Tag: #1 CRM Software

GED Test Preparation Tutors Can Take Advantage of CRM Solutions

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According to a blog posted by Education Week, “The GED Testing Service used data from the National Student Clearinghouse to track its test-takers. It found that 45 percent of those who passed the GED enrolled in a college certificate or degree program within three years.”  That is great news for GED test tutors who love to see their students succeed.

When someone is unable to finish high school in the traditional format, it could be for a variety of reasons.  Some students have difficult circumstances like pregnancy, addiction, illness, or jailtime.  For students in this situation, school may not be possible because of its day long schedule.  For others, it may simply not be a priority.  The traditional classroom is not for everybody, and some individuals determine they do want the credential to move on in the world.  No matter what reason a student may consider taking a high school equivalency exam, they need to prepare.  Here is where the test expert, the tutor, enters the equation.

The Education Week Blog explains that “Ninety percent of GED-passers persisted in college, meaning they signed up for another semester after completing the first. The college-persistence rate for those who passed the old GED test was 29 percent, Turner said.”  This means that more GED-test takers, who passed the examination, are sticking around after the first semester.  Their hard work pays off.

How should GED tutors stay on top of recruiting new students?  They should use CRM Software for GED tutors.  GED test preparation is not like other businesses.  In reality, if the tutor is successful, he will only have a client for a short amount of time.  When the student succeeds, he will no longer need the tutor’s services.  CRM software for GED test preparation professionals can be useful in tracking results and recruiting new students.

All tutors need to track many appointments. CRM applications contain the necessary tools to keep track of meetings and appointments.  For example, CRM software today has calendar feature which give an at-a-glance look of upcoming bookings.  Clicking on a scheduled time slot displays a screen with details about the student.  This includes an overview of his progress, if entered in the notes function of the software.

Unlike other business models, GED test preparation does not aim to have repeat customers.  Sure, if a customer is unsuccessful on the exam, he may try again with additional tutoring.  However, once he passes, his time with the tutor comes to an end.  This is why recruiting is so important.  CRM Software for GED Preparation Tutors can track the information of interested parties and automate attempts to reach out to them through phone, email, or SMS (text message).  The software also provides referral tracking, so tutors can study which channels are the most fruitful.

“The new data suggest that “GED graduates are in a much stronger position to compete with traditional high school graduates, especially after earning a certificate or degree in addition to a GED credential,” the GED Testing Service said in a statement,” concludes the Education Week report.  This shows the successful record of many GED tutors, as well.

To stay on top of your business, consider employing CRM Software like CRM RUNNER.  To learn more, contact our team today.

Stay at the Top of the Class with CRM Software for Academic Tutors

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Today’s students are under a lot of overwhelming stress.  They are challenged to take more difficult classes so that they can be admitted into colleges and find employment after graduation. For some students, a single class poses a unique challenge.  For others, every course requires additional study.  Some study habits do not work for students, and when that happens, students often look to private tutoring for additional assistance.  There are many benefits in hiring a private tutor.  For example, one-on-one instruction can help a struggling pupil maintain focus when they may not be able to do so in a large group.  Private tutors can stop a lesson to fill any gaps in understanding the student may present.  Many students have gone on to thrive in the classroom setting after private tutoring.

Private tutoring is a lucrative business for some.  However, to find success in the field, the ambitious tutor must have both academic ability as well as a strong business acumen.  Of course, tutors must be experts on their subject matter – math, science, history, literature, writing, and foreign language are all common subjects in which students need additional assistance.   The tutors also have to know how to have balance various client demands, recruit new students, check in on current students, and managing the billing and invoice of their work.  Tutors have big hearts when it comes to their students. However, they do not have big bank accounts.  In other words, tutoring is a business and requires a CRM database than can keep up with the demands of the profession.  CRM Software for Academic Tutors is here to help.

Book Appointments more Easily:  CRM software offers features that make tracking appointments a simpler process.  Take advantage of the calendar tool.  The calendar tool gives an at-a-glance view of daily meetings.  Click on a booking to preview details about the appointment.  You can even review client information.  With a few more clicks, contact the client by email, SMS (text message) or phone.  This is great for confirming appointments.

