Connect with your subcontractors on a whole new level

Do you partner with Subcontractors or third party providers to service your customers?

If you currently partner with subcontractors and strategically placed third party field technicians to service your customers on a regional or international stage you have probably faced challenges with obtaining paperwork, viewing job completion notes, identifying follow-up actions and managing your combined state of service on more than a few occasions.

You may be thinking about expanding your business reach and are looking to out-source some of your services and partner with other providers who have optimal geographical coverage or can offer additional services, but you are wondering how it can all work without the headaches of keeping tabs on your workload or sharing information via numerous phone calls, follow-ups and emails.

Drowning in paperwork

On the other hand you may already be a subcontractor to your partners, offering a fantastic service but struggling day in day out to obtain the correct work orders and paperwork to get the job done, or information is simply not transferred correctly causing a whole host of communication breakdowns and service delivery challenges. Put simply you are looking for a better solution for your business and for your partners to ensure the job gets done as smoothly as possible with all of the information you need at your fingertips

This is where ServiceTracker can really help you

ServiceTracker, the service management solution for the compliance industry is built on the #1 CRM software as a service platform “Salesforce.com”. Together we delight our customers with the very latest technologies and bleeding-edge service management features to help them manage their businesses effectively and monitor all customer activities seamlessly. 

Our goal at ServiceTracker is to provide all of our customers with the ability to manage all of their business interactions in one single location without having to dip into multiple systems to track day to day activity or run reports.

From marketing & sales management, contract management and service management to field mobile systems, invoicing, customer portals, electronic paperwork and full analysis of every piece of data captured, ServiceTracker really does have everything you need in one place.  


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Manage all of your business interactions in one single location

Sticking to our goal of managing everything in one place, one such feature of ServiceTracker and Salesforce.com is the “Salesforce to Salesforce” connectivity which can allow multiple ServiceTracker systems to talk to each other and pass information seamlessly to one another as if they were one single system.

Salesforce to Salesforce makes it easy for businesses using ServiceTracker to share records and get updated data on any shared records in real-time. For example, you can share service and contract data with your partners and collect job completion details the second they are completed.

 

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Salesforce to Salesforce lets your business partners easily integrate your data with their Salesforce records. You can see all of your sharing activity, manage your entire state of service, share data across multi-tiered partnerships, and integrate your business processes with updates received from your partners using workflow and assignment rules.

 

What does this mean for my business?

With Salesforce to Salesforce you can finally manage all of your subcontractor interactions effortlessly and keep on top of your state of service just like you are managing your internal teams.  All work completed is passed directly back to you in seconds for action planning, follow-ups, billing and with your own branded paperwork sent electronically to your customer when the job is complete.  You can manage time on site, travel times, subcontractor billing, the effectiveness of your partners and control all of the data by turning the sharing on and off as required. Say goodbye to missing paperwork, chasing phone calls to find out how a job is getting on, finger in the air pricing for partner work and say hello to managing every interaction in one single location in real-time giving you all of the information you need to run your business effectively.

 

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Where do I start?

If you already use ServiceTracker and want to connect with other ServiceTracker users then there is very little setup to do and you can be up and running within a matter of minutes, sharing information with your partners in no time at all.  You can speak to our support team to help you manage the process from start to finish when you are ready.

If you do not yet use ServiceTracker or want to encourage your subcontractors and partners to use ServiceTracker for seamless integration then speak to us now on 033 022 31022 or email info@servicetracker.uk.com to find out the best way to get up and running with us and being a part of the ServiceTracker single system solution.     

 

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033 022 31022 | email info@servicetracker.uk.com

How can a CRM system benefit my business?

How can a CRM system benefit my business?

CRM stands for Customer Relationship Management. It’s a technology used to manage interactions with customers and potential customers. A CRM system helps organisations build customer relationships and streamline processes so they can increase sales, improve customer service, and increase profitability.

When people talk about CRM, they might mean any of three things:

CRM as Technology: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.

CRM as a Strategy: This is a business philosophy about how relationships with customers and potential customers should be managed

CRM as a Process: Think of this as a the system a business adopts to nurture and manage those relationships.

 

 

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How is CRM relevant within Pest Control?

