From Paper Records to Tablet-Ready CRM
Moving companies aren't exactly famous for being ahead of the technology curve. Typically a customer makes a reservation by phone, hopes the movers show up on time and in the right place, then scratches a signature on a thick trifold contract. At most companies, that contract gets filed away in a drawer and forgotten.
3 Men Movers takes a different approach. By tracking all customer records in a customer relationship management (CRM) application built on Quickbase, the company can cultivate new customers and better serve existing ones.
The CRM application allows 3 Men Movers to respond quickly to quote requests, track emails and communications, and measure the impact of sales activities with real data. Because the app is mobile-enabled, moving crews can streamline key activities, such as collecting contract signatures, on a tablet in the field.
Planning and Tracking Crew Performance
Every moving job is different and requires careful planning. As 3 Men Movers has grown, the need for a technology-enabled planning system became apparent.