Tag: crm

CRM Software for Acupuncture Businesses

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

Lead Generation Made Easy

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

Stay In Contact with Clients

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

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

Seamstress Services Can Move into the Future with CRM Software

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A tailor, or seamstress, is not a job that has gone out of fashion.  These talented craftsmen and women mend clothes, linens, and other fabric-based items so that they can live on in our closets and homes.  Heroes of the garment world, they can take advantage of powerful CRM Software to increase their market reach and organize their invoice system.  Seamstresses and tailors can be quite busy, sewing new patterns for clients, hemming wedding dresses, and taking pants in an inch or two.  When they are busy, they rely on CRM Software for Tailors to keep track of their business. A tailor can add CRM software to her tool box to accomplish many tasks.

Task Number One:  Generating Orders

CRM Software allows tailors to maintain an on-going list of customers and their orders.  This is quite useful as it replaces the need to keep up with handwritten records.  This technology keeps everything in order.  If a tailor has a list of contacts in a spreadsheet document, he may easily important them into the software, saving a lot of time on data entry.  If not, entering customers is an intuitive, quick process on a one-by-one basis.  When customers arrive, the order taker can create an estimate.  If the estimate is requested over the phone, it is possible to email the estimate to the client.  Once the estimate is approved, the order can be processed, generating an invoice.  If the company requires a signature to get started, perhaps for a waiver or other agreement, the system allows for electronic signature.  Documents can also be attached, either showing instructions or sketches for various plans. Even payment can be collected using the CRM Software. These tools make the life of a tailor a lot easier.

Task Number Two:  Running Financial Reports

CRM Software for Tailors gives business owners access to many customizable report templates.  These reports can show open invoices, current sales, and profit reports.  This is a useful tool as the CRM application integrates with payment software like QuickBooks.

Task Number Three:  Contacting Suppliers

Like they can with customers, business owners can maintain contact information for vendors, suppliers, and contractors in CRM Software.  This means keep everything in one place is easier.   Inventory items are likewise easy to maintain in the CRM applications.

Task Number Four:  Payroll & Staffing

If the seamstress or tailor has any employees, the staff can use the CRM software like a time clock.  From this tool, timesheets are created in a few simple clicks, making payroll faster to process.  If managers want to give access to parts of the CRM database to an employee, user permissions settings allow them to choose what employees can access when logged in.

CRM Software for Tailors and Seamstresses has never been this easy.  CRM RUNNER is a customizable, general-use CRM solution with many tools to organize businesses and grow client bases.

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

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

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

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

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

Dry-Cleaning Delivery Managers are Taking Advantage of CRM Software

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A dry-cleaning delivery business has a lot to keep track of – suppliers, vendors, clients, and finances.  Not to mention the sorting, cleaning, and storing of each item they clean.  Some even offer delivery, adding another element to the mix.  The administration of this kind of business is complex, and Dry-Cleaning Delivery businesses need CRM software that can keep up.

Dry-cleaning can be an upscale market, especially for weekly clients.  A client who works in a wardrobe that often need to be dry-cleaned may require a more personal touch than the average laundry customer.  Although the idea of the old-fashioned carbon copy receipt book is charming, it is not the most efficient or advanced way to organize a business – at least not on its own.  Dry-cleaning Delivery managers need to implement a system that operates with extreme efficiency.  Apart from providing the tools a dry-clean delivery service needs for its daily operations, powerful CRM Software will improve marketing efforts as well.

CRM Software Makes for a More Efficient Business

Dry-cleaning delivery service providers thrive on efficiency. CRM databases simplify and automate various functions of what happens in a dry-cleaning plant every day.  For example, customer contact information can be stored in a database, similar to a virtual rolodex.  When it is time to place a phone call to a customer to know his order is ready, a search by invoice number, phone number, or name pulls up the customer profile immediately.  In fact, if sending an email message or text (SMS) is better for the customer, the software allows users to do that quickly in its text editor tools.  Estimates, invoices, order forms, and contracts can all be stored electronically in CRM software.  This helps cut back on the paper trail in the office; the office will be more organized for it.  The CRM application can accept payment on open invoices, so the software functions as a sales tool as well.

