Tag: crm

5 Ways CRM Runner Can Streamline Your Marketing & Sales Processes

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Is your sales process in need of streamlining? A successful enterprise relies on it. In the event that your sales team has difficulty selling efficiently, your company’s growth is going to fall, which isn’t good for anyone.

A significant portion of a sales rep’s day is spent on administrative work. They schedule meetings, set up reminders, send emails, and handle other small tasks that can prevent them from closing sales.

In order to speed up your sales process, how can you make sure all of those admin tasks get done, but your sales teams have the time to close deals? CRM, or Customer Relationship Management software, is the answer to many companies’ problems.

Here at CRMrunner CRM Software understands that CRMs are designed to make it easier for your sales team to cultivate positive relationships with all of the leads who enter your sales cycle and eliminate a lot of the busywork that hinders them from closing the sale.

Here are just 5 of the top ways a CRM helps streamline your sales process.

#1 Streamline the marketing-to-sales transition

Leads disappear at the handoff between marketing and sales for most companies. There are many reasons why leads fall out of the sales funnel during the handoff from marketing to sales, from a lack of communication between sales and marketing to a lack of time for sales to follow up on all the leads marketing sends.

Most of these problems can be solved by a CRM.

Your sales team should be notified first. CRMs can automatically alert your sales team when a marketing team determines a lead is ready for sales. You can eliminate lost leads by contacting them the moment they leave the cycle.

In order to fix this, your sales team needs to see immediately if that lead is ready for them or not. You can use a CRM to see where your leads are in the buying process. Marketing can use the CRM to track every contact they have with that lead, giving the sales team an idea of how warm and ready the lead is for sales.

You can see at a glance whether a lead should be assigned to your sales reps or if marketing should handle it.

Transferring a lead back to marketing is easy with a quality CRM. They are back in marketing’s “to nurture” bucket after getting reassigned or re-categorized by the sales rep.

It is common for marketing leads to not convert into sales for many companies. Managing leads is partially handled by sales and marketing alignment, but a CRM can also be very helpful.

A quality CRM not only helps your sales team get more leads through the sales funnel, but also helps the marketing team better understand what each team needs in order to succeed.

#2 CRMs Improve Sales Funnel Visibility

Sales are busy at your company. This cannot be avoided. Your sales team is busy making contact with every lead your marketing team generates, determining which of your products or services is suitable for each one, and then nurturing and closing the sale. By allowing greater visibility into all of the prospects in the sales funnel, a CRM streamlines your sales process.

Using a CRM, you can see at any time where each prospect is in the sales funnel. Your sales team is likely letting leads fall out of the sales funnel if they manage their leads with post-it notes, a notebook, or another method. All of us are only human, so it isn’t their fault!

However, a CRM can help solve this problem by allowing your sales team to prioritize warm leads over those that need further nurturing.

An effective CRM can lead to an efficient and effective sales process due to the increased visibility it provides. You’ll be able to spend more time closing deals when your sales team is able to sort leads by industry, job title, interest level, and more.

#3 Streamlining Your Sales Process with Automated Tasks

Despite its importance, sending out catalogs, brochures, and pricing guides can be time-consuming and repetitive. Taking the time to copy-paste, change the names, attach the files, and send the email should not be an undertaking that your sales team has to undertake every time they send an email. Your sales team will have more time to sell if your CRM automates these repetitive tasks.

With a quality CRM, you can automate workflows, send follow-up emails, and use chatbots to remain in touch with your leads through the sales process, while letting your sales team focus on more important tasks.

CRMs can also send automated reminders for tasks that they cannot automate. Each contact must be contacted multiple times before a sale can be closed. So no leads fall through the cracks, your CRM can automatically remind your reps when to make these calls.

#4 Reporting is simple

Reports are not enjoyed by anyone. Could they be eliminated?

Your team will be able to quickly see what’s working and what’s not by using a CRM program.

The data provided by a CRM is one of the biggest advantages for a sales team. Your CRM is constantly collecting data as well as assisting your sales team. Identify which content offers bring in the most likely to close leads, which sales tools are most effective in closing those sales, and how long it takes for them to close.

As a result of all of that data, compiled by your CRM, you are able to interpret your sales team’s success, which will allow you to streamline your sales process and increase results.

