Tag: crm

Do you need CRM software with a calendar?

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Every second is important. You should not lose any moment. If you are a business owner, you will realize the difference a second can make in the profit-earning capacity of your business. With so many tasks to perform, it might get difficult to execute them on time. We have calendars to track dates, but a simple calendar might be inadequate for a business. You cannot integrate CRM with a simple calendar, and you have to update them manually. It is exhausting. The chances of losing such data are high. It may take you 15 minutes to update a task on CRM. Imagine updating 20 such tasks! It will consume a good amount of time from your daily activities. It will also reduce your productivity and increase the chance of losing data. Hence, you need to invest in calendar CRM software. It will help you to organize data and calendars together. As you will integrate the calendar with CRM, the management and operation become easier, and you would not have to spend extra hours behind manually updating each task.

Benefits

Easy Activity Scheduling

With proper CRM software, you can avoid repetitive entries. You will be able to create and manage data from the screen of your calendar. You can also set reminders on calendars for upcoming events. Besides, your team will be able to schedule meetings accordingly. It will ease every task. Suppose you have sent out an invite earlier but do not remember to add a team member. It becomes a mess for you to do so at the last moment. CRM software with a calendar can help you to do so. Just one click and you will be able to manage everybody’s schedule. It means that you would not have to handle several tasks from different places.

Real-Time Reminders

What is the benefit of using CRM to store only data? It is more like using an Excel sheet and using different tools. With Google Calendar integration to our CRM software, you will stay updated about your appointments. You will also receive notifications in your mail. Hence, you would not miss any meetings.

The need for a multilingual CRM software for your business

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Diversification can give birth to innovation, enhance office experience, and bring an overall cultural enrichment to your life. Would you not like to ensure that your business is perfectly equipped with facilities to handle customers and employees from different cultures, speaking different languages? A multi-language CRM software will ensure that you can serve customers beyond linguistic boundaries, hire employees speaking different languages, and bring uniformity to the operations of your business. It is no doubt that you have heard the names of Amazon, eBay, Alibaba, et cetera. If these businesses can expand beyond a territorial boundary, why cannot your business expand in the foreign market? In most cases, a product or a service is not limited to a territorial or cultural boundary. So, why not expand your market share and earn more revenue?

No matter how much your demand is, you should ensure three things – a product, simplicity in ordering it, and time for delivery. If you notice the tourism sector, you will understand the importance of breaking the language barrier. You will get Booking.com in many languages, regardless of the main language of the hotel. Airbnb can also be found in many languages, helping a customer to understand his or her language. What makes these websites popular among the mass? The ease of booking makes people use these websites more than their competitors. Many companies have also failed because of language and communication barriers. So, a multilingual CRM is important for your business.

Let’s say you have just entered the market and you need customer support to grow. A good CRM system will help you successfully expand in a foreign market. A multilingual CRM software will help you capture several markets and territories as per your needs. The best thing about CRM software is that it meets your present needs and also caters to your future needs. For example, you have now decided to capture a Portuguese market in a country where the majority of people speak English. For this, you need to integrate CRM software in Portuguese in your business. You will have many advantages in your business operations.

Guide for Choosing a New System for Merchant Services CRM

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Modern businesses looking to compete and outperform the rest of the industry will find a merchant services CRM essential. Regardless of the type of merchant services CRM you use, its core features are the tools you get to manage leads and close sales – lead management and sales process delivery tools that assist your business in finding better leads and your agents in closing more deals.

A top merchant services integration CRM Software also offers many useful features that can greatly benefit your business, and choosing a solution with the right features is crucial to maximizing your ROI. Listed below are a few of the most valuable features available from some top CRMs, and how each can assist your business.

Onboarding merchants automatically:

As a business, one of the most important and most consistent tasks you perform is onboarding new merchants to your payment processing partners. In addition, it’s likely to take you the longest to accomplish. Data transfer manually from a merchant account to a processor’s boarding system is not only tedious and slow, but also extremely prone to human error, which can delay or derail applications, and even the smallest typo can cost you money.

Calculate the residuals automatically:

There are two things that happen each month when residuals drop: first, managers are overwhelmed with a mountain of processor reports that have to be merged so residuals can be calculated one by one. Agents watch the clock eagerly awaiting payouts on their splits – payouts that can take up to a week to arrive depending on the complexity of the calculations.

Integration of private-label helpdesks:

The stronger your relationship with merchants, particularly your top performers, the stronger your residuals will be and the faster your portfolio will grow. Since even the smallest businesses manage potentially hundreds of merchants, it can be difficult to keep track of each one’s needs and easy for merchants to feel overlooked.

