cleaning – many different names describe one important job, keeping homes neat and tidy for families.  Those who know this industry know that it may not always be glamorous, but it does hold professionalism in the highest regard.  Home Cleaning Service businesses need to stay organized, especially when it comes to schedules and logistics.  CRM Software can make cleaning up the office organization a snap.

CRM Software for Home Cleaning Services can accomplish many tasks related to scheduling.  For example, all customers can be listed in the CRM database.  Once customers are listed in the database, a profile exists with all of the contact information, open invoices, past orders, notes, a button to call the client, and even the birthday listing.  This is a major help to those in the home cleaning service who know that a touch of familiarity goes a long way when it comes to client satisfaction.  Customers generally like to have good relationships with the people they employ to clean their home as it creates a sense of trust.

CRM maintains calendar functions and task delegation, meaning that assignments are easily delivered to staff members or team managers.  The schedule can be reviewed in daily, weekly, or monthly formats.  Items can be rearranged using drag and drop technology, so making changes poses no challenge.  If the meeting is associated with a client, the client can be linked to it.  From that screen, the user can speak to the client by phone, email the client, or send the client a text (SMS) message.  This tool comes in handy when scheduling appointments, confirming appointments, or letting a client know that a cleaning team is on their way.

One of the challenges of taking on a new client or hiring new staff is using unfamiliar directions to find the homes that need cleaning.  CRM Software with GPS Tools shows maps without even clicking out of the software.  The street view tool gives the driver a clue as to where he is going before they head out.  This saves time and money.  If staff members have access to the mobile application, which is easy to do thanks to user permission settings, they can review GPS on the road.  Managers can also see the location of the user.  An additional feature of the mobile application is that it does accept payment, so the cleaning team can accept payment on the spot, if need be.

It is no wonder that CRM Software for Home Cleaning Services is becoming a popular request at CRM RUNNER.  If you own a home cleaning services business and you are shopping for CRM Software, try CRM RUNNER with a 14-day  free trial today.

Personal Chefs Keep their Business Sizzling with Powerful CRM Software

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Personal Chefs have a lot on their plate when it comes to managing their business.  Apart from creating culinary experiences that dazzle their clients, they have to maintain excellent relationships with customers, vendors, suppliers, and their employees.  One tool makes this much easier:  CRM Software for Personal Chefs.

Many people do not think about the business administration work that goes on behind the scenes for a Personal Chef.  What comes to mind instead is the chef in the kitchen, whipping up some of his best plates.  However, personal chefs need to find clients, arrange schedules, order supplies and ingredients, send invoices, and manage finances.  CRM databases can streamline these tasks by offering a central location for all of these tasks.  The best CRM software for Personal Chefs will be able to be used on the go as chefs are rarely in the same place for a long time.

How can Personal Chefs take advantage of CRM software?

Chefs can find new clients using their CRM’s applications tools.  For example, CRM software imports interested parties’ information from a landing page.  The software generates a list which can be used to follow-up with customers who visited a website.  These customers may be “shopping around” for personal chefs, and professional, prompt, and courteous follow-up could be what encourages the consumer to choose one personal chef business over another.  With this in mind, it is imperative that personal chefs reach out to leads quickly and courteously.  CRM technology allows chefs to reach out to customers in a variety of ways – by phone, by email, or even by text (SMS) message.  This will bring a higher rate of conversion and a better bottom line.

The chef can use the CRM software to manage all of his business relationships.   Vendors, suppliers, and employees can be maintained in the software.  Vendor and supplier management is particularly important to the chef.  Tracking costs and inventory can also be done within the software.  When chefs order pots, pans, potatoes and poultry, all of those expenses need to be tracked; this can be done using CRM applications.  Imagine the ease of access knowing that a professional network is totally accessible in one place.

Not all personal chef businesses are a one-person show.  Instead, these businesses often work with a variety of employees to make “the magic happen.”  CRM technology allows managers and owners to set user permissions so that employees using the software can access only what they need.  A sales person can view the sales funnel tool and an administrative assistance can access invoices.  This provides a level of security because not all information is accessible to everybody.

