A CRM (Customer Relationship Management) system, in essence, provides a centralized location for your organization to store prospect and client data, track your customer relations, and communicate this information with your colleagues. It enables companies to manage client relationships, which allows for the expansion of your business. A Field Service Management System is a tool used for optimizing and organizing business operations that are conducted outside of the office – out in the “field.” An FSM system can be used to schedule service orders, dispatch agents, and track job status and vehicle locations.
CRMs and FSMs are used by both small and large businesses to keep track of your field workers as well as your customer relationships.
Goldmine is a CRM that focuses on small businesses. They offer full ownership of their CRM and have an upgradable option called Goldmine Premium that can be used by both small and larger sized businesses to help you with marketing programs, managing the sales pipeline, and delivering customer support.
Wingmate is a CRM and FSM tool that offers comprehensive client relationship management as well as field service management. Their Lead Capture App makes it simple for your field workers to capture valuable information they come across while out in the field, and their simple, powerful CRM is the perfect tool for those of you who are tired of spreadsheets and overbuilt CRM software.
Goals
Improved customer satisfaction, expand your customer base, enhance your support and sales teams, improve efficiency of your business.
Value Add
Time and cost savings, improved workflow, automation, sales forecasting, improved revenue, improved workflow, and better customer service.
Typical Pushback
Users would prefer leadership to make decisions, cost, poor communication, resistance to change.
How It Makes Their Life Easier
It gives them detailed analytics, improves productivity and efficiency, offers a centralized database of information, provides automated sales reports, and streamlines internal communication.
Goals
Ease of use, improved efficiency, added support, optimized schedules, better lead generation, more prospects.
Value Add
No manual work, better relationship management with clients, close more deals, improve team coordination.
Typical Pushback
Resistant to change, having to learn a new software,
How It Makes Their Life Easier
Automation saves time and reduces the need for manual input, better communication with colleagues means swiffer closings, extra support from managers and colleagues.
Wingmate:
Goldmine:
There are many options for CRMs and FSM tools out there, so it can be very difficult to decide which one is best for your business. With Wingmate, we make CRM, lead capturing, lead generation, and field service management so simple, even the least technologically-inclined team member can use it. Our 4.6 stars on Google Reviews versus Goldmine’s 3.7 stars should make your decision that much easier.
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