If you’re using software to help with the admin and customer service side of your workshop business, then you’re on the right track. However, relying on multiple programs can complicate — rather than simplify — these processes. Cutting out waste in your workflow and finding opportunities to improve productivity is key to igniting business growth. Here is how bringing all your processes under one umbrella can revolutionize operations for your workshop business.
The Capabilities of an All-in-One Workshop Software
Your workshop can’t run itself, and the more you can automate and delegate to technology, the more you and your staff can complete it in a day. However, managing tasks across multiple platforms will only waste time and cause frustration for your entire team.
A cloud-based solution, such as Powder Coat 360, can bring your operations under one roof.
Customer Communication
Many customers prefer accessing information online to picking up their phone and making a call. A system that has built-in communication and automation capabilities allows customers to access information online, chat with a representative in real-time, and receive updates on projects and orders.
Additionally, your staff will spend significantly less time on back-and-forth communication with clients. With a live dashboard, your customers will know right away if there is a new message waiting for them, and you can even upload essential documents and pictures. If customers have inquiries that need to be answered immediately, you can avoid phone tag and quickly respond online.
Proposal Creation
There’s a lot that goes into creating a professional and accurate proposal. An integrated workshop solution can create multiple-page documents that include proposals, quotations, and estimates. Additionally, with beautifully designed and customizable templates, you can create proposals that are sure to impress.
There are many design and proposal programs you could utilize to make professional-looking proposals. However, software that combines client communication with proposal creation takes this process to the next level. Imagine this: you create a proposal in a portion of the time it would normally take, you use the same system to send the proposal to a potential client, the customer can quickly use the embedded live chat feature to ask any questions, your system will automatically send follow-up emails, the client can accept or decline your proposal once they’ve made a decision.
Project Management
It’s easy to make errors or lose track of projects when you have multiple jobs going at once. Never miss a beat with a program that tracks the progress of each project. Whether at your shop or home, with remote management software, you can check all ongoing jobs in one spot and quickly jump in and move things along if needed. Additionally, with access to a live platform, there’s no need to refresh your screen or wait for information to update.
Invoicing and Billing
Once a job is complete, your software can complete the cycle by creating professional invoices, automatically calculating taxes and totals, requesting and tracking deposit requests from clients, and notifying you when an invoice is viewed or payment is received. There’s no need to purchase separate invoicing software or input data twice – simply convert a proposal or job sheet into an invoice with a click of the bottom. Best of all, you won’t need to hunt customers down for payment with follow-up automation.
Increase Productivity and Boost Sales
With integrated software that takes care of customers from sales to payment, you’ll successfully close more deals and leave customers impressed and satisfied once the project is complete. Following up with prospective customers is key to closing more deals and growing your business, but if you’re spending hours on repetitive admin tasks, you might struggle to get back to customers in a timely manner – or at all.
Marketing research shows that only 2% of deals close after the first contact, and only 20% of sales are followed up. You can ensure no one falls through the cracks by automating your sales funnel and leaving the administrative work to a fully integrated system.
With integrated solutions available, there’s no need to complete administrative tasks manually or rely on multiple systems to keep your business organized. Investing in an all-in-one solution for your workshop creates a better experience for customers and can free up time for your team.
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