In-Depth and At-A-Glance Reporting:

It is difficult to keep track of your business’ operations and performance when hundreds of merchants are spread across half a dozen or more processors. The processors each provide their own reports every month with different formatting and data that, alone, do not tell the full story. Due to this, creating a unified picture of your business’ operations can be a time-consuming task.

How will CRMRunner be your right choice?

With CRM RUNNER, you can generate real-time data by integrating with leading applications. Through the solution, you can gain access to other platforms for better upgrades while simplifying and automating the workflow. Keep track of customer communication via social platforms and email without leaving your CRM base. You can easily track and communicate with sales leads with CRM RUNNER.

Want to see merchant services integration CRM Software in action? Let’s talk!

CRM Field Service Software: 3 Reasons to Use One

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The field service management industry uses customer relationship management software (CRM) to facilitate clear and instant communication among businesses to improve customer satisfaction. Customers can access the customer portal via a mobile app or a laptop, monitor the progress of a task, leave feedback, create new work orders, and communicate directly with a field technician or the head office.

Benefits are equally impressive for a company that manages field services. As a result, field service operations are easier to manage as the customer is always in the loop. Data in real-time allows service managers to improve efficiency, make data-driven decisions, optimize scheduling, minimize travel time, and optimize the use of their resources.

Let’s examine the reasons why your company needs a field service CRM now that we have a good understanding of what it is.

#1: Streamline your sales process

The sales cycle for field service management is often long and difficult. To document critical data, sales teams previously used spreadsheets, Word documents, or other static documents. Manually entering information into these spreadsheets through phone calls and emails was how they tracked sales lifecycles.

Due to the dynamic nature of CRM Runner and the many variables involved in making sales, this mode of doing business always felt a bit antiquated. By using a CRM solution, sales teams are able to manage leads through their pipeline and convert them into paying customers.

#2: Connect sales and field technicians

Salespeople and field technicians share similar goals, but live parallel lives. Sales teams strive to bring in customers and make sure they are satisfied with the service, while field service teams attend to customer needs directly in the field.

It is often the case that these two teams lack knowledge, communication, and understanding. CRMs can be integrated with field service software to create a channel for internal communication.

#3: Personalized marketing and meaningful upselling

It is all about timing – being offered what you need when you need it. By increasing transparency and visibility between departments, you can get more out of your data. Let us show you how.

Preventative maintenance data and information are stored in field service management software. Salespeople can use historical service data to inform customers about upcoming services, educate them on the need for maintenance, and sell them one of the company’s services.

A salesperson can use the same logic to upsell inventory when it’s about to run out or suggest additional features that would be beneficial to a customer’s use case.

CRM Runner is designed to manage service jobs in the field and improve customer retention and field operations by streamlining and automating daily business activities.

Want To See How It Works? Contact Us

Boost Your Business with Chat Features Built in CRM Software

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Your business benefits from live chat on websites, and you already know that. Live chat drives sales by getting new customers to contact you.

On the market, there are many top live chat applications, but Live Chat goes far beyond just chatting. It does wonders when incorporated into a CRM tool!

What are the advantages of live chat in your CRM software?

By integrating CRM software with Live Chat, you can manage customer data of customers you’ve been chatting with on your website in one place.

  • An employee contact list is available in the sidebar
  • Communicate quickly and easily with employees through chat windows
  • Instant communication allows both employers and employees to stay updated within the system
  • Easily integrates with existing systems for a seamless user experience.
  • Keep track of previous conversations by accessing saved messages.
  • To inform coworkers of your availability, set your status to offline/online.
  • Create a page for each employee/team member.
  • Automate responses to ensure quality.
  • Using an advanced chat routing system, generated chats are routed to the correct team member, helping increase conversions.
  • You can also integrate social media chat into our chat feature, allowing all your social media communication to be centralized on your profile.

With CRM Runner, you can streamline and automate your business operations, with a special focus on customer retention and field operations.

All-In-One Resource

CRM Runner combines all aspects of your business into a single, easy-to-use platform, eliminating the need to use multiple programs, thereby saving you time and money.

Completely Customizable

As your business is unique, we let you customize the platform to fit your needs.

Cost-Effective

At the best price, the platform is fully loaded with all features.

CRM Runner: How Does It Enhance Your Business?

CRM RUNNER communicates across all categories of the business, be it the office, field technicians, customers, or payments, and presents an easy-to-understand action plan.

To Conclude:

Keeping the team connected to boost productivity is made easier with CRM Runner’s built-in integration of the instant messenger features. Using this feature, you can capture whole website chat sessions.

