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Why You Should Take The Time To Do CRM Demos

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Picking a CRM system for your company is big choice. This system is going to change how your company operates and does business, from tracking leads to filing final invoices it is going to be relevant.

We have already talked about the process of how to choose the right CRM for your business (check that out here!), but today we are going to go in depth on the value of doing demos and free trials before you pick out a CRM.

It can be easy to pick a CRM based on the industry you are in and what your competitors use; and there is nothing wrong with using a CRM designed for your industry! But there, typically, are more than one CRM option for you to choose from, and that is where you need to take the time to try out the different options.

Most CRMs give a description of overall functions and the best features and, usually, they are detailed. It can be easy to see the list of features and think, “Yeah, I need those specific ones” and feel like you have a grasp on what you are going to be getting. However, features and functions can vary widely from system to system, even if they are labeled as the same thing. Sales tracking and customer/claim/project information can look vastly different and have different functions depending on the CRM; which is why it is essential to take the time to do demos and free trials.

When you take the time to demo a system, you get to actually see, fiddle with, and understand the interface and all of its features, and decide if it is actually what you are looking for. From the pictures and short videos posted on CRM websites, it can be hard to see the layout of the system; you don’t get a good feel for the landing pages, the navigation, or the ease of use. By doing a demo you have the opportunity to click through every page, test out features, see how easy it is to navigate, and decide if the learning curve will work for your company. CRMs may seem simple and easy to navigate based the photos and marketing material on the website, but the only way to know for sure is by trying it out yourself.

Demos and trials also give you the opportunity to see the features first hand and take note of if they are actually what you are looking for or not. CRMs tout all different kinds of features from tracking, to storage, to calendars, and on and on the list goes, but most of the time you only need a few specific features to work in a certain kind of way. If a CRM says it has a calendar that can mean a lot of different things; it could be a general calendar that can’t be edited, it could be a calendar for each user that doesn’t integrate with others, it could be for production tracking, or it could be your email calendar imported into the software itself. Depending on what your company needs, that calendar could be a waste of a feature, and more or less a waste of your money. Being able to actually mess around with and see the functionality of certain features is invaluable when picking out a system; it allows you to ensure that you pick a system with the features that are going to be the most effective and most useful for your company and your employees.

Though it may seem tedious and time-consuming, taking the time to test out a CRM before you purchase it helps you to pick the exact right system for your company, saving you time, money, and more stress down the road.

Choosing The Right CRM For Your Business

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Adding a CRM system to your business is an investment in more ways than one. There is the financial investment, obviously, that comes with adding new technology to your workplace. There is also an investment of your time, and taking it away from certain projects and tasks to learn how to use your new system. And finally, you invest yourself in this new system; putting your businesses goals and your livelihood on the line so to speak.

So how do you make sure you are investing in the right CRM? There are hundreds of them out there, and they all have different features, different operating systems, different reports, different everything more or less, and you want to make sure you choose the one that is going to be the most effective for your business.

To pick the right one, you need to invest a little more time and energy to find out what your business needs, do your research, and experiment a little.

1) Look Closely At What Your Business Needs

Every business operates differently and has different needs based on what they do, whatever CRM you decide to use should address the needs your business has. The first step to picking the right CRM is to look, closely, at what your business needs out of the system.

Do you need lead management? Production or scheduling capabilities? Unique document creation? Full-sales pipeline? Knowing exactly the kind of features you need your CRM to have will help you narrow down the options, and ensure that you get a CRM that fits to your needs, instead of having to fit your business to the CRM.

2) Do Your Research

Once you have narrowed down the features and functions that you need your CRM to have, take the time and do some research! See if there are CRMs that are specific to your industry, like Scoperite and Claim Wizard are for construction, or SalesForce is for high-volume sales industries; industry specific CRMs are more likely to have more of the features you are looking for, and be easier to adapt into your business.

A good place to start researching is to look at industry blogs and Facebook pages, see if other people are talking about useful systems. If you can find contact information, it couldn’t hurt to even reach out to people who have left reviews or comments about certain CRMs so you can pick their brain.  It’s also a great idea to look to your peers, even if they are technically your competition; ask them if they have a system they like, or if they have tried one of your potential options. People like to talk about things that went poorly, so if one of the CRMs you are considering is a bad choice, your peers will definitely let you know.

3) Experiment

Once you find a few CRMs you think might be right for you, experiment with them! A lot of CRM companies offer a demo of some sort for their systems, do them. The demos may range from a screen share showing you how the system works, to a full two weeks that you can use the system in your company to see if it is a fit.

The demos give you the opportunity to ask questions, see features in action, and get a good feel about the CRM. Employees of the CRM companies are typically very helpful as well, because they want you to buy their product, so don’t be afraid to inundate them questions, see if you can a free or discounted trial run, and really work to learn the system before committing to purchasing it. Testing out the CRMs, however you can, before you buy it can help ensure you get the absolute right system for your company, and save you the headache of getting the wrong one.

Improving Your Customer Service: How A CRM Can Help

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CRM’s are fantastic. They can help keep your office more organized, allow you to manage your employees on a closer scale, and improve overall efficiency by cutting out unnecessary steps, but more than almost anything else, using a CRM can help your business improve its customer service.

Customer service is an essential part of every business, whether it is one that is emphasized or not. How helpful and effective you are for your customers determines whether or not they will repeat business with you, refer their friends and family to you, and leave good reviews to help you gain more business. Below we dive into a few of the ways using a CRM system can improve your customer service.

