2022 will bring many changes—hopefully even some good ones! Whether you’ve been staying the course or pivoting through the pandemic, keeping a tight budget has been at the forefront of everyone’s mind.
Through technology, it’s simultaneously easier and more complicated than ever to run a competitive business. Inside procedures can be razor-sharp, but you could be missing out on crucial online outreach. Similarly, you could be a mess in the office and a sharp suit on your social media, bringing in more leads than your hands can take on.
While strategic planning for your 2022 Sales Budget is an excellent place to start, digital tools can help streamline your procedures, maximize your staff potential, and bring in new leads. Bringing all of these tasks together in one place is no small feat. That’s why we launched Wingmate— proven to help with growing sales, CRM, and more.
Lead Capture Software
When your staff notice sales leads on their route, their options may be limited for reporting effectively. Likewise, it may be difficult for your team to work on that lead— if they even see it. An invisible lead doesn’t help anyone, which is why Wingmate and its lead capture software is a pioneer in the field service industry. For budgets, this means making more out of less and turning your working hands into integral parts of the lead management and selling process.
When a staff member in the field spots a lead, they can quickly snap a picture, take a voice memo, or geotag any details they may notice. This information is pipelined directly to the sales team, who can act on the lead and provide real-time details or collaborations.
No more lost papers, connections, or opportunities. Simply snap, track, and act. Your sales budget will thank you.
Field Management App
A field service management app is a powerful option for bringing a team together when budgeting an effective field team and sales resources. Your team can quickly document and review problems that arise on routes through simple reporting and simple CRM tools. Collaborative problem-solving through the pipeline UI means a greater rate of success and a more effective sales team.
In addition to the lead-capture functions, Wingmate offers CRM for management operations compatible with over 500 other leading CRMs. Transitioning to Wingmate is seamless, and our team is here to guide you through the whole process. The fewer subscriptions to software you wrestle with in your budget, the more streamlined your back end will be.
With scalable features which complement any field service business, implementing a simple CRM is an effective way to make the most of your 2022 sales budget. Our product is designed for fast, simple, and practical implementation. Turn staff into team players, issues into solutions, and leads into sales with our suite of easy-to-use features.
Too often, an over-built CRM can introduce more problems than it solves. Keep it simple with Wingmate.
Wingmate is the #1 Software for streamlining your budget, optimizing your growth, and turning field staff into sellers. Let us be a part of your success in 2022—contact us today for more information, and book your demo now!