#5 Detailed Productivity Reports and Sales Leaderboards

Teamwork is important to us. Having worked in a growth agency, we have seen that companies which encourage their sales representatives to collaborate tend to perform substantially better than those which have sales representatives using different sales tactics and even different sales procedures.

As a team, you and your sales team can optimize and streamline your sales process with advanced CRMs, such as CRM Runner. Among other things, you can monitor performance with sales leaderboards.

You can see which team members are doing well with your new sales process and which are struggling. Using these stats, you can motivate your whole team to close more deals by asking the top salespeople what they’re doing.

Get in touch with our team at CRM Runner if you’re interested in a CRM but don’t know where to start or are afraid of a lengthy learning curve. CRM Runner has a dedicated team dedicated to onboarding and training sales reps and marketing teams on how to use and take leverage of our CRM Software to streamline marketing and sales processes, and we are confident we can help you too.

When Do You Send Your Invoices, After Payment or Before? CRM Runner Has the Best Way to Invoice for You!

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Any company’s invoicing process is crucial. In addition to maintaining your cash flow, it also generates revenues for your company. In short, it’s the invoicing that helps you get paid on time. Field service management can be touchy about when to send an invoice to a customer.

One of the most important tasks a service business owner faces is sending invoices for their services or work. When should the invoices be sent out? Invoices can be sent before work is completed, but do they need to be sent before or after payment? Should they come before service?

An invoice sent before a job might seem like a simple solution to the problem – you get paid quickly and remain on schedule with your payroll. That being said, you should send an invoice based on the type of service you offer, the needs of your business, and your relationship with the customer.

How CRM Runner Can Streamline Your Invoicing Processes

Using CRM RUNNER, you will always be able to provide value propositions to your clients. CRM RUNNER designed quotes and invoices allow you to fully uphold the motto of “Customer First.”. You’ll always be one step ahead of your competitors with detailed quotes and invoices.

Invoice management with CRM Runner: How can it help?

  • Design quotes that are impressively designed and make a lasting impression.
  • Your clients will receive exactly what you specify for their operation.
  • Customize each field based on your business operations when providing quotes to customers.
  • In the event that a revised quote needs to be provided at a later date, you are free to make the necessary modifications.

Before We Wrap Up

CRM Runner brings you the best solution for all your customized invoicing issues. The smart, SaaS field service management software enables you to perform invoicing intuitively. In addition to streamlining the process of creating estimates and creating work orders, the two-way data synchronization eliminates duplicate entry of information or errors.

Want to see how CRM Runner works? Let’s schedule a talk today.

Integrating GPS Tracking with CRM System: The Key to Employee Accountability

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You can organize your reps easily using field staff management CRM software – with it, you can practice effective territory management and have your reps gather data easily. CRM software, however, can make increasing employee accountability simple, and this is something you may not have thought of before.

Communication and visibility are important aspects of accountability. You can keep an eye on your reps and help them whenever necessary if you communicate regularly with them. Monitoring your reps will increase their motivation to perform well if you monitor them. The following section explains how CRM software can increase employee accountability.

Communication

You will be able to free technicians from the need to manually check in on employees and contractors. This allows accurate time tracking of team members. Quickly and easily manage your crews, resources, and projects by filtering your search by individuals, teams, and locations.

Visibility

You will get a better sense of how much time each team member spends on a given project. Field agents are notified of invoices, estimates, leads, and sales generated per deadline.

CRM Runner – CRM GPS Tracking integration – allows you to have your customers, prospects, team members, dealers, distributors, and agents on one platform and monitor them easily. You will not only be able to manage your team members and perform tasks effectively, but also track the real-time updates of all the team members. A single click provides access to all your leads, deals, and distributors. CRM Runner allows you to monitor the movements of every sales representative deployed on the field using GPS tracking.

Want to learn how CRM Runner is your one-stop solution for field service and office management? Let’s schedule a talk today!

2 benefits of investing in sales CRM software

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A busy sales team is scattered over a large geographical region, busy closing deals, finding new leads, and trying to increase sales. Keeping a track of your sales can become challenging, and any traditional method like manual check-ins can be time-consuming. As you know, every second is important for a business person. You cannot afford to lose time following old methods. Your business can benefit from investing in a sales funnel CRM software. When you integrate data from tracking software with your CRM, your business will enjoy immense benefits.

