Using Field Service Software to Improve Company Sales

Built on Cloud, one of the most feature rich customer service platforms, Field Service Tracker enables companies to deliver mobile, intelligent customer service from phone to field. With Field Service Tracker, companies can totally automate their field service operations. Field Force tracker software includes many important features such as: automated intelligent scheduling and dispatching software, customer history, service contracts, field employee tracking, asset management and financial software.

 

Field service is a competitive market whether you are in a hvac service, pest control or electrical services business. Chances are, you spend a lot of money to ensure that potential customers think of your business first when they need service. Once a prospect finds you, the pressure is on to close the deal before they move on to the next company. Technology can make all the difference in this lead-to-revenue process, helping you increase efficiency, reduce mistakes, and maximize the ROI of your marketing dollars. Here are five of the ways a lead management system, sometimes referred to as a CRM, can help you turn more leads into customers.

  1. Automatically Assign Leads to Salespeople

 

In the service business when a potential customer calls or fills out a form on your website, odds are they want help NOW. The faster you respond, the more likely it is that they will choose your company over the competition. Having a system in place that automatically assigns and notifies a salesperson (based on whatever criteria you define) removes any uncertainty over who is responsible to get in touch with the prospect.

  1. Reinforce (or Create) a Repeatable Sales Process

 

It’s likely you follow a similar process each time a potential customer contacts you. Mapping out this process, then using software to automate it, can help you better understand your pipeline and ensure that leads are handled in a consistent, efficient manner. Each step in your sales process can have it’s own estimated timeline and related tasks, and you can define different sales processes for different types of services and/or locations. Here’s an example of what a sales process for general pest control could look like:

 

  1. Qualify lead (speak to them to confirm their interest, budget, etc.)
  2. Schedule sales appointment/estimate (if you typically go on-site to give pricing)
  3. Complete sales appointment/estimate
  4. Send proposal
  5. Collect signature
  6. Close lead and schedule service

 

  1. Identify Potential Problems, Before They Cost You

 

No business is perfect. Odds are that your employees occasionally make mistakes and sometimes leads “slip through the cracks.” They key is to be aware of these situations and act quickly, before you end up unnecessarily losing valuable leads. With a lead management system, you can set alerts so that your are notified at certain milestones, for example, when a task associated with a lead becomes past due.

 

  1. Understand and Correct Bottlenecks

 

A good lead management system will help you to easily understand where all of your leads are in the sales process at any given time. In addition to helping with planning, this visual view of your lead statuses can highlight any stage in your sales process has the most “stuck” leads so you can make adjustments. Are 60% of your leads sitting in an “Agreement Out? You may want to add a reminder task for your salespeople to follow up with the customer after 24 hours of sending out the agreement.

 

  1. Analyze

The best way to close more leads is to understand what has worked in the past and what hasn’t. By understanding key performance indicators (KPIs) like average sales value, close rate percentage by salesperson, service type and other criteria, and average time to close, you can create benchmarks, identify areas for improvement and continually optimize your sales process. This feedback and optimization loop will help you turn every (or almost every) lead into a paying customer.

Field Force Tracker software includes a very well designed Dispatch, Tracking, and Scheduling Board. Service agents have a 360-degree view of the customer, jobs, and field technicians.   They can create a work order from any case and track mobile employees. Mobile employees in the field now have access to the customer’s full service and buying history, empowering them to easily resolve any issue that may arise and upsell the customer on another product.

Customer service moves fast and forward-thinking companies need real-time access to their service data. Field Service Tracker enables all service employees to update work orders, issue change requests and adjust job status, anytime, anywhere and on any device. A staggering 65% of field service workers still print out their service tickets and bring them in their vehicles, slowing down the service process.

Now, an employee in the field can see their open work orders on their mobile device; update them throughout the day as they complete jobs, and all the information is seamlessly updated in System.

Field Force Tracker (http://www.fieldforcetracker.com) delivers a complete service experience across a wide range of modern contact center channels including web, phone, email, chat, social and the in-person field service interaction, all powered by the latest technology. This cross channel, connected and mobile service experience is something that competitive products do not deliver.

“We are just beginning to see what customer service can look like in the era of mobile and IoT,” said Mark Robinson, Director Sales at Field Force Tracker. “Field Service Tracker gives companies tools that are designed for them to deliver exceptional customer experience.  The amazing set of features in Field Force Tracker let them manage all aspects of their service operations with ease and at a very low cost.”

 

Field About Field Force Tracker

Force Tracker (http://www.fieldforcetracker.com) is a leading global provider of its award winning mobile workforce solutions for service-based businesses of all sizes delivered as software-as-a-service (SaaS). Our solutions enable businesses of all sizes (from 1 user to 10,000 users) to meet the challenges associated with managing and running complex service operations. It helps in improving the productivity of their mobile workforce.

With Field Force Tracker customers can create service schedule and route quickly, dispatch sooner, collect correct information at once in the field and invoice faster. The field service software makes it easy for users to eliminate waste, get more done in less time and be more profitable.

Field Force Tracker is a wholly owned unit of Rapidsoft Systems Inc. (http://www.rapidsoftsystems.com). Rapidsoft Systems, Inc. has its main office in Princeton, NJ, USA, a US R&D Center in Mercerville NJ, and sales, support and development offices in Palo Alto, CA, USA, Singapore, Dubai (UAE), Bombay, and Noida (India).