Tag: crm

Track your Expenses easily with CRM Runner

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All customer relationships and business travel are crucial. Sales representatives must travel in order to grow their companies, increase revenues, and drive sales. It can be challenging for businesses to collect data to show the return-on-investment of their business travel when employees travel frequently in a given month. A CRM software can be of great help!

For the majority of businesses, not collecting business travel data becomes a serious concern. This is where using the best CRM software is useful.

CRM Runner can help you with Expense Tracking. How?

  • Obtain a detailed statement of your expenses.
  • Use our mileage calculator to keep track of all mileage costs.
  • Now within the application itself, expenses can be easily submitted on a mobile device.
  • Using GPS technology, travel expenses for employees in the field can now be validated.
  • The client, employee, or contractor can easily create a thorough expense report by using a shortcut.

Making the most of business travel is a goal of an organization, along with improving visibility into overall travel and expense spending.

Why CRM Runner is The Best Option?

With a focus on customer retention and field operations, CRM Runner is made to simplify and automate your company’s daily operations.

All-In-One Resource: CRM Runner combines all of your company’s operations into a single, user-friendly platform, eliminating the need for multiple software programs and saving you both time and money.

Fully Customizable: Because your company is special, we give you the freedom to customize the platform to your requirements.

Cost-effective: The platform is offered at the best price and is fully loaded with all features.

Want to learn more about CRM Runner? Request a free demo today. If you have any further inquiries, please contact us at 877.590.0040 to speak with one of our representatives.

How To Track Your Customers With The Help Of CRM Runner

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The best way to keep track of your clients is by using a CRM. It is fairly simple to export all of the data and import it into the CRM platform if you are keeping track of your customers using an excel sheet, another spreadsheet, or a custom framework.

Regardless of how you migrate your current data to a CRM software, deployment is fairly straightforward, and once everything is configured, your company will be connected as you’ve never seen it before.

The benefits of CRM start with:

Customer history

In just a few steps, the best CRM software gives you complete access to a customer’s relationship history. You can see when you reached the customer and what topics you covered by having the customer history at your fingertips.

Organization

You can organize all client activities in one location with an effective CRM. These software programs enable you to send emails, manage tasks, and mention customer accounts after contacts and jobs have been completed for them. It’s a vision of superb management.

A significant memory of the database

A successful CRM never forgets the information you enter about the customer. You can add any points you want to a client record because of the nearly limitless memory. Your clients might experience a greater sense of belonging as a result.

Instant access to customer status

Customer monitoring allows you to organize customer information according to the customer’s current status. The sales and marketing division will be connected to current and potential customers who are prepared to make a phone call thanks to this CRM benefit.

Emails in one place

All of your customer emails are likely in one folder but not in the software’s files if you don’t use them. Emails may be stored on your phone, desktop, and laptop, respectively. CRM allows you to store all of the customer’s emails in one place and link them to the customer’s information.

If you have any further inquiries, please contact us at 877.590.0040 to speak with one of our representatives.

Rethinking The Sales Funnel With CRM Runner

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CRM marketing has a disproportionately positive impact on smaller companies. Small business CRM software can make sure warm leads are qualified and nurtured to where they’re most likely to become devoted customers by taking much of the guesswork out of managing leads and customers.

You’ll be able to track the path taken by your customers, spot risks and patterns along the way, and discover which actions are most likely to move them down the funnel.

Even better, a lot of modern CRM software integrate a component for sales and marketing automation. This enables the members of your team to initiate and automate procedures that they previously had to manage by hand.

CRM Runner can help you manage your Sales Funnel. How?

  1. View from above of all leads arranged according to the sales funnel stage.
  2. As they advance, the drag-and-drop feature places the leads at the proper level.
  3. Review and update your lead’s contact information.
  4. Rearranging a phone call or meeting with the leads is always an option.
  5. Send emails to specific team members and departments with regard to leads.
  6. By choosing the department and teams, you can personalize assignment settings.
  7. Every time your leads advance in the sales funnel, your team will receive push notifications and emails.

