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3 Reasons to Organize Your Customers in a CRM System

A major challenge that growing field service companies face is how to organize and manage their growing base of customers.

Technology has empowered business owners to move away from their Rolodex and physical address book. Because of technology, business owners can access their contacts, no matter where they are.

But accessing your contacts when you’re on the go is just the starting point. If you want to take your customer service and business development to the next level, you’ll want to organize your customers in a CRM system.

What is a CRM System?

CRM is short for Customer Relationship Management. It’s an approach in how a business organizes their contacts to provide better customer service and help generate new business. This approach is aided by technology (like Jobber) with a CRM system.

So with this definition out of the way, let’s dive into 3 ways your CRM system can help you run a better service business!

Provide Better Customer Service

The Jobber CRM keeps track of your quote, job, invoice, and payment history with all your clients.

Have you ever received a phone call from a customer you’ve worked with in the past? With a CRM system, you’ll know who the customer is, what job(s) you did for them in the past, and how much it cost.

You can’t remember everything about all your clients, but with a CRM system, you don’t have to. A CRM system will keep track of everything and help you look more organized and professional to your customers.

Organize Your Team

One of the best things about a CRM system is that it will organize your team and empower employees to provide better service.

The address book on your iPhone or a program like Google Contacts is great for one person to access contacts on the fly, but if your team is more than one person, you’ll want a system that can give everyone on your team the right information.

A CRM system gives your team access to the customer information they need to do their job:

  • Your sales team can see customer information to properly create quotes.
  • Your team in the field can access all the important customer details so they are doing the job correctly.
  • Your administrative team will know who needs to be invoiced and what customer invoices haven’t been paid.

A CRM system will give your team the information they need to do the job right and reduce phone calls back to the office.

Build Repeat Business

Building repeat business should be one of your key marketing strategies. In order to talk to past or existing customers though, you’ll need a record of your customers – this is where a CRM can come in!

A CRM system gives you a number of ways to market to current or past customers:

Seasonal Businesses

Do you work in a seasonal industry? If so, with a CRM system, you can look at your customers from the previous season and reach out to them again for the upcoming season.

This is also a great opportunity to offer new services to your past customers.

Build Recurring Work

Turning one-off jobs into recurring jobs is much easier when you have a CRM system in place.

Use your CRM system to create a list of customers who you’ve done a one-off job for in the past 6 months. Then, take this list and reach out to them letting them know you provide maintenance or recurring work.

Re-engage with Former Customers

Do you have a list of customers that you haven’t worked with in more than a year? This is a marketing opportunity!

Create a list of customers that you haven’t worked with in more than a year. Once you have this list, you can re-engage these customers by contacting them and offering a discount for an upcoming service.

Getting the most out of your CRM

If you’re currently using Jobber and would have questions about making the most out of your CRM, or if you’re not using Jobber and would like to learn more – give us a call! Our team would love to hear from you at 1.855.721.1115

Are there any ways you use your CRM to help your company stand out? Let us know in the comments!

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