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If you can easily concentrate on your tasks through intuitive operation, you are in the flow, working faster and thus gaining time. For better time management and order, you can also:
The central data management
Centrally collected customer data in a single customer database saves you from searching across different systems. It also provides all employees of a company with access to the same information at all times.
Ideal from any device, even on the go. This saves time, but also gives you more freedom. They can decide when and from where they want to work.
Use the CRM request overview to determine what is important for your CRM.
The 360° view of customers
You can save time by working with a CRM that can view all data about a customer within a browser window. This way you can see all customer data collected in CRM at a glance, which saves unnecessary clicks.
If you see all important documents or transactions in addition to the customer history, you can react faster,for example, in the customer conversation on the phone or via chat.
This way you gain not only time, but also happier customers.
The digital CRM calendar
A wide range of calendar functions support you in almost all planning and time management:
Especially in a company, the electronic CRM calendar makes sense as part of an effective CRM. All employee appointments are collected and displayed in the company calendar. Private entries remain private.
This allows colleagues from the head office, the team or the manager to provide information quickly and easily or to make appointments themselves. Without losing control of your calendar, because you will be informed immediately and can react.
You never want to work without a CRM calendar again. It is at the heart of time management.
Focusing on your own tasks
You know your tasks and can estimate the time for implementation. You will find that your calendar is too busy to do everything on time. It’s time to delegate some tasks.
Check what your responsibilities are. What tasks or appointments can you postpone? Which ones do you create yourself, which ones do you give up? With a digital time management, you have all the necessary information within reach with in the click of a button.
Transparency for the assignment of tasks
Project work is often carried out across teams and locations. By collaborating with a CRM calendar and task management,you’ll find the colleagues you can support, not just in your location, but across the enterprise.
You can see not only who would have time, but also whether employees have the necessary experience to work with you on projects or to take them over completely.
Status for delegated tasks
Once a colleague has completed your task, you will receive a message from CRM. If there are any questions about the status in between, the CRM will give you all the information adhoc.
But not only for that. What tasks are still to be done? Which ones are already overdue? Who else do I need to inform?
You always have a 360° view of your tasks and projects.
No running around, no phone calls, no file-rolling or colleague interview – thanks to the use of CRM software.
Your mailbox and CRM merge into one workspace
Look forward to this work relief: You do not waste any time researching customer questions. And your mailbox is always tiptop maintained.
In today’s world of work, the no.1 means of communication is still the e-mail. Has the email flood already captured you? Don’t be afraid of the time-consuming mailbox, because technologies are already developed to help you save time.
In concrete terms, this means that you can see all CRM data about the sender directly in the mailbox and can access it via a link in the CRM. In the same way, you document the e-mail by action to the contact and process in CRM, from which you can also send your answer immediately. New accounts and contacts are easily recorded using the sender’s signature.
Not only does it merge your mailbox with the CRM, but also your customer communication immediately “moves” into the CRM system. No extra work, but more time for a life-filled customer relationship management. And at the same time, you meet the company’s requirements for customer management.
Sales and marketing in a team
You send newsletters and mailings. You put valuable information on your homepage. But how should you get in touch with interested parties now – without fishing in the gloom? Calling contacts from the recipient group indiscriminately is more of a waste of time.
Today, modern CRM systems work hand-in-hand with specialized email marketing software. The marketing team sends beautifully designed HTML mailings and newsletters to the contacts from CRM. Afterwards, the system will show you which information your contacts are interested in. quantitatively and qualitatively for the individual contact. An acquisition call is now promising.
Or you can go one step further and design an email campaign together with marketing. Due to the click behavior in the newsletter or after a download from your website, further information is automatically sent to the interested readers and website visitors. No further screening and selection of the contacts on your part is necessary for this.
If CRM in marketing is also used, sales and marketing can work together perfectly. The constant mailings of the campaign enrich the contacts with additional data (interests). You recognize which stage of the purchase decision your contacts are at and address them in a targeted manner.
The time-consuming search for the truffles for distribution, as Mr Dirk likes to say, is passé.
What customers expect from you? Immediate help.
All customers want an appointment as soon as possible to be helped, preferably without long waiting times.
With a CRM for Service & IT that already contains all customer information, all data is transparently available for resource planning: Starting with addresses and purchased products through contracts and service agreements to possible complaints. You can find appointments quickly and easily via a CRM calendar for all service technicians.
The urgency of the order, the importance of the customer, his SLA (Service Level Agreement) and the availability of suitable technicians play the most important role. The CRM already provides information during a telephone call with the customer or during email receipt – for example about free appointments or the location of the customer.
Deliver perfect work without time pressure!
A planning cockpit consisting of a CRM deployment calendar, created tickets and a list of suitable service technicians makes it easier for the customer to quickly find an appointment. This allows the dispatcher to see immediately who has time to complete an order. The combination with Google Maps also shows which technician is close to the job location.
As soon as a dispatcher sets an appointment for a technician in the planning cockpit, this technician not only receives his new appointment but also all information on the customer order from the CRM. If the technician is currently on the road, he can retrieve his data via mobile devices and use route planning to compile his orders into an efficient tour. Once the technician has dictated his report to the mobile device and sent it to the head of operations after an appointment on site, he can record the times incurred or record necessary follow-up appointments. Later, this data can flow directly into the creation of an invoice.
Digital time management for a -service
Theory and practice, however, are quite close together. Just a little patience, please.