CRM Software can also act as a dispatch center.  It has GPS tools to help drivers know where they are going.  If payment is to be delivered onsite, then the driver can accept payment using the mobile version of the CRM application.  GPS tools even offer street view so the driver can see where he is going before he departs.  Drivers can track miles, and GPS can be activated to see where drivers currently are.  This helps management make sure everything stays on track.  The software even works if the service operates out of several locations.

CRM Software Increases Marketing Impact

Dry-clean delivery services can be slow in certain seasons, depending on the customer population they serve.  If business runs slow, CRM software can be used to send promotions to customers.  The software can also collect leads based on those who want information after visiting the company website.  The company can call or email promotions or a newsletter to encourage new orders.  These are just two simple ideas as to how these companies can use CRM software to increase marketing efforts. CRM is useful in driving orders and converting more customers.

CRM RUNNER is a great CRM Software for Dry-Cleaning Delivery Companies.  If you own a business like this, use a free 14-day trial to see how efficient the office can be.

The Curious Benefits of CRM Software for Window Washing Business

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Window washing is needed throughout many cities, and the industry is competitive.  A way for window washing businesses to stay ahead of the competition is to use CRM Databases to maintain relationships with leads and customers.  To make the most out of CRM software for Window Washing Businesses, business owners should consider integrating the application with VoIP technology.

VoIP is especially practical if a company uses CRM technology.  Connectivity to software allows for one-click dialing and recorded calls.  This is very important for those in sales and customer service.  As communication between employees and clients improves, so does the company bottom line.

What is a VoIP system?

In the past, phone calls were always routed through a phone company’s network, connecting traditional analog phones on either end.  In the very beginning of phone services, operators manually connected lines.  Over the years, technology advanced to connect lines automatically.  As more and more people joined the telephone network, phone numbers got longer, but connectivity improved.  In the 90s, with the advent of the internet, engineers started designing systems that used digital lines instead of the traditional analog lines of the past.  Most people know this technology as Voice Over Internet Protocol (VoIP).

This new telephone system has been widely implemented by window washing businesses around the world.  Companies were once afraid of replacing new equipment and software, some of which had been of practical use for decades.  However, the investment is now well worth it today.

Many phone companies charge businesses per line and each installation requires a visit from the phone company.  Phones used to be limited to the number of lines, reducing connectivity in the office.  People shared phone lines and features were only available if companies paid.  Making the change to VoIP technology puts much of this back in the hands of the business and its IT department.  Adding new phones is as easy as plugging them into the internet portal.  Often, businesses find that the initial investment in transitioning from traditional phone lines to internet connected technology is worth it.

In terms of CRM solutions for window washing companies, the integration of VoIP with the database helps bring in more customers and maintain the relationships with current ones.  Getting in touch with customers and leads happens in one click, so the sales team operates more efficiently.  Many CRM applications have the capability for the staff to keep notes on the client’s profile.  Staff can also review past orders, open and paid invoices, and client contact information.  For leads, a sales funnel tool organizes potential clients by their current level of interest in the company.

Window washing is a unique industry, but one we need to keep skyscrapers and houses’ windows spotless.  Cleaning windows, especially those on tall buildings is a challenge, so we depend on the professionals to get the job done.  For these companies to acquire more customers, and maintain their current ones, they should be using CRM software to manage their customer and sales relationships.

If you own or manage a window washing company and you are ready to learn more about CRM technology, contact CRM RUNNER today for more information about obtaining a trial version.

CRM Applications for in-home Massage Businesses

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Being a masseuse is a rewarding business.  For those who are stressed, sick, or looking for rejuvenation, a great massage, working deep tissues and melting away pain and stress, could be the ticket to a whole new day.  Whereas massage parlous have their own way of doing business, those who offer in-home massages need CRM software to stay on top of their work.

CRM applications for in-home massage businesses offer a variety of tools that streamline operations for the masseuse.  These tools help the business stay organized so the masseuse can focus on what he does best.

Scheduling

Perhaps one of the biggest knots to undo in running an in-home massage business is scheduling clients.  CRM Software for in-home massage businesses have a variety of tools that make scheduling easier.  For example, a calendar widget allows the schedule maker to create events for meetings and bookings.  The events can be attached to the client’s name in the database.  This event can also be used to generate an invoice to be paid at the time of the massage, as well as before and after.  Invoices can be sent electronically and paid in the software – even on the road, so masseuses can collect payment on site using the mobile versions of the software which fully support your financial accounting software.

