Customer Management
There are plenty of customer relationship management (CRM) software options on the market. While all offer the same basic features, like storing client and prospect contact information, not all can accommodate the unique needs of operating a shredding business with its regular routing contracts, purges, disposal of different media types, etc. And to be frank, many are more feature-heavy and complicated than needed to run a shredding business.
Q-Shred® from ShredMetrics® does all the regular things a CRM should do, but because it was built specifically for Shredders, it offers the additional necessary features – that actually work – without extra functionality intended for other industries that you will never need to use.
Q-Shred Customer Management Includes
- Record Management: Keep your data organized like never before, separating clients from prospects, linking contacts to their organizations, and with an activity history tied to each account.
- Unlimited Service Locations per Customer: View multi-location accounts with clarity – set which client has which locations serviced on which days. There is often a difference between who signs the contract and where you send the trucks to shred! Your customer’s accounts are complicated, but managing them doesn’t have to be.
- Internal To-Do Lists & Task Monitoring: Schedule and stay on top of staff activities so client follow-ups never get missed.
- Customer Interaction History: Find previous job activity and notes, all stored in one central location for easy reference.
- Contract & Agreement Management: Tie agreements to their account where they belong with the integrated API to DocuSign.
- Job Estimating, Scheduling & Billing: Whether a job is facility-based or mobile, part of a purge or a regularly scheduled, ongoing contract, Q-Shred can handle it and use your pricing model! Even better, SMMS® can automatically create statements to help you manage accounts receivables, so you keep getting paid on time.
- QBO Customer Updates: Maintaining QuickBooks Online (QBO) has never been simpler with the integrated API. Work in Q-Shred and have changes automatically post to QBO.
- Certificates of Destruction: Generate detailed Certificates of Destruction for every job. Q-Shred is your means to painlessly produce these documents and SMMS can send them to clients daily, making your customer management effortless.
- And More…
In addition, SMMS takes customer management to the next level. Virtual office assistance streamlines all the time-consuming, “grunt work,” like routing, accounts receivable, and reporting further, so you can focus on growing your business.