Below are some of the benefits that you should know

Provides Real-time Sales Information

How effective is your busy sales team? Find it out with a GPS tracking app. GPS technology does more than just provide information about where your sales team is at the present. It helps you know which leads and customers your sales team is connecting with and which leads are closing. You can get a complete picture of your sales team just with a single click. Another advantage is that you can access the software from a centralized location. It means that you can view the complete history of your sales team, follow-ups and meetings. You can view all this information from your CRM software.

Management Efficiency

When new leads come to your sales team, they need to act quickly. In such a situation, knowing where each member of your sales team is will help you allocate meetings accordingly. Let’s say, your client wants to meet the same afternoon. CRM software will help you find who is the nearest sales member of that client. Or, maybe a new lead comes to your CRM software, and you need to call. Use your GPS software to find out which member is in the office, ending a meeting, or on a break, and assign the phone call to him quickly. With efficient management, you can have more leads and clients and have a satisfied customer base.

A good CRM software will help you to grow in the market and execute operations efficiently. Try to invest in good software now.

 

Benefits of CRM software for your small business

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Clients are the god for any business, and small businesses are also counted in. The more people buy products and services from you, the more successful you are. Without loyal customers, you would not be able to survive in the market, receive feedback, or pay your employees. Customers are always on the lookout for the best buying experience. With the rise in competition, having a group of loyal customers and improving your customer service is important. Every business is focusing on customer relationship management. Unfortunately, only 1 in 3 small businesses use CRM system features. One of the main reasons why small businesses do not use CRM software is because it is expensive. However, any small business that invests in good CRM software notices a maximum return on their investment. Today, you will learn how CRM can be beneficial for small businesses, and you will notice an increase in sales without having to hire more people or work long hours.

Benefits

Choosing the right CRM software can increase your sales, update important customer details and boost your business.

Client Management

If you are a business owner, you will understand how difficult it is to keep the information of several customers organized. Lost are those days when you had to note down every detail of a customer. You do not have to stress about losing heavy files. From tracking down customer phone numbers to addresses, a CRM system for small businesses can help you to keep all the data organized. The best thing about the system is that any of your clients can log in to the system and access customer information. Just a click, and you will find the purchase history and buying patterns of each of your customers.

Track Your Profit

CRM software is not only beneficial for your sales team, but it can also simplify the tasks of your financial department. Your financial department can use CRM software to check financial reports with just a few clicks. Your accountant does not have to spend time noting down every incoming and outcoming of your business.

Hence, CRM software can be profitable for small businesses.

3 reasons why you should use SMS CRM software

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To go ahead of your competitors, every business should use CRM (Customer Relationship Management) software. CRMs can help your sales, customer care, and financial department in countless ways. It can help you in marketing your products, and your sales team will notice new leads and an increase in sales. CRM helps the customer care department to improve your relationships with your customers. If you have invested in CRM software or are planning to, consider investing in an SMS build-in CRM software to enhance your business operations. Read further to know how it can help you to expand your market.

Improve Relationships and Close Deals

Every business that uses CRM has some common goals to achieve – improve customer relationships and increase sales. A combination of text messaging and email marketing will help you achieve your objectives faster. The main difference between a text message and email marketing is obviously its length. Emails are longer, contain minute details, and can even include different media. Text messages are short and contain to-the-point facts. They focus more on the action. By implementing these in your business, you can increase your sales in many ways. Many businesses in their earlier stages use email marketing to build relationships. It helps customers know more about the products and why these are better than other similar products in the market. Using text messages at the right time of your sales cycle will help you close deals faster. Text messages can grab customers’ attention quickly.

Reduce Workloads and Enhance Efficiency

Integration of your communication channels into your CRM will reduce workload and increase the efficiency of operations. Many CRM software allows you to combine many marketing and sales tools together to execute operations in a better way. This software helps you to track customer purchase behavior and patterns.

Better Campaign Results

One of the best outcomes of integrating text messages and email marketing into your CRM software is a better result of campaigns. Many businesses use email marketing to drive better results. For the best CRM solutions, you should combine these two to see better conversion rates after your campaigns.

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.

 

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