GPS

As the masseuse’s business grows, so does the geographic market.  The masseuse needs to be able to arrive on time and to the right location for every appointment.  The CRM software shows the location of each client.  It even shows a street view photo so the masseuse knows where they are going before they leave.  If there is a charge for mileage or distance, the software adds that to the invoice without issue.

Text (SMS) Communication

Messaging clients can be a great way to communicate with clients.  Bulk messages (SMS) can be sent to a client list.  This is helpful for the masseuse when they are looking to promote special rates or fill open spots in their schedule.  The masseuse can also confirm schedules and let the client know they are on their way using the SMS technology.  By keeping in close contact with their clients, they build a stronger customer relationship that will lead to more bookings.

Invoices

Collecting payment is a critical part of any business.  The beauty of CRM technology today is that it is possible to generate invoices in less time using templates that feature the company logo and contact information.  Invoices can be sent by email and paid online.  Because CRM applications are available on mobile devices, invoices can be paid wherever a mobile device is present.  That’s great news for the in-home masseuse who visits clients on the road.

When it comes to working out the kinks in running an in-home massage business, CRM technology helps entrepreneurs and business owners stay on track.  Interested in using this powerful technology?  Contact us to get started.

CRM Software for Corporate Event Planners

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Corporate event planners are busy people.  From creating buzz about an upcoming event to managing the guest list, from thinking of a theme and design concept, to ordering enough food and drink for the night, they have A LOT on their mind at any given time.  All the while, professional corporate event planners need to appear professional, organized, and in high spirits.  There is no room for error!  To get it all done without losing their minds, we recommend CRM software for Corporate Event Planners.

Running a corporate event planning business requires an extensive network of contacts – part logistics, part public relations, these businesses are successful in part due to their relationship with vendors that always over deliver on a fair budget.  In the world of event planning, vendors could provide staples like chairs, tables, food, drink, banners, or decorations.  Sometimes event planners keep in contact with vendors who provide rarer but more interesting services like red carpets, backdrops, jump houses, petting zoos, clowns, or limousines.  No matter the offering, it is important to maintain the relationship with vendors, and taking advantage of CRM technology can help.  Enter the phone number, email, and contact information into the CRM database to make it accessible to you and your team.  When the time comes to reach out, the information is there.

Another important component of a corporate event planning business is the guest list.  Whereas some clients hand event planners a guest list, others demand that the event planning firm bring in some outside invitees.  This is especially true in the PR world where businesses may want a guest list of important persons or a certain demographic.  If this type of guest is maintained in the CRM Software, reaching out to them by email, phone, or text message (SMS) is easy.  A few simple clicks get written messages out in bulk.  If you choose to integrate internet-based calling (VoIP) into your package, then you can dial contacts with the click of a button.

Managing clients is easier with CRM software for corporate event planners. Using CRM technology, event planners can keep an ongoing database of potential, current, and past clients.  With these distribution lists, marketing opportunities abound.  Event planners can send out timely announcements to remind former clients to book their next holiday parties, for example.  If you have a group of potential clients, reminding them of your presence, even with a promotional rate, could encourage them to sign with you over the competition.

Corporate Event Planning doesn’t occur in a vacuum.  If event planners have a team, small or large, they can use CRM technology to manage your staff.  Features include components that work like a timeclock to manage payroll.  User permissions can be set as well, granting various levels of access only to those who need it.  These handy CRM tools simplify the work of corporate event planners so they can focus on the joy of pulling off another well-done corporate event!

Interested in learning more?  Start using CRM RUNNER today with 14 days free trial!

CRM software for rental property managers

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When it comes to rental property management, landlords and property managers rely on a variety of methods to keep their properties looking great.  They also must concern themselves with the happiness of their tenants.  Both of these challenges are resolved by implementing an administration centered around CRM technology.  CRM software for rental property managers can transform how business is done, saving both time and money.

