CRM FOR CLEANING COMPANIES
It is 5 pm and a customer calls up with a concern about the cleaning service they have just received from your company. Most of your staff have left and you cannot find the works order, so you must assure them the problem will be solved and track down further the issues the next working day, plus sending your team back in – the situation is resolved, but in a competitive marketplace there is a risk that clients could lose faith in you allowing competitors to take advantage.
A DIGITAL CRM CAN HELP YOUR BUSINESS SUCCEED
If you are looking to make all aspects of the customer experience more efficient then a digital CRM solution will keep track of all the work orders, employee notes, spare parts, stock, and customer data on one dashboard, so you obtain a 360-degree view, and avoid client churn.
By digitally transforming your systems with MS Dynamics 365, all your data can be viewed in real-time, with any legacy platforms integrated, meaning Dynamics will become the hub pushing and pulling all data, so it is at your fingertips – on any media device. E.g., laptop, phone, and tablet.
Managing a mobile workforce will also be simplified, using a platform that works in real-time. Staff given access, which is permission based, will be able to directly access documents and calendars in the Dynamics 365 CRM hub and update them on the go, from a phone.
6 benefits of using Dynamics 365 for your cleaning business
MS Dynamics 365 is comprised of Apps, which are utilised for the various aspects you will need, making it highly flexible for your business.
NOTE: If you are not ready to commit to the full platform, you can often take advantage of one of the Apps as a stand-alone, which can integrate with your current platform, to streamline systems.
1. Get organised with a 360-degree view
Any member of your team will be able to step in on any project at any time or be able to answer questions a customer might have using Power BI dashboards, which will give you a holistic view, with all interactions in chronological order.
Look at the stunning screenshots of Power BI dashboards in our article:
2. Impress customers
Impress customers at every stage of their journey by getting to know more about their needs and expectations using Customer Voice Surveys. Client churn can be avoided by listening to your customer and acting with immediacy to their feedback.
Find out more about Microsoft Customer Voice surveys
How to use Customer Voice
It really is as simple as they make it look on the video!
A survey, once set–up, can be added when working with the entities in the customer record: Contact, Opportunity, Account and Case Record. Your team can utilise these with permission-based access. The results from surveys will appear on the dashboard as part of the chronologically ordered correspondence with the customer – so all your team are on the same page.
Tight integration with Dynamics 365 CRM
Send Customer Voice surveys using entities in the customer record: Contact, Opportunity, Account and Case Record.
3. Automate data and save money
Think of any repetitive error prone task that you have in your office and then ask us if we can automate this – chances are we can! Call us now for a no-obligation chat
Streamlining using automation will not necessarily necessitate a new CRM platform, and it more than pays for itself by reducing timescales from days to minutes in most scenarios.
See some examples in our article: Business Process Automation explained
4. Manage growth
Janitorial businesses can scale up or down easily using the Apps that make up MS Dynamics 365 as they are paid or cancelled monthly. Per person Apps are often as low as £3.75 p/m.
We have helped many start-up businesses see the potential of having a high-level CRM product offering from the get-go, rather than having to transfer later.
5. Connect your team
Utilizing Internet of Things (IoT) will keep your staff connected whether they are field, or office based. The Microsoft Teams Apps is reliable and benefits from tight integration with Dynamics 365, giving staff direct access to your CRM data and enabling file sharing using SharePoint.
Check out some great videos that explain more:
6. Work smarter
With all team members connected to a central source of information, you can quickly and easily communicate any changes, helping ensure a smooth experience for your customers – elevating the customer experience and building trust.
We have helped many start-up businesses see the potential of having a high-level CRM product offering from the get-go, rather than having to transfer later.
Running your business in a professional, efficient, and time-saving manner will set you apart from the competition, improving every aspect of the customer journey, and empower your staff so they can work smarter.
Customers are living in a digital world so have grown to expect a quick turnaround, a fair price, and exceptional customer service – you can no longer rely on good-will as a prevention to client churn, so embracing the efficiency of digital technology is the way forward.
Call us today! 01299 382 957
Also check out our Cleaning Sector page , Minster Cleaning case study and our Customer Voice survey page.
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