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What a CRM is and How it Saves You Tons of Time

For busy field service business owners, a CRM is absolutely an acronym worth knowing.

You might have a phone full of customer names and numbers, a spreadsheet of invoicing records, and an online calendar tracking jobs that you’re using to manage your customer relationships.

This setup might be working for you, but may include double entry, making it a bit of a time suck. Also some of your records may only be accessible from your office computer. Enter online CRM software.

A CRM, or customer relationship management system, is exactly what it sounds like: a system to track relationships with customers. In a CRM, you can track all important customer contact details, log who from your company spoke to them last, and any other quote, work, or payment details.

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Online CRM software allows you to store customer information in the cloud and access it anytime and anywhere you have an internet connection.

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Let the cloud save you time

Online CRM software allows you to store customer information in the cloud and access it anytime and anywhere you have an internet connection.

In the office, that means no more splitting your payment, quote, or job records between 3 or 4 programs or file folders. Out in the field, that means when you’re at a job, you can easily pull up a past quote or job on your smartphone to confirm the work you need to perform, or grab a gate code to access a property.

More sales and better customer service

By tracking customer relationships in one place, you can more easily see which quotes you need to follow up on, and identify opportunities to reach out to customers who haven’t booked your services in a while.

Bonus: you can automate a lot of customer service functions, setting up reminders to prevent last minute cancellations and sending follow-up emails after jobs to improve customer satisfaction.

Where to begin

It’s never too late or too early to start using online CRM software. Use it from the very first day of your business operations and you’ll have a complete relationship history with each and every one of your clients. Switch to an online CRM software once you’re well into running your business and you’ll free up a lot of time from admin tasks to spend on other important work.

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It’s never too late or too early to start using online CRM software.

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If you’re reading this, you’re most likely in a service business industry, and Jobber might be a good fit because in addition to a CRM, you can schedule jobs and track your employees in the field.

Want to try out online CRM software? Sign up for a free trial and see how Jobber can make running your business easier.

If you’re currently using Jobber and would like to learn more about our CRM, give us a call! Our team would love to hear from you at 1.855.721.1115

You can also sign up for a webinar with one of our onboarding specialists!

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