Which KPI?s to Use in CRM

Customer relationship management emerged in the 1980?s in the form of database marketing. In those tranquil pre-social media days, the possibility of ?managing? clients may have been a possibility although Twitter and Facebook took care of that. Modern managers face a more dynamic environment. If you are one, then what are the trends you should be monitoring yourself (as opposed to leaving it to others).

If you want to drip feed plants, you have to keep the flow of liquid regular. The same applies to drip-feed marketing. Customers are fickle dare we say forgetful. Denizon recommends you monitor each department in terms of Relationship Freshness. When were the people on your list last contacted, and what ensued from this?

Next up comes the Quality of Engagements that follow from these efforts. How often do your leads respond at all, and how many interfaces does it take to coax them into a decision? You need to relate this to response blocks and unsubscribes. After a while you will recognise the tipping point where it is pointless to continue.

Response Times relate closely to this. If your marketing people are hot then they should get a fast response to sales calls, email shots and live chats. It is essential to get back to the lead again as soon as possible. You are not the only company your customers are speaking too. Fortune belongs to the fast and fearless.

The purpose of marketing is to achieve Conversions, not generate data for the sake of it. You are paying for these interactions and should be getting more than page views. You need to drill down by department on this one too. If one team is outperforming another consider investing in interactive training.

Finally Funnel Drop-Off Rate. Funnel analysis identifies the points at which fish fall off the hook and seeks to understand why this is happening. If people click your links, make enquiries and then drift away, you have a different set of issues as opposed to if they do not respond at all.

You should be able to pull most of this information off your CRM system if it is half-decent, although you may need to trigger a few options and re orientate reporting by your people in the field. When you have your big data lined up speak to us. We have a range of data analysts brimming over with fresh ideas.

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Energy Savings Opportunity Scheme (ESOS): An Overview

Energy management is crucial to most businesses in the UK. This is primarily because energy usage substantially affects all organizations, whether large or small. The good news is that, energy costs can be controlled through improved energy efficiency. And this is exactly why Energy Savings Opportunity Scheme (ESOS) came into being ? to promote competitiveness among businesses.

Energy Savings Opportunity Scheme is the realisation of the UK Government’s ambition towards achieving the maximum potential of cost-effective energy in the economy. ESOS aims to stimulate innovation and growth, cut emissions and support a sustainable energy system.

ESOS at a Glance – Legal Perspective

The EU Energy Efficiency Directive took a major step forward on November 14, 2012 and headed towards establishing a framework to promote energy efficiency across various economic sectors. To interpret Article 8 of the Directive, the government has given birth to ESOS; requiring large enterprises to undergo mandatory energy audits and energy management systems by December 5, 2015 and at least every 4 years thereafter.

Large enterprises include UK companies that have more than 250 employees or those businesses whose annual turnover exceeds ?50 million and whose statement of financial position totals more than ?43 million. With this, over 7000 of the biggest companies in Britain will need to comply with ESOS as an approach to review their total energy use in buildings, business operations, transport and industrial processes.

Generally, ESOS is both an obligation and an opportunity. It is an obligation for the indicated target companies since they need to submit to additional regimes; focus on audit evidences; act in accordance to group structures and compliance; and observe limited penalties and note retention periods. Moreover, it is also an opportunity for companies to strive for more savings on energy projects; attempt to standardise their potential market; and effectively lower debt and legal costs.

ESOS Audits ? Looking Beyond

According to the Department of Energy and Climate Change (DECC), average first audit costs would be estimated at about ?17,000 and subsequent ones at around ?10,000. As expected, these audits will result in energy saving recommendations, of which companies need not proceed for a follow up; and substantially improve businesses in their energy management issues. DECC further states that every business that complies with ESOS could save an average of ?56,400 each year from an initial investment of ?17,000 only.

Currently, up to 6,000 UK businesses are already subject to existing CRC Carbon Reduction Scheme, Mandatory Carbon Reporting, Climate Change Levy and other compliance. This signifies that ESOS may overlap with prevailing energy efficiency legislation and may put additional pressure on energy administration. While this is true, however, ESOS holds extensive benefits. Although the scheme can be viewed as another costly compliance to environmental standards, ESOS goes straight to the bottom line and provides the organisation with competitive advantage. If large businesses act now and comply with it, they will be able to enjoy maximised payback in the long run.

Indeed, Energy Savings Opportunity Scheme is already here. It is mandatory with minimal investment. And all you have to do is act quickly, implement new improvements and earn more.

