As a pool technician , you want to spend the majority of your time giving your clients the pools of their dreams, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs.
There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as a pool technician.
Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as a pool technician and make your CRM work for you.
As a pool technician , it will be especially important to collect information on the pools you service so they stay sparkling and well maintained.
Pipelines are composed of statuses - each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.
As a pool technician, you can use a pipeline to track your entire process. From when you first hear interest from a potential new customer to the moment they admire their beautifully fixed up pool - store all of that information in your pipeline. Take a look at an example pipeline for pool technicians below.
As a pool technician , groups will help you easily track the clients’ whose pools you service, potential new clients, and the suppliers who keep your business running. Take a look at a couple example groups that are perfect for pool technicians below.
Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.
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