  1. Maintenance
    Perhaps one of the most daunting parts of rental property management, especially for those managing multiple properties at a time, is keeping track of maintenance plans and requests.  Good CRM software eliminates the need to keep a paper trail thanks to electronic work orders and shared digital planning spaces.  CRM software with GPS capabilities show all of your properties on a map, and maintenance plans can be sorted easily by location tags.  Street view tools allow you to review the exterior of a property before visiting, so your maintenance team always knows where it is headed before they go.  Work orders are saved in the CRM software, making the life of the property manager easier.  One nice feature to note is that employees can even generate a text (SMS) message for tenants when they are on the way to the building.
  2. Document Sharing
    In the rental property management business, one of the most important facets of administration is the management of signed documents like leases, contracts, and invoices to collect rent.  CRM technology makes this a more organized process.  Tenants can sign contracts and leases electronically, often by email.  This means leases are signed faster and securely.  Keeping your tenants up-to-date on notices like changes in rental policy, building repairs, or holiday greetings is a simple task once your CRM database has the contact information entered into a distribution list.  A few easy clicks send your message to your tenants immediately.  This means less running to various locations to slide paper-printed notices under the door.
  3. New Tenant Interest
    CRM software for rental property management allows property managers to create an on-going list of leads.  When visitors come to the website to review available properties, they can share their contact information so that the company may follow up on their request.  This gives the company an opportunity to secure more tenants quickly so that the vacancy rate is lower.  CRM software can even provide templates for landing pages for those who do not already have a website up and running.
  4. Call lists
    Not only can rental property managers enter tenants into their software, but they can also keep lists of employees, vendors, contractors, and more.  Employees with various levels of access can review these contact lists, even on a mobile device.  This makes keeping in contact with your contractors and tenants easier than ever before.  If you choose to utilize VoIP integration, you can have a client on the line with one click.

Rental Property Management is a fast-moving, demanding industry.  Administrative accidents like an unsigned document or forgotten workorder can spell disaster, and CRM software aims to reduce that risk.  Contact us today to learn more about CRM software for rental property management.

Try it out with our 14 days free trial.

Best CRM Software for a Mobile Notary Public Business

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CRM software comes in many shapes, sizes, and price ranges.  Before choosing the CRM Software for a mobile notary public business, it is imperative to consider the features it offers and how they will help your business.  Common features include client management, invoice generation, and sales tools.  Other applications include widgets for GPS, to-do lists, and calendars.  At CRM RUNNER, we aim to educate consumers on how to choose a great CRM application, so we’ve done our homework to help those in the mobile notary public industry get started on their search. Here are the questions to ask in your review of CRM databases:

Does your customer relationship management software (CRM) give real-time access to invoice history?

As business-minded professionals, notaries know the importance of keeping accurate records.  This couldn’t be truer than when it comes to invoices.  Invoices need to be correct and up-to-date.  CRM software makes this happen with efficiency and ease.  First, businesses enter their contact details relating to address, phone number, website, and more.  They also upload their logo and select a style template for the software to file.  Finally, they enter the information for products and services into the CRM software.  Although the initial setup takes some time, it only needs to be completed once.  After the template is ready, creating invoices is a simple process.  Invoices can also be sent directly to customers by email.  The invoices are created and closed in real time, so your software is always showing the most up-to-date figures for your business.

Can your Records Management System accept and store documents easily?
Although different versions of RMS applications exist, some CRM software also gives access to confidential document storage.  The documents can be stored on the client’s profile as well.  This makes moving documents easier.

Does the software allow for third-party integration for payment and accounting?
Not all CRM software for mobile notaries public are created equal.  Ask your consultant if full integration of payment software is available.  Many types connect popular applications like Quick Books directly to the software so invoice payment can be completed with out leaving the database.

Do all your critical applications integrate with your email?
CRM technology is only valuable when it works with your other computer software.  Look for CRM software that can work with email, especially in sending out bulk messages to potential, current, and past customers.  Communication with clients is a key part of doing business today.  They want to be reached by phone, email, and even text (SMS) messages – all of which are available in a few clicks within decent CRM software.

CRM RUNNER is proud to offer these tools and many more in its affordable application.  Want to give it a test drive?  Get started now. Click Crm Software for a 14 Days Free trial!

