Grow Your Field Service Business – Cloud ERP with Integrated CRM

For small businesses and start-ups with field service employees, enterprise resource planning (ERP) software is one of the most effective ways to manage their business and consolidate automated functions, including production, sales quoting, and accounting. For these same businesses, customer relationship management (CRM) software is also a must for organizing information, streamlining field services processes, and boosting productivity.

Businesses tend to purchase ERP and CRM software separately because they deal with different aspects of a business. ERP deals with the back end of the business while CRM deals with the front end, specifically customers. For the best of both worlds, businesses looking to grow their field service management business should look at choosing cloud ERP software with integrated CRM.

What Is Cloud-Based CRM?

CRM software keeps track of the personal details of current and potential customers, including their names, contact information (phone numbers, email, social media platforms, addresses) and past business interactions. It also takes all of the data a small business has and proactively analyzes it, helping the business better understand its clients and their needs, as well as manage relationships, the sales pipeline, and areas where the business and its field service employees can upsell and cross-sell products. But a cloud-based CRM takes everything to another level. As the name implies, the CRM software is located in the cloud, or an internet server. That means all a field service employee needs is a mobile device and Internet connection. Ultimately, small- and medium-sized businesses rely on cloud CRM software to improve business relationships, which helps increase customer retention and increase revenue.

What Are the Benefits of Cloud Based CRM?

• Easy to Install: Cloud-based CRM is perfect for small businesses because it’s easy to install and use. For starters, because it’s in the cloud, there’s no hardware. That means you don’t need to buy or rent an expensive server and there’s no need for an IT team to handle costly maintenance.
• Accessible from Anywhere: Because the CRM software is cloud-based, the data can be accessed from anywhere on any mobile device, allowing employees to view and save information, create bills, book appointments, even view schematics in real time. Which of course, is essential for field service employees.
• Easy to Use: Thanks to the Internet, cloud CRM is ready when you are. You can easily upload and sync your customer base, edit details, customize fields and reports, keep track of existing customer data, and send emails.
• Flexible and Scalable: Small businesses love cloud CRM because it’s flexible and scalable. It can scale with your budget, size, and goals. If your business grows you don’t need to upgrade anything, you just need to get more bandwidth and storage space. This leads to major cost savings, productivity, and efficiency.

What Is ERP Software?

Where CRM software deals with customers, ERP software manages all of the back-office operations needed to run a successful business. This includes project workflows, inventory management, order processing, supply chain management, freight and transportation costs, accounting, and human resources. A comprehensive ERP software solution will also include enterprise performance management, a software that helps small businesses plan, budget, forecast, and report on its financial results.

What Are the Benefits of Cloud ERP Software?

• Improved Efficiency: Cloud ERP connects to the office in real time, ensuring you make the best business decisions. Because cloud ERP handles everything—from strategic planning, marketing, accounting, sales, supply chain management, and more—from one spot, you don’t need to buy, learn, and upgrade half a dozen software platforms or remember passwords.
• Cost Savings: Cloud ERP software eliminates manual back-office computer tasks. You program workflows, inventory orders, payments, notices and more to initiate automatically from the digital system, then tweak and tailor these activities as you go.
• Improved Business Insights: Cloud ERP keeps track of all of your business’s complex data. It crunches those numbers and create reports, showing you how much has been sold, what’s on hold, what the top sellers are, and what isn’t selling. With cloud ERP you always know what’s going on with your entire business.

How ERP Software with Integrated CRM Can Help Grow Your Field Service Business

Because of the size, scale, and complexity of field service businesses, ERP integrated with CRM can help streamline business processes, make it more efficient, and keep everyone in the organization up to date, in real-time. For field service members, being more informed means they get the resources they need when they need it.On top of that, cloud ERP integrated CRM systems reduce costs and boost sales. That frees up previously tied up capital and increases business capital. Moreover, because cloud ERP with integrated CRM provides data analytics and visualization capabilities, your business can funnel this money where it’s needed the most. Integrated ERP and CRM solutions also make everyone’s job a whole lot easier. Because everything is centralized in the cloud, accessible from anywhere and by everyone in the organization, you can communicate and collaborate with ease. Improved workflows translates into increased productivity, from the office, to warehouse, to field service employees. Everyone knows what’s going on at every stage of the workflow.

Grow Your Field Service Business with TFP Canada, Powered by Taskflow Pro

If you operate a field service business and want to spend more time on growing your business control costs, and improve overall efficiencies, consider implementing cloud ERP integrated CRM, with TFP Canada, powered by Taskflow Pro. Taskflow Pro is a comprehensive workflow management platform that helps your small business run more effectively and efficiently, saving you time and money. Because it’s cloud based, Taskflow Pro can be used anywhere, from a computer, tablet, or any mobile device. This results in a faster, more efficient, and effect workforce, improved customer experience, and higher customer retention. Taskflow Pro is the only workflow management program a small business needs to run their entire organization.To learn more about TFP Canada and how our cloud-based enterprise resource software can help automate your business and reduce costs, contact us at (647) 612-3300 or by email at sales@tfpcanada.com.