Want To See How It Works? Contact Us

Benefits of Integrating an Expense Solution with a CRM Solution

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You can easily manage the expenses incurred by your employees, contractors and clients!

With CRM Runner’s built-in Expense Tracking feature, you can record, approve, and analyze employee, contractor, and client expenses. You will gain maximum visibility into your company by associating expense reports with employees, contractors, clients, opportunities, and projects.

What are the benefits of CRM Runner for Expense Tracking?

  • You can get an accurate statement pertaining to expenses.
  • With our mileage calculator, you can track all mileage costs.
  • The application now allows users to submit expenses directly from their mobile device.
  • With the help of GPS technology, field employees can now verify their travel expenses.
  • You can easily create detailed expense reports for clients, employees, and contractors using a shortcut.

Using a CRM integrated with an expense solution can simplify and track business travel expenses. Sales executives will be held accountable for their business travel by tracking how the trip is going to affect sales. By tracking ROI against each business journey, an organization can increase profitability and growth.

For managing customer relationships, sales teams typically use CRM applications. CRM’s built-in expense solution allows sales representatives to enter trip details while on the go. With a single platform, they can access both CRM and expense features, increasing visibility and flexibility while ensuring quick reporting.

Organizations strive to improve visibility into overall travel and expense spending while making the most of business travel.

Want to learn more about CRM Runner Expense Tracking feature? Request a free trial today.

 

Using Field Service CRM Software Offers 3 Great Benefits

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One of the biggest challenges managers face is managing field services. With a paper-based field service management system, it is difficult to maintain records and data. To manage their fieldwork, most significant companies use field service software. Manage field service technicians’ tasks, track labor hours, and invoice customers with field service management software. To improve their productivity, many companies use business automation software and field service management software.

The blog discusses the benefits of field service CRM software for professionals.

Enhance potency

Traditionally, companies hired a separate group of employees to handle fieldwork. Every employee is paid a salary. With the help of field service CRM software, companies no longer need a person to handle that aspect of business. This helps increase revenue. Using field service CRM software, you can track field professionals’ movements in real-time. The software enables technicians to capture customer information.

By using dynamic field service CRM software like CRM Runner, professionals can receive work dispatches on their phones instantly. A notification will be sent to both the client and management team upon completion of the work order.

Reduce production costs

Field service CRM software helps companies reduce production costs and increase revenue, which is the primary goal of a business. Many companies hire several employees to monitor the employees’ activities, task scheduling, project distribution, and customer service processes. These functions are now carried out by a field service CRM software. Customers are then more satisfied, as the costs are reduced.

The field service CRM software allows managers to track employees even if they are out of the office in real-time, sharing the burden of employee tracking with the manager. As a result, they can focus on other important tasks, and projects are completed on time.

Improved customer service

Client complaints will be reduced if companies use field service CRM software. Customers will receive timely responses if companies use the software. Using their phones, customers can track and modify their work orders. Through their phones, companies can also assign tasks and track progress on projects to their technicians. Customers will receive their orders on time as a result of this. This way, your clients will be more satisfied with your work as a result of field service management.

Do you want to use such a field service CRM software to grow your business? Take a gallop through the world of CRM Runner – an end-to-end, one-stop solution for field service and office management.

Smarten Up Your Business’ Inventory Management with Inventory CRM Software

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Businesses are all about making money. Regardless of your industry or role in a company, you want to find ways to accomplish goals. Approximately half of retailers use a perpetual inventory management strategy, and over half of businesses are using CRM solutions – and those numbers are increasing.

These two types of systems are becoming increasingly important for business success.

How will it be if you get an integrated inventory CRM Software? Yes, that will surely supercharge your business’ inventory management processes. See our CRM Runner inventory CRM Software.

Using CRM Runner, how can you manage your inventory?

  • The inventory can be categorized using different tabs at your convenience.
  • Allows you to set up a reorder reminder when a certain threshold has been reached.
  • Maintain inventory, non-inventory items, and service items.
  • Using RMA, you can accept returns, refunds, and exchanges.
  • Drag and drop the columns to alter the look.
  • As soon as items arrive at your warehouse from suppliers, the system automatically updates inventory stock.
  • Using CRM Runner, you can capture and verify all the information you need about products and services, including serial numbers, pictures, descriptions, prices, stock numbers, and more.
  • Use the search bar to find products by their names or descriptions.
  • SKU and serial numbers can be used to keep track of products.
  • Set the warranty on products or items.