In many ways, CRM is the start of everything we do in terms of the interactions we have with our customers and potential customers. Imagine the scenario where lots of enquiries are coming into the office.  Your office staff will be doing their best to ensure all the relevant information is gained from the potential customer and a promise is given over the phone to say that a surveyor will be in touch with them shortly to book an appointment and come in and see them.  How are you managing this interaction in your office today?  Perhaps the important information is jotted down in a notebook and a call is made to the surveyor or the details are put on an email.

Maybe you have a shared spreadsheet that is kept on the server in the office which is supposed to be updated with all new sales opportunities.  Be honest now – does this process really work for you?  Do you feel confident that all enquiries are followed-up and that no decent opportunities for new business have slipped through the net because no-one got back to the potential customer in time?  Maybe as the manager responsible for sales, you’re not sure what the surveyors are quoting or a problem has arisen which you could have helped sort out if only you knew what was going on out there.

This is where a CRM system comes in.  It will give you:

  • a method of managing your customers
  • complete 360 degree client view
  • helps you to find client and site information quickly
  • enables you to view all touch points of communication and history
  • tracks sales team members’ scheduling and gives activity reminders
  • tracks sales productivity ensuring sales opportunities don’t fall through the cracks
  • monitors and tracks individual and team performance
  • creates branded quotes in PDF format which can be automatically emailed to customers
  • allows you to create a quote on your mobile and for the customer to sign on the mobile straightaway, emailing them a Service Agreement
  • reduces duplication of work

 

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What does CRM software do?

CRM software improves customer relationship management by creating a 360° view of the customer, capturing their interactions with the business, and by surfacing the information needed to have better conversations with customers.

The CRM system organizes this information to give you a complete record of individuals and companies, so you can better understand your relationship over time.

At its simplest level, CRM software records customer contact information such as email, telephone, website, social media profiles, and more. When it is connected to an end-to-end system that is designed specifically for the pest control industry, it becomes very useful indeed!

ServiceTracker Pest Management Systems

ServiceTracker is built on the Salesforce platform so it has all this world class CRM functionality we discuss above already built in. In a nutshell, you get the world’s most powerful CRM in addition to an end-to-end system designed by pest controllers for pest controllers

 

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In future weeks, we will be giving you more information about how ServiceTracker can help manage and grow your business more efficiently.

If in the meantime you would like any further information, please

CONTACT US NOW

033 022 31022 or info@servicetracker.uk.com

 

ServiceTracker & The Contract Sharing Network (CSN)

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Featured in the BPCA Professional Pest Controller Magazine Issue 96 July 2019, the following article provides details of the Contract Sharing Network (CSN) and highlights the reasons why ServiceTracker was selected as the system of choice to manage all shared contract data and connections. Director and Co-Founder of ServiceTracker Mike Palmer-Day explains how ServiceTracker was able to successfully connect their customer’s systems together using Salesforce.com and advanced portal & mobile technologies:

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Contract Sharing Network celebrates national contract

 Your association | PPC9 August 2019

The Contract Sharing Network (CSN) was officially launched at the BPCA PestEx 2017 and since then has been limited to small groups of contracts and pigeon proofing jobs.

In April 2019, a significant step was taken in that L’Occitane agreed to use the CSN to source approved suppliers across the UK.

Led by Beaver Pest Control, the national contract is fulfilled by Beaver Pest Control and ten other local BPCA member companies.

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The CSN is a BPCA membership benefit overseen by seven BPCA member volunteers. It comes complete with a Code of Conduct, a proactive Quality Assurance System and a reactive complaints procedure.

This all means that like-minded member companies will offer an honest, reliable and quality service across the UK.

With this national win, the committee now believes that the network can pick up the pace with the 90 members across the UK and offer a credible alternative to traditional suppliers.

The benefits are numerous, including a single point of contact (primary contractor) with the regional subcontractor delivering a knowledgeable and personalised service.

This will fit in with sustainability policies of larger buyers, while supporting and empowering local economies and communities.

Software to connect the network

Over the last two years it has become apparent that if the CSN is going to offer a national service, then the reporting systems need to be uniform.

For this particular contract ServiceTracker has proved successful, as Radu Asavei at Beaver explains:

“The requirement from the CSN was to come up with a centralised portal where service providers can share treatment data with the main contractor, as well as the customer. Essentially we needed to find a way of connecting the three categories of stakeholders to facilitate data exchange on multiple levels and in all directions.”

“As with (mostly) everything else nowadays, everybody needed to be connected to everybody, without compromising the security and integrity of the data, and also accounting for the commercial and privacy issues.”

