Managing CRM from a Desktop
Whether your goal is lining up one new customer a day or one a month, having a strategy to manage customer leads will save you time and energy. This is the fourth of a four-part series on CRM, customer relations management. Read the first part, “Getting the Most Out of a Lead”, here. Read the second part, “Organize Your Leads for Max Profits”, here. Read the third part, “Benefits of Using Mobile Devices for CRM Systems”, here.
Last week’s blog entry mentioned that 75% of small business managers are doing work from their mobile device, but we all know that a good amount of work is being done from our trusty desktop (or laptop) computer.
When looking for CRM software, it’s important to have access to your data through a desktop or laptop computer. These machines can quickly access data from other sources (for example, your email program, and they are often connected to large monitors that let you view a greater amount of details than what you can see on the small screen of a mobile device. Desktop software in general offers more functionality and options than one made for a mobile device.
Equally important is having information stored in the cloud. When user data is kept in the cloud, it does not need to be manually updated or backed up. There’s also virtually no delay. When you type in new information or upload a photo, it’s instantly viewable and editable by your team.
The Service Proz Solution is accessible through both mobile and traditional computers, and data is kept in the cloud. This is why for many of our users, work crews and managers access their company’s information on their mobile device while the office manager or project coordinator is the one sitting at the powerhouse.
How do you use your desktop to manage your leads? Do you use the cloud? Tell us in the comments section.
Download the app and try out Service Proz for yourself. While you’re at it, sign up for an account on our website and talk to Billy about scheduling a walk-through!
“The cloud” a necessity for business with super storms in our future
After Sandy, cloud computing now at the forefront for small business
Service Proz knows how important cloud based computing is for business but many other businesses have realized the importance of “the cloud” after Sandy blew up the East Coast into New England and across the Midwest. With Service Proz, even with a super storm damaging businesses and homes, your company’s files would be safe and sound with Service Proz.
We would like to offer our service free for the first and third month, with a new contract, to those who felt effects from Sandy; either from flood, wind or fire damage. Our thoughts are with all of the areas of the country still recovering and rebuilding from Sandy, especially New England.
Unfortunately, these mega storms are seen more and more each year, and keeping your important records in “the cloud” is becoming essential to move forward with today’s technological business atmosphere. Service Proz can easily store and record all your important information along with organizing your documents, invoices and other files in an easier way than ever before.
Our service comes in at a low cost with a high return by using less paper, streamlining your business while gaining more control over appointment setting and employees; among many other time and money saving features. We strive to help your small business succeed and give you more time to focus on your clients! Our software is cloud based which enables you to always access your information from anywhere.
With Service Proz, organization and efficiency are at your fingertips, giving your home service business features that help your business run smoothly.
Please contact us today to find out more about Service Proz.
Smartphones have become an American staple
This week Apple released the iPhone 5 along with iOS6. So many Americans have reserved and bought their new iPhone and the popularity of the Android smartphone is off the charts.
Smartphones have become a staple in personal and business life in the United States. CNN Tech recently reported new research from the Pew Internet and American Life Project that said 45% of cell phone owners say their phone is a smartphone.
Smartphones and cloud based workforce management systems are essential even to small companies with less than 10 employees to a large corporations. With Service Proz cloud based software, smartphones are included with service which makes the Service Proz software even more appealing? And we’ll make it even easier for you this fall!
Take advantage of Service Proz Fall Special for your home service business! You will get one month free of Service Proz workforce management, cloud based software. The service comes in at a special price of $50 per month for 2 users and 2 field level users and $99 per month for 5 users and 5 field level users.
You will have the ability to easily track your customer needs and direct your technicians to the exact task needed to be performed, you will reduce fuel costs and “lost” technicians on the road along with speeding up customer billing and payments.
With all your extra time, you can be focusing on growing your client base while your employees streamline their daily duties.
Contact Service Proz today to take advantage of our Fall Special and start growing your business!
The Cloud of Confusion?
The cloud has been around for years now but it seems people are still a little confused. A recent report from CEPro.com, a technology trade publication, really caught my attention. The report detailed a study on what Americans thought “the cloud” actually was and surprisingly, not many people knew what cloud computing is or its benefits for small business to large corporations.
Some people in the study even said they’ve never used “the cloud” but unknowingly used it every day.
For those that are a little confused, cloud computing is used for online shopping, banking, social networking and file sharing, among many other applications.
The study, commissioned by Citrix, said that 97 percent (of 1,000 asked) of Americans actually use the cloud but 54 percent claim they have never used it. Most people said that the term “the cloud” relates to the weather, pillow, drugs or toilet paper.
The cloud is the key to the home service business management system from Service Proz, which enables customer tracking, workforce management, scheduling, dispatch, inventory, billing, mobility and more.
The CEPro.com report also detailed the benefits of “the cloud” for small business and called the technology a catalyst for growth, lowering business costs and boosting customer engagement.
Service Proz software handles all these issues for your business for a low monthly fee to enable your business to be more efficient, organized and, most importantly, more profitable.
This month, Service Proz will be launching a new campaign promoting our cloud based services. Check out our Facebook, Twitter and LinkedIn pages this month for more information about the exciting promotions during September at Service Proz.