Your CRM is not helping you manage your business. A CRM helps you keep track of deals and leads but what about everything that comes after? Your CRM is not helping you manage your entire business.
Solutions like Salesforce, Zoho and Sugar are all great at helping your sales team manage leads, communicate with clients, and even market to prospects. According to statistics, a CRM can even help you close more sales. That’s great! But what happens after the sale? Nothing, because CRM software is NOT business management software.
What Your CRM Software Isn't Doing
Obviously, sales are an integral part of any business, but there is so much that happens after the sale, especially in the skilled trades and industrial industries. Work orders must be created, parts need to be ordered, technicians need to be dispatched, jobs need to be tracked, clients need to be notified, invoices need to be created, payment reminders need to be sent – None of which is covered by typical Client Relationship Management software.
In some cases, your accounting software might pick up some of the pieces, covering the invoicing and payment reminders, but only after manual input of all the information from the work order. Some companies also utilize fleet management software to dispatch and track jobs, but again, because it is a separate software, all information must be entered manually.
Software Can Bridge the Gaps
Business management software provides the missing link or links between the programs you currently use, and in some cases, replaces them entirely. A good software solution starts at the sales process and follows through until the final payment is received, providing you with comprehensive business management. Because business management software encompasses your entire business, the reporting capabilities are far more advanced than what you would see for a simple CRM. You can gain instant insight to performance with metrics and key data, helping you keep your finger on the pulse of your business.
A CRM solution can be a great tool to help improve sales performance, but in order for your business scale and grow, the oversight and reporting tools business management software provides is invaluable.
SnapSuite is a Toronto based software company that helps businesses in the B2B industrial and skilled trade industries increase their operational efficiency.
Call us at 647-494-8011 or visit our website to learn more about how we can help your business.
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