Convert your prospects to clients by following up on them regularly and letting them know that you care for and provide no less than the best services.
Once you have gained clients, it is equally important to retain them and serve them so well that they will never need to think of any vendor other than yourself.
Have a perfectly automated system to manage your vendors/suppliers and in turn, purchase orders. Quickly order similar items for the same field service type using the information stored of previous orders.
Being able to manage all the above in one place is one thing that every field service provider will dream of! And now it is a reality and even better than your expectation. Once you use the module, you will never think of going back to older methods of data management.
Other than that, you have some extra cool features to perform to make the most out of available information:
There’s more! The CRM module also lets you analyze the performance of your sales team individually. Set forecasts that would compare the targeted forecast with actual digits, letting you analyze the performance of your sales staff. Set forecasts for any one of the four quarters offered by FieldPLANR’s CRM module.
To every prospect, client or supplier, task/call can be added to communicate for various reasons. Each task/call can be created and assigned to your preferred staff (technician/sales person).
Run system generated reported or generate your own reports that are highly customizable. Choose from two views – Tabular and Summary.
Tabular report is a brief description of your customized report and lets you view data in a simple forma including total calculation. Summary report is a detailed view and allows for subtotals and a more descriptive summary of all fields that you choose.
Both views are highly customizable and can be generated wholly based on your preferences.
The client management system serves as your one place to find every information you will ever need to follow up with your prospects and retain great relationship with existing clients and suppliers alike.
Contact us here to get to know more about the CRM module.