Know Where You are Going:  GPS tools provide the ability to save locations on a map so you know where you are going before you leave.  The street view feature lets you see the address of where you will be going.  Mileage can be calculated using the map tool as well.

Automate Billing:  Develop invoices faster using the invoice automation feature.  CRM Software can build an invoice using a template.  By combining booking details, hourly rates, and business information, the computer assembles and sends invoices quickly and efficiently.  Customers can pay invoices online, in person, or on the employee’s device using the application.

CRM Applications for private academic tutors is a wonderful tool that helps today’s busy tutor stay on schedule.  To learn more about this technology, schedule a call with a CRM RUNNER representative today.

Homeschool Teachers can Use CRM Software for Success

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Home school teaching is a rewarding profession, as are most roles in the important field of education.  Home school teachers can be employed for a variety of reasons.  Some are glamorous.  Children and adolescents who work on Hollywood movie sets or on Broadway productions need academic support, and private tutors are brought in for the job.  Others can be more serious.  For example, sometimes children suffer from medical issues that make going to school impossible for the moment.  In that case, private home school teaching may be a viable option.  Some people also choose to home school children do travel requirements or personal reasons that stand against the public-school system.  No matter what the reason is, home school teachers know they are loved and needed by the students they serve.

Home school teaching should focus on the nitty-gritty of what they are hired to do: create engaging lesson plans, grade work, and connect with students over subject-based material.  What can get in the way of this focus is the backlog of administrative details that home school teachers face in running their small business.  Yes, most people would not think of a home school teacher, one that is for hire at least, as an entrepreneur.  However, finding clients, sending invoices, and thinking about marketing techniques makes the home school teacher a business person nonetheless.

To make the business administration end of being a home school teacher easier, it is recommended to take advantage of the growing technology available in the business world – Customer Relationship Management (CRM) Technology.  CRM Software for Homeschool Teachers is a tool that enables home school teachers to manage their business operations in one database.  Here are some of the benefits of using customizable CRM applications for Home school Teachers.

  1. Tracking Appointments – CRM software provides two tools that make tracking appointments easier. The first is a calendar tool.  The calendar tool shows an at-a-glance view of weekly appointments.  Double click on an appointment to open details about the booking, including the client information.  From this screen, it is possible to contact the client by email, SMS (text message) or phone.  Secondly, as this line of work visiting various sites, the GPS tool will be useful.  GPS capabilities show map views and street views of locations.  The powerful software can even track mileage and include it on an invoice.
  2. Invoice Automation – Invoices can be a time-consuming project but not with CRM software. CRM software has tools that can automate invoices.  The database compiles booking information, standard rates, and company contact information to create invoice templates that look professional.  Invoices can be sent and paid online.  Full software integration also means that paid invoices can be connected to payment and financial software like QuickBooks so that accounting is easier than ever.
  3. Attracting New Clients – CRM software has many tools for recruiting new clients. Landing page templates and a customer database make staying connected with potential customers simple.

Home school teacher CRM Software is difficult to come by.  That being said, customizable CRM software, as offered by CRM RUNNER, rises to meet the challenges of today’s education field.  Get in touch with a representative to learn more.

Extremely Useful CRM Software for Private Music Teachers

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Private music teachers are special people.  After years of mastering an instrument, or several, music theory, and education practices, they embark on a journey of sharing their passion with others.  Whether tutoring young beginners or coaching professionals, private music teachers work in an important capacity across the world.  Most private music teachers work alone or own a small business, so they do not have the resources of major retailers or schools.  However, this is no reason to go without when it comes to the technological tools available to stay organized.

CRM Software for Private Music Teachers keeps everything on track.  Here are some ways CRM Software for Private Music Teachers can help professionals stay organized.

