This pdf contains the features of staffing and housekeeping of customer relationship management in service sector.

1. FEATURES FOR STAFFING CRM
1. Built for the Staffing Sales Model
As a staffing firm, your sales and recruiting activities need close coordination and cannot
operate in silos. If you choose a generic CRM, you will spend months customizing the
solution to suit your business processes. Hence, the most important feature for a staffing
CRM is that it should be custom-built for staffing. If you have a solution with fully integrated
CRM and ATS functions, that obviously has clear benefits. Your recruiters and sales team
can access and share data and intelligence between both platforms, without the need to
switch back and forth between different systems in their daily routine.
2. Automation
Your sales teamshouldn’t be doing manual data entry or telling the CRMwhat they have
done. They should be spending time on what they do best; like building relationships and
chasing targets. A Staffing CRM should enable the sales teamto drive more success with
automation. You can rapidly design and automate any business process with a staffing CRM.
Automatically send alerts, assign leads, update data, and schedule outbound messages – all
is possible from your fingertips.
3. Collaboration
You would expect a staffing CRMto give you a complete view of your leads, opportunities,
key contacts, and communications. But internal account discussions are equally important.
That is when a collaboration feature within the staffing CRMcomes into play. With the
collaboration feature embedded inside your CRM, your team can have internal discussions

2. about an account or an opportunity to share knowledge, get updates, and take action
accordingly, and keep all that information accessible to all users rather than hidden in
private email messages.
4. Great Visualizations
Standard tables and spreadsheets are difficult to work with and are rarely intuitive. They
can make the entire process of reviewing and tracking very monotonous. With a Staffing
CRM, you can empower your sales teamwith great visualizations so they can see the
information they need at a glance, or deep dive for more detail. TargetRecruit has a Kanban
view that replaces clunky tables with one-page summaries of opportunities or leads or any
other object. It also allows users to select records and quickly move them from one
column/stage to another, dynamically updating status, running workflows where
appropriate and getting an instant update.
5. Analytics
A suite of standard reports for lead and opportunity management is a critical requirement
for a Staffing CRM. It should allow you to easily track which deals your sales reps are
spending their time on, calculate the conversion rate, and more. A staffing CRMshould also
have dashboards and the ability to customize reports and dashboards.
FEATURES FOR HOUSE KEEPING CRM
1. Online Booking

3. Offering your customers the ability to book online can help you win against your
competition in a number of ways. To start with, you gain access to a new kind of
customer — one that values convenience over price. Opening yourself up to this
market could mean an immediate boost in revenue and profitability.
What’s more, when a customer books a job themselves, you save money on
administration or sales staff costs. Even while you sleep, jobs can be appearing in
your calendar in the times and areas of your availability.
2. Cloud-based Scheduling
Once a job is on your schedule, it’s available for your whole team to see. Your office
team can see the entire schedule, with detail on which team will be handling which
job. Meanwhile, your teams in the field can see their daily schedule.
A customer or one of your teams may need to make a change to a job on your
calendar. Perhaps they want to expand or reschedule the service. If that’s the case,
any changes that are made are visible to the whole team immediately. No more calls
or creating new work orders in order to make adjustments to an existing booking.
To help with your company records, your teams can clock in and out of jobs too, to
report when they arrive and when they are done. This gives you an accurate picture
of how long each job takes, travel times between jobs, and more.
3. Customer Communications
When there’s a customer no-show for house cleaning, no one wins. Yes, you can
always charge the customer for the appointment, on principle. But that’s not the kind
of service you want to offer. And the customer will be reluctant to choose your
business again if they’re not happy with how you handle it.
To help eliminate no-shows for good, you can schedule some automated customer
messages, either by email or text message, as reminders. Remind the customer on
the morning of the appointment and notify them again when your team is close to
arriving.
These messages help to eliminate no-shows and offer both you and your customer
peace of mind. It’s the kind of service you want to be known for. And the best part is
you can automate it, saving even more time.

4. 4. Driving Directions and Route Capacity Optimization
Above, we highlighted the ability for your house cleaning teams to clock in and out of
jobs. Since this information is available to you, you can use route capacity
optimization if you have some teams that complete jobs faster than others. If one
team of three completes work faster than a team of two, you can optimize their
schedule to accommodate more bookings in a day.
Along with their daily schedule of jobs, your teams will also have access to driving
directions, to help them go from job to job in the most efficient way. Another feature
that helps save time and money is address autofill — it helps prevent a customer or
team member’s clumsy fingers from entering an incorrect address.
5. Customer Relationship Management
This is where the true power of house cleaning software comes in. If you thought the
above features could enable growth, this one packs even more punch. House
cleaning software with CRM (customer relationship management) lets you keep an
accurate record of each customer’s history with you.

5. It might be that they book with you around the same time each year. Perhaps it’s a
special request that they have for you to clean a certain part of their property. It
might even be they note they added when they asked you to avoid the grass in their
side yard. Whatever the case, keeping a working history of your customers’ previous
bookings gives you a massive service advantage.
6. Digital Invoices
The sooner you ask for the money, the sooner you can receive payment. In the cash
flow equation for most cleaning businesses, getting the money immediately makes a
big difference.
With digital invoices, you can issue an invoice automatically the moment your team
marks the job complete. And with online payment options as part of your house
cleaning software, you can get paid immediately too, before your team even leaves
the site.
7. House Cleaning Software Data and Metrics
This is perhaps the single most powerful feature of all. We’ve already made
suggestions above for ways you can take advantage of available data, but there are
many more.
Want to know which areas of town book the most profitable cleaning jobs? Perhaps
you want to know which of your sales reps closes the most business? Or maybe you
want to compare your revenue results from this month to the same period last year.
The data you collect in your house cleaning software is available on a dashboard
that you can configure to track the metrics you want. At a glance, you can see the
areas of your business that interest you the most. The power comes from identifying
any key trends and adjusting your business to suit. Have a slow season? Test a
promo. Have a busy season? Staff up in preparation for it and maximize your

6. profitability. The kinds of house cleaning businesses that collect and analyze this
data are the kind that succeeds and expands.