If you have any further inquiries, please contact us at 877.590.0040 to speak with one of our representatives.

How CRM for Debt Settlement Can Improve Collaboration

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Any organization must work together and communicate effectively to succeed. Furthermore, modern technology enables us to collaborate in novel ways. As a result, CRM (Customer Relationship Management) software can enhance both employee and departmental communication as well as collaboration.

Beyond just communication, this cross-collaboration dynamic has significant effects on organizations. To ensure the continuation of an issue or project within a CRM software, employees have the ability to delegate tasks to other important team members.

We’ve listed three ways your CRM for debt settlement can enhance collaboration so you can make the most of it.

Three Ways Your CRM for Debt Settlement Enhances Collaboration

  1. Tasks Can Be Assigned to People or Teams

Tasks frequently need to be transferred between teams or departments. Your CRM can assist you in helping remind team members that a task requires their attention through an alert rather than manually sending an email or leaving a note on someone’s desk. The CRM allows employees to check their alerts and notifications, which makes cross-departmental tasks simple.

  1. Set Reminders to Complete Tasks

Setting reminders for yourself or other team members is yet another fantastic feature of contemporary CRMs. Without having to manually add them to your calendar or write them down on a piece of paper that might get misplaced, this is a great way to remind yourself to complete recurring tasks.

  1. Use SMS or email Triggers to Alert Employees of System Event

To inform employees of a new action that is necessary or has already occurred, you can use contemporary communication methods like text messaging or email. Using a CRM in conjunction with these tools will help your teams complete tasks more quickly while also improving the customer experience and boosting brand loyalty.

Contact us here to find out more about how CRM Runner can enhance collaboration and communication within your organization. To speak with a representative, call 877.590.0040, or sign up for a 14-day free trial.

How CRM Runner can help in streamlining your sales and marketing?

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You want to make your sales process more efficient. It is crucial to the success of your company. Your company’s growth will slow down if your sales team has trouble closing sales effectively, which is bad for everyone.

How can you then streamline your sales process so that all of that administrative work is completed while still giving your sales team the time they require to close deals? CRM Runner provides the solution for many businesses.

How Sales & Marketing is simplified using CRM Runner

Email blast: Today’s business environment makes it difficult to run your operations across multiple platforms. You can ensure effective team member communication and customer outreach without ever leaving CRM Runner thanks to our email integration feature.

SMS Blast: Text messages (SMS) are one of the most immediate and engaging forms of communication available to marketers today, and they work best when personalized with data.

Survey: CRM Runner offers every feature imaginable to support the expansion of your company, according to the survey. Because of this, our survey feature enables customers to provide quick feedback that your business can use to improve.

Mail Templates: The email marketing function of CRM Runner aids in a variety of inventive ways to boost sales, customer engagement, and customer retention.

Booking: CRM Runner makes booking more efficient by enabling managers to interact with customers, handle bookings and payments from clients, and produce reports.

Packages: Package automation is a proud feature of CRM Runner’s platform. Create various packages with variations to offer your customers.

Sales Funnel: A sales funnel is a diagram that shows the steps involved in selling a service or product.

Leads Assignments: CRM Runner enables you to view thorough company reports and contact information, complete sales activities, and view communication records in a single location so you can handle leads with ease.

Landing Pages: With the help of CRM Runner, you can create pages that automatically deliver the information that your visitors are most interested in.

Greetings: It’s crucial for a business to project a warm, welcoming attitude. The Greeting module in CRM Runner enables business owners and team members to take a friendly, upbeat approach to customer outreach.

Follow Up: It can be challenging to try and close deals while maintaining and preserving relationships with current clients. This challenge can be made easier and avoided with CRM Runner’s Follow-Up feature.

Referrals/Advertising: CRM Runner offers a fantastic and distinctive referral program that allows you to refer friends, coworkers, or anyone else to our solution and be entered to win a fantastic prize.

