Tag: crm

Upgrade Your Business Toolbox – CRM Software for Handyman Services

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Handyman services are popular for jack-of-all-trades home and business repairs.  In today’s trade industries, some services are quite expensive if you book specialists for every job.  If a homeowner wants a room painted, some light bulbs changed, and a doorknob installed, it may be more affordable and faster to hire a handyman for these odd jobs.

Handymen services offer versatility and affordability for consumers, but some customers have noticed that professionalism can lack.  Many in the handyman business pride themselves on their work but when it comes to professional looking invoices, finance reports, and webpages, they hit a wall.  CRM software for handyman services may be the answer they are looking for.  CRM, or customer relationship management, applications like CRM RUNNER can organize a small business, keeping it on track in a variety of ways.

Check out this FAQ about CRM Software and what it can do you for your handyman services business.

Q:  What does CRM RUNNER do?

A:  In short, almost everything!  CRM RUNNER keeps track of your customers and potential leads by storing contact information.  CRM software generates invoices which can be paid directly in the software.  CRM stores contractor information and inventory.  It can track employee time and mileage expenses.  You can use it like a personal assistant for document storage and calendars.  The possibilities are endless.

Q:  How does CRM RUNNER help me when I’m out on the road?

A:  It is important to have a CRM application that goes on the road when you do.  CRM offers a mobile application which has all of the same information available on your computer.  The software allows you to review project plans, contracts, and invoices on a mobile device.  It also gives access to GPS and payment collecting modules.  If you have other operators using the application, you can chat internally.  If your business has a dispatch person, they can also use the software to send messages to clients and employees.

Q:  Can I change the features available based on who is using the software?

A:  Yes!  User permissions enable business owners to give certain information to a limited amount of people.  For example, you may want to give a contractor access to the job plans but not the customer database; this is possible with CRM RUNNER.

Q:  What reports does CRM RUNNER provide?

A:  CRM RUNNER provides customizable reports in a professional format.  You can review reports based on payroll, mileage, expenses, revenue, open invoices, and more.  It will be easier to keep your finances in order using these reports.

CRM RUNNER is top of the line customer relationship management software.  If you have more questions, or you’re ready to give it a try, reach out to us today!  We’re here to help.

If you are new to using this software, then you can use our 14 days free trial or check our Pricing here.

Wham, Bam, Glam, Thank You, Ma’am! Marketing Tools for Makeup Artists

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Makeup artistry is all the rage right now, largely in part due to the success of the big names on the internet.  The makeup artist industry depends heavily on marketing to get the word out about your skills, whether just starting out or an established name in the business.  Here are some hot tips on how to increase your makeup artist client list.

Get Famous on the Internet for being a Makeup Artist

To be a successful makeup artist, you don’t have to have thousands (or millions) of followers on a social media platform, although it can help.  Makeup artists need to focus on building an organic community to showcase their work.  And by showcasing their work, they can attract leads.  Popular social media platforms Instagram, YouTube, and Facebook.  However, a professional makeup artist can also use a landing page to collect names of leads and book appointments.  CRM Software, like CRM RUNNER, provides templates for landing pages, lead generation, and appointment setting, so that makeup artists can focus on their craft instead of web design.  Build a professional looking website to showcase your brand.  It has never been easier, and integration with CRM tools means you have more control when it comes to building your client list.

Referrals are the lifeblood of any Business

Makeup artists know that a successful gig can lead to more appointments.  When a customer shares her new look with friends and family, they ask “Who did that!?”  Track your referrals using CRM software.  CRM RUNNER allows you to track which sources provide the best referrals so that you can focus on growing your client base.  Some artists give incentives like discounts or gifts to those who generate referrals.  You can use the same tools to measure where other leads are generated, such as from your webpage, social media, or advertisements.

