Tag: CRM Strategy

How Does an Integrated Communication Feature in CRM Strategy Play an Incredible Role?

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Finding a customer for a business is not low-hanging fruit. So, once you find them, make sure that you provide them with the optimal service experience. You may face challenges in establishing and maintaining strong relationships with them, but you can handle those efficiently with the strategic planning of a CRM use.

As the very name signifies, CRM stands for customer relationship management. It is a tool, specially designed to centralize, optimize, and streamline your communication. The better you know your customers, the stronger your relationships will be with them. And that starts with effective and seamless communication.

Communication both internally and externally is important, but communicating effectively with customers is vital. A robust communication feature integrated into a CRM can play an incredible role in establishing and maintaining a strong relationship with customers.

Let’s see how CRM Runner with its communication feature integration can help you.

  • Enable users to design customized work plans
  • Allow them to attach client estimate and take photographs of your service location
  • Assign client calls arising out of sales funnels to the correct team for smooth functioning
  • Contact potential clients over phone or text message or email by just a click on the sales funnel page
  • Enable its users to update any kind of new potential client information
  • Users can take important notes on the call from/to new clients, check the inventory status, and make changes to estimates & invoices as and when required
  • Enable users to attach any particular notes to any particular task or project of a client
  • View status or progress on permission
  • Schedule follow-up calls automatically based on earlier communications
  • Update both managers and respective employees in real-time about any relevant information of calls and movement through the sales funnel
  • Locate the inventory, equipment, and staff through the GPS Tracking feature and keep the operator in the loop
  • Execute call recording, call forwarding, dialing for VoIP technology with just a click by the call center
  • Enable users to port existing numbers by the use of cloud PBX

The customer experience is the top priority to compete in today’s business settings. It means anticipating and catering to customers’ current and future needs. For this, you have to put on customers’ shoes and walk a purchase mile with them.

Key Benefits of CRM Runner:

  • All-in-one business management system for field service and office management
  • CRM database to align your support team’s action with automated responses for a seamless experience
  • Provide 24/7 support

CRM Runner centralizes, optimizes, and streamlines business data, also allowing for in-depth analysis of customer information in the form of reports and analytics.

Do you want to learn more about CRM Runner to determine whether it is right for your business goals or not?

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CRM Runner, the #1 CRM system for field service and office management, offers end-to-end business management solutions. It helps automate business management processes, and streamlines and synchronizes varied business activities, such as task creation and assignment, generating new leads and monitoring sales performance, GPS tracking, invoicing, automating marketing processes, and so forth. CRM Runner is built to empower its users and equip their business with solutions to accelerate sales, marketing, service, and operations.

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CRM Strategy Helps a Company Grow

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Using a CRM Strategy Helps a Company Grow

A CRM system is a strategy for growth – not just an app to keep your employees on task. If you have a CRM strategy in place, you’ve prepared to set up your team for success and, therefore, increase customer satisfaction. Here’s how it works:

CRM Strategy

Learn the basics of a CRM system

A Customer Relationship Management (CRM) system strengthens the interconnected processes between management, staff, and customers. The goal of any business is to financially thrive by providing their customers with a needed service or product. Managing your inventory means you are less likely to run out of a popular product and avoids the frustration of customers who can either wait for you to obtain more of the product or go to one of your competitors.

Even something as simple as scheduling is easier in a CRM system. Your CRM administrator can make the staff schedule from anywhere with a cloud-based CRM application. All essential personnel will have access to the schedule; should there be questions, a communication feature connects staff to the scheduler.

Different CRM systems focus on various different aspects of what makes most companies function. When these functions are automated, processes are in place to keep operations running smoothly. Sales e-mails for particular actions are sent immediately, notifications for technician arrival are sent to waiting customers, etc. Reports are run for inventory, work progress, and other essential real-time company information to make it easier for managers to reduce administrative tasks and direct time and attention to customer relationship research.  With that extra time, owners and managers are able to focus their energy toward developing new deals and packages to offer your ideal customers what they want resulting in consistent, long-term business.

