Does My Business Need a CRM System?

Asking yourself that very question is a step in the right direction. It means you are serious about improving your business and make no mistake, a CRM system will undoubtedly improve your business processes. You are looking into a list of CRM systems, my advice to you? Give it more than a thought, weigh up your options and don\’t make a decision too hastily. You need to know what to look for in a solid CRM system and how it will help your business. It\’s important to ask yourself these questions:

Will it be difficult to implement?

When you are choosing a CRM for your business, it makes sense to look for a system that is not difficult to implement. This will allow you to save time with the technical side of implementing your new system. The easier it will be to implement, the smoother your transition into CRM.

Will it be difficult to train my staff on how to use it?

Don\’t be confusing yourself and your workforce with a difficult system. If it is too difficult to use, you will not use it! It really is that simple, a user interface that is simple to use will not only improve your overall business processes, your workers will be happy. A happy worker is a productive worker!

Will it integrate with our current systems?

If you are already using a system to run your business, you will need to know if it will be compatible with your new CRM system. If you are able to import your data from the old system into your new system then you are onto a winner. Easily integrating your data is a must for your new system.

How does it compare to other systems?

Take your top picks and compare them. Do they all do what you are looking for? If so, which system does it best? That is your best pick, it may seem obvious to say but you need a system that can do what you need it to do. What do you do? Do you pick a system that\’s cheaper than the others but doesn\’t have the same capabilities? Of course you don\’t, that would be counter-productive. When it comes to CRM systems, you get what you pay for!

Will it improve Customer Service/Satisfaction?

Any CRM worth buying will have the ability to store all of your customers\’ information all in one place and allow you access with the click of a button. With a decent CRM, you can improve your customer service and satisfaction with a series by knowing everything you need to know in advance of dealing with a certain client and their problems.

These questions are general guidelines for choosing a CRM system for your business. Ask yourself these questions and answer them truthfully, does your business really need a CRM? It\’s up to you to make that decision.

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Check out our Customer Success Stories to find out how our Workflow Management Software has helped them make the right decision when choosing a CRM system. Watch our video – Introduction to Workflow Management Software to see what our system allows your business to do.

Making The Most Of Your Field Based Software

Companies with field based workers apply methods they think will improve how they manage their workflow. As far as a solution goes, they are a long way off. Read our article about the 5 must have features of a workflow management system.

Important Field-Based Software Features

There are a lot of software solutions out there that are aimed at field workers. As time goes by, there is increasing pressure on contractors to have a more fluent means of completing paperwork. Here are some important features of field based software we think you should consider before choosing the best software for your business.

Instant

When your field based workers need to complete paperwork for a certain job they have to travel to and from locations before a job is started and upon completion. By using a field based system, it will enable you to eliminate the need to do such travelling which will save you time, money and a big headache.

Less Clutter

We all know the pain of doing paperwork, so much so we think it\’s a good idea to dismiss it with an “I\’ll do it later” attitude. This is no longer necessary, find out how our software has made this a thing of the past.

Mobile

Your company will be truly \’on-the-go\’. Allowing your field based workers to send and receive information to the office on a mobile device will be the best way to streamline your workflow. If you are able to send paperwork back to the office through a smart phone, you are already head and shoulders above your competition.

Simplicity

Using your field based software should be as painless as possible. There are a lot of software platforms out there that incorporate quite complicated usability. We don\’t understand why but it may be due to the rate at which software has progressed. Mobile workers shouldn\’t have to navigate difficult, backward technology just to send a piece of paperwork back to the office.

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Implementing a software system to streamline your workflow may seem daunting at first but in the end it will be greatly beneficial. Gone are the days where your field based workers will have to travel to and from the office just to collect a piece of paper with job details.

Businesses that have made the switch don\’t have to worry about paperwork, they are sending invoices as soon as a job is completed. As a result of using field based software, businesses are improving customer service and making big savings. In this current economic climate, that can\’t be a thing, can it?

Request a free demo of our software today or contact one of our friendly staff members for more information.

Workflow Management System – 5 Must Have Features

There are many features available in even the most basic of workflow management systems. Choosing the right one is paramount in the smooth running of your business. Whether you are looking for a system to streamline your workflow or monitor your members of staff, it needs to be the best system for YOU!

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When you are choosing your Workflow Management System, make sure they have these vital features. Don\’t settle for a product that can\’t keep up with your daily operations. After all, the system is meant to make your life easier, not harder.

1. Cloud-Based

You are looking for a workflow management system, that\’s a step in the right direction. Choosing one that is not hosted in the cloud? That\’s taking two steps back! Your workers should be able to access data and reports anywhere and at any time.

2. Notifications

If your workers are using a system and aren\’t receiving notifications about jobs they should be doing, you are only asking for trouble. If they don\’t know what job they are meant to be doing, they can\’t do the job. This will only lead to abandoning the software and wasting even more money.

3. KPI (Key Performance Indicators)

When you start using a workflow management system you will discover that certain jobs or processes take longer than you anticipated. You may find that you are actually neglecting a certain part of your business. Either way, you will be able to tighten up on these areas as soon as you implement your new workflow management system.