Reach out to Repeat Customers

If your customer loves your work, why not invite them for another appointment?  Perhaps somebody who used you for their wedding will want your services again for their parents’ anniversary party or a work event.  Many people schedule makeup looks seasonally, so use CRM applications to create bulk messages by email or to notify customers of availability during prom and homecoming season, for example.  Every artist is different, so be creative in generating marketing content!

Think Beyond the Brand

Branding is an essential part of a makeup artist’s business, but so is customer service.  Customers prefer professional presentation when it comes to receiving invoices and making payments.  CRM RUNNER can generate invoices using a template based on your personal brand.  The invoices can even be paid directly in the software.  Keep an inventory of beauty products, too?  CRM RUNNER has a module for inventory, so you can manage those sales just as easily.  The software likewise contains scheduling software for makeup artists with an easy drag-and-drop calendar, so you can keep track of your appointments.

The benefits of CRM databases are plentiful, so get your business organized and show off your skills.  Attracting and managing customers has never been so simple; contact CRM RUNNER today to get started!

Efficiency in your Grocery Shopping and Delivery service with CRM Software

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A trend across America today is ordering grocery delivery instead of running to the store.  For the sake of convenience, many people prefer to send their weekly supermarket list to somebody else who goes to the store, purchases the product, and then delivers it to the client’s home at a scheduled time.  Although convenient for the customer, this kind of business can be a logistical nightmare once a strong client base is established.

CRM Software like CRM RUNNER can simplify the logistics of your grocery shopping and delivery service with a wide variety of tools and easy on-the-go mobile application.

Try it out with our 14 days free trial!

One of the elements that make grocery delivery a sustainable business is the on-going relationship with the customer.  Grocery shopping needs to be done several times a month, and if customers can rely on your service, they will be in contact often.  For that reason, it is of utmost importance to main a quality relationship with each individual customer.  As your business grows, this can pose a unique challenge – How to do remember where every customer lives? If payment is up-to-date? Do they have a pet? Did you wish them happy birthday? How are things with the family?

Creating strong customer relationships is the backbone of the grocery delivery industry, and CRM Software makes that process efficient and easy.  CRM RUNNER, for example, allows you to import your current contact list into the application and import new leads and customers directly from those who visit your webpage.  The information collected goes into customer profiles that show notes, past orders, and even birthdays.  With this information, you can easily reference your customer’s preferences and add notes as necessary.  If Mr. Johnson’s asks that you not ring the doorbell because it drives his dog nuts, that can be added to the profile and delivery instructions.  When Ms. Smith’s birthday rolls around, you can be sure to send her a birthday card.  Customers who feel like family are loyal, and in this line of work, that matters.

CRM RUNNER is especially useful because it also allows GPS tracking.  The software displays customer addresses on a map, even providing a street view function so that delivery drivers can be sure of where they are heading before they go.  The application can also track delivery drivers by GPS, calculate mileage costs, and populate professional invoices for customers.  Using the mobile version of the application, customer can pay when the product is dropped off.  All components of the CRM application are available via mobile device.  Efficient operations mean happier customers and more time saved! Both increase the bottom line for your business.

As grocery delivery grows in popularity, it will be important for businesses to stay competitive and build customer loyalty; CRM software helps.  CRM RUNNER makes that possible at an affordable rate with easy-to-use software.  Contact Us now for a FREE TRIAL.

Pump Up Your Personal Training Business with Powerful CRM Software!

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People get into personal training to transform lives.  It is a rewarding career in which trainers help clients make and maintain fitness and health goals by planning exercise and nutrition regimens.  Apart from the expertise in designing health and wellness programs, trainers must also have a keen business sense to attract and keep clients, and for that CRM Software like CRM RUNNER can assist.

CRM RUNNER is a powerful customer service management software that personal trainers can use to maintain their client list.  This software allows trainers to import their current contact lists into the program where they will be able to create distribution lists to send out messages for marketing, scheduling, follow-up, and more.