Keep your Business Organized – CRM for your Virtual Assistant Business

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

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

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

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

CRM Software for your Mobile Car Wash and Detailing Business Needs

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Today, people are more concerned than ever with keeping their cars and trucks in pristine condition.  We want our cars to sparkle inside and out, and we’re willing pay to a pretty penny to make it happen wherever we are.  Thankfully, businesses have risen to the challenge, and Mobile Car Wash and Detailing Businesses are popping up across the nation.  Such a modern convenience requires modern business administration software, like CRM RUNNER, to stay on top their game.

Perhaps one of the more daunting parts of running a mobile car wash and detailing business is keeping track of the service team from the main office.  Often the main office staff, be it a dispatch person, secretary, or owner, has access to the computer records and customer requests.  The service team member on the road relies on this person to keep everything on track for the day.  However, it is possible to empower your service team with the information they need to get the job done faster, resulting in more efficiency and a happier customer.

CRM RUNNER acts like a dispatch center for your central point person.  All orders and appointments appear in the CRM software.  Double clicking on an appointment brings up associated documents, orders, contracts, and customer contact details.  From the customer contact screen, your staff can call or email the customer with a single click.  The customer can be sent a text message (SMS) when the service member is on his way.  It works seamlessly to provide a professional and reliable service for your customers.

For the service team on the road, CRM RUNNER provides access to the tools they need to provide an excellent customer experience.  From a mobile device, they will be able to access GPS features to find the customer.  They will also be able to review his order, signed contract, and past orders.  They can collect payment and email information directly from the application as well.  All of this brings the customer a sense of reliability on the part of the mobile carwash and detailing business.

Perhaps one of the neatest features of CRM RUNNER is the capacity to build a list of clients who may become repeat customers.  To increase brand loyalty, you can create a distribution list of past customers.  Within the CRM Software, create a message inviting the customer to book another appointment, perhaps based on a seasonal promotion.  You can use the same tool to send customer service feedback requests as well.  The tool opens the lines of communication between your company and the customer, building trust and loyalty that will result in repeat business.

CRM Software is the way of the 21st century, saving time and money when it comes to business administration.  Curious about the next step?  Contract us today to give 14 Days Free Trial.

CRM software for Information Technology Systems Consultants

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The exciting world of Information Technology calls on professionals who know computers and the best way to use networks and data. IT professionals understand the inner-workings of network security and provide the connectivity businesses need to keep their organization running smoothly.  Today, IT Systems Consultants are turning to CRM technology more and more.  This powerful technological advancement brings together a series of tasks in one central location.  While it is possible to create invoices in word processors and keep track of client contact information and budgets in excel sheets, there is really nothing that beats the convenience of having these tools accessible all in one place, in the office and on the road.

CRM software for IT  Consultants 

Electronic Document Storage:  Schematics, licenses, contracts, and other important documents can be saved to the CRM application for easy access.  The information can be connected to a project, client, or contractor.  Because the document storage is web-based, it can be accessed wherever you have access to the internet, even on a mobile device.  Contracts can be signed electronically as well.  This is great news for IT professionals working to secure a signed contract before beginning a project.  Look for a CRM Software that offers a plan room so that various parties can work on projects and documents together.

Estimates, invoices, and payment collection: IT Systems Consultants use CRM applications to track their customers and finances.  For example, estimates are created using templates featuring your company logo – you can include both product such as modems, routers, or other tools as well as expenses based on time, great for installation, consultation, and travel.  Estimates are easily converted into invoices.  Once invoices are sent, customers can pay invoices easily thanks to the full integration of your finance software into the CRM database.

GPS Features:  Clients in search of IT Consultants could find themselves anywhere on the globe.  IT systems professionals need to keep track of the physical location of their clients both for logistics and for their line of work.  A built-in GPS feature shows the location of your clients, staff, and equipment.  This handy tool saves time and energy while keeping you up to speed on where everybody and everything is.

Lead Collection:  Make collecting leads easier.  CRM Software, like CRM RUNNER, lets users create landing pages based on templates within the software.  This tool lets visitors build a professional-looking website.  When on the website, they can list their contact information when the website prompts them to do so.  Often, IT systems consultants offer price quotations, free consultations, or other draws to get contact information.  Once the user enters his information, it is automatically imported into the CRM software for your sales efforts.

IT Systems Consultants who use CRM Software comment on how efficiently they can run their business.  With mobile applications, the software goes wherever they work.  Interested in learning more?  Schedule a 14 days Free trial today!

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