CRM (or Service Management System) lets you take back control of managing customer relations, key communication, job management and your sales process all while staying focused and in complete control
If you are not getting these results from your current system (possibly via a spreadsheet), maybe it’s time for you to consider a CRM for your heating & plumbing business. We’ve compiled a list of seven challenges that customer relationship management software can help you overcome. Do any of these scenarios sound like some of the obstacles that happen in your business:
You’re Far From Organised
It’s tough to remember every customers conversation...did they say '2 or 3 TRV's'!!! Your desk is covered in sticky note reminders or a cork board cluttered with business cards and 'things to do' isn’t a long term solution.
If you’re digging through your email messages, then finding the information you need is taking you twice as long as it should. Or, worse, appointments and meetings get missed, that are normally not the best way to retain customers.
A CRM compiles all your company information systematically as you’re collecting it. That means you stay organised, structured and ahead of the game so planning becomes easy to manage.
Your Spreadsheets Are Too Hard to Read
When you first started tracking and recording your customer data, you recorded basic qualifiers like name & contact information.
But now your business is growing and so is the column count in your spreadsheet. More data is relevant to making the sale, but accessing that information is frustrating. Was the house detached, how many bathrooms did it have...what was the location of the boiler etc etc
At the start the simply 'CTRL F' would find the customer information you need, with so many permutations in data your spreadsheet system is no longer effective.
CRMs are designed to be instinctive so that locating customer data is quick and painless. No more scrolling. No more squinting at what you wrote.
You’re Losing Leads
Important data, such as when to follow up with a potential customer, gets dismissed simply because you don’t have the time to enter it in your spreadsheet. What's more frustrating is that your marketing activity to get the lead, will have cost your time and maybe money.
The heating and plumbing sector in the UK is very competitive and a lot of consumers will measure your time keeping (or if you even turn up) as a decider on whether they a) use your services again b) refer your business
There are too many risks to putting this off. You lose important customer information. Your employees aren’t on the same page. Your customers aren’t happy with their customer experience. Ultimately, your company loses customers and potential sales.
CRM makes it easy to enter your customer data as well as clearly spell out when to follow up with potential buyers. Grow your customer relationships, not your forever to do list.
You Can’t Create Valuable Reports
Now, some engineers or business owners may say 'I don't need a report...I know how to control my business'. WRONG! But that's for another blog. Compiling sales reports by plugging in rows of numbers into custom made charts and graphs takes time away from what you really need to do.
Sales reports are crucial. But what value do they bring if your reports don’t pull data that you can analyse and apply to further your sales goals or strategy of the business.
You should be able to fully analyse your data and create actionable goals from your reports. If you can’t, then it’s time to expand your data collecting process.
CRM can create bespoke reports based on your customer data, allowing you real insight into your customer behaviour, sales margins and company campaigns.
You Can’t Stay in Touch When You’re Away From The Office
It’s not easy to access and enter data into spreadsheets when not at your desk. But you can’t press pause on your business simply because you’re out of the office. A lot of engineers are small businesses and as well as managing the business, they will be out fitting combi's.
That’s where a spreadsheet system limits you. If an important customer calls while you’re on a install, getting immediate access to your customer’s details is challenging, if not impossible.
You simply can’t be as effective with your customer data when you’re away.
CRM not only lets you access and update customer details from any smart device as well as let your team instantly view your updates back at the office. That means you always stay connected and updated.
Your Team Is Growing
A growing team is a sign of growing business. But it also changes how you run your heating and plumbing company.
With more employees, your customers are more likely to have conversations with more than one team member. Your employees need to have access to all customer interactions and data so that calls and follow up communication go smoothly.
A spreadsheet is a great start to snagging customer data, but it’s not built to nurture team collaboration on customer communication.
CRM lets your teams collaborate together on a lead, a campaign or a support ticket alongside your customer data. Multiple emails and file forwarding not needed.
Your Wish List Is Getting Longer
You say, “wouldn’t it be great if we could ___?” more than “it’s so great that we can ___.”
Wouldn’t it be great if you could have your contacts organised in groups? If you could apply a bulk action to specific customers? If you could automate certain email responses?
If you daydream more about what you wish you could do with your customer data rather than actually having the capacity to do it, then you’re ready to migrate your system to CRM.