Through our intuitive and inventory features, you can manage accurate stock levels at different locations, schedule timely procurement, store frequent stock transactions, and analyze stock movement patterns efficiently. CRM Runner also allows you to maintain product quality and manage threshold quantities of stock.

Want to see it in action? Try CRM Runner for free for 14 days and experience it!

 

CRM’s Role in Ecommerce Personalization

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In today’s world, customer satisfaction is arguably the most important factor in determining a company’s success. Customer satisfaction is also vital when it comes to customer-driven businesses such as eCommerce. A customer’s experience can be tailored with CRM software, which will increase engagement and satisfaction for your customers. eCommerce personalization is a significant success factor for companies, and eCommerce personalization is an important aspect of eCommerce.

Here is a brief overview of the basics of eCommerce personalization and how it can benefit your business.

An overview of ecommerce personalization

The goal of ecommerce personalization is to provide customers with a personalized experience, which includes tailored content, offers, and recommendations based on the customer’s interests and needs.

The data analysis technology is crucial for eCommerce personalization, which enables businesses to gather information about a customer, including their interests, browsing behavior, and purchasing habits. Therefore, one of the most significant objectives eCommerce businesses wish to achieve through personalization is to provide relevant user recommendations and to increase the return on their marketing investments.

CRM (Customer Relationship Management) Software: Why You Need It

Brands must adapt to changing business rules on a regular basis. Businesses can use CRM software to identify their clients’ needs and requirements, as well as collect feedback. Business will not survive if it does not invest in CRM software. If your business cannot meet changing customer needs, your customers will begin to look for alternatives.

In order to meet business’ everyday workflow management needs and challenges, CRM Runner is presented with a comprehensive approach. Businesses can efficiently and automatically perform many jobs and get easy solutions to overcome the challenges of tracking leads, task scheduling, monitoring, and other day-to-day activities.

CRM Runner gives you a one-stop solution for field service and office management.

You can track, for example, the whereabouts of your field staff and assign them with nearby client meet assignments based on their time availability by using CRM Runner’s GPS Tracking feature that comes built-in with it.

CRM Runner also simplifies payroll by structuring employee data in a structured way, managing pay structures, payroll information, and generating payslips. It eliminates complicated, time-consuming and highly calculative processes when performed manually. CRM Runner offers built-in payroll for service providers CRM Software.

Want to get more details? See CRM Runner in action? Let’s connect!

CRM Software with Built-In Chat Feature: How Does It Help a Business?

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Nowadays, customer satisfaction is a critical factor for the success of any business. With the rapid growth of industries and businesses around the world, people have more options than ever before to meet their needs. Therefore, an integrated live chat feature in a CRM will be helpful for any business that wants to gain and retain customers.

Live chat support for customers seems to offer immense benefits when integrated with CRM (Customer Relationship Management). In addition to providing customer satisfaction, a chat feature built-in CRM Software also promotes long-term customer loyalty, as 63% of customers are more likely to revisit websites that offer live chat.

Chat feature built-in CRM Software engages and is an enabler for chatting with your team members in real-time!

Look at CRM Runner that comes as a chat feature built-in CRM Software, facilitating its users to keep their teams connected in order to boost productivity. With this integration, users can capture entire website chat sessions in addition to:

  • Listing all employees for contact
  • Using chat windows, you can communicate with employees quickly and easily
  • Keeps both employers and employees informed within the system through instant messaging
  • Integrates seamlessly with existing systems.
  • Keep a record of previous conversations with easy access to saved messages.
  • Make your status offline/online to let colleagues know you are available.
  • Employees/team members can be grouped on a designated team member page.
  • Automate responses to ensure quality.
  • Routing advanced chats to the right team member leads to increased conversion resulting from advanced chat routing

Finally,

A chat feature built-in CRM Software for your business will ensure that you don’t appear as a faceless business to your team and that will help in bonding teamwork, monitoring team performance and improving team achievement.

Need a CRM that comes integrated with a chat feature? Try CRM Runner for free for 14 days and experience it!

CRM: How Does It Improve a Business’ Sales Process?

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There has been a stagnation in your sales? Just recently your business grew and expanded? What is stopping you?

Your sales process and the fact that you haven’t yet implemented a customer relationship management (CRM) system could be to blame.

Need a CRM? Try CRM Runner for free for 14 days!

Not only does a CRM streamline your sales process, but it also benefits your sales team. You can gain a greater understanding of your sales data with a customer relationship management system, as well as increase revenue for your company.

