Why integrated Apps are useful for Cleaning Companies

When running a carpet cleaning or cleaning business there are lots of aspects to consider. Receiving reports from the field, assigning cleaning jobs to the right staff, and the all-important feedback. Using free apps like What’s App and Waze are useful but they don’t integrate with other systems so you can’t achieve full reporting. 

When all your reports and communication are fed directly back into Dynamics 365 CRM, Operations managers will gain a 360-degree view, which will not only speed up processes, but will lead to better overall customer service – reducing client churn. 

Using Dynamics 365  

Microsoft Dynamics 365 is a cloud-based platform which is made up of Licenses and Apps which allow huge flexibility to create the tailor-made platform you needBuying licenses for just the aspects you need keeps costs down and allows flexibility too. If your business adapts, the Licenses can be leveraged or new ones added, which are invoiced and cancelled monthly. Note: Individual Licenses start at £7.50 per month. 

Teams 

Teams allows you to collaborate on a thread, much like What’s App, but you can do so much more, as it is linked directly to your CRM. Conversations held with Field operatives, whether by text or video call, will be catalogued in chronological order next to their record. 

SharePoint 

Administrators and managers will find working within Teams versatile as it directly links tdocuments in SharePoint – which facilitates document sharingUsing the Teams dashboarddocuments can be created, and a link sent to other users, enabling them to enter the same document and update in real-time – avoiding duplication of workflows. Teams and SharePoint utilise the programs you will be familiar with as they encompass Office 365 capabilities – Excel, Word and Powerpoint, etc. 

Power Automate  

Automation can optimize processing of any kind of printed or digital forms, including spreadsheetsso repetitive, low value and error prone tasks can be automated – saving time and money. 

Customer Voice 

Using surveys that can be automatically sent out on completion of a job, or monthly, to clients will reinforce the client relationship, as it has been proven they are more likely leave feed-back on a form than face-to-face. Client churn can be minimised as negative responses can be acted upon immediately, and positives can be used for testimonials, and to reinforce team morale. 

Customer Voice

An example of, the setting up of a survey, within Customer Voice. All the entities within the survey can be simply altered, by just 'clicking' into them. Logos and branding can also be added.

Geo location  

Tracking teams and costing mileage is made simple, with Geo Location. Google maps can also be integrated giving you a clear picture of daily progress. 

 

With all requirements met under one hub, your CRM platform will have adaptability and communication methods covered. Reporting is simplified with data being pulled to bespoke dashboards, that can be accessed by remote staff, as well as head-office, giving departments holistic view of their area, speeding up reporting across the board. 

For further information and to book a FREE call with a consultant please do not hesitate to call us.  

We are not going to blind you with science, we hope to simply help you consolidate your thoughts on a digital solution that can be rapidly deployed now with easily identified ROI benefits. 

Share Post

Technology can rule you or be your tool

Find out more about your digital CRM solution today.

Contact Us

We have been working with Clare Kay, CEO of Inturi, for many years. We find communication is easy with Clare as she can explain things that are highly technical in a clear and concise way.
Minster Cleaning - Nikki Riddle Marketing Manager
The Licences I have presently are at manageable costs and I know I can scale up over the years by buying more. The advice I have had from Inturi has been invaluable and I will consult further with them as my business scales.
PronoKal UK - Doctor Philip Bazire
Receiving both positive and negative feedback from our customers has always been really important in helping us to minimise client churn and in providing us with testimonials and reviews.

The new system allows branches to receive all feedback from the surveys in real-time.
Minster Cleaning - Paul Stairmand Senior Marketing Manager
Toby, Clare and the team at Inturi constantly provide helpful solutions to how Businesses can operate more seamlessly and efficiently. Cant help but to be impressed.
Clover HR - Michael Doolin
An amazing team, great products. Really helpful and professional.
Toner Estate Agents - Charlotte Jones
Great, knowledgeable team that managed to deliver to our tight timeframe. Would recommend.
Cowry Solutions - Nigel Ridpath
Close contact with the development team, listening to their explanations, meant that I acquired a deeper understanding of the platform and was thus able to help my employees move seamlessly from the old to the new Dynamics 365 CRM. My team took to it immediately and the feedback from them was duly fed back to Inturi, who used it to further enhance the user experience.
PronoKal UK - Doctor Philip Bazire
Professionalism, Responsiveness.
Liberty Jai - Jerrad Hampson
Professionalism, Quality, Responsiveness, Value.
Vietec - Danielle Connelly
Forbeats chose a rapid deployment option. The entire project was successfully implemented and deployed within two days, which included training their staff!

Ben says, "Our walk-through by Lauryn gave us the confidence to immediately get started using the system and she has given us a follow-up call recently to check everything is going okay. We also know we can be in touch if we need anything."
Forbeats - Ben Beattie
Excellent friendly service, created the best solution to meet our needs, highly recommended.
Clover - C L Howitt
We have been working with the team at Inturi for over 6 months and they have significantly opened our eyes to the possibilities available to us through their knowledge on digital transformation, CRM and Microsoft technologies.

They have guided, advised and managed our own APP development ideas, and are very much our preferred technology partner.
The Strive Group - Benjamin Drew Director of Innovation & Skills
The link between emails and our Dynamics 365 is excellent. We can create Contacts directly from emails which is a revelation at present.

Also, our Opportunity aspect is upgrading what we can do with opportunities. We can see the client details and communication in chronological order, shown with their potential revenue, on one dashboard.
Forbeats - Ben Beattie