The software contains templates to build a landing page.  This is especially helpful for trainers because they can build an attractive website showcasing their services.  Customers who visit the site have the opportunity to share their contact information so that trainers can connect with them to provide more information about their program.  The Sales Funnel tool displays interested parties based on their current level of commitment so that the first appointment can be scheduled as quickly as possible.

The CRM software also has widgets for calendars so that trainers can maintain their schedule directly in the software.  It is especially useful because the calendar features the ability to attach client information to the meeting.  If a client calls to reschedule, drag-and-drop technology makes updating the schedule easy.

When it comes to billing, b the payment collection process.  Trainers can upload their logo and information so that a template generates invoices based on set rates and packages.  The invoices can be emailed directly to clients where they can pay online or in person.  The software links up to the trainer’s current payment software so they can collect payment directly in the application. CRM RUNNER’s database is available as a mobile application, so trainers can send and pay invoices right in the gym.

Marketing is a factor that some trainers forget – and CRM applications automate the marketing process so they have more clients with less effort.  For example, many people consider personal training, and for motivation reasons, fail to follow through.  Trainers need to stay in contact with the potential clients – especially as seasonal changes may give them the boost they need to get started.  For example, participation in fitness center increases around New Year’s Day as people make resolutions to get in shape.  Swimsuit season and wedding season also motivate people to hit the gym.  Take advantage with strategically timed promotional emails inviting your current and potential clients to start a fitness journey with that in mind.  A few clicks send your message to clients via email or SMS text message, driving more confirmed appointments for your personal training business.

CRM software can transform your personal training business the same way you transform your clients’ lives.  Everybody needs a spotter, so let CRM RUNNER be there to support your personal training business.   Click CRM Software for a trial!

Chat CRM Software for your Business

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Chat functionality in CRM software is a subset of Social Project Management which enables the development of collaborative behavior between staff members and between the enterprise and customers. Chat functionality allows you to set up chat topics, invite guests, engage and collect valuable chat transcript repository. Chat software can be used to build a streamlined approach for internal communication in the workplace. Live Chat software can be used to get in touch with the client at the right time and help in lead conversion.

Chat software has become an immensely popular instrument to set project expectations of teams in the business world. It allows you to get a bird eyes’ view on the various tasks in the team.

Chat improves team productivity

  • Communication through collaborative behavior is the hallmark of a well-functioning team. Chat allows you to set clear objectives.
  • Chat software helps in information sharing through files and increases the ability to stay organized.
  • Occasional chaos is common in workplaces. Chat allows the team members to instantly communicate with each other for quicker resolution of issues. All your team members and contractors can easily chat with office administration or between themselves using chat software

Engage in conversations

You have the option of creating a singular chat room where everybody is free to participate. You can also have the option of creating a distinct one on one conversation. The sky is the limit when it comes to the number of chat conversations you can have.

Deliver the best customer service using Chat software

  • Research points out that satisfied customers lookout for proactive attitude on part of the enterprise to listen to their needs. Using Chat, you can listen to the client without awkward interruptions. Try to understand the critical needs of the client through empathizing through live chat.
  • Decrease the waiting time of customers and eliminate the needs for hold music. You can offer a current solution in a short time frame.
  • Presence of a chat transcript allows you to analyze the customer interaction and gives you an opportunity to improvise your approach towards the client. This will increase the chance of revisits by the client to the website.

Chat software is optimal for E-commerce

  • Skyrocket your brand’s credibility by topnotch engagement with clients resulting in trust enhancement.
  • Provide targeted guidance to your clients assisting them through the purchase process and quickly resolve their queries so that they can convert into buying clients.
  • Create a holistic behavioral profile of the client through chat interactions and enhance the functionality of your website.

Top qualities of Chat software for workplaces

  • Creating multiple channels for various teams, projects and customers.
  • Provision of converting certain sections of the conversations into tasks and modification of details
  • Ability to host chats on a private basis.
  • Inclusion of elements like videoconferencing and document collaboration in real-time.
  • Ability to create different threads and maintaining partitions in multiple conversations for ease of access at a later time.