  1. Contact Prospective Clients: Private music teachers are constantly seeking new clients. To do this, they may be active on social media or utilize a landing page.  Using these tools, private music teachers collect names of interested parties for later follow-up.  CRM technology modernizes this task, importing contacts into a database.
  2. Follow-up with clients in bulk: Private music teachers can contact both prospective and current clients in bulk. They may share news about what is happening in the music world or updates on schedule openings.  This keeps the teacher-customer relationship open so that students begin or continue booking.
  3. Sending Invoices. Invoices are easy to send for the private music instructor who takes advantage of CRM software for music teachers.  Invoices can be designed using templates that feature the instructor’s logo and business information.  All invoices are saved in the system and can be sent and paid electronically.  Full software integration allows the accounting software instructors use to interact with the data in the CRM application.
  4. Scheduling. CRM software is very useful for setting up and maintain schedules.  New CRM software for private music teachers features easy-to-use technology that shows the calendar at a glance.  The feature allows users to drag and drop slots.  Double clicking on a slot reveals client details.  This makes scheduling and rescheduling students a snap.

CRM Software eliminates the challenges of a variety of management functions, giving music educators the control to book appointments in real time.  With CRM software, educators can keep track of clients, invoices, and schedules.  As efficiency grows, there is more time gained for teaching instead of printing invoices.

Private music teachers can take improve their business with the ability to receive real-time notifications by taking advantage of CRM Software such as CRM RUNNER.  As scheduling becomes a simpler task, efficiency will of course increase.  That sounds like music to the ear!

Excellent CRM Software for Doula and Birth Coaching Services

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Paper everywhere and schedules posted all over the wall – such is the life of Doula or Birth Coach who need CRM Software.  Today, many doulas and birth coaches feel disorganized while staying in contact with clients.  Using notes, spreadsheets, emails, and endless text messages to communicate with clients leaves the modern-day professional feeling a bit all over the place as notes gets lost in various places until it becomes impossible to recognize.  With so much at stake, there is no falling behind.

CRM Software for Doula and Birth Coaches can help keep everything moving smoothly.  Here are four ways CRM Software for Doulas can help professionals get back on track.

  1. Set clear objectives. Before embarking upon a reorganization journey, it is important to stock of what the modern doula needs. CRM Software can provide assistance in creating invoices, tracking payments, and scheduling appointments.
  2. Determine how clients will interact with CRM software. There are some changes that can come with how doulas interact with their clients after using a CRM application. For example, new clients can be tracked online and then contacted quickly using the CRM database.  Schedules can be maintained in the same software.
  3. Have a plan for prioritization. Make a list of goals for the business.  What is most important?  It may be scheduling clients.  It may be attracting new clients.  It may be automating follow-up or payment collection.  Whatever the need is, customizable CRM software means that can be implemented first.
  4. Complete a weekly check-in. Doulas and birth coaches have constantly changing schedules.  CRM software helps manage these schedules by associating contact information with the contact information of each client available in a single click.  GPS locations are available in the software, so professionals can always be sure they know where they are going before heading to appointments.  Updating and maintaining CRM software is easy and can be done from anywhere thanks to a mobile application that takes the power of the digital office on the go.

CRM Software eliminates the difficulty of task management functions, giving professionals the power to appointments and client acquisition with real-time notifications.  With CRM software, entrepreneurs can keep track of tasks, clients, and vendors.  As efficiency improves, there is less time spent sorting through notes and making phone calls to clients to complete schedules and follow-up.  Calendars and contact can be automated, leaving doulas and birth coaches more time do what they love – helping their clients.

Doulas and birth coaches can take their organization further with the capability to receive real-time notifications by using CRM Software like CRM RUNNER.  As scheduling becomes an easier process, customer satisfaction will of course increase.  Happy clients mean a happy doula!

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.

Meal Delivery Service Businesses should be using CRM Applications

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In many cities, people use meal delivery instead of preparing their own meals.  They take advantage of this unique industry for a variety of reasons.  Rather than make time to go grocery shopping and then prepare a tasty dish, ordering meals on a regular schedule is more practical.  No matter the reason, meal delivery services relies on logistics to be successful, and organization is paramount.