Marketing: You can manage your numerous campaigns with the aid of CRM Runner, as well as the unique difficulties unique to your sector.

White Labeling: Through our white labeling feature, CRM Runner encourages businesses to fully utilize the platform and incorporate their brand name and logo.

Contact the CRM Runner team if you’re considering a CRM but are unsure of how to get started or worried about a protracted learning curve. Please call us at 877.590.0040 to speak with one of our representatives or go for a 14-day free trial!

You Need CRM Runner for your Commercial Cleaning Company. Here’s Why

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Maintaining a professional image and authenticity is crucial for service providers working in the cleaning industry to stay ahead of their competitors. The development of cutting-edge CRM software for cleaning has thankfully made it possible to coordinate all aspects of cleaning management, which has been extremely beneficial for these service providers.

With end-to-end solutions, this cutting-edge professional cleaning software automates cleanup tasks. Additionally, the cleaning CRM software cloud-based features allow supervisors, cleaning teams, and clients to continuously interact with access to critical information from anywhere and at any time.

Why a CRM is awesome

A CRM system’s primary goal is to improve customer and sales relationships. This makes it ideal for owners of cleaning businesses who want to maintain open lines of communication with their clients.

CRM software facilitates connections by storing, organizing, and sharing customer information. You should be able to find customer emails, phone numbers, dates of purchases or calls, social media data, and much more among the information gathered. A CRM for commercial cleaning companies also enables you to set up a sales process and assign each client to a particular stage.

CRM systems monitor user behavior across online channels with the goal of directing users into your sales funnel. They essentially paint a picture for your customer that will help them better understand and meet their needs. Due to the fact that this process is automated, it saves a ton of time and money and concentrates on finding potential customers rather than employing a pray and spray strategy and hoping that customers will eventually respond.

How CRM Runner can benefit your cleaning company

The capabilities of a CRM Runner can provide your sales, marketing, and customer relationship teams with much-needed support even though it won’t be an all-in-one solution. Because it can automate tasks, team members have more time to concentrate on their main tasks.

So here are the benefits:

  • Ability to centralize customer data
  • Improved task tracking
  • Increasing their customer retention rates
  • Automating most repetitive tasks
  • Increased sales opportunities
  • More free time to do less boring work

It’s not guaranteed to be successful, especially if you’ve never used a CRM. One of the main benefits of using a CRM platform is that many organizations and businesses are now demanding more flexible and customized solutions.

More than ever, your cleaning business needs to forge strong relationships with both its current and prospective clients, and CRM Runner is prepared to take on the challenge. No matter where a customer is in the sales cycle, CRM Runner’s solutions can help your cleaning business connect with them effectively.Please call us at 877.590.0040 to speak with one of our representatives if you have any additional questions.

Why Does Your Catering Business Need CRM Runner?

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In the catering business, we are aware that offering excellent customer service is one of the foundations of any flourishing enterprise. A successful business depends on having happy, satisfied customers, but it can occasionally be difficult to deliver top-notch customer service while also keeping everything else in the company running smoothly. Don’t worry, that’s where implementing CRM Runner can be extremely helpful.

Top Reasons Why Every Caterer Should Use CRM Runner

Track Customer Sales

You can learn more about your customers’ purchasing patterns and gain insightful data about them with the aid of CRM Runner. Important details like customer sales history and any upcoming catering orders are automatically given to you by us. When customers place orders or request quotes for new orders, it also gives you important customer information, which can save you a ton of time and effort by removing the need to manually look up customer information.

Create A Contact Database

Hand-tracking customer contact information can be a major time and energy drain that is also prone to mistakes, inaccuracies, and out-of-date data. It can be challenging to identify the best and most current customer information because contact information frequently ends up in multiple locations.Instead, automatically manage all of your customer information in one central contact database using CRM Runner.

Send Targeted Marketing Communications

You can send targeted marketing communications to your customers using our CRM Runner. It helps you get to know your customers better by segmenting them based on the essential sales data that is automatically gathered from their orders.

