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.
Why integrated Apps are useful for Cleaning Companies
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 need. Buying 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 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.
Administrators and managers will find working within Teams versatile as it directly links to documents in SharePoint – which facilitates document sharing. Using the Teams dashboard, documents 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.
Automation can optimize processing of any kind of printed or digital forms, including spreadsheets, so repetitive, low value and error prone tasks can be automated – saving time and money.
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.
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 a 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.
The new system allows branches to receive all feedback from the surveys in real-time.
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."
They have guided, advised and managed our own APP development ideas, and are very much our preferred technology partner.
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.