A CRM platform monitors a customer’s experience with your company.

A CRM monitors a customer’s actions and in actions which is vital data to achieving repeat business. If a promotional e-mail went unopened, but, a social media ad was followed and a product purchased, this customer’s purchasing history is recorded in order to refine targeted ads for products and services.

Additionally, all interactions with the customer, from phone consults to notes from work visits and e-mail requests, are maintained in a CRM database. Aside from the fact this enables service technicians or customer service professionals a history of discussion to avoid repeating information the customer has already given, it demonstrates a pattern of behavior making it easier to anticipate a customer’s needs. Most people pick their brands because a company has bothered somehow to empower them and make them feel valuable. A CRM system makes providing this feeling easily accessible.

A CRM system that is cloud-based can be used after hours.

Business owners rarely have the luxury of working 9-5. Owners and managers take on numerous tasks while trying to live their lives. If a work task needs to be completed, but, another task overtook the time during the day it could have been completed, a cloud-based CRM system would allow for after hours work to be accomplished.

Cloud-based CRM systems operate online rather than relying on a physical, company server. This means you can design your own schedule according to how it best fits into your life with access to all your essential work information and documentation available at the tap of a screen or the click of a mouse. A CRM after hours is available on desktop or app for handheld devices.

CRM administrators can easily keep track of employees, inventory, and progress on projects.

A strong CRM system may come with a GPS function which will save your CRM administrator a significant amount of time. It will be clear when company equipment and vehicles have left headquarters and the ETA for any given worker in the field is quickly estimated in real-time. A CRM administrator has access to reports on inventory and can easily recommend to management which products are bringing in profits and which are wasting shelf space. Seeing where corners can be cut more easily saves money in the long run – a CRM strategy can go a long way towards helping a company grow.

Choosing a CRM strategy helps a company grow from year to year.

With improved internal processes and the potential for increased customer satisfaction, a CRM strategy could very well help a small business grow. An effective implementation of a new cloud-based CRM could mean the difference in a profitable year and throwing in the towel.  Automated tasks free up time to make customers feel like they matter.  If a business has a product that makes customers feel important, they are more likely to succeed.

A CRM system needs to be a good fit for a business.  Often un-needed features cause high pricing and confusion for field staff.  If the interface isn’t user friendly and common tasks aren’t easily accessible for employees, it’s likely to go unused.  Choosing a CRM system to fit the needs of your business may require several demonstrations, CRM software trials and feedback meetings with employees.

CRM Runner offers a 30-day trial to help companies experience what happens when an easy-to-use CRM system is put in place. Start learning how your customers behave and how you can better retain your loyal base: Check out the features and start a free trial with by signing up here.

Cloud-based CRM

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Do You Need a Cloud-Based CRM?

Customer Relationship Management (CRM) systems were once bulky, expensive products requiring special installation and IT personnel. Small business owners are well aware CRM systems may help them grow; however, every investment must be taken seriously and considered against the ROI. Modern technology has made CRM systems more accessible to every level business to promote growth through increased efficiencies.

Cloud-based CRM

What is a cloud-based CRM?

Most businesses are tied to a server to contain and manage documents, procedures, operations, etc. Not every small business is equipped with servers making cloud-based management systems a faster, simpler, cheaper way to conduct day-to-day operations.

Using a cloud-based CRM system means you can access all your necessary reports and software through the internet hosted on what is known as “the cloud.” This access is available to whomever the business deems necessary. Your entire team can log into the business account from anywhere in the world, any time of day.

Is a cloud-based CRM software for small businesses effective at streamlining operations?

Very few small businesses are true 9-5 operations. Almost every small business owner or manager wears more than one hat to keep things moving and this rarely fits within the confines of a normal workday. With a cloud-based CRM system, this is no obstacle to continuing to get work completed any time.

