Your technology can have a big impact on your operations and future growth potential. That’s why it’s always a good idea to evaluate your solutions from ti...
Your technology can have a big impact on your operations and future growth potential. That’s why it’s always a good idea to evaluate your solutions from time to time to see how they stack up and where you can improve going forward. If you experience any of the common trouble areas in this Checklist, it may be worth updating your processes or upgrading your technology.
Sales: Does your sales team routinely struggle to keep tabs on new prospects? Do they have a hard time managing the pipeline or retrieving information due to a clunky app or missing functionality? Now’s the time to check-in and find out.
Marketing: If you have to fight tooth and nail for every new sales lead, it may be time to update your technology or add some new solutions to the mix. Pay special attention to your website and look for ways to use it to capture more leads and drive your sales process.
Scheduling: Inefficiencies can mean missed stops, overbooked appointments, and more time spent on the road. If your software can’t automatically schedule new leads or drag and drop them into a field employee’s schedule, you’re ready for new software.
Routing: How many stops per day did your team average? How much time did they spend on the road? What about fuel costs? If those numbers seem a bit high, then perhaps it’s time to reevaluate your process or implement a routing software solution.
Communications: New customers mean more appointment reminders, collection notices, and marketing follow-ups. If you aren’t using your software to automate this process, then your team is wasting countless hours that would be better spent elsewhere.
Billing: Do you automatically send invoices and collection reminders after appointments, or are you still doing things the old-fashioned way? If it’s the latter, this is a good time to consider your options and leverage some time-saving technology.
Reporting: It’s kind of hard to manage your business when you’re flying blind without any data to guide you. Likewise, all that information is useless if you need a master’s degree to decipher it or if it’s days old. Instead, look for a solution that makes things easy.
Training: You can have the best tools ever made, but they don’t mean anything if you and your team don’t know how to take full advantage of them. Training your staff on your field service software’s abilities can help you find new and improved ways to take care of business.
If you notice deficiencies or opportunities to do better in any of these areas, consider giving us a call. With our forward-thinking software and fully integrated marketing solutions, we have everything a growing business needs to modernize operations and improve efficiencies across the board.
Exemplary customer service is king in the field service industry. It can be easy to let things slip when things get busy, but don’t forget that customer retention is good business. Customer acquisition can cost up to five times more than customer retention, so it’s worth investing in strategies that will prevent your customers from melting away when things heat up. So when the weather gets warmer and the calls flood in, ensure you and your team have the tools to make hay this summer.
Expect the unexpected. In this Checklist, we’ll go over a few actions you can take to help maintain operations during emergency situations.
Growing your business shouldn’t be this hard. Do a great job, sign up more customers, then kick back and watch the money roll in.
Finding software that meets your operational and marketing needs can be tricky. That’s where FieldRoutes comes in. Our fully integrated Marketing and Operations Suites give you the tools you need to appeal to millennials and grow your business.
If you need help improving your collections process with cutting-edge technology, contact FieldRoutes. Our experts can help you identify the solutions you need to protect your bottom line.