Top qualities of Live Chat software for client interaction

  • Ability to meet the needs of e-commerce businesses through sophisticated data analytics and tracking of goals.
  • Ease of integration with the majority of e-commerce forums.
  • Capability of sending automated messages depending on client activity such as revisits to the website.
  • Capacity to integrate with mobile applications operating on Android/iOS and SMS system of the phone.

Why You Should Opt for CRM Software with GPS

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There is a good news, now real time location tracking is integrated to CRM software. You all know about customer relationship management software and how it has made work force tracking so easier and convenient. Just with the help of CRM software, you can track your employee work login, work status and much more.

Businesses that are in to product sales and concerned about their marketing sales team and their daily work schedule & target accomplishment. CRM software with GPS will help in every way possible. There are times when managing a big marketing team becomes tough for the manager and in such scenario a good software can easily fix such issue.

Whether a business may be small or big, it is essential to keep track of every minute thing, as it will help the company grow and also bring fortune to company staff members. Sales reps are a crucial factor that every company looks into. CRM software with GPS is a wonderful route mapping software that offers high end features where a user can easily track sales activity on a daily basis in a seamless manner.

GPS crm software helps to manage your business at anytime and from anywhere and it helps to know what actually is in going on in a specific business. There are customer log-in options where you can filter out a specific field to know details of work on a specific date and time. This offers a great insight to know what is happening in the field and what type of problems arising on the sale deliverance.

Probably the best highlights of this product are:

  • Easy capacity to guide out a course for the afternoon
  • Turn by turn driving headings
  • Live traffic refreshes
  • Interactive mapping
  • Check-In

GPS CRM programming is the ideal buddy for each business that utilizes deals reps, conveyance drivers or whatever other stuff that must be out and about. When you incorporate your CRM with our work area, your client database is stopped into our product. That implies, when you utilize our versatile application, all your client subtleties are to hand, any place you are. Your staff can check in at each visit and make a record of it, and the result. With GPS CRM applications you can find the principle CRM in the workplace, spare time from copying work and telling you where they are and what they do.

So, what are you waiting for? If you desire to streamline your business in the right manner and the betterment of your company, then customer relationship management GPS would the best tool for you and your business. So, get ready to buy this software and bring different to your business. Today!

If you are new to using this software, then you can use our 14 days free trial or check our PRICING here.

Consider CRM Technology for your Rental Company

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Companies that offer rentals for events and parties today find themselves in a unique situation when it comes to CRM software needs.  These businesses need to maintain inventory of their product, track their inventory and staff, maintain contracts and collect signatures, and manage payments.  CRM RUNNER, the latest in CRM technology, brings all of these tasks into one central database so that your team can get things done in the office or out on the road.

Rental companies can keep an inventory of many products such as inflatable jump houses, tables, chairs, photo-booths, decorations, plants, backdrops, furniture, and more.  These items can be inventoried using CMR RUNNER.  The application provides a way to list each item separately based on serial number.  Items can also be tracked by location if they are stored in various warehouses or storefronts.  Items can be tracked using the GPS feature of software.  Even before items are delivered to the client, the route driver can verify the exact location for drop off and even see the location via street view.  That means happier customers when product arrives on time and to the right location.  The GPS capabilities means more accountability for staff as you know where they are and where your product is.

Maintaining an accurate record of your operations and finances is important for any business, but in rentals especially, it is imperative the signatures are collected in a central location in case any order needs to be reviewed and verified if a question arises about the contract.  Your team wants to be sure that the customer signed off on 40 tables before loading the truck.  CRM RUNNER stores all documents electronically and attaches the information to the client profile for easy access, by desktop computer or mobile device.  Document storage means these documents are open to those in sales, delivery, and billing.  Clients can sign these documents electronically as well.  The software even allows for quick sending through the application interface.

