How to Track Your Moving Business Numbers

November 23, 2019

One of the biggest reasons moving company owners struggle is failure to keep track of the actual numbers of their business. In order to make sound business decisions quickly, you need to know - at a glance - the financial state of your moving organization.

How can you save money, time, and stay organized at the same time?

If you want to succeed in business, whether you are a moving company or any other business, it’s not enough to have a clear plan. It is essential for you to continually monitor your budget, current cash flow, payroll expenses, operating expenses, income, and other costs of doing business.

This can seem overwhelming, but what if you had a process that allows you to view all the information in real-time whenever you want? You can keep track of your numbers in the financial statistics area of your Network Leads CRM. It’s intuitive and easy to manage your metrics from the main dashboard.

Up-to-date information on your Leads, Jobs Booked, Jobs Completed, and Job Payments are visible right on your main account page. You can adjust the stats using the convenient calendar, and get instant information by day, week, month, or whatever customized date combination you are looking for.

Having your business information organized in one online portal enables you or any designated employees to access the data no matter where you are, any time, 24/7. You can quickly adapt your business to changes in the moving landscape while protecting your bottom line at the same time.

Automated Software Solutions to Save Time and Money

Managing your business with the support of a CRM designed for moving companies has benefits beyond tracking your accounting numbers.  You save hours of time by automating tasks. You also increase the efficiency of your processes.

This enables you to provide the highest level of service to your clients. Customer experience is much easier when you can track the entire customer journey within your CRM dashboard.

Your Moving Business Operational Plan

A business plan organizes your goals and ideas. You can objectively consider what you need to budget for business development, trucks, materials, and payroll. How will you allocate resources? How many jobs do you need to complete to meet your budget? Do you have a cushion to allow for problems or the unexpected?

Leads and Customers

Leads are the lifeblood of a moving company. You can get leads from a company like Network Moving and automatically track them in your CRM. The leads generated are customized based on your company’s needs. It doesn’t get much easier than that.

If leads are generated from your website, you can integrate the contact information into your CRM. Organizing your business efficiently through the use of today’s automated software designed specifically for the moving industry gives you an important edge.

Organize All Aspects of Your Moving Company

On the same Network Leads dashboard that you keep track of your finances, you have access to a calendar. You can use this calendar to keep track of important dates, pick-ups, drop-offs, follow-ups, and important business events.

What Do Leads, Customers, Calendars, and Automated Software Relate to Your Moving Business Numbers?

Plenty. By using the latest CRM software technology, you not only are able to keep track of your expenses, but you also have a powerful tool that helps you generate new business.

Customer Experience - You hear about the importance of customer experience everywhere, and one of the most important elements of great customer service is following up with every customer. You can easily track and schedule customer follow-ups right inside your Network Leads account. Your customers love the personalized service and are likely to recommend you to others.

Marketing - The Network Leads moving company CRM has a state-of-the-art email and marketing area which simplifies and tracks the entire process. Templates make email marketing easy and professional.

Leads - Leads are critical to the moving business, and by automating lead data, no information is lost. You never miss out on a lead or waste valuable time searching for information.

Calendars - Whether you look at the month view, weekly view, or daily view, the interactive calendar keeps all time-sensitive parts of your company’s business in front of your eyes.

Your Business Income and Expenses - Know exactly where you are for the month, projected income, monitor your inventory, materials, and see the jobs completed and payments received. You can also view new leads and what jobs are booked.

Sales and Advertising - The moving software offers even more details that can help you evaluate your sales effectiveness and advertising results. Do you have sales reps? Who is most effective? Is there room for improvement?

Keeping Track of Your Moving Business Numbers Has Never Been Easier

Cloud-based moving software is the professional business owner’s solution because you can keep tabs on all aspects of your business no matter where you are. You save time, money, and stress, freeing you to focus on the other aspects of growing your moving company.

The Network Leads Moving Business software is your solution for successfully managing your moving company in today’s world.

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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