Keep Up With Consumer Trends

Our CRM comes with built-in analytics tools that make it simple to run reports on your customer database and learn more about the demographics of your clientele. Our CRM software enables you and your staff to spot patterns in customer behavior and order patterns that can increase sales and foster long-lasting relationships with your clients.

Improve Efficiencies

Our CRM makes it simple to record, track, and share information across your various teams and operations, which can help you significantly increase the efficiency of your business. Everyone in your catering company has immediate access to the same information thanks to a central, online database and CRM system, and it is all guaranteed to be real-time and updated with your most recent customer information.

CRM Runner Just For You!

You can be sure you’ve chosen the best option for your company and your clients because CRM Runner has everything you need to maximize productivity and increase sales.

If you have any further questions, please contact us at 877.590.0040 and speak with one of our representatives. You can also request a demo!

How CRM Runner Benefits Insurance Companies

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The ability of CRM systems to streamline and accelerate sales processes, making it less expensive and simpler to close deals and promote growth, has led to their widespread adoption across the majority of industries over the past ten years. However, CRM Runner offers benefits that cover all departments of an insurance company and offers an immediate, organizational-wide return on adoption, doing much more than just enhancing the sales process.

CRM Runner Make Policy Sales Easier

A CRM Runner is primarily a sales tool. In order to successfully acquire (and retain) policyholders, agents and brokers need systems that enhance the lead collection, lead management, and relationship-building.

New Policy Sales

By enhancing an agency’s capacity to gather, manage, and use leads, CRM Runner assists agents in closing more sales of new insurance policies. The vast majority of new policy sales in the contemporary insurance market start with online self-service. Even customers seeking live agent assistance frequently use the internet to compare prices and obtain quotes first. When a prospect requests a quote, CRM Runner can retrieve the information they provide and use it to automatically generate a new lead account in the database.

Policy Upsales

The ability to spot upsell opportunities are provided by keeping an uninterrupted record of contacts with both prospects and current clients. The insurance industry is currently experiencing constant change as a result of new risks, including pandemics, technological advancements, and more. Customers value a partner in insurance who can closely monitor their changing risk profiles and guarantee that their policies always provide the coverage they require.

CRMs for Insurance Boost Overall Productivity

CRM Runner can fully centralize and extensively automate many of an agency’s daily tasks, which has productivity benefits that extend beyond sales. CRM Runner saves everyone a significant amount of time, cuts down on resource waste, and allows staff members to concentrate on the most crucial facets of their jobs by reducing the number of platforms they have to juggle.

Automate Tasks

All of the best insurance CRMs have automation as a core component because it increases user productivity and reduces human error by letting the system handle many of the most typical and repetitive tasks. Lead generation, lead classification, outgoing follow-up contacts, mass email marketing campaigns, invoicing and reminders, schedule updates, and many other tasks can all be automated by users.

Schedule a demo or begin your risk-free 14-day free trial today to learn more about the numerous advantages CRM Runner can provide to agents, brokers, and insurers.

Try CRM Runner, the Ultimate CRM Sales Tool

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The most comprehensive customer resource management tool available right now is CRM Runner. It creates a sales tool that is unmatched and can improve every step of your sales process. Additionally, it facilitates management, improves workflows across the entire organization, and lowers your monthly software and phone costs.

Your lead generation and management, relationship building and sales process delivery, communications, billing and payments, visitor tracking, analytics, and other areas are just a few of the things CRM Runner improves.

CRM Lead Collection

Problem: Obtaining leads organically is challenging, and purchasing leads is costly and frequently ineffective.

CRM as a remedy With the help of Runner’s automated lead collection, you can quickly add new lead accounts to the system using data from a variety of customer interactions, including web-based information request forms, incoming phone calls, incoming emails, and more.

System-Wide CRM Data Access

Problem: Your business’ operations and interactions with customers produce a ton of useful data, but it’s dispersed and frequently not collected, making it challenging to use.

