Why you Should be Using a CRM Software


Customer relationship management or CRM has developed from when it first started. Managing customer relationships and providing a quality customer experience should be the main focus for all field service companies as they provide your company with revenue and direction.

Using a CRM will help keep big data organized, increase team efficiency and customer satisfaction. In this blog, we will discuss why we think you should be using CRM software. 

Better organization of Big data

To better serve your customers, you need to first understand what the customer needs are. In order to do this, you need to collect and organize customer data. Customer data can only be used by your organization if it is organized and easily accessible to your team. Having a CRM helps organize all customer information in reports and dashboards making it easier to understand and use for decision making. Organizing using a CRM is far more effective than using cabinets as the information is more accessible to staff as it can be stored and viewed by any authorized worker in real-time. Thanks to the cloud all customer information is secured and easily accessible. 

Increase efficiency

Managing data is a time-consuming task especially when done manually. Prior to CRM software, most companies were using spreadsheets and emails to organize and collect data. This is considered to be the least effective way in managing information as there are many ways where data can get lost. A CRM software will help manage customer information and organize leads in a way that is much accessible for your company sales team. 

Integration should not be an issue as most CRM software are built to integrate with workflows seamlessly and are also able to work with other processes like accounting software and more. 

Customer satisfaction

Customers are always looking for service providers that provide fast and quality service. With that being said, it is only ideal to make sure your team is equipped with the right details to better serve and provide your customers with solutions to their needs. A CRM will manage all customer information and history in a way that is accessible to the dispatcher and representative. Making it more efficient for them to provide a quick solution for their customers’ needs. With an effective CRM in place, customer support is a much easier task to do as it equips you with all the necessary information to provide your customers with a solution that meets their needs.

Providing good customer support is essential for a field service business, so it is best to ensure that field service companies acknowledge this and adapt to new aiding technology that can help better serve their customers. 

At ServiceEcho, we know how impactful CRM software can be. This is why we have built our mobile application native to Salesforce, the number 1 CRM in North America. Salesforce allows our mobile application to store and document work orders and job details. For more information about our integration with Salesforce or about our mobile application, book a demo today and speak to a live expert