5 Reasons Why You Need An Effective CRM


We all like to keep organised. What better way to keep on track of your business than embracing new technology and adopting an efficient job management CRM solution?

Job management software frequently comes hand-in-hand with a built-in CRM. Implementing a good customer relationship management (CRM) system into your daily life can benefit your business in a number of ways.


It Can Help You Go Paperless

With vast amounts of constantly evolving technology, it is now even easier to move away from paper-based business structures. Going paperless has a number of benefits. Having a centralised database for all your documents, site notes and customer details on a single piece of software helps the environment. But also will cut down on unnecessary costs and keep your important work safe.


It Keeps Everything In One Place

Physical diaries and planners can be good. But they are also prone to becoming lost among the other documents you have lying around the office.

Not only can you keep your diary in the CRM, you can also include your client activity, sales invoices and communication history details that can be important when completing jobs.

With easy search functions, you can also find the phone number or site address you are looking for quickly and easily.


It Improves Communication

Your team will be able to collaborate easier when working across one database. Work becomes more consistent and easier to manage. Your workforce will also be able to get themselves familiar with their upcoming jobs and relevant client history before setting off for the day.

It’s not just staff in the office that will benefit from enhanced communications, but your customers will too. You can make sure your client’s activity is up-to-date with relevant notes and details about recent phone calls and emails. So, your staff have all the information they need when completing jobs. With your workforce more prepared, they can ensure they deliver the best customer service possible.


It Gives You More Time

For a growing field service business, a typical day can be swamped with paper and admin work. Thanks to technology, it doesn’t have to be this way.

Set up regular calendar reminders and spend less time inputting data manually. Find all client communications with your company in one place; no need to search through multiple inboxes and call histories.

There are many ways that a CRM can help save you time on a day-to-day basis. Utilise these features to make sure you can focus on completing jobs to a high standard.


You Can Take It Anywhere

When implementing a CRM system, you need to make sure you are making the most of it.

You can access all that important information on your desktop in the office. You can also get compatible apps and access web-based modular add-ons that will let you find the information you need. When you need it.

Offline or online, there are field management options to suit every business situation.

Clik offers software solutions that can easily be tailored to any business. Clik Remote is a powerful web-based solution that can allow your managers, engineers, customers and sales team to access their own unique portal and dashboard from anywhere. The CRM has a live link to the main Clik Service database, making it easy to access your client contacts, site addresses and job details when away from the office.


Implementing service management software into your business is a perfect way to get the benefits of a CRM along with additional features to improve your organisation. Try out a free demo of our Clik Service package today to see how it can benefit your business.

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