As ServiceTracker is part of the Salesforce.com cloud and is already used by some members of the CSN, it was relatively easy to identify the common records and fields that needed to be shared.

By creating connections between the members’ Salesforce accounts the members are essentially editing each other’s data while the record owner is keeping total control of what records and fields are shared.

Not all CSN members are using ServiceTracker [as yet], and so the members had to design, test and deploy an additional Salesforce [ServiceTracker] Communities Portal. ServiceTracker allowed them to plan treatment visits in advance and essentially create ‘empty’ visit records, ready for the technician to edit and update while on site.

The CSN Communities Portal is a streamlined version of the ServiceTracker system, offering access only on the visits allocated to the logged-in subcontractor, and with a user-friendly interface, making extensive use of pre-filled fields, dropdown lists, and buttons that help technicians enter accurate data effectively and with great ease.

The system also captures client and technician signatures and produces standard treatment reports that are then automatically emailed to clients.

Both office-based staff and field technicians have access to past treatment records to help maintain high service levels and customer satisfaction.

All the standard information required upon completion of a visit is easily captured: pests found, materials used and quantities, recommendations, works carried out as well as pictures taken while on site.

Mike Palmer-Day from ServiceTracker said:

ServiceTracker to ServiceTracker is a simple way for many Pest Control businesses to share contracts with each other and receive updates immediately as visits are modified and completed. Our customers can choose to share customer and schedule information with their partners and contractors for them to plan, update and complete in their own ServiceTracker organisations, ready to send back to create the finished report (custom branded to suit).”

“Business partners and contractors can easily integrate visits with their existing ServiceTracker records and the control is always with the you as the record owner to show & hide information.”

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“With ServiceTracker to ServiceTracker you can view all of your sharing activity, manage your entire state of service across multiple regions, share data across multi-tiered partnerships, and integrate all of your business processes with updates received from your partners using workflow and assignment rules.”

Companies not on this platform can still report in other ways, either through the ServiceTracker portal or other CRM systems.

Looking to the future

Robert Harris of Harris Associates said:

At the heart of every expansion plan is the methodology of how you’re going to deliver that growth. The CSN allows contractors to take work, such as through tendering, and service areas in which they don’t currently operate.”

“Being a part of the CSN could mean picking up work from companies that don’t service your area. The beauty of this system is that it is under the BPCA umbrella, so you know it’s well thought through and that you’re not going to be let down.”

“It also gets contractors working as a team to win bigger contracts.”

The CSN is very excited about the future of the network and continues to look for similarly-minded companies to become members as either primary suppliers or secondary suppliers (subcontractors).

The next step will be to promote the CSN so that potential buyers are aware and to share more success stories with BPCA members.

What CSN members have to say about the network

“It’s very exciting to see a project that was developed by the Servicing Committee actually take shape and be implemented. This first national contract is proof that when members work together they are stronger than the sum of their parts. This is great work from the CSN team, well done!”

Philip Halpin, Countrywide Environmental Services

 

“At PPC Live and Regional Forums, we try to put aside some time for those in the network so we can meet face-to-face and swap business cards. The network is open to all BPCA servicing members so if you’re interested in working with other like-minded companies, it would be great to have you!”

Luke Taylor, LK Pestaway

 

 “The CSN has proved to be a fantastic framework, allowing us to connect with like-minded companies where trusted working relationships can be forged. It allows collaboration on bringing together the skills and geographical reach to deliver professional, quality services throughout the UK. This has allowed us to find reliable partners that we can trust to look after the needs of some of our clients. We have also been able to reciprocate by helping other companies in their delivery of quality service. The networking and sharing of ideas have seen many of the companies benefit beyond the scope of shared contracts. It has been a fun learning experience to be part of this group, working and collaborating together.”

Chris Cagienard, Pest Solutions

 

“Two years on and the CSN is still proving to be an invaluable resource to us. We currently have four pest management service agreements running with network members. We couldn’t be happier with how the system is running. We have three more in the pipeline and are looking forward to building on the current working relationships we have in place and looking for new partnerships in other areas of the UK.”

Martin Rose-King, Bounty Pest Control

 

To read the full article and more from PPC96 click here or to get in touch with us to find out how you can connect your ServiceTracker system please call 033 022 31022

New customers can receive a 30 day no obligation free trial by visiting our website www.servicetrackersystems.com