No matter where you are in the CRM, you can quickly access the data you require by using CRM Runner, which centralizes all of your customer data. In addition, CRM Runner automatically records all significant customer interactions, so you never have to worry about a key data point being missed.

Complete Communications Centralization

Problem: A number of communication channels, such as email, text messages, chat, the phone, and others, are heavily used by your staff. But juggling them all wastes time and makes it more difficult to maintain a pace.

Solution: CRM Runner centralizes every communication-related function, allowing your staff to oversee everything from a centralized, user-friendly hub. You can import your Gmail and Outlook accounts into the system to sync your incoming and outgoing emails in both directions. Additionally, you can control your Google and Outlook calendars. Additionally, the system has built-in two-way text messaging.

CRM Billing and Payments

Problem: A sale is more likely to fall through the longer payment is postponed. Your team requires a simple, efficient method for accepting payments from new clients as soon as possible.

CRM as a remedy Your team has access to all the tools necessary to create invoices and accept payments with Runner’s billing and payments suite. With just a few clicks, customized invoices can be created, and it takes just a few seconds to set up recurring billing.

We would be happy to answer any questions you may have if you’re ready to learn more about CRM Runner and all it can do to benefit not only your sales team but also your entire organization. Or, even better, start using the system right away to see how it works. Start your free, no-commitment 14-day trial of CRM Runner today.If you have any further questions, please contact us at 877.590.0040!

How CRM Runner can help Your New Pet Care Business?

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CRM software can be a crucial tool for a pet care company because it allows you to see all of your customers’ information in a single view, identify customer trends, gauge customer satisfaction, and promote repeat business.

You can improve customer service, streamline business operations, and grow your company by utilizing CRM Runner.

Benefits of using CRM Runner

Customer service

CRM Runner can keep track of information about your contacts, their prior interactions, and services, which can help your marketing and sales efforts. By remembering the needs and problems of their furry friends, you’ll save time by not having to search through old files and wow your clients.

Analytics

Having a ton of information about your current and potential clients is one thing, but you also need to know how to put that information to use. CRM software frequently comes with integrated analytics to assist you in putting the data in context, connecting it to actionable items and making metrics simple to understand and report on. You can gather and assess data on engagement, including responses to emails and other communications, such as click-through rates and whether people are taking advantage of your “special offers.”

Automate Tasks

There are never enough hands available to complete tasks. A good CRM system can assist you in automating tasks that technology is good at and free up your team’s time to focus on activities that can only be performed by people, such as working directly with customers and their pets. For instance, without requiring any intervention from you or a member of your team, the CRM could automatically send out a reminder to schedule the monthly or seasonal grooming based on the date of their most recent appointment, if one hasn’t already been scheduled. Due to the fact that it is based on their interaction with you, it seems personalized to your customer.

Communications

A CRM can facilitate information sharing and internal communication among your staff members in addition to enhancing communication with customers. Sending one another notes or alerts and tagging one another in projects are examples of this. Additionally, you can track and review the customer communications made by other staff members, preserving a unified and consistent voice for your pet care business.

CRM Runner just for your business!

You can streamline some of your business processes that benefit from technology the most by using a CRM Runner. Additionally, you and your team can concentrate on allocating your time where it is most needed.

If you have any further questions, please contact us at 877.590.0040 and speak with one of our representatives. You can also request a demo!

Scale Your Pest Control Business Using CRM Runner

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Customers are important to a business, and the objective is to improve relationships with each one of them. No matter what kind of business you run or what kind of services or goods you provide, maintaining and growing your customer base is important.

We’ll explain how CRM Runner can benefit your pest control business in this blog post.

