Tag: gps tracking

Manage your field representatives with CRM Runner GPS Tracking

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A busy sales team is frequently dispersed across a large geographical area, meeting with leads, closing sales, and even cold-calling potential clients. It can be difficult to keep track of their work, and traditional methods (such as manual check-ins) can be time-consuming for your team.

You may benefit from the location GPS tracking feature of CRM Runner that can help in easily keeping a track of where each team member is. With that data, you and your team can gain several advantages.

CRM Runner allows you to easily monitor your customers, prospects, team members, dealers, distributors, and agents by bringing them all together on a single platform. You can not only perform tasks and manage your team members effectively, but you can also track real-time updates from all team members.

With a single click, you can access all of your on-field representatives on the map. CRM Runner employs GPS tracking to provide you with a real-time movement map of each and every sales representative on the field. Let’s look at how CRM Runner can help your company with GPS tracking.

How CRM Runner Can Help Manage Your Business With GPS Tracking?

  1. Get a bird’s eye view of your on-field representatives with a single click.
  2. Remove the need for technicians to manually check in on employees and contractors through status updates or phone calls.
  3. Allows for accurate time tracking for team members.
  4. Filter your searches quickly and easily by individuals, teams, or locations to better manage your crews, resources, and projects.
  5. Gain a better understanding of how much time each team member spends on each project.
  6. Receive notifications for invoices, estimates, leads, and sales generated by field agents in accordance with time frames.

Gain real-time sales data, efficiently manage client meetings, accurately manage travel expenses and reimbursement, save time on check-ins, and improve your sales team’s productivity with the GPS tracking feature.

GPS Tracking Matters

Through actionable data, live tracking, and constant communication, a GPS tracker provides an overview of sales activities. It is a preferred weapon for large field sales teams looking to optimize and improve their sales performance. With CRM Runner, get a full-funnel marketing approach including GPS integration that makes your team more productive and more efficient over the long term.

If you are searching for CRM Software for tracking your team members, you can go for a 14-day free trial of CRM Runner. Also, you can request a demo at your convenience.

Best Chrome Extensions to help small businesses work more efficiently

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Today there are apps for almost everything, and the same goes for Google Chrome extensions, CRM extensions, lead generation extensions, Workflow extensions, social sharing extensions and what not. With numerous extensions flowing into the Chrome store on a daily basis, it becomes very difficult to shortlist the ones which are most useful for a particular business. Here is the list of 10 most important chrome extensions every small business should utilize.

Agile CRM

This extension helps you generate new leads by pulling in contacts from various social media platforms into your database. You can also keep track of open rates and click through rates on the emails sent from your Gmail account and access contacts, leads and tasks from your Chrome browser.

Coverage Hub Lead Generator

With this extension, you can capture leads from multiple platforms including LinkedIn, Twitter, Facebook, Instagram, Gmail, Yelp and many more just with a single click. This is more helpful if you have an e-commerce site and you want to generate leads for your site, this makes the job effortless.

Google Keep

While browsing through the web, you will find a lot of information which you would want to save and reference later. Google keep helps you do just that, as it can help you save URLs, text and images. You can also add labels to each of them for better organization and easy access.

Block Site

The Internet today is bombarded with thousands of websites which distract people from doing actual work. If you are someone who gets distracted easily, this one is definitely a keeper for you. You can flag the websites which distract you and once you are on those sites, it will redirect you to other pages.

OneTab

All of us are not as organized as we would like to be, and that is perfectly fine, since OneTab will do that for us. If you are someone like me who likes to keep X number of tabs open on your browser so you can go back and reference one later, this one is for you. OneTab helps you convert numerous tabs into an easily accessible list. You can restore them anytime either individually or as a group. This also helps save on your RAM since these tabs will not run in the background anymore.

Team Password

It can be quite messy and tiring to keep track of all passwords of all the sites and apps you and and your team uses. Team Password helps you share passwords with your team easily. You can restrict the passwords for certain team members who do not require to use the app.

Buffer

Buffer is a very powerful tool to post on social media platforms. With a single click, you can write a post from any page, schedule multiple posts throughout the day at spaced-out intervals or schedule at a particular time.

Grammarly

A lot of you must have already used this beautiful extension to make the most of what you write. Whether you are writing an email, creating a Google doc or creating a social media post, Grammarly can help you write flawless content without any grammar or spelling mistakes.