To make organization easier, professionals in the industry need to consider CRM software for Meal Delivery Services.  CRM Software can make running a meal delivery business much easier.  Its capacity to track new leads, manage logistics using GPS tools, and automate invoicing makes it a valuable tool and worthwhile investment.

Track New Leads

Customers are the lifeblood of any business, and attracting new customers is an important part of business sustainability.  For the competitive meal delivery service industry, local companies need to stand out.  CRM Software helps track interested customers in a variety of ways.  For example, CRM applications often come with landing page templates. These templates allow users to create a sort of webpage that collects the user information of interested customers.  These leads are directly imported to distribution lists which can be used to follow-up later.  It is even possible to even assign these leads to a sales representative who can call, email or text (SMS) with only a few clicks.  The Sales Funnel widget makes organizing leads easier.

Manage Logistics using GPS Tools

CRM Software keeps track of the address each client, lead, vendor, and supplier.  Even better, the application can show the whereabouts of each party on a map.  This makes logistics management much easier for Meal Delivery Services firms.  Planning an efficient route is very important as to save time and money.  If the firm charges customers delivery fees based on mileage, CRM software can calculate the distance and include it on the invoice for customers.  The GPS capabilities also show locations on a street view tool, so drivers can know where they are going before they depart.  The CRM applications can be used on mobile devices as well, so all of these tools go with drivers on the road.

Invoicing and Payment

Creating invoices can be a time-consuming endeavor.  CRM software automates this process.  Because CRM databases are customizable, professionals in the meal delivery services industry can create packages within the program and charge their clients accordingly.  CRM technology keeps track of sales and lists them on an invoice template which features logos and company information.  Clients can even receive their invoices electronically and pay online.  If the client prefers to pay at drop off, the delivery person can accept the payment using the mobile application.  From there, the driver can send the customer an invoice by email by logging into the application.  The payment is integrated with the business’s current finance software so everything works together.

CRM RUNNER is a great option for those needing CRM Software for Meal Delivery Service Businesses.  Get in touch with our team today to learn more about how to make this powerful software work for you.

CRM Software for Acupuncture Businesses

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The benefits of acupuncture are well-known to those who currently obtain this unique treatment but it is less so understood by the broader public.  Acupuncture reduces stress and pain.   Others have noted its ability to reduce eye strain and headaches.  It has also been known to increase energy and give the immune system a boost.  With so many benefits, this practice has been getting more and more attention.  Yet, there is some mystery around this treatment and that lack of knowledge prohibits interested parties from taking action in contacting an acupuncturist for that critical first appointment.  For those who do have a preferred place to visit for acupuncture, they often need reminders to keep up with their appointments.  For either case, CRM Software for acupuncture businesses and acupuncturists provides powerful tools to keep in communication with potential and current clients.

Lead Generation Made Easy

Perhaps the general public roughly understands the benefits of acupuncture.  However, many people still consider this form of treatment too new age, unproven, or ineffective.  It falls on the acupuncturists to educate the public so that they can generate more leads:  CRM software for acupuncturists simplifies this daunting task.  CRM databases connect with websites and social media to create a list of interested customers: those on the cusp of making an appointment or who need just a bit more information before booking.  The software keeps a running list of these customers so that acupuncturists can send educational information or reach out for direct follow-up.  Quality CRM software also shows these contacts via a sales funnel tool.  This tool sorts clients by level of interest so that the company can modify their approach in reaching out to potential clients.  For example, the skeptical lead may need education and convincing.  Those who love acupuncture already but are shopping around for a new provider may need a different type of approach before deciding to give your firm a go.  CRM applications offers the necessary tools to vary the approach for various market segments.