4. Form Building

All businesses use forms on a daily basis and using paper is fast becoming obsolete in modern administration. Using a workflow management system will take away the pain of paperwork. Your forms will be entered into a workflow management system and you will be able to complete all forms on a mobile device, anywhere and at any time.

5. Simple to Use

The most important feature of a workflow management system is that it is simple to use. If you are implementing a new workflow management system into your business, you must ensure all of your workers are capable of using the system with minimal fuss. Think about it, no one ever complained because something was easy to use!

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So there you have it, the top 5 features that any workflow management system should have. You are going to the effort of looking for a workflow management system, why not make the effort to choose the best one for you!

Does Your CRM Software Do All Of This?

We have created a nifty little info-graphic. It shows the many features of our workflow management software. All CRM software platforms have a plethora of selling points, quashing the over-used phrase \’Unique Selling Point\’. Imagine it was as simple as having one unique selling point. That would be an easy sell. Take a look at our info-graphic below and tell us whether you have seen other CRM software platforms that have all of the features we have included below:

All of these features are included in our CRM software and from as little as 57p per day, per user you can\’t go wrong. Our CRM software will streamline your workflow and reduce costs throughout your business.

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Customer Success Stories

Read all about how our Customers of the Month were able to make huge savings and completely change the way they do business on a daily basis. Get in touch with one of our friendly staff members today or request a free demonstration.

Make Real-Time Decisions

It\’s never been easier to make important business decisions with our Workflow Management Software. We have developed a system that allows your mobile workers to send information to the office in real-time.

What do you mean Real-Time?

Exactly that, if you have workers in the field and they need a risk assessment, job sheet or proposal sent to the office for processing, the process can begin in real-time. Your office worker has received the necessary paperwork they would need as standard on the office database. When they have taken care of the processes on their end they can send information straight back to the guys in the field:

Instant Invoicing

With instant invoicing, when you have completed a job and the necessary paperwork has been sent, you are able to invoice your customer instantly.

Customer Alerts and Updates

Your customers will be notified when a job has been completed and are able to view completed jobs on their mobile device as soon as a job is completed.

Real-Time Information From Site

Job sheets, risk assessments, proposals, contracts etc. can be sent to the office and to the guys in the field at the ouch of a button.

Employee/Vehicle Location

GPS tracking is enabled so you know exactly where your workers are to assign jobs that are better suited to their locations.

Job Completion

As soon as a job is completed, it is instantly sent back to the office and ready for the next stage of processing, which is normally the invoicing stage.

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It really has never been easier to make important decisions within your business. What\’s more, you can do it faster than ever before. Talk to one of our experts today to find out more about how our system will change how you do business. You can request a free demonstration of the system if you\’d like to see it in action.

Customer of the Month – October 2015

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Overview of Company & Services

RACE LTD offer a comprehensive range of commercial and domestic electrical services to businesses and home owners, our services include being able to design and install new electrical systems and maintaining existing installations. They also offer specialist niche skills in the provision of temporary electrical services to the construction and events industry. RACE currently have a division within their company dedicated to the OOH industry (Out Of Home) helping clients based within the media sector complete and certify electrical works this includes digital screens, back lit light boxes, trough lighting to paper and post bill boards testing and inspection to all formats from 6 sheet to large digital installations. They also have experience within the special build requirements that clients request from time to time.

RACE service electrical systems throughout the entire UK and have various packages available when clients require services via call outs and annual visits.

They currently hold a fully approved NICEIC Registration allowing RACE to design, install and certify all aspects of electrical installations.[divider scroll_text=””]

Why RACE Ltd started to used FM

We as a company decided to start using FIELDMOTION having being shown the benefits of real time working. We have some very demanding clients who require us to produce reports and certificates. We feel that by using FIELDMOTION we can meet our clients needs and issue these reports and documents in real time along with all of the stock control systems placed within the software this was a no-brainer decision for ourselves. The guys behind the scenes have been there whenever we have required their services and customer support is second to none.[divider scroll_text=””]

How have you benefited from it?

We now have the ability to control stock levels that we place with our engineers out on the road. This has saved us time and money by ensuring that we have no wasted visits to wholesalers, saving time, fuel and even making us a greener company! There is now no waiting for our engineers to return paperwork to the office as it is all completed in real time, allowing us to invoice more quickly and keeping our cash flow coming in on time![divider scroll_text=””]

Added Comments about FIELDMOTION

I just would like to thank the team at FIELDMOTION for the persistence they showed in getting me to take their software on board (I just seemed to be too busy but they never gave up). I would recommend at the very least letting the team show you what the system can do and I am more than sure they will impress whoever takes a look. I have already recommended this software to several clients and associates and guess what they love it and have signed up to FIELDMOTION too.

Ron Robertson, RACE Ltd

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Do you want to make savings and reduce paperwork like RACE? Get in touch with on of our friendly staff members and you could be making a huge difference in how you manage your workflow. Our workflow management software will change your life.