Simplify payment collection using CRM software.  CRM RUNNER integrates with your current finance and credit card software to process transactions directly in the application, closing the invoice and automating follow-up procedures such as receipts, surveys, and return instructions.  Invoices can be sent by email to customers and paid online, automating your payment process.  Thanks to full software integration, everything works as one to make your daily operations smoother than ever.

From client phone calls and estimates, to moving the product to the location, to collecting payment, CRM RUNNER has a solution for every part of the administration of rental businesses.  No matter what you rent, CRM RUNNER can organize it.

If you are new to using this software, then you can use our 14 days free trial or check our PRICING here.

Maintain Inventory Control for your Retail Business with CRM Software

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One of the most daunting components of retail management is maintaining accurate inventory for efficient sales.  Whether in a storefront, warehouse, or online, retail sales requires organization and accurate recording keeping.  Too many retail leaders are using outdated methods to maintain inventory and complete sales, not taking advantage of new all-in-one CRM solutions available today.  CRM RUNNER, for example, not only allows for sales orders to be completed directly within its software, but also maintains accurate inventory of your product while doing so.

Inventory Maintenance using CRM Software is an intuitive process.  Users are granted various permissions within the system, so only those with the authority to do so have access to edit and change inventory items.  Inventory items can be priced differently, and the system allows for use of serial numbers for rare and valuable items like collector pieces, computers, video games, or small electronics.  Wholesale and purchase information can be listed on the back end as well, so you have quick access to the details you need while completing sales and filling orders.  The system also handles returns, offering return codes to customers so that they are processed appropriately.  Inventory can also be tracked logistically thanks to GPS within CRM RUNNER.  If you are operating over multiple locations or franchises, each location can have its own tag and inventory, which especially serves useful for brick and mortar retail stores.  CRM RUNNER presents several attractive and informative reports based on customizable templates that will feature your business pertinent information. With these benefits, retail stores can operate successfully with CRM technology.

As you move product, the payment process can be simplified using the same CRM RUNNER software.  Orders can be converted from estimates to invoices in a snap.  Additional documents can even be attached showing order specifications, special handling or care instructions, promotions and marketing materials, or whatever else your customer may need.  The paperwork follows customizable templates which can carry your business logo and information.  Some companies choose to include return policies directly on the invoice.

Payment for orders can be completed within CRM RUNNER thanks to its capability to use your current software through software integration.  This makes opening and closing an order easier as it all occurs in the same place – and the inventory automatically updates as you move through the transaction.

Retail businesses sell everything from craft supplies to dance costumes, from hair dryers to power drills.  No matter what product you offer your customers, CRM technology provides the functionality of inventory control and easy payment processing so that sales are made with accuracy and ease.

If you are new to using this software, then you can use our 14 days free trial or check our PRICING here.

Your Security Business Can Make More Sales with CRM Technology

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Running a security business can be quite rewarding, offering peace of mind to your customers who want to protect their assets and their families.  Yet, between sales pitches, expenses, installation specifications, and customer service, it can be a lot to keep up with.  Enter CRM technology.  This technology creates a database that manages all the important facets of your security business so that it runs with more efficiency, saving time and money.  CRM RUNNER, the best CRM solution for security businesses, not only furnishes invoices, but also works as a dispatch center, electronic document system, and a marketing tool.

When customers begin researching security solutions, they will come to your website after a quick visit to their preferred search engine.  CRM RUNNER allows businesses to build professional landing pages that can maintain a contact list of those who visit your website for later follow-up. As customers “shop around,” it is important that you employ a software that allows you to collect this vital contact information to be able to reach customers so that they will understand why your offering is the best solution for their needs.  Once contact information is obtained, your sales team can reach out to potential customers directly, with one-click phone dialing thanks to VoIP phone integration.  Team members can take notes on calls and save them to the client’s profile for easy reference in the future.  Security system installation offers a wide array of services, so it is important to really listen to the customer’s needs before making a proposal.  Whereas some may want only a keypad at their entrance, others may want all the bells and whistles when it comes to surveillance, like 24/7 video recording.  Every case is different, and under or overselling may cause the sale to fall through.  CRM RUNNER helps you ensure your sales team knows what is available for your customers.