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5 Ways To Grow Your Business | How Field Service Management Software Helps

Building up any business is already hard, more so when it involves providing field services.

A field service business owner has to manage the usual tasks, like scheduling jobs efficiently or inventory checks, and you have to do it while your employees are scattered about on various locations.

It’s the reason FieldElite was created, to provide companies with a much better way to manage and monitor their field workers.

Aside from effective management for your workforce on the move, field service management software can also help your business grow.

5 Ways Using Field Service Management Software Grows Your Business

1. Management Integration

You replace manual field service processes. If your business also uses other management apps, like CRM, payroll, industry-specific software, etc., make sure to integrate them with your chosen field service management software.?

Make those software work side-by-side with your field service management app to achieve streamlined business management.

Integration also removes the possibility of duplicate input on the regular system used and your field service management software, maximising your efficiency and business growth.

2. Improved Tracking

Utilising a field service management software gives you better tracking of every aspect of your field service business.

Track your inventory numbers in real-time ? know exactly how much stock is on hand for parts, and when it’s time to order more
Constant updates on Key Performance Indicators ? ensure your business is running smoothly
First-time fix rates tracking ? avoid wrong rate application
Monitor your technician?s performance ? ensuring quality work, in turn, profit.

Grow your business by having improved tracking on meaningful data and analytics produced from your field service management software.

3. Cost Cutting

Cutting costs can improve your bottom line and a lot of businesses turn to laying off technicians to cut costs. With a field service management software, there?s no need to go this route.

You cut costs through no manual processes needing to be completed. No need to hire back-office staff to field service calls or produce paperwork orders.

Your field service software should have all your automated needs met for efficient field job management.

An example of cost-cutting using field service app:

Track how much your technicians drive and find alternate routes for them to take.

Reduce gas expenses
Reduce repair bills for the truck
Finding better alternate routes can give more time to get to more jobs
Increased efficiency for the field technician

4.? Mobile Adaptability

Field service companies are focusing on mobility to grow their business. With a field service management software, technicians have on hand the tools and information needed to complete their job.

Field technicians can utilise the following field service software features:

Limit how much time they spend completing administrative work with the automated work-order management
Complete checklists on their mobile device and follow step-by-step instructions
Check service history
Close job orders/calls, collect signatures and start the invoice process

With a mobile app, technicians can complete a call faster, increasing the number of job order scheduled each day, giving additional revenue and that helps to grow your business.

5. Automation

What good is a field service management software without automated features??

Automation, in any industry, is an important factor in managing and growing your business.

Here are some examples of automation features and tools that your software needs in field service:

Create and convert quotations into work orders
Schedule/Reschedule jobs
Accept jobs in the field
Convert jobs into invoices
Preventative maintenance service
Customer updates
Automated job reports

Business Growth with your Field Service Management Software

Field service management software is growing businesses through automation, tracking and workflow management.

Your operation can run smarter and more efficiently, all while empowering your field technicians to do their job smoothly.

If you haven’t turned to a field service management software yet, you’re missing out on chances to grow your business.

Check out FieldElite to help grow your field service business today!

Top 10 Benefits of Using a Field Service Automation Software

The Field Service Management (FSM) Software market is growing at rates never seen before if the recent statistics are anything to go by. According to the latest estimates, the FSM market is worth $3.5 billion and is expected to hit $5.9 billion by 2024.

It’s understandable why this is happening. Technology is advancing, and we all know it’s every entrepreneur?s dream to optimise the use of the available resources while guaranteeing customer satisfaction. If technology can deliver this through automation, why not? Every business now wants to automate things, and the focus is to maximise resource output. You should, therefore, not be surprised to see the FSM software industry booming. If you just considered the field service industry, you’ll realise that there are so many software applications to help with service automation, whether full or partial.

A good example is FieldElite , which helps with the management of field workers. From your desktop or the palm of your hands, on a tablet or smartphone, you can take full control of your field workers, manage scheduled jobs, and use maps to manage work assignments for the already dispatched field workers. Not only does FieldElite help you handle tasks in an accountable manner but also provides options for accounting and reports, all managed in an easy to use dashboard.

But why would organisations need to invest in a Workforce management app? Below are some of the key benefits of using a Field Service Management software.

Field Service Software: Improves Efficiency

Improved worker efficiency is one of the main advantages of field service software like FieldElite.