Have you ever had a customer call in needing a copy of a warranty or an estimate? Are you able to quickly find it and send it over, or do you need to make a note and remember to search around for it later? With a CRM, the files for all customers are stored together in one easy to access location. When a customer calls in needing a file or document, you can quickly pull it up while you are on the phone with them and, in some cases, send the file directly from the software.

Using a CRM also makes it easier to contact customers with answers to questions or updates about their projects. Unlike paper filing systems, the customer information is always easily accessible within their claim, so finding an email address or phone number is as easy as typing a last name into the CRM. This allows you to stay in contact with your customers as their claim progresses, making them feel more comfortable and making your company very reliable to them.

When it comes to customer service, being a one-man show is hard; if you have employees, implementing a CRM makes it possible for everyone to help resolve customer service issues.  Rather than each individual person being the sole responsible party for their customers, all employees can help ensure all customers have a positive experience. If one of your salesmen is spending the day in the field, or on a vacation, other employees can help his customers if they call needing something, instead of having to wait for that specific salesman to be back in the office to find the needed information.

Current customers aren’t the only ones who can be benefitted from your company switching to a CRM.  Returning customers who’s information you already have will be pleased when they don’t have to repeat paperwork when they come back to your company, and you will be able to quickly remind yourself what work you did for them previously with a just a glance at their file.  It also isn’t uncommon for former customers to misplace or lose documents like warranty paperwork, and when all files are organized in a CRM, it is easy to locate and re-send the documents to the customer.

While some of these benefits may seem small, in the long run they can change how your company helps its customers, making them more likely to give you return business and refer business to you!

Scoperite Features: The Mobile App

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Phones, tablets, and iPads have revolutionized the way people communicate, plan, pay, and much, much more.  The advances of mobile technology have allowed us to change the ways we stay in touch with our friends and family, arrive at our destinations, and do our jobs.

Scoperite is no exception to this mobile revolution. One of the most valuable features of the system is the mobile app. The mobile app allows users to take the software with them, enhancing efficiency and making life simpler on the go.

With the Scoperite mobile app, you eliminate the need to carry a pencil and clipboard with you on inspections; saving you the hassle of dealing with the paper and having to enter everything into the software later.  The Scoperite app allows you to create prospects and claims as you meet with the clients. As you gather their information, you can enter it directly into the system on your phone or tablet, rather than having to write it all down and transfer to the system later.

In addition to gathering client information immediately, the Scoperite mobile app enables users to create scope notes, take and label photos, and add documents all while on an inspection.  This helps save you time from having to enter everything later, and keeps you more organized. As documents are created and photos taken, they are automatically saved into the claim, making it harder for things to get mixed up or miss-labeled, and making it easier for you to help your clients.

Because the system is cloud based, all information that is entered in via desktop is available on the mobile app and vice versa. No matter where you are, you can find documents, map out addresses, and add to your notes in any claim.  Phone numbers can be called directly through the app on most devices, making it easy to stay in touch with clients even when you aren’t in the office.

Utilizing a software like Scoperite that has mobile capabilities can drastically change how your business functions for the better.  In addition to saving you time and effort, and keeping you more organized, it can help improve your customer service.  When you have access to all your claims all the time, you are able to answer questions immediately, send documents when it’s on the top of your mind, and be in the know about what is happening on every claim.

In this world of technological revolution, it only makes sense that your business should be made better by the options out there, and Scoperite is here to help with that.

How Do You Know If You Need A CRM?

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How does your company function?  Is there a pencil and paper system still in place, or is everyone on their computers sending files back and forth?  Is it working, or is it time for a change?

Using a CRM system can streamline operations, help increase sales, and make life easier for everyone, but knowing if it is time to make the switch can be difficult.  Below we dive into some of the signs that a CRM could be a good investment for your company.

1) Disorganization That Is Slowing You Down

Are you having to take time to search for files or contact information? If someone else has the document you need can you get it quickly, or do you have to wait?  Implementing a CRM can help curb disorganization by putting all the files for each of your clients or projects into one easy-to-find, simple to update location.  This allows you to spend less time filling, sorting, and searching and more time helping clients, selling new business, and creating success.

2) Losing Potential Clients or Projects

Does your current system track leads? Can you follow the trail of a lead from the moment it comes to your business to the time it becomes a sale, client, or project?  To some extent, your system probably does that, and that shows where you are good at getting deals signed. But does it show where you are losing clients? Why some aren’t signing with you?  CRMs track all leads entered into the database, and give detailed information on each lead at each phase of your sales process.  You can see reports and trends of leads who lose interest in the process, causing you to lose a new client and revenue. When that data is easily accessible to you, you can see where, and potentially why, they are losing interested and use that information to target them more effectively and close more deals.

3) Important Information Is Getting Lost In Communication

Do you open and read every single message that comes into your email inbox? Answer every phone call? Respond to every text or chat message? Probably not. Between junk mail, sales calls, and every day back and forth messaging, some things just slip through the cracks. Despite our best efforts, sometimes important messages can slip through those cracks too, and if that is happening more frequently that you’d like, a CRM may be able to help.  Many CRMs have some sort of communication mechanism, be it a discussion board, email integration, chat feature, task alert, the list goes on and on.  These features make communication between employees easier and more efficient. When a note or reminder is dropped directly into a client’s file, or on a project note, it is less likely that it will be missed or ignored. Having streamlined communication options will help ensure that all important documents, information, and to-dos are reaching all the essential people.