CRM RUNNER helps your business stay in contact with customers.  Some customers are indecisive, so consistent promotional efforts by email and by text (SMS) encourage the customer to understand your business’ security solutions.  Using CRM RUNNER, you can maintain distribution lists and send messages in bulk.  This is a useful tool for advertising special discounts or for upselling to clients.  Even as new technology hits the market, you want your past customers to be the first to know when these solutions are available.  CRM RUNNER offers rich text formatting and document attachment so that you can include all the pertinent details with your message.

In serving the community with security products, it is important to meet the customer’s expectations and needs.  CRM RUNNER allows business leaders to maintain contact with their clients and help them find the solutions that will make them feel safe and secure in their own home or business.

If you are new to using this software, then you can use our 14 days free trial or check our PRICING here.

How CRM can keep your Printing & Personalization Company Organized

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Running a printing and customization company is no small feat, and you need CRM technology that can keep up.  From taking orders to sending samples, to notifying your clients of promotions, and everything in between, there is a lot to get done!  Using a CRM database like CRM RUNNER will keep everything running smoothly.

When customers visit your website, for example, they can come to your landing page which CRM RUNNER provides with a fresh and modern template.  On the landing page, software collects the viewer’s contact information and saves it to CRM RUNNER.  Now your business has a list of potential sales leads that populates itself 24 hours a day.

Once customers are brought into the mix, they can be tracked using CRM RUNNER´s Sales Funnel feature.  The sales funnel feature displays where potential clients are in the sales process.  An easy drag-and-drop method allows managers to sort their teams’ prospect by level in the sales funnel.  Double clicking on the prospect brings up contact information, and there is a one-click button to place a phone call to the client.  Clients can also be contacted by bulk email or by text (SMS) message, making it easy to share newsletters, upcoming promotions and trends for seasonal products, and coupons.

Once your client is on board with your company, there are the matters of mockups, screens, inventory availability, changes in pricing, shipping, billing and inevitably, a few returns.  All of these facets can be managed by CRM RUNNER.  This powerful software can handle not only call center duties with VoIP integration but also functions as an electronic document center.  Documents can be attached to customers, tasks, or projects for easy review.  Electronic signature means easy sign off procedures for customers and vendors.  You can even grant different permissions to various users so that only those who need to do so may view the files.

Payment is easy to collect using CRM RUNNER.  Invoices based on inventory and services provided are easily converted from estimates, both on pre-designed templates featuring your company logo and message.  Payment can be collected directly inside the software and fully integrates with your current finance software.  Returns can also be marked in the software for efficient processing.

If your company does delivery, this process can also be managed using CRM RUNNER thanks to its mobile application and GPS tracking.  Payment can be accepted on the road, automatically closing the invoice and sending the customer a receipt.  GPS Tracking lets you confirm driver routes and customer location.  Street view allows you to see exactly where the customer is.

Printing and promotion offices can be busy places with the creativity and logistics that come in the field.  However, CRM technology like CRM RUNNER organizes much of that work so that your business can do what it does best, get the customer his product.

If you are new to using this software, then you can use our 14 days free trial or check our Pricing here.

We are one-stop-shop for marketing resources

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It is imperative that businesses take advantage of best marketing practices.  To do this, they must not only know their current market but identify emerging ones as well.  CRM RUNNER offers a variety of tools that make it a one-stop-shop for marketing resources. It is imperative that businesses take advantage of best marketing practices.  To do this, they must not only know their current market but identify emerging ones as well.  CRM RUNNER offers a variety of tools that make it a one-stop-shop for marketing resources.