Stay In Contact with Clients

Perhaps the acupuncture business already has a solid list of clients.  In this case, one of the most important tasks is to stay relevant in their lives through consistent communication.  How often should your clients be booking appointments?  Daily, weekly, monthly, or as needed?  Appointment setting is made easier with CRM software for acupuncturists.  Those responsible for booking appointments have a variety of tools, using CRM applications, to schedule clients for their next appointment.  For example, a calendar widget shows the daily schedule of appointments.  Customer notes can be added to client profiles to customize their experiences.  Sending bulk messages by email or SMS (text message) is easier thanks to saved distribution lists.  If offices reach out to their customers by phone, they can install VoIP technology to contact customers by phone with one click.

Acupuncturists promote health and wellness in a way that is supposed to be low stress.  This highly effective therapy has helped many people overcome physical and mental challenges in their lives.  Yet, the public largely does not understand all the benefits of acupuncture.  Those curious and those who know are ready to book appointments, though.  With the support of CRM technology for acupuncture professionals, consumers can more easily find a provider and book their next appointment.  If you know acupuncture, then you need to know CRM technology.  To try CRM RUNNER, contact us today.

Stay on the Road to Success with Private Car Service CRM Software

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Private car services are now in a more competitive market thanks to ride-sharing applications that give users the opportunity to call a private ride from almost anywhere.  However, traditional private car services are desirable for many market segments and for many occasions.  For example, it would be rare that a bride and groom would “book an uber” for a post-wedding drive away farewell scene.  They cannot take the chance of anything going wrong.  Many people still enjoy the feeling of calling for a private car for a ride to the airport, for prom, for a nice date.  Not to mention many private services serve a different crowd altogether, people too famous or too private to use taxis or ride-sharing applications.  There is no doubt this industry will continue thriving so long as firms remain organized and fully embrace a strong marketing effort, drawing on leads and past customers.  CRM Software does this with ease, and CRM Software for Private Car Services also acts a customer service and dispatch center.

CRM Software has a variety of tools that would be extreme usefulness to those in the Private Car Service industry.

  • Remain in Contact with Customers: Customer Contact Information is kept confidentially in a secure database.  This database is only accessible to those whom the administrator chooses to give access.  This will make clients feel more secure about how their information is used by the company.  Customers can be contacted by phone with one-click, so long as VoIP Integration is activated.  Customer service can also be in touch with clients by text message or by email.  Using this tool, staff can let customers know that the driver is on their way.
  • Payment Collection: Payments can be collected directly within the software, even by the driver if desired by management.  If not, payments can also be paid by email.  Estimates easily convert to invoices, too.  All estimates and invoices are generated using the company logo and contact information.  If there are other documents the company uses, such as itineraries, waivers, or agreements, these documents can be attached to the client profile, receipt, or stored in document storage center.
  • Generate Leads: If the company doesn’t already have a landing page, CRM Software has templates that can be used to create one.   The landing page will be a place to collect leads; interested parties visit the website and request more information or join a mailing list.  Then this information is easily imported into the software for later follow-up via marketing efforts or direct sales.
  • Marketing and Promotions: Private Driver Service Providers can send potential and past customers messages to encourage boosting sales using CRM Software.  For example, if the company has a listing of those who rented a car for a prom event, the company can send an advertisement the following year, perhaps with a coupon.  Even if the same people are not attending prom, they may share the coupon or advertisement with friends and family.
  • Dispatch and Call Center: CRM Software works as a dispatch tool, too.  The powerful software has a variety of tools like GPS, VoIP, Schedules, and To-Do Lists that help the call center and the drivers work as one.  GPS routes and mileage can be calculated in the software, both in the office and on the road.

Private Driving Service Companies need to be creative to stay competitive in today’s economic climate.  CRM Software for Private Drivers comes in the form of CRM RUNNER, a customization platform offering all of these tools and more.  Schedule a test drive of the software today.

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.

CRM Software for Meditation Instructors

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Meditation is a growing trend across America today.  As our fast-paced world adds elements of stress at every turn, we are finding ways to calm our anxieties naturally.  People are becoming more and more interested in living a holistic, healthy lifestyle and activities like yoga and meditation provide physical and mental relief for many.  Meditation Instructors confidently understand their unique role in helping clients find their serenity through guided thought, structured breathing, and an array of techniques unique to their individual practice.

