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Benefits of Using Sales CRM Apps in the Service Industry

Executive Tracking

Sales tracking apps enable your managers to keep track of the service executives’ activities on the go. This feature will make sure that the service executives are performing well, and the customers are getting services on time from your executives.

Complaint Management

The complaints registered by the customers can be instantly assigned to the nearest executive within a few clicks. The executive can access the complete information of the customer or complaint through the mobile app. It will help the executive to sort out the issue at the earliest.

Customer Management

Executive can have access to the customer data that is being collected and stored in the CRM database from anywhere at any time. This complete and up-to-date customer information including interaction summaries helps them solve the issue quickly.

Notifications and Instant Updates

Notifications and updates keep the managers updated on the executive’s every activity such as check-in, task completion, etc. in real-time. On the other hand, the executive can share the updates of both resolved and unresolved tasks to the managers by uploading images.

Re-Scheduling Assignments

There is a possibility that not all of the problems get resolved at the first visit. Some tasks need more time, or it seems to be complicated. Whatever it is, in this case, the executives can re-schedule a revisit instantly. They can create tasks, and managers get notifications of the new activity scheduled.

Sales Management

Sales management enables the executive to add or update any additional tasks or new sales that come to them during their service visit. So the managers can instantly act based on the information and thereby dropping unwanted delays.

Payment and Expense Management

Yet another ideal feature of a sales CRM app is the transparency of financial dealings in your business. Executives can share the payment or expense proofs such as photos of the bills, cheques, etc. with the managers instantly through the mobile app.

Report Management

Based on the activities that are done, sales CRM solutions generate sales reports and performance reports for further evaluation. Business intellects can evaluate these sales reports to find the improvements, flaws, etc. that have taken place within the organization over a while. The performance evaluation of the employees helps the management to rewards them with the best price.

Attendance and Leave Management

The employees can mark their attendance from their CRM-enabled devices, and the managers can track them every 15 minutes until they punch out. The leave management facility helps business administrators to set the leaves for the employees based on the eligibility criteria.

A sales CRM with these features is essential for a business belonging service-based industry as it helps run the business successfully with less effort. There are many sales management CRM apps available in the market. Servicefokuz is an ideal sales management CRM software suggested by many users as they are finding it the most suitable one. Servicefokuz is having all the above-mentioned features that can help your business run successfully.