Without dependence on a physical server, everyone on your team can continue to work regardless of where they are. For example, if you need to relocate your headquarters, have everyone pick up their laptops and move – the cloud will still contain everything you need to simply open your computer and pick up right where you left off.

Cloud-based CRM software tends to be available on any device with internet access. This means, you can access your scheduler or your work progress reports from your staff any time, any place, and even on-the-go. If you are commuting to a meeting and client has a question, you have the ability with cloud-based CRM applications to answer the question and update staff in real-time.

3 Benefits of Cloud CRM Software

One of the main hesitations business owners have when considering any new operations service is cost and security. Below are three benefits to cloud-based CRM systems which may reassure you about upgrading your customer service through increased efficiencies.

1: Cloud-based CRM software is designed with security in mind.

Employing a CRM strategy only works if you can trust the SAAS. CRM companies put security in the forefront of their product offerings – more so than you’ll find with the average IT setup with a server. A good cloud-based CRM will offer advanced, automated back-up procedures with clear protocol in the rare event of a security breach. Using two-step authentication and strong passwords help further protect your information in the cloud.

2: A smartly designed cloud-based CRM software program is still affordable.

Allocating a large amount of money towards any one purchase is generally not a recommended habit among small businesses looking to grow. Even before cutting the costs of private servers, IT personnel, and installation, most CRM companies provide varying packages to help small businesses get the services and reports they actually need for a reasonable cost. There should be no hidden costs or fees for extra hardware or licenses and many CRM software packages allow for a low monthly fee to customize their software for the benefit your company. System maintenance is included in the use of the cloud-based CRM product.

3: Ease of use and  around-the-clock access makes cloud-based CRM the best option for businesses looking to grow in 2019.

Installation is as simple as signing into your brand new account online. Simple, easy, DONE. You can do this tomorrow at the office or tonight in your PJs at home. You have access from anywhere there’s an internet connection. You can be at a coffee shop and still have access to inventory reports or GPS tracking on where your technicians in the field are working in real time.

Some cloud-based CRM systems are better than the Sales force program

Salesforce has likely come up in your research for a cloud-based CRM system as it is widely known and popular for sales-based, large businesses. Their reports are extensive and, in some cases, considered to be complicated or, rather, more than a small business really needs at a stage of promoting new growth.

Salesforce is among the pricier options to use the full capability of the software. Depending on your industry, the strong focus on sales and leads over inventory, customer communication or feedback from technicians in the field may mean the investment of time to learn to use the platform and cost may not be beneficial to your goals. Other cloud-based CRM systems with easy-to-features may be a better choice for small businesses.

What makes cloud CRM vendors a trusted partner for success?

Cloud-based CRM vendors only succeed if their product helps your business succeed. Companies drafting their own version of CRM software know firsthand what it takes to run a business and what they could use to improve their loyal customer base. To maintain their own longevity, their service must improve your business’ chances for longevity or, like your own clientele, there’s always the option to choose a competitor.

Client Database Software for Small Businesses can help improve customer service and decrease costs.

Without your loyal clients coming back for more products and services, chasing new leads may drive your business right into the ground. It’s costly to generate new leads whereas loyal customers not only return, but, they tell their own friends and family about how your company makes their lives easier. A cloud-based CRM system will help you collect the data you need to improve what you have to offer your customers as well as communicate with them and your whole team seamlessly to avoid simple mistakes which make customers feel taken for granted.

A cloud-based system is the best CRM for small business in 2019

Cloud-based system CRM Runner offers a 30-day trial to all businesses ready to take their company to the next level. Choosing a CRM strategy to make work easier for yourself and your team while encouraging more time to generate leads instead getting lost in administrative necessities is a smart choice to a more profitable year. Automating your sales process and increasing your efficiencies with the CRM Runner system can help you achieve the growth goals you’ve set for your company. Check out the features and start a free trial by signing up here.

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