Make use of these extensions and make your life easier. Get one more step closer to easy business management with CRM Runner. CRM Runner is a powerful all in one CRM platform which provides campaign management solutions along with field and office management solutions. Some of our features include inventory management CRM, invoicing, email integration, GPS tracking, Reporting and Analytics. Contact us at info@crmrunner.com to know more about our platform and services.

3 Key Benefits CRM Systems Provide to a Business

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CMR S0ftware is a business management system to coordinate marketing, sales and customer service to meet the needs of a business. It helps build profitable relationships through effective customer interactions, track leads, schedule tasks among team members, monitor day-to-day field staff activities, just to name a few. Simply put, CRM system is an immensely useful tool.

CRM systems are no longer just for large organizations with huge databases of customers. They are also advantageous to small and medium sized organizations.

Look into the features of CMR Runner, a one-stop solution for field service and office management. It comes with a wealth of business management solutions with automation of inventory management, payment processes, invoicing, email blasting, clocking in and out, reporting, GPS tracking of a business’ sales representatives and field technicians in real-time, among many others.

Let’s check how CRM Runner can benefit a business

Improved Sales Performance

Designed to help generate new leads and close deals, CRM Runner can help you to deliver your services with an understanding of the needs of the buyers in an improved manner. You will better understand  your customers’ behavior, come to know the perfect time you can introduce a product to your customers, and help you boost and increase your sales.

Improved Field Staff Performance

You can keep a tab on your on-field representatives, manage them and projects in real-time, track tasks, and assign routes to your field staff while navigating to your customers. This feature also enables users to calculate members driving mileage, routes and get reports in real-time.

Improved Communication Processes

Effective communication in business means better understanding of customers. You can personalize customer communication like the way they want, meaning you don’t have to struggle to market, sell, or support customers. CRM Runner provides the ability to access a 360-degree customer view to provide efficient and effective communications.

Want to see it in action? Grow better with CRM Runner? Let’s talk!

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.

GPS Tracking Enabled CRM Software

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GPS tracking enabled CRM software is a subset of Field Service Management which is structured to monitor and evaluate the various aspects of field operations.  Effective utilization of sales teams of a company hugely depends on the management of expenses of time and transit. To achieve scalable growth in a short time period, it is pertinent to communicate and track different teams of sales executives. A GPS tracking CRM will empower you to get pinpoint locations of your sales team.

By combining GPS tracking with the CRM platform, you can get real-time tracking for your team members, contractors and clients. You will have the ability to plan routes that are being taken up your sales executives and get a detailed picture of the operations of your sales teams. GPS tracking CRM software is particularly useful for companies working across different regions and on multiple projects.

Control different sales teams

  • Effectively plan the activities of a sophisticated network of sales executives
  • Allocation of daily plans using a route map and street view can be done through GPS tracking CRM. View automatically generated adherence reports on the allocated plans.
  • CRM-GPS mobile integration will give precise reports regarding every facet of the executive’s activity ranging from the amount of time with the client, transit time and interim stops.
  • The GPS CRM platform enables your complete engagement with the sales team according to the client activity. This ensures the creation of an optimum workflow.

Monitor and Examine the Sales Progress

  • The GPS CRM software gives real-time location and you can get an understanding of the daily sales activities with the click of a b
  • Keep yourself in the loop of the sale activities in real-time and make strategic decisions to improve sales.

Acquire actionable intelligence from the location

  • Using GPS tagging, client meetings can be tracked and potential sales targets can be dynamically allocated.
  • Extended client meetings can lead to shuffling of the workforce and this can be easily done through GPS tracking CRM.

Assess and validate the transit expenses

  • Managing an outdoor sales team effectively is dependent on two components of transit distance and time involved.
  • Using real-time GPS-CRM, you will able to monitor, chronicle and replicate the transit paths and time spent.
  • You have the capacity to correctly gauge the daily efficiency of the sales executive depending on the various parameters.

Structure and Control the transit plans

  • There are multiple aspects regarding the transit of the sales team such as commute path, distance covered and traffic density. These can be correctly evaluated and the most competent plan can be drawn for transit.
  • Automate and allocate reminders for meetings
  • Using the GPS CRM software the manager is continuously updated about the sakes activity by reminders on meetings.
  • GPS integration with CRM sets precise reminders which allow you to keep track of every sales activity in the region.