Most FSM software programs allow the administrator to send tasks directly to the field worker?s mobile. More often than not, the FSM software provides vital information, including service history, optimal route to the site, the tools required, and contact numbers, among other details.

This improves efficiency by ensuring that the client’s needs are taken care of promptly. Where it’s about machine maintenance, the downtime would be as short as possible.

Field Service Software: Enhances Professionalism

FSM software programs are known for ensuring professionalism in the manner in which business activities are conducted. Of course, professionalism is attained through several factors, including working with a team of professionals. Such a team, using FSM software, results in enhanced efficiency and excellence.

A field service software like FieldElite helps you to consolidate all your business information into a single central database. With different access levels, your employees will access only as much information as is relevant to their respective duties.

An FSM software is ideal because the stored information can be accessed from any location, meaning field workers can pick new tasks while in the field, provided they’ve got the requisite tools. Instead of having to come back to the office, the employee would access all the information and execute the necessary task.

Field Service Software: Enables Resource Optimization

Resource optimization is one of the key determinants of a company?s profitability. While businesses vary in size and purpose, they all share one thing in common ? the desire to increase productivity while ensuring the optimal usage of resources.

Besides productivity, field service software also allows for efficient utilization of the available resources to cut down on costs.

Field Service Software: Ensures Better Coordination

FSM software facilitates improved coordination with the workforce. The software streamlines the management of the entire field service life cycle, ranging from labour to work orders, returns, contracts, warranties, and equipment.

The idea is to bring all the company?s field-related operations to a central point. And now, with easy data accessibility from a central platform, improved coordination is easily achievable.

Field Service Software: Guarantees Higher Accuracy

Adopting the field service management software is more than just a way to improve efficiency. It goes a long way towards improving a company?s accuracy. When a field service management software is used to trace a company?s activities, all the tasks are tracked on the mobile device, keeping the managers informed of every step.

Besides, the technicians also have a free reign to record the diagnostics, quality information, test results, and the parts consumed. All the information can be captured using text, audio, videos, and still photos. This guarantees minimal to no instances of data manipulation.

Field Service Software: Improves Customer Satisfaction

Field service management software improves customer satisfaction. How does that happen? Well, using a field service software like FieldElite allows for quick response to customer queries. If there?s one thing that quickly turns your customers off, it’s delayed response to their requests. With the field service management software, however, you can respond to such requests quickly and effortlessly.

Moreover, your customers can also track the service engineer to ensure they’re well informed of any anticipated delays. With quick response time, customer machines have more reliable uptime, which is the desire of every client.

Field Service Software: Provides Flexibility

If there?s one thing that customers like when dealing with a company, it’s flexibility. Instinctively, customers will always want different options to choose from when using a service without appearing to be confined to one provision. Having limited options would also appear boring.

To this extent, it would be wiser to adopt advanced FSM software. Advanced FSM software is compatible with mobile phones, meaning users can easily manage their tasks from isolated locations. FSM software can either be device-agnostic or device-specific. The device-specific type supports Android, Windows, and Apple iOS. This guarantees mobile-friendly tasks where users can easily manage the assignments via mobile application..

Field Service Software: Stores Client History

The mentioned software stores client history precisely. All the past data, including order history, are stored separately and accurately. In so doing, the field technician gets easy access to the tools, specifications, and technician instructions that aid them in their operations. The result is increased productivity and on-time service delivery.

Field Service Software: Enables Asset Management

Naturally, companies offering different repair services have plenty of assets to store. Accordingly, retrieving a specific part out of the large collection would be daunting.

With a field service application like FieldElite, the staff members can track down all the products effortlessly using the GPS. Furthermore, the FSM software ensures excellent maintenance of assets.

Field Service Software: Improves Oversight of Field Workers

The FSM software comes with many useful tools, including a built-in GPS tracker. The GPS tracker oversees the operations of the on-field workers, providing precise details about their geographical location, actual arrival time, and most importantly, the distance from the job site.

While this might not be useful at all times, it comes in handy when you need to assign an urgent task to the nearby technician. Call it a classic example of dynamic scheduling.

Final Thoughts

With so much at stake, it’s increasingly compelling to include the Field Service Management Software in your business. With every industry moving towards automation, your business cannot afford to lag.

Quick and efficient service delivery through FSM software may be the difference between you and your competitors.

The FSM software is no longer the cherry on the cake but a must-have tool for your survival in the highly competitive market.