Zoho Field service CRM useful for, if you are handling a construction business or any active company, and have to manage your contact management system, then Zoho CRM has the power to stand here. With numerous customization options, including, screens, fields, workflow rules and permissions, you can easily use the language you want, perform tasks automatically and separate your systems into sectors to save time.
In this perspective, the actual value and potential are two different things, and while Zoho provides you basic tools required to operate your business, isn’t it a complete end to end solution.
For this reason, several companies in your industry have been forced to utilize disparate systems to manage data, entering information incorrectly, potentially duplicating records, and taking much time to complete tasks which should be simple.
Issues commonly faced by people in field or constructive business
- Collecting important signs and delivering a quote for a
- Paying and Calculating commissions
- Processing and tracking electronic payments
- Scheduling appointments
- Generating complex documents
It is not a thing to worry if you are facing one of the above issues, but if you are dealing with two or more than two issues, then you could be losing a significant number of revenue each month, losing clients, and leaving your workers unhappy as well.
Can Zoho CRM Hold such gaps in field services or the construction business processes?
A huge Yes! Zoho CRM is a system that is waiting to be customized. But, with a minor work and the customization implemented, it can tackle all of the above common issues.
A well customized ZOHO CRM for your field service or construction business can:
- Assemble quotes with a click by sing information stored in CRM:Now, there is no need to waiting on different departments to offer item photos or details, or even waiting to collect the signatures. The Zoho quoting (CPQ) tool can easily integrated with HelloSign or any other eSignature tool.
- Automatically, calculate the commissions for any structure with no extra:Additionally, you can also give your workers salary statements and a customized commission portal to track their progress over time. Employees using commission calculator are quite happier workers.
- Process ACH payments or credit card itself: eBizCharge payment gateway integrates well with this CRM and includes a module of custom Payments that acts like a virtual gateway inside CRM. If you create orders in it, then the Zoho payments Integration is priceless.
- Compensate for cancellations and Schedule appointments quickly: Scheduling App allows you setting appointments based on the sales rep calendar availability, skill level, location, or any other metric that you define. The app also recognizes all sorts of cancellations as well as will suggest appointments to fill up those gaps. If you have a big sales team, Zoho Smart Scheduler can save your time on a regular basis.
- Create complex documents on the fly practically:A cut above the Zoho Docs, Zoho Document Generator can develop custom, robust documents which you can store as well as send to your clients to sign. Moreover, it exports the documents to PDF and integrates with the Microsoft Word for an easy editing. For the lease agreement and loan amortization schedules, document Assembly engine is the right choice.
Give your field service a boost it needs in the lightning-fast business environment with Zoho CRM!
Being a businessperson, this software solution can become a hub for you, as it simply does not carry any hassle. So get on your feet and make your company run efficiently. You may also hire zoho consultants for your implementation, development and much more under one roof.
