Services · Industry Solution
CRM for Services
In service businesses, contracts, field service and time/cost tracking require functions to track each contract’s profitability and delivery commitment together. Bring all of your customer relationships together on a single dynamic platform. Personalize your sales process and never miss a detail with opportunity and quote management, interaction tracking, email integration and mobile access.
Services context
Why CRM works differently in Services
In Services, service businesses center on sector-specific concepts such as service contract, project/contract-based work, field service. In service businesses, contracts, field service and time/cost tracking require functions to track each contract’s profitability and delivery commitment together.
Qera ERP's CRM module is set up around the reality of services: Gathers customer, opportunity and contract history in one place to manage relationships and renewals.
- When the time and cost spent on service projects isn't tracked, project profitability is unknown.
- When contract, subscription and recurring service invoices are handled by hand, revenue leakage and errors occur.
- When field service and maintenance jobs aren't planned, teams are used inefficiently and SLAs are at risk.
Capabilities
How Qera CRM works in Services
The core capabilities of the CRM module, framed for the contract, project and field service needs of the services sector.
Opportunity and quote management
Manage sales opportunities step by step on an opportunity card; track quotes live with statuses such as 'Drafting', 'Sent', 'Awaiting Approval' and 'Accepted/Rejected'.
Digital approval mechanisms
Route quotes automatically to the right managers; shorten approval time by ending paper-based processes.
Interaction management
Record phone, email, in-person meeting and social media interactions as different activity types; reach customer history instantly.
Meeting minutes
Enter meeting decisions, assigned tasks and action items directly into the CRM; keep everyone on the same page.
Outlook and email integration
Email correspondence is saved automatically to the relevant customer or opportunity card; the full communication history becomes accessible from one place.
Mobile app support
Field teams reach all CRM data from a mobile device; they create new activities, take notes and send quotes for approval.
Outcomes
What it delivers for your Services business
Concrete gains that show up in services operations when set up right.
- Strengthen relationship management by collecting all customer interactions in a central database.
- Speed up the sales cycle by making quote and approval processes transparent.
- Let the sales team focus on the customer by reducing manual data entry.
- Keep your field team always connected and up to date with mobile access.
Explore further
Related pages
Full details of the CRM module, the Services sector page and other Services solutions.
Let's shape CRM for Services together
Get in touch for a demo tailored to the specific needs of the Services sector.