● Landing Pages:  Design a landing page (home page) for your website using CRM RUNNER’s customizable template.  The templates are both contemporary and professional and provide the opportunity to gather contact details on interested parties who visit your website through contact forms.  This list can be imported directly into the Sales Funnel module to ensure potential customers are contacted promptly and by the right person to make that call.

● Email Marketing: CRM RUNNER allows businesses to maintain detailed contact lists of potential, current, and past customers.  The software allows users to create distribution lists so that customers can be sorted by various demographics.  Once the distribution list is made, the business can send mass email directly within the software which allows for rich text formatting and document attachment.  Emails will arrive with a professional look that will build trust within your customers. Send the right message, the right way, to communicate business updates, share newsletters, offer promotions, collect surveys and more.  Staying in touch with your client base will allow your company to stay relevant for your customers.

● Call Center:  Direct marketing is made easy by CRM RUNNER’s call center.  With the list of contacts, employees can dial potential customers with one click using VoIP technology.  Call notes are maintained within the software as well as estimates and invoices, so keeping customers moving through the sales process is a breeze.

● Text (SMS) Messaging:  SMS messaging gets your information directly to a mobile device via text message.  In today’s fast-moving world, this approach grabs the attention of customers who might overlook email or reject phone calls  This feature provides instant connections with customers, especially useful for short messages that could promote a sale or update on your business.

● Referrals:  CRM RUNNER also has a referrals module to track how customers come into contact with your company.  This valuable information provides data that will allow business leaders to study current and emerging markets.

Marketing initiatives drive the process of helping customers find the right product and services for their needs.  By employing CRM technology like CRM RUNNER, your business can ensure it is the first and best offer for potential customers.

If you are new to using this software, then you can use our 14 days free trial or check our PRICING here.

Track your Tasks and Keep that Day Right On Plan

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Four CRM RUNNER tools to make managing business tasks easier.

In any business, our to-do lists grow incessantly.  Between contacting customers, updating projects, maintaining inventory, marketing, sales, and finances, it is often hard to find time to get everything done, let alone breathe.  Automating and streamlining these processes gives business teams the opportunity to work more productively, ultimately closing more deals at the end of the day.

CRM technology provides many solutions to make accomplishing your to-do list easier than ever.

 

  • Task Assignments: Use CRM RUNNER to import your employees and team members.  Then, assign tasks to them using the software.  This provides documentation of all assigned tasks as well as a space to store details and schematics.  Task progress can be updated throughout the process, so everybody is in the loop.  Tasks assigned with specifics and deadlines are more likely to be completed as expected, and organizing them within CRM RUNNER helps ensure this is the case.

 

  • Projects: Projects really consist of many tasks.  CRM RUNNER allows business leaders to group tasks within a single project and assign not only to individuals, but also an entire team.  By setting specific user permissions, leaders can also control who has access to what information.  For example, contractors might be able to access expenses and inventory but not customer details.  Internal employees will have more access to get their particular tasks completed in a timely fashion.

 

  • Plan Room: CRM RUNNER offers a specific module to manage these tasks and projects, Plan Room.  Within the Plan Room, task and project assignments are supplemented with important documents such as product specifications, timelines, and customer requests.  These resources will be available to everyone who has the software.  With the mobile application, these documents can even be reviewed on the road using a mobile device.

 

  • Widgets: Several widgets and tools within the software help keep your daily tasks on target.  The application shows a to-do list on the home-screen, giving a run down of the tasks to accomplish in the near future.  The calendar and scheduler tools utilize drag-and-drop technology to easily review and change your agenda as your accomplish tasks.  These tools interact with other components of the software so that everything remains up-to-date and in one place.

CRM RUNNER is powerful software that makes keeping track of your daily activities simple.  As your team progresses, updates are made and questions resolved.  Tasks can even be tracked as expenses for payroll and invoicing purposes.  This ultimate rule of efficiency means a better service provided to your customers, every time.

If you are new to using this software, then you can use our 14 days free trial or check our pricing here.

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