CRM Software for Meditation Instructors helps teachers like you keep your business running smoothly.  When your clients look to you for spiritual guidance in finding peace and serenity, it is important that you exude the calm vibes.  Your business administration cannot get in the way of that.  CRM software provides several useful tools to keep you on track without much stress.

Finding More Clients

Meditation Instructors know that the market for those needing their services is quite expansive; who couldn’t use help finding their way to a simpler and happier life?  Yet, getting people to commit to meditation is a different story.  CRM databases for meditation instructors provide templates to create professional landing pages that appeal to those interested in meditation lessons.  Once they arrive on the website, created with a simplistic and calming tone, they can be prompted to share contact information for follow-up.  With this information, you can get in touch with the lead to encourage them to begin the journey of enlightenment.  Securing more leads means a better filled schedule.

Calendar

One of the keys to a stress-free day is adequate planning when it comes to schedules.  With clients all over the map, both literally and figuratively, organizing a schedule doesn’t have to be a challenge.  CRM technology offers an at-a-glance calendar that can be recognized using drag-and-drop tools.  With a calendar that is easier to manage, you will find it easier to arrive on time to appointments or make changes as they arise.  CRM applications like CRM RUNNER also offer GPS map views, so you know where to find your clients.

Stay in Touch with Your Clients

Many meditation instructors compose thoughtful messages for their clients on days they do not instruct.  These affirmations achieve two goals:  It spreads the effects of your teaching and keeps clients focused on the services you provide (creating a loyal customer).  You can compose messages directly within the CRM application and send them in bulk by email or by text (SMS) message.  This feature can also help meditation instructors reach out to potential clients when looking to take on more clients.

Meditation instructors who use CRM technology to organize their business can breathe easy.  The process of building a database is relatively stress-free and provides peace of mind once these tools create efficiency throughout the day.  Are you ready to try this software?  Let’s start a conversation.

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Keep your Business Organized – CRM for your Virtual Assistant Business

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Virtual assistants know how to keep others organized.  From spreadsheets to calendars, to-do lists to inventory, from contracts to invoices, they know how to keep businesses moving like well-oiled machines.  However, who is organizing the virtual assistant’s work?  With the assistant’s focus on the client, it is easy to fall behind on their own business organization.  The answer lies in one powerful, yet often overlooked, tool – CRM software.

The best CRM option, CRM RUNNER, allows you to organize your workflow from start to finish, especially for the virtual assistant.  These five steps show how.

  1. Attract more customers
    How does the virtual assistant attract more customers? CRM RUNNER answers the question with a professional landing page.  The tool creates a template for a website that collects the information of interested parties.  Then a list is generated of leads in the Sales Funnel  This tool shows where the lead is in the sales process, helping convert the lead to customer in less time.
  2. Create estimates easily
    You can categorize your services by project or by hourly rates and create a professional estimate to send clients. Clients are always looking at their bottom line, so it is important to create an estimate that shows you are giving the right fee for your services.
  3. Send contracts for signature
    Once a contract is created based on the approved estimate, you can send it directly to the client from the CRM application. The tool offers electronic signature so the partnership can begin sooner than later.
  4. Invoice for completed work
    CRM does invoices from within the application. It even allows for inclusion of time, project, mileage, and inventory.  The finalized invoice is professional, available for electronic delivery and sports your logo.  Customers can pay the invoice online or in the application.  The payment software you already use to track your finances can be integrated into the CRM database, so you have access to reports within CRM RUNNER as well.
  5. Call for repeat business
    Some customers use virtual assistants for one-time projects or do not think of other ways they can take advantage of virtual assistant services. By creating distribution lists of past customers, you can craft messages to invite them to utilize your virtual assistance services once again.  Sending messages is easy as the CRM application has a built-in text editor that allows for document attachment.

Virtual assistants by nature love organization, so it is no wonder that once they discover CRM RUNNER, they enjoy its benefits.  Connect your office with the field staff seamlessly! Try it out with our 14 days free trial.

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