By Ross Romero
Every time a client points out an error in a contract or an estimate, your company loses a little bit of credibility. Enough of these moments add up to distrust which means fewer sales.
You also have to contend with word of mouth about your business, and if enough people have experienced a moment of unprofessionalism, word gets around.
This is why centralizing your document storage is so important to the health of your subcontracting company. Centralizing document storage isn't just about the client, it helps you keep your assets safe.
Followup CRM is a customer relationship management system that helps you organize and grow your business. Here are some of the things you'll be able to accomplish with Followup CRM:
Mistakes are inevitable, but learning from them is optional. One of the simplest ways to cut down on easily avoidable mistakes is to create one location, ideally digital, where all your documents are stored. By organizing your documents this way you ensure that:
At Followup CRM, we understand the importance of error-free documents and the efficiency of a centralized document storage system. Our cloud-based software means cutting down on the hassles of multi-system documentation, which means better customer care. Find out more about our features by watching a free video demo.
Disorganization makes it easy for things to fall through the cracks—including your profits. When you don't have a centralized document storage system, you leave yourself vulnerable to embezzlement. Safeguard your documents from unwanted tampering by controlling who can access what. Using Followup CRM makes this easy since as an administrator, you can control access and view documents as they move along your pipeline so you won't be caught off guard by any sudden changes.
Tax time isn't the most fun time of the year, and as a business owner, you have to deal with it several times a year. Streamline the time and work it takes to get things in order for your accountants by centralizing your documents. When employees have to go hunting to find information, miscommunication happens and mistakes are made.
"Followup CRM integrates seamlessly with accounting services like Intuit Quickbooks and Sage for even more control over your documents and finances."
Followup CRM integrates seamlessly with accounting services like Intuit Quickbooks and Sage for even more control over your documents and finances. We offer support and training to get you started, fast, and on the road to efficiency.