For SMEs, managing the team which is working on the field can be the toughest operation. There are many businesses that use the old and obsolete methods to allocate the work and tracking the performance. But the thing people don’t realize is that there is a revolutionary CRM Platform available in the market. But before you get to know the software, it is vital that you really know how you should choose field management software.
So, here is a basic guide that would help you to make the best decision for your organization. There is no doubt that even a slight miscommunication could lead to big problems. Whether it is a delay in service or low efficiency, the results of the under operability is faced by the whole organization. Choosing an appropriate tool can be challenging, thus, here is the complete list of specifications that you need to consider before picking out software.
Core Field Service Management Functions:
The core features are the ones you can’t miss no matter how interactive the software is. The software must have the following features:
- Scheduling and Dispatch Services:
If you can multitask, then good but if you don’t want to rest the burden on your shoulders, then CRM software can help you. The scheduling and dispatch functionalities will make the processing easier and take a lot from your plate.
- Geographic Maps
- GPS tracking
- Route Optimization
- Dispatching and Scheduling
All these features make up for the best scheduling tool.
- Job Tracking and Management:
What’s the point of having a management tool if you can’t assign Jobs to Field Service Technicians with CRM Software. Yes, the CRM software can track the technicians and their tasks along with the time and expenses they incurred in completing the assigned tasks.
- Job Tracking
- Real-time Updates
- Task Tracking
- Workflow Management
- Employee Management
- Service History tracking
These details will tell the employer everything they need to know about the employees.
- Job Costing:
Figuring out how much the client should be charged for a service is really a dilemma. But it can be easy if you are using a CRM tool. It will calculate:
- Job Costing
- Quote management
This will make sure that the clients are not charged heavily without any valid reason.
- Customer Management:
Knowing the customer is very important and it is the understanding which helps the staff to deliver the best services. With CRM, you have to make sure that you keep a complete record of the customer database including contact details, addresses, billing cycles, interaction with field technicians, and customer history. This will ease up the process for the business and the client.
- Client Portal
- Customer Database
- Customer History
- Client Management
All the above-listed things leverage a customer. Therefore, it is vital that you keep updated information of the employees and the customers as well.
When you are choosing software, it is critical that you keep a space for improvement. There is no doubt that technology is advancing at a very fast pace. Thus, you need to stay at that pace to make sure that you don’t lag behind. Leave a space for organizational and individual needs and focus on the features like:
- Custom Forms
- Customizable Reporting
- Templates customization
- Forms Management
You can add further options according to your requirements.
- Invoicing and Payment Processing:
While the business is utilizing the Assign Jobs to Field Service Technicians CRM Software, it is vital that invoicing and payment processing functions are also added in the features. Electronic payments, documents, and billing options must be available otherwise the software will seem like a waste. With a smart CRM tool, processing of the order and payments will be much faster even when the processing is requested in bulk.
Integrating some pretty useful features in the software is also important. The ideal software ensures that it is integrated with accounting services, social media, and other relevant apps too.
- Accounting Integration
- Data Import/Export
- Mobile integration
- Third Party Integration
Fortunately, CRM RUNNER has all these features with additional ones. The business will get their hands on professional software that has a big inventory, smart dashboard, notification panel, booking portal, lead generation system, and much more. So, don’t miss the chance of buying booking a demo for the software and give it a real try. And decide whether the software is suitable for you.
As you are about to buy CRM RUNNER, it is vital that you understand their pricing plans too. The software has a straightforward plan with no hidden charges. So, you can choose the plan according to the accessibility to various features of the software. The list of features is very long, so here we are providing a brief detail about the pricing of the software.
- Startup Plan without SMS at $15/month
- Pro Plan with SMS at $50/month
- Enterprise Plan with SMS at $95/month
- Ultimate Plain with SMS at $145/month
- Startup Plan without SMS at $165/year
- Pro Plan with SMS at $550/year
- Enterprise Plan with SMS at $1045/year
- Ultimate Plan with SMS at $1595/year
The main difference between the pricing is on the usage. The Ultimate plan gives access to the features to 10 users at once. As the number of users’ increases and decreases, the price of the software also fluctuates. As you can see, the plans are quite expensive. But if you focus on the practical application of the software, you’ll realize that the software covers its cost by itself. It will save human power and various resources and help you to increase the saving while staying on the budget. That’s why; CRM RUNNER is a Revolutionary CRM Platform which has no match in the market.