Choosing the top Location tracking system

  • Perfect integration of the Mobile GPS CRM with the dashboard.
  • Should enable sales executives to note their attendances using a feature of GPS check-in which will reflect in your synchronized in the CRM dashboard.
  • Should be able to locate the leads using GPS services within a specified region for scheduling meetings with the clients.

You can take our 14 days free trial of this software from CRM Runner and even check our pricing too.

Do You Know What GPS Tracking CRM Software Can

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Every Business requires a system by which then can easily handle multiple task and make the productivity better. Gone are those days, when people used hand written notes to track records of employees, work hours, productivity, logistics, warehouse materials and salary. Well, as the time moved by, computer and technology made our lives so easier and comfortable.

Now, tracking work schedule, salary, productions and other business required aspects have got much easier and quicker.

From business to personal life, everything needs to be monitored well. Come to business first. A successful business needs an outstanding sales team. You can’t certainly trust blindly on a sales team with flaw background. Your business needs restless sales effort that will thrust the company to scale new heights. GPS Tracking CRM Software will let you know the ground activity of sales representative across your operation location. The GPS-enabled mobile app will provide real-time updates on different activities from the sales representative. Plus, you can easily monitor the meeting progress, current situation, meeting, and different activities without much hassle.

Elevate the sales process with GPS Tracking CRM Software

No matter whether you are leading a small or large scale business, it is very difficult to overtake the competitors. At present, real-time monitoring on the sales team will thrust your business. GPS Tracking CRM Software will assist you to collaborate with the entire sales team. It will let your team track and discuss plan and implementation in a different area. It will help to streamline the business representatives. At the end of the day, you can easily get the instant desired result.

Here are some advantages you are going to achieve in your business by using GPS Tracking CRM Software.

  • Use GPS tracker to properly track the sales of your representative of the entire operation location.
  • GPS Tracking Software will allow you to get access for all the sales conversations and details of interactions.
  • You can easily monitor the pending deals from the online sales tracker dashboard.
  • When you are using GPS tracking CRM software, it will let you know about the real location that will be helpful on your way.
  • If you have any purposed location, this amazing software will let you track that easily. It will save a high amount of time while you could waste it by asking strangers about the real position of the purposed location.
  • GPS tracking CRM software will let you manage your entire sales activities with better way without many flaws. In this way, you can easily get a boost to your business.

Business scenarios are changing at rapid speed. To overcome the upcoming challenges, you need to enable your business with the latest technique. GPS Tracking CRM Software is certainly a great way to elevate your business to a new level. So, if you desire to add difference to your business in the best manner, then come forward and use this software for a successful business.  Try our GPS CRM software for business benefits. Today!

CRM for Logistics Companies

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Which Features Should a CRM for Logistics Companies Have?

A CRM for logistics companies should come with several automated tools and features built in.  Logistics companies often struggle with managing resources during times of growth.  It can be difficult to manage the pick-up, transport and delivery of different items many miles apart.  As companies grow they acquire more delivery drivers and inside support staff.  This makes keeping track of what is going on and how customers are serviced a main concern.

When the choice to implement a CRM for logistics companies is made, managers find that oversight for employees and how they interact with clients becomes effortless.  With the right features built into the CRM, scheduling drivers and updating customers happens in the same system.  Features that automate frequently occurring tasks like appointment reminders, estimate creation, and employee reporting are also needed in a CRM for logistics companies.

CRM for Logistics Companies

A transportation management system is built into the best CRM for logistics companies.

The number one feature needed in a software for logistics companies is the ability to manage transportation.  Since logistics companies are in the business of transporting things from point A to point B, a transportation management system that is built into the platform they use is essential.  Having all of the information that employees and managers need all in one place makes knowing where each item in transit is, how long it’s been there and when it’s expected to arrive as easy as touching a button.

The best transportation management systems include GPS tracking for the transport vehicles and the on the devices carried by both delivery drivers and sales staff.  Software for logistics companies that doesn’t track where the items are located often makes the business have trouble meeting deadlines and impressing customers.  Those who choose to use a CRM for logistic companies with a built in transportation management system find the time spent managing routes and drivers significantly decreases.

Specially designed software for logistics companies should include these 4 features:

Accessibility from anywhere

Logistic companies operate from everywhere, which makes a software that operates from everywhere more vital than it is for other companies.  Delivery drivers that are able to log in to an app on their phone to report deliveries and delays help inside staff and managers know how the day is going and what information customers need. A software for logistics companies that is accessible from any device with an internet connection is the best choice.