CRM Benefits for Sales Reps

Your sales team can be more productive and effective by using customer relationship management systems. Some of the advantages of a CRM for your sales team are as follows:

  • Reduces and automates routine data entry to save your sales reps’ time and energy
  • It allows sales managers and salespeople to keep track of their performance and quotas more accurately
  • It allows managers to track each sales representative’s progress more easily
  • Maintains the sales team in the event of a departure
  • Enhances the visibility and accessibility of customer information
  • Encourages friendly, healthy competition among salespeople
  • Creates smoother transitions by tracking sales funnels
  • Finds the right customers for your team
  • Boosts employee productivity

In what ways does a CRM improve the sales process as a whole?

Not only do customer relationship management systems benefit your sales team, but they also have benefits for your sales process as a whole.

  1. Maintains a record of the sales process

Your sales team struggles to stay on the same page when your sales process is scattered throughout multiple documents and databases. New salespeople also find it difficult to get up to speed when the sales process, policies, and activities are unclear or hard to locate. Furthermore, when someone leaves your sales team, the team’s productivity will be affected.

All these documents can be centralized in a customer relationship management system, so that they are readily accessible by the entire sales team. CRMs boost team productivity by enabling everyone to access and understand the sales process, which in turn improves customer service and revenue for the company.

What is the best CRM for small businesses? See all features built-in CRM Runner to meet your day-to-day business operation needs.

  1. Develops repeatable processes

CRM systems enable your sales team to follow a unified, repeatable sales process. This also ensures consistency between salespeople. A lack of standardization would lead to confusion and inconsistency. A CRM streamlines and unifies your company’s sales process.

  1. Provides better customer service

Your sales team can access each customer’s history using a customer relationship management system. The sales people will be better equipped to share the right sales messaging to the customer or lead at the right time if they have information about them before they converse with them. Successful sales will result from such interactions.

You can create custom fields in a SaaS CRM Software where members of the sales team can leave notes and observations for the members of the sales team who will interact with those leads.

  1. Optimize your entire sales funnel

Sales funnels are visual representations of the steps involved in selling your product or service. In addition to showing how many open deals you have, what stage they are in, what support you need, and if you can reach your targets, it shows what open deals you have.

CRM Runner streamlines your sales process with its sales funnel. Group your leads according to their characteristics. It shows you who needs to be followed up with, who has agreed to buy, and who has already sent you their money. The CRM Runner then automatically creates a sales report to inform you which part of your funnel needs to be improved.

Do you feel you also need a CRM that can help minimize friction between sales and service and optimize your sales processes? Check out features of CRM Runner that are all designed to meet your everyday business operation needs or talk to us.

CRM Runner Reduces Sales Process Friction

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Increase efficiency and effectiveness in your organization’s sales process? If you browse the built-in features of one of the best CRM Solutions, i.e. CRM Runner, you’ll be confident you can navigate through those frictions businesses tend to face.

In addition to helping teams streamline sales processes, CRM Runner lets them manage contacts, schedule meetings, track deals, send emails, look at reporting metrics, and more. An integrated CRM platform like CRM Runner comes with a variety of tools and features to help your business grow. An integrated CRM platform – CRM Runner – comes with a variety of tools and features to help your business grow.

Why Should You Use a CRM?

Customer relationship management can benefit many types of businesses. For B2B companies and companies that buy B2C products, using a CRM is especially beneficial when long sales cycles are involved and tracking leads is a priority. Some businesses will not benefit from a CRM. Take a moment to consider what issues and challenges a CRM can solve for your company if you are not sure a CRM is the right fit. It may make more sense to not use a CRM when the issues are not important and not worth the investment.

Among the questions you may ask yourself about whether or not you should use a CRM are:

  • Want to keep track of your customers and leads in one place? Is your customer list spread out across different locations and is it hard to keep up with?
  • How many members of your sales and marketing teams do your customers interact with?
  • Is there a process in place for documenting the productivity of your sales team?

It is likely that a CRM would be a good choice for you if one or more of the above questions apply to you.

If You Need a CRM, When Should You Switch?

What is the best time to begin implementing a customer relationship management system in your business? As soon as possible? Later?

It is best to start using a CRM as soon as possible. In many businesses, a customer relationship management system isn’t implemented until something goes wrong in the sales process. Following are a few scenarios that can indicate when using a CRM is the right time:

  • Spreadsheets make data management difficult
  • When an employee leaves, data is lost
  • Your sales team is slowed down by so many places where your data is kept

Final Words

Your sales team can benefit from a CRM Software Service Management. Companies can retain customers and increase sales productivity and revenue with greater access to customer information, a centralized location for documents, and better customer service.

Need a CRM? Try CRM Runner for free for 14 days!

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