CRM with time recording
Capture time without wasting time
Wondering why you need a CRM with time recording? Time tracking is of great importance in many industries. This can be about invoicing, calculations or even sales control processes.
Frequently, the more accurate, the better. However, the detailed recording and processing of times spent, for example, with specific customers, projects or subprojects, can quickly become a time-eater itself. Smart interfaces and integrations in your CRM software can help.
Efficientlyrecord employee hours
Especially in the case of project-related work, the time recording of employees is of great importance. With a time recording system integrated in CRM, you make it easy for your employees to assign the working hours to the various customers, projects or subprojects already created in CRM.
Thanks to the assignment by the project manager, the employee is only given the orders for time recording, for which he is also to work. Additional costs, such as travel expenses, can be recorded as well as billing-relevant information or the current project status.
Various types of recording, such as activities, breaks, journey times or holidays, also contribute to the detailed documentation of employee times. This ensures that everyone involved is always present at what time, when which service was provided by the employee. The execution location can also be easily recorded by GPS tracking.
Such a system pays off especially for sales representatives, whether in service or sales. Using a CRM app, the times can be entered directly on site at the customer’s premises after the work has been completed. This does not mean that details are forgotten at the end of the working day.
Times smart recorded forinvoicing or costing
No matter how you ultimately make your billing, accurate time tracking pays off. This is of course especially true if your ERP system is also linked to your CRM software.
If you calculate by hours, the time registrations collected in CRM and already sorted on cost points can be transferred to ERP and simply integrated into the invoicing. Then there is no need to dig through and assign timetables. With just a few clicks, the accounting department has everything it needs.
If you charge for fixed prices instead, the documentation of working hours is still available. You can easily check your pricing calculations and adjust them based on lessons learned.
The review, release and final transfer of the data to the billing is always carried out by the project manager. Integrated evaluations of the booked services ensure the transparency required by the project manager, controlling and management.
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Resources in view for best sales and service control
For sales or service management, detailed time records can provide insightful insight into resource and time management.
What do employees spend their working hours on? Where can more efficient processes save time and money? Where would the time spent pay off more?
Last but not least, smart rights and role systems can also provide employees with an insight into appropriate evaluations. This enables performance assessment and self-control and can thus strengthen motivation.
CONCLUSION to CRM with time recording:
Save time at the right corners with detailed time recording in CRM!
All parties involved can therefore only benefit from efficient time recording in the CRM system. The entire process from recording to evaluation to billing and calculation is facilitated and clarified. With new insights and simple conclusions, you can optimize your internal processes and use your time where it pays off.
Last but not least, smart rights and role systems can also provide employees with an insight into appropriate evaluations. This enables performance assessment and self-control and can thus strengthen motivation.