Tracking of items and employees in transit

Managers for logistics companies struggle the most with knowing where a driver is and why there is a delay.  Whether it’s sitting in traffic or a mechanical delay, it throws off the schedule and customers need to know ahead of time.  A CRM system that includes GPS tracking of transport vehicles and their driver’s device changes the game for a logistics company.

Real time reporting

Often managers don’t know what delivery drivers were up to and how long their route takes until they pour over hours of delivery logs.  A software for logistic companies should include an automated way that managers are notified as drivers move throughout their route.  A CRM with real time reporting from drivers after each delivery can automatically notify managers and ultimately take out all the guess work.

Automatic completion of repeated tasks

Sending reminder emails, estimates and invoices after delivery can all happen with one click in CRM systems where automated tasks are set up.  In a CRM for logistics companies, when a pick up or delivery is scheduled or delayed, customers can be updated automatically.  This saves field staff and office staff time and increases their productivity.

A CRM for logistics companies that offers a free trial

CRM Runner has all of the features needed in a CRM for logistics companies.   Managers of logistics companies that use CRM Runner know where everything is and how it’s moving.  Customer communications, requests, scheduled deliveries and automated reporting are all built into their software.  Equipped with GPS tracking and customizable reporting, CRM Runner has all of ideal features to help a logistics company grow without strain on its employees and its profits.

We offers a no risk demo and free trial to software companies that are struggling with growth.  During the free trial, it’s encouraged to set up the system fully and take advantage of everything it has to offer a company.  To learn more about the software for logistics companies from CRM Runner.

Construction Management Software

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Construction Management Software Designed with Job Sites In Mind Increases Revenue

Construction companies need specific features in a CRM to help them effectively manage multiple job sites and crews that work in the field.  As construction businesses grow, the number of job sites and projects to order material for pile up.  Often businesses that see a lot of growth quickly find tasks being missed and corners being cut if they aren’t using a construction management software.

It isn’t long before customers start to complain and managers feel like they don’t know what is going on at any project.  During this growth period, those managers are most likely found driving from site to site to check on progress while also trying to bring in new customers, create new estimates and even keep up with what project needs which materials.  It’s missed things like unneeded inventory, underperforming employees and forgotten messages that start to add up the hits that profit margins take.

Construction Management Software

How does Construction Management Software help increase revenue?

Construction management software helps increase revenue by keeping managers informed of job site progress, tracking employee locations and staying on top of inventory.  Not all CRMs work well as a construction project management software, so it’s important to make sure that the features offered meet the needs of the company.  Choosing to use a construction management software mostly helps managers know what is going on in their business without being everywhere at once.

Construction companies function mainly with field staff.  Crews and work vans take material to the job site and often work unsupervised by lead management staff.  The main concerns for managers are if the crews are working, if they are on track for completion and whether or not there is enough material on hand to complete the job.  A construction management software solves all of those problems with the click of a button.

Which features are best for a construction project management software?

Construction project management software needs different features than a company trying to sell a product.  The construction industry manages several projects across several different job sites with several different crews. Since none of that happens at the office, the features for a standard business won’t suffice for a construction company.  For this reason, it’s best to seek out a construction project management software that has the following features.

Employee tracking

In an industry where most employees are in the field and not directly supervised it can be difficult to know where they are, how long they have been there and if they are working.  Features like GPS tracking, built-in timekeeping and custom reporting help managers track employees with a construction project management software.

Estimates and invoicing

Construction crews and business owners that can create estimates from their device and send them directly to the customer before they depart from the site often leave the customer with a good impression.  Having a construction management software that allows estimates and invoices to be created and paid can help streamline the way a business gives a quote and gets a new contract.

Inventory monitoring across multiple job sites

When job sites are spread out, a feature that enables inventory tracking across all job sites is ideal for a construction project management software.  A CRM, like CRM Runner, integrates inventory tracking and allows for managers to see where all the material the company has is located.  With the right CRM, material can be on a work van, on a job site or in the warehouse but still shows up in the inventory counts.

Up-to-date reporting on project progress

Knowing how a project is progressing has been cited as one of the most difficult things managers of construction companies face.  As the number of sites begins to grow, the ability to do on site checks decreases. Without a construction project management software in place that employees use to fill out their reports, managers often can’t get a grip on which projects are at a standstill and which are on schedule.