Personal chefs using CRM software have a competitive advantage in their industry.  Automation saves time and money, meaning chefs can do what they do best – prepare delicious meals for clients!  If you are ready to make the switch to organization and automation, let’s have a conversation about how CRM RUNNER can streamline your business.

Nutritional Consultants Should Take Advantage of CRM Software

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Nutrition consultants know about creating a diet to improve the physiology and wellbeing of a human being.  They teach clients about better eating habits for better health.  They also consider individual habits and biology to ensure a meal plan will work for their clients.  People employ nutritional consultants for a variety of reasons ranging from weight loss and weight gain to medical needs and wanting to increase their energy levels.

Nutrition consultants find themselves working in a variety of locations: hospitals, schools, and public health departments.  However, some have ventured into the entrepreneur world as well, owning and operating their own business.  For this type of nutritional consultant in particular, CRM Software can be especially valuable.

CRM Software for Nutritional Consultants can help facilitate the following tasks:

Tracking current health histories and eating habits of clients:  The successful consultant will have a large number of clients to track.  CRM technology allows the consultant to create client profiles in a database that is accessible via computer and mobile device.  In the CRM software, the consultant can take and maintain notes relating to the health, success, and mishaps of clients.  This is useful as diet plans can be reviewed and revised over time.

Educating clients about specific diet plans:  Once clients are in the CRM system, consultants can reach out to them directly and in bulk.  This makes information sharing easier.  If the consultant wants to send all current clients an article about a specific diet trend, all the consultant has to do is enter the email editor application and choose a distribution list.

Staying in touch with potential clients:  Often, nutritional consultants are invited to attend school and community events to promote healthy eating.  At these events, interested parties share contact information, hoping for a newsletter or to make an appointment with the consultant in the near future.  CRM technology allows consultants to enter these new leads into the CRM database.  Once they are entered, consultants can assign a team member to follow-up.  If the software is linked to a phone line via VoIP integration, leads can be contacted by phone in one click.  Email and text (SMS) messages can also be sent to leads in bulk.

Organize schedules:  Busy nutritional consultants need to stay on top of their packed schedules.  Between appointments, site visits, and events, there is a lot to manage.  CRM software often includes calendar tools.  An at-a-glance overview of a daily, weekly, or monthly schedule keeps consultants organized.  Double clicking on a meeting should reveal the client details.  If there are changes to be made to the schedule, blocks can be easily updated using drag-and-drop capabilities.

The career of a nutritional consultant is a rewarding, but busy.  To stay organized, nutritional consultants should highly consider utilizing CRM Software.  CRM RUNNER works very well for the needs of nutritional consultants because it is customizable.  To give it a trial run, contact us today.

CRM Software for Errand Runners can Grow the Business Faster

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More people have started taking advantage of errand running services.  For those who are interested in breaking into this growing industry, there are several steps to take to run a successful business, all of which are made easier by using CRM Software.

In order to grow the errand running business, it is advised to use some type of CRM software to keep track of clients.  Business owners are likewise encouraged to use their computer and printer to make professional invoices.  For marketing, errand runners should send fliers and brochures to current customers, offering special deals or promotions.  A key to success is offering business to existing customers.  All of these tips are simplified by selecting a CRM Software for Errand Runners.

CRM software keeps track of leads and clients.  A database specifically designed with the goal of increasing conversion, CRM software gives errand runner businesses an on-going list of interested, current, and past clients.  This is a very useful tool.  Landing pages gather the contact information of potential customers.  Errand runners can reach out to these customers to explain how the process of errand running works and possibly invite them to try out the business, maybe even at a discounted rate.  It is possible to build stronger relationships with current customers as well.  The software lets users review client profiles, showing contact information, past orders, notes, and birthdays.  By using notes to customize each client’s experience, the business can build stronger relationships.  Some errand runners recommending sending a birthday message to customers so that they know the business thought of them on their special day.

Another benefit of CRM software is the easy generation of estimates and invoices.  Errand runners can set up an invoice template as well as various packages and fees within the CRM application.  Even mileage can be computed within many programs.  Once the invoice is created and attached to the client profile, it can be sent by email or by regular mail.  Customers can pay online or in person.  If customers pay outside of the office, perhaps at drop off, employees can accept payment on the mobile version of the CRM software as well.  All invoices are accessible for quick review, and reports can be printed showing which invoices remain open.  Using the software as opposed to receipt books or excel sheets ensures a professional presentation and easy-to-navigate organization.

