How to Manage Your Moving Leads in Your CRM

June 17, 2019

Managing your leads in a Customer Relationship Management platform (CRM) will save time and greatly increase your productivity. A CRM provides documentation of your interactions with all your leads so you can understand at a glance where you are in the sales process.

CRM with Lead Management is Necessary for Today’s Moving Companies

As a moving company owner, you need to be able to integrate your lead lists easily. Having all data organized within one platform enables you to offer excellent customer service and easily follow up every lead. All known information concerning moves is documented in the CRM for reference. As you grow your company, this will be crucial to successfully managing your business.

With a CRM like Network Leads, lead management tools inside the platform help you grow your business, receive leads from multiple providers, manually enter your own leads, define your parameters for estimates, and streamline the selling process. In fact, you can sell from anywhere, anytime, because all of your leads are organized in one easy-to-use interface.

If you combine the power of the CRM and also a reputable moving leads provider like Network Moving, you can quickly grow your business and receive quality leads that are likely to convert to sales. No need to worry about losing leads or forgetting to follow up on prospects. With a moving CRM, you are working smarter, not harder for better results because everything is targeted to your needs as a moving company owner.

What are moving leads?

A moving lead is a potential client intending to move, and includes the client’s name, phone number, and email address. A moving lead will also contain information like where the client is moving from, and where the client will be moving to, the desired moving dates, as well as the size of the move. A solid lead profile provides everything needed to generate a moving estimate for the potential client.

What can a CRM like Network Leads do?

All customer information is maintained in a central location so the members of your team have access to the complete profiles. This is also important when you scale your business because as your leads and customers increase, organization is essential.

You can view the date you first received a lead, the original estimate of a move, if any changes to inventory may impact the estimate, and any other relevant information. Easily track both your leads and customers and create marketing campaigns targeted to specific lists within the CRM platform.

Using a CRM to manage your moving leads saves you time and money. You can analyze all data from inside your dashboard and access it from anywhere.

Customer surveys are more efficient to create and run using a dedicated moving business CRM. You can develop targeted focus lists for the surveys based on your goals. You no longer need to expend time and resources visiting a customer’s home for the survey because the capability is built into your CRM.

Convert your leads into customers by using your CRM to generate a moving quote. Generating an accurate quote in real time builds trust. It also provides superior service to your potential customers. You can even send messages to leads and clients right within the lead management platform, again, keeping all aspects of your business intuitively organized in a central location.

If you’re not already using lead management software, your moving business is missing out on one of the most highly effective, efficient ways of attracting and managing new leads and converting them to clients.

A Quick summary of what benefits your Moving CRM and Lead Management Software Provides:

• Organizing the business side of your Moving Company

• Cloud-based

• Growing Your Business

• Generating Leads

• Managing Leads, Lead Contact, and History Information

• Maintaining and up-to-date Moving Calendar

• Manage Trucks, Inventory, and Materials

• Marketing Initiatives Creation

• Reporting

• Communication

• Email Marketing

• Tracking and Documenting Moves

• Customer Service: Claims, Complaints, Issues, Action Items

You get one chance to convince a lead or customer that your moving company is the clear choice. A moving business CRM with lead management capabilities guarantees a professional impression of your company every time, and at the same time, provides a dependable cloud environment for you to focus on running your business.

Connie Yerbic

Connie Yerbic is an San Francisco-based entrepreneur and writer specializing in online tech, marketing, and productivity solutions for businesses. She enjoys traveling and performing with her rock/metal band.

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