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!