Benefits Of Using CRM Runner For Your Pest Control Business

  • Dispatching: The most efficient way to manage jobs and daily operations is through automated scheduling.
  • GPS Tracking: CRM Runner’s systematic layout allows you to easily monitor your customers, prospects, team members, dealers, distributors, and agents from a single platform.
  • Transactions: CRM Runner offers comprehensive and all-encompassing transaction options that make doing business easier.
  • Customer Service Experience: Learning how your customer feels about your company after receiving service from you is far more important.
  • Maintenance Agreements: Create maintenance agreements with customers for the specified range of services and within the specified time frame.
  • Electronic Quoting: CRM Runner makes it easy to generate invoices, manage sales, collect and track payments, do business accounting and tax calculations, and use a comprehensive real-time reporting function to accurately measure business progress.
  • Electronic invoicing: CRM RUNNER-designed quotes and invoices allow you to fully uphold the standard that a good business is always built on: “Customer First.”
  • Task scheduling: CRM Runner’s scheduling feature allows you to further automate your workflow and grow your business. The scheduler assists in reviewing the calendar in order to keep track of important events, meetings, and tasks.
  • Marketing: CRM Runner helps you handle your multiple campaigns and the specific challenges associated with the industry. It enables you to manage and streamline your campaigns in order to achieve the best results.
  • Images & Video upload: When a job is finished the field agent can take images as well as videos from the job site. Also, the agent can upload any kind of file from any device if additional supporting documentation is required.
  • Swipe & Go: CRM RUNNER provides a platform for a hassle-free, secure, and documented payment process with the Swipe & Go feature.

Winding Up

CRM software for pest control businesses has many advantages. Only a few of the features that will benefit your business are highlighted here. Other features like report generation and automated follow-ups enhance the process overall. They facilitate and streamline your business processes in a variety of ways.

CRM Runner aims to help your company’s operations, goals, and CRM efforts. If you have any further questions, please contact us at 877.590.0040 and speak with one of our representatives. You can also request a demo!

How CRM Runner will be helpful for HVAC Contractors?

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Your job as an HVAC Contractor is to make people more comfortable and, ultimately, happier. Aside from influencing their daily productivity levels, safety, and energy bills, your company can be a powerful source of calm in sometimes stressful situations.

Although having the right tools for the job is second nature to you, you may be overlooking one critical business tool that every contractor requires: an easy-to-use and dependable CRM. CRM Runner offers a comprehensive platform for creating client profiles that save and store all of your critical information.

Benefits of CRM Runner for HVAC Contractors

You need a reliable way to keep track of your business.

Keeping paper and pencil records of all your clients will not suffice in today’s HVAC world. CRM Runner is a comprehensive platform for developing client profiles that save and store all of your most important information.

This information can include their contact information, notes from your last appointment, and other important details that will help you complete the task. Furthermore, your files can be accessed on your computer or mobile device for future reference.

When doing business, make sure your files are not.

CRM Runner can help you organize contracts involving multiple parties, other businesses, secondary contacts, and more, in addition to creating single profiles for each individual within your customer base.

Each file required for the project can be linked to each other so that you have access to the information whenever you need it. This method of project management also saves time spent on administrative tasks and searching through mislabeled computer files.

Keep reference materials accessible with a single click.

Assume you’re installing a new unit for a customer who later needs warranty information but can’t decipher their own product number. You can avoid going to their home or business by quickly retrieving the documents from your HVAC CRM.

Customer profiles also include a section for important documents, such as those we don’t realize we need until it’s too late. Bonus: Your company will put your customers at ease and establish greater trust in the long run, resulting in customers for life.

Increase sales through proper follow-up and client tracking.

CRM Runner can also assist you in keeping track of all interactions your customers have with you or your brand. After a while, it can be difficult to remember whether you actually followed up with one person or thought you did.

With good reason, attention to detail is one of the most highly sought-after skills in quality customer service practices. Having a bird’s-eye view of where everyone is in your sales pipeline will assist you in providing the kind of memorable service that people will return for.

You will also reduce the amount of effort required for each sale. Following up with the right piece of information at the right time can give you a significant advantage over competitors when you know exactly where your prospect has just come from and where they intend to go.

Whether you’re new to CRMs entirely or are looking for a product upgrade, be sure to check out CRM Runner’s 14-day free trial here and see what you’ve been missing out on. Call us at 877.590.0040 to schedule a demo.

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