Ready to get started?
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.Â
What Is Goldmine?
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.
What’s Wingmate?
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.
What do managers look for in a CRM or Field Service Tech?
Goals
Improved customer satisfaction, expand your customer base, enhance your support and sales teams, improve the 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.
What Do Salespeople Look For In A CRM/Field Service Tech?
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,Â
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.
What Can You Expect From Wingmate or Goldmine?
Wingmate:Â
- 24/7 Live Phone Support
- Mobile app for field service workers
- Simple CRM and Lead Tracking
Goldmine:Â
- Social media integration
- Desktop and mobile options
- Quick action icons
Final Thoughts
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.
Customer Testimonials:
Other Articles
Enhancing customer satisfaction with a mobile CRM App
Ready to get started?Are you looking for a way to enhance customer satisfaction in your sales process? Mobile CRM (Customer Relationship Management) apps are the perfect tool to help sales reps stay on top of their customer interactions and keep track of customer...
Lead Management Process
Ready to get started?The lead management process is an important part of any business. It is a method that bridges the gap between marketing and sales which increases the chances of turning prospects into customers and ultimately results in more revenue for your...
Five Key Strategies for Optimizing Field Service Management
Ready to get started?Are you looking for ways to optimize your field service management? If so, you’re in the right place! In this blog post, we’ll explore five key strategies that will help you maximize the efficiency and effectiveness of your field service...