How to choose a construction project management software

Choosing a construction project management software isn’t only about features.  Making sure that the needed features, like those listed above are available is only one important step.  Trying out the new CRM system is essential to knowing if it’s a good fit for any construction business. Those who choose to go with a company that allows an extensive free trial of their construction project management software see better results.  To schedule a demo and sign up for a free trial of construction management software, click here.

Most Popular CRM Tools

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What are the most popular CRM tools for large companies?

When businesses are first starting out, their needs are focused on increasing efficiencies in order to grow. Once considerable growth is achieved, a new limb of the workforce will likely be required to maintain a high level of excellent customer service to a wider client base. To avoid allowing growth to be a hindrance rather than the ultimate goal of a business, large companies need the tools to distribute necessary information to the right employees and monitor day-to-day operations with the efficiency to meet customer expectations.

Most Popular CRM Tools

Large companies seeking to employ an online CRM system need to choose a CRM platform with adequate training for employees.

Using a customer relationship management (CRM) system is meant to increase efficient workflow and save time in order for higher management to focus on the “bread and butter,” so to speak, of all businesses – customer satisfaction. When customers are happy, when they feel valued by the brands they choose to support, they are more likely to accommodate the costs of products and services.

No matter how sophisticated an online CRM software appears, it must be the right fit for your workforce. CRM training for employees is essential to save the time, money, and resources. An online CRM system should be easy to use and, more importantly, customizable to address what your particular team needs to represent your brand and maintain optimal customer service.

Be sure to choose a CRM platform with simple, easy-to-follow training and allow your company some kind of grace period to examine workflow and establish where your team is struggling.Most employees and managers could be more productive with the right online CRM tools.

Choosing online CRM software for large companies could make all the difference in promoting sustainable growth.

If you have a large client base, you need a lot of hands on deck to provide customer service to all those customers. While you can’t please everyone, it’s vital to your business to find a way to provide a quality experience to as many of your clients as possible.

An online CRM system will maintain client details, purchase history, and communication all in one place. We improve what we monitor and a smart online CRM software will make the administrative part of gathering essential information an automated process. Cutting costs in these tedious, analytical areas makes the direction more clear and easy to see when learning how to appeal to customers.

For example, if a member of your team consistently receives questions from a particular customer, an online CRM system is the best way for any member of your staff to pick up the conversation where the last employee left off. All communication will be in the same place including which products the customer has used and liked and which services are consistently requested. When your company contributes the value of answering customer questions with speed and accuracy, you learn what the next logical product or service is through this record of information all stored on the CRM database.

A web-based CRM contact manager can automate essential reports for large companies

All businesses need to budget overhead costs and operational expenses. It takes many hours and resources to sort through pages of data to decide which products or services are stale and in need of upgrade or replacement.

With an online CRM system, managers can track pertinent details to any large company’s needs to include inventory, employee performance, and sales leads. It’s wasted space, effort, and resources to stock a product no one wants to buy. In a large company, some of these smaller areas of waste inevitably add up to losses. Automatic inventory tracking allows for easier, faster decisions to remove an unwanted item from the shelf to make way for products your customers really want.

Learn who your top performers are instead of cultivating time and money into staff members who are not a good fit for the company. In larger companies with an adequate staff to service a larger customer base, it can be easy to miss those who are either in the wrong position or who do not contribute to the success of your business. An online CRM with GPS will track where your employees are during the workday, how long it takes them to complete a job, and how they handle customer service issues.

CRM costs vary almost as much as CRM vendors.

Most CRM software vendors offer a monthly payment plan for the upkeep of an online CRM platform. Your costs per month can range from $15 to $500 depending on the number and sophistication of CRM tools and features a large company decides to use.

Only pay for what you need, even in a CRM tool designed to increase revenue through improved efficiencies. Not all CRM systems offer the same level of support, training, or the same tools to monitor your daily activities. The CRM cost is an investment in the longevity of your customer relationships – there should be a balance between what you need and the value of service you receive as a customer.

Take advantage of a free trial to test out a CRM system for your company.

Staying in business in a digital age will require the sophistication, and automation of a CRM system. CRM Runner offers a variety of features such as GPS tracking, scheduling, customizable reporting, leads generation, inventory monitoring, and more for large companies. Take advantage of the training options and the 30-day free trial with CRM Runner to see what this technology can do for large companies. Learn more about the features and the CRM Runner trial by signing up here.