CRM software for errand running business assists in marketing efforts as well.  Sales Funnel tools show where a potential client is in the process of becoming a customer.  Distribution lists can be used to send email promotions and reminders.  Marketing managers can send messages by text (SMS) or use one-click dialing to follow up by phone if VoIP integration is added.  Many errand runners find continued success in promoting their services to past customers. As customers find out how easy it is to rely on errand runners, only a quick reminder of the services will send them thinking about what next task they can delegate to the errand running business.

Errand runners need to take advantage of the power of CRM Software.  To start our 14 days free trial with CRM RUNNER, contact us today.  You won’t regret it!

Dry-Cleaning Delivery Managers are Taking Advantage of CRM Software

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A dry-cleaning delivery business has a lot to keep track of – suppliers, vendors, clients, and finances.  Not to mention the sorting, cleaning, and storing of each item they clean.  Some even offer delivery, adding another element to the mix.  The administration of this kind of business is complex, and Dry-Cleaning Delivery businesses need CRM software that can keep up.

Dry-cleaning can be an upscale market, especially for weekly clients.  A client who works in a wardrobe that often need to be dry-cleaned may require a more personal touch than the average laundry customer.  Although the idea of the old-fashioned carbon copy receipt book is charming, it is not the most efficient or advanced way to organize a business – at least not on its own.  Dry-cleaning Delivery managers need to implement a system that operates with extreme efficiency.  Apart from providing the tools a dry-clean delivery service needs for its daily operations, powerful CRM Software will improve marketing efforts as well.

CRM Software Makes for a More Efficient Business

Dry-cleaning delivery service providers thrive on efficiency. CRM databases simplify and automate various functions of what happens in a dry-cleaning plant every day.  For example, customer contact information can be stored in a database, similar to a virtual rolodex.  When it is time to place a phone call to a customer to know his order is ready, a search by invoice number, phone number, or name pulls up the customer profile immediately.  In fact, if sending an email message or text (SMS) is better for the customer, the software allows users to do that quickly in its text editor tools.  Estimates, invoices, order forms, and contracts can all be stored electronically in CRM software.  This helps cut back on the paper trail in the office; the office will be more organized for it.  The CRM application can accept payment on open invoices, so the software functions as a sales tool as well.

CRM Software can also act as a dispatch center.  It has GPS tools to help drivers know where they are going.  If payment is to be delivered onsite, then the driver can accept payment using the mobile version of the CRM application.  GPS tools even offer street view so the driver can see where he is going before he departs.  Drivers can track miles, and GPS can be activated to see where drivers currently are.  This helps management make sure everything stays on track.  The software even works if the service operates out of several locations.

CRM Software Increases Marketing Impact

Dry-clean delivery services can be slow in certain seasons, depending on the customer population they serve.  If business runs slow, CRM software can be used to send promotions to customers.  The software can also collect leads based on those who want information after visiting the company website.  The company can call or email promotions or a newsletter to encourage new orders.  These are just two simple ideas as to how these companies can use CRM software to increase marketing efforts. CRM is useful in driving orders and converting more customers.

CRM RUNNER is a great CRM Software for Dry-Cleaning Delivery Companies.  If you own a business like this, use a free 14-day trial to see how efficient the office can be.

The Curious Benefits of CRM Software for Window Washing Business

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Window washing is needed throughout many cities, and the industry is competitive.  A way for window washing businesses to stay ahead of the competition is to use CRM Databases to maintain relationships with leads and customers.  To make the most out of CRM software for Window Washing Businesses, business owners should consider integrating the application with VoIP technology.

VoIP is especially practical if a company uses CRM technology.  Connectivity to software allows for one-click dialing and recorded calls.  This is very important for those in sales and customer service.  As communication between employees and clients improves, so does the company bottom line.

What is a VoIP system?

In the past, phone calls were always routed through a phone company’s network, connecting traditional analog phones on either end.  In the very beginning of phone services, operators manually connected lines.  Over the years, technology advanced to connect lines automatically.  As more and more people joined the telephone network, phone numbers got longer, but connectivity improved.  In the 90s, with the advent of the internet, engineers started designing systems that used digital lines instead of the traditional analog lines of the past.  Most people know this technology as Voice Over Internet Protocol (VoIP).

This new telephone system has been widely implemented by window washing businesses around the world.  Companies were once afraid of replacing new equipment and software, some of which had been of practical use for decades.  However, the investment is now well worth it today.

Many phone companies charge businesses per line and each installation requires a visit from the phone company.  Phones used to be limited to the number of lines, reducing connectivity in the office.  People shared phone lines and features were only available if companies paid.  Making the change to VoIP technology puts much of this back in the hands of the business and its IT department.  Adding new phones is as easy as plugging them into the internet portal.  Often, businesses find that the initial investment in transitioning from traditional phone lines to internet connected technology is worth it.

In terms of CRM solutions for window washing companies, the integration of VoIP with the database helps bring in more customers and maintain the relationships with current ones.  Getting in touch with customers and leads happens in one click, so the sales team operates more efficiently.  Many CRM applications have the capability for the staff to keep notes on the client’s profile.  Staff can also review past orders, open and paid invoices, and client contact information.  For leads, a sales funnel tool organizes potential clients by their current level of interest in the company.

Window washing is a unique industry, but one we need to keep skyscrapers and houses’ windows spotless.  Cleaning windows, especially those on tall buildings is a challenge, so we depend on the professionals to get the job done.  For these companies to acquire more customers, and maintain their current ones, they should be using CRM software to manage their customer and sales relationships.

If you own or manage a window washing company and you are ready to learn more about CRM technology, contact CRM RUNNER today for more information about obtaining a trial version.

CRM Software for Corporate Event Planners

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Corporate event planners are busy people.  From creating buzz about an upcoming event to managing the guest list, from thinking of a theme and design concept, to ordering enough food and drink for the night, they have A LOT on their mind at any given time.  All the while, professional corporate event planners need to appear professional, organized, and in high spirits.  There is no room for error!  To get it all done without losing their minds, we recommend CRM software for Corporate Event Planners.

Running a corporate event planning business requires an extensive network of contacts – part logistics, part public relations, these businesses are successful in part due to their relationship with vendors that always over deliver on a fair budget.  In the world of event planning, vendors could provide staples like chairs, tables, food, drink, banners, or decorations.  Sometimes event planners keep in contact with vendors who provide rarer but more interesting services like red carpets, backdrops, jump houses, petting zoos, clowns, or limousines.  No matter the offering, it is important to maintain the relationship with vendors, and taking advantage of CRM technology can help.  Enter the phone number, email, and contact information into the CRM database to make it accessible to you and your team.  When the time comes to reach out, the information is there.

Another important component of a corporate event planning business is the guest list.  Whereas some clients hand event planners a guest list, others demand that the event planning firm bring in some outside invitees.  This is especially true in the PR world where businesses may want a guest list of important persons or a certain demographic.  If this type of guest is maintained in the CRM Software, reaching out to them by email, phone, or text message (SMS) is easy.  A few simple clicks get written messages out in bulk.  If you choose to integrate internet-based calling (VoIP) into your package, then you can dial contacts with the click of a button.

Managing clients is easier with CRM software for corporate event planners. Using CRM technology, event planners can keep an ongoing database of potential, current, and past clients.  With these distribution lists, marketing opportunities abound.  Event planners can send out timely announcements to remind former clients to book their next holiday parties, for example.  If you have a group of potential clients, reminding them of your presence, even with a promotional rate, could encourage them to sign with you over the competition.

Corporate Event Planning doesn’t occur in a vacuum.  If event planners have a team, small or large, they can use CRM technology to manage your staff.  Features include components that work like a timeclock to manage payroll.  User permissions can be set as well, granting various levels of access only to those who need it.  These handy CRM tools simplify the work of corporate event planners so they can focus on the joy of pulling off another well-done corporate event!

Interested in learning more?  Start using CRM RUNNER today with 14 days free trial!

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