Features the Best CRM Systems Have

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7 Simple and Easy Features the Best CRM Systems Have

If you’re hoping a Customer Relationship Management (CRM) software might make it easier for your company to function and generate more revenue, you’re right… so long as the system is simple and easy for you and your staff to use. Otherwise, it could become an expensive tool no one at the company uses.

Features the Best CRM Systems

Using a simple CRM software is the easiest way to increase the efficiency of a small business.

Many CRM systems have varying features within certain packages or level of usage. You only want to pay for what you really need and what makes the most sense for your team. Before you buy anything, consider what sort of information would make it easier to run your business. For example, if you run a delivery business, maybe what you need to see in your reports is how long it takes each employee to run a certain number of deliveries. Look for a CRM with features to track progress and make decisions faster when it comes to top performers and how many people would be required to increase deliveries.

A simple, easy-to-use CRM software will cut down on the administrative work load which likely falls on a business manager who could better use his time improving customer relationships. Aided by the right data automatically collected by a CRM system, business managers have more time to develop products and services that appeal to their loyal customer base.  With managers focusing their time on more important tasks the possibility for growth and revenue increases. Whenever corners are cut without losing quality, a business is set up to succeed.

7 Features You’ll Find in the Best CRM Systems

When you’re ready to look around at different CRM systems, there are 7 basic features which definitely stand out for user-friendly implementation in work life.

1: The best CRM systems offer accessibility everywhere via mobile applications.

If you own or operate a small business, you likely wear several hats. The best CRM systems for small businesses tend to include a mobile app to allow managers to access vital business information no matter where they find themselves. In addition to a desktop application for the office, a CRM system available on a mobile app will keep you up-to-date. For example, if a customer has a question you can answer in a timely manner while on-the-go and the CRM will track it and then all staff can see it in real time instead of waiting to hear it from you when you get back in the office.

2: Role-based access is another key feature for small business owners looking for the best CRM system.

While your CRM system should be easy for anyone to use, not everyone should have access to the reports managers need in order to make decisions for the betterment of the company. A simple CRM software system should allow for managers to choose who can view what reports as well as who can use certain features.

3: The best CRM systems of 2019 offer GPS Tracking.

Knowing where your staff is and how long it takes them to complete work are valuable data points to consider for hiring and scheduling purposes. The best CRM systems offer GPS tracking for people as well as property – know when company vehicles or equipment are checked out for work use and the longevity of the items purchased by the company.

4: The best CRM software comes equipped with customization reporting

Even businesses within the same industry do not necessarily thrive in the same system of operation. You want to find a CRM system which allows for customization reports so your managers have the information they truly need to increase company efficiencies. For example, rather than knowing only what products are ordered, maybe what you really want to know is how much of a product is bought by your loyal client base in order to get dud products out of your inventory and make room for the upgrades your customers really want. Customization reports will help a business manager employing a CRM platform narrow down what is truly valuable for the business to know in order to improve customer satisfaction.

5: Real-time tracking is a vital component to a simple CRM system

Answer customers asking for an ETA from their service technician with the click of a button rather than multiple texts and phone calls. This level of awareness is a critical component to customer satisfaction. Most customers who abandon a business for a competitor do so if they are treated like a number rather than a valued member of the brand team. Additionally, answer your own need-to-know questions on the go with real-time tracking on the progress of the work day.

6: The best CRM systems offer integration for invoicing and popular communication channels.

Your business has likely lived longer than your search for a CRM software solution – you may already have practices and software systems with vital information. You want to find a simple CRM software which will integrate the information you already have without a lot of hassle or longer man hours transferring everything over to the CRM platform.

7: Automated quotes and invoicing are included in the best CRM systems.

Automating whatever you need to make business operations move more smoothly will save time and money in the long run. Quotes for typical work orders can be sent without drawing up a whole new document every time the order is made. Similarly, an integrated system for invoicing and receiving payments make billing and getting paid easier than ever before.

CRM Runner offers the best free CRM software trial available.

CRM Runner is proud to produce a CRM system which meets the needs of all businesses and their employees. They stand behind their product with a 30-day trial so you can try it out at no cost and verify if it’s the right CRM for your company. Check out the features and start a free trial by clicking here.

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