Where do we begin with Status Progressions…they help you map your business processes to the Business Pilot system, track the status of every job, contract, quote and sale, ensure consistent operations across your business and make sure that every customer you have contact with gets the same great service in-line with your company values. So, you could say that we love them.
In the words of the great Status Quo: “Whatever you want”. Status Progressions are really clever, because they can be used to monitor, check, guide and alert you to what’s going on with your jobs, at any time.
Think about status progressions like a recipe from a cook book. A process of creating a dish, broken down into small, clear steps, which if followed correctly, in the right order will result in a lovely dinner. Now, let’s apply that to our businesses…imagine writing down every single step you want your team to take to ensure that every job goes smoothly, and you deliver perfect customer service every time…
That’s what Status Progressions deliver for your business! For every route a job takes through your business, you can build a Status Progression pipeline, mapping out each of these tasks in the order they need to be done. Each of the steps along the pipeline are called Statuses.
As each status is reached, there is the option to automatically set an activity that needs to be carried out. So, for example, once you’ve confirmed the installation date with your customer, you can update the job Status to ‘installation confirmed’ which will trigger an email to the customer with written confirmation and send a note to the installation team about the job – amazing, right?
If you know how long it should take between two Statuses in your Pipeline, you can set alerts to make sure that emails and quotes are being sent on time and follow-up calls are always being made promptly.
Status Progressions also give you a clear audit trail of who did what on which job and when, which is always handy if a problem arises down the line. And it’s easy to run reports so you can see the status of all the jobs in your system – which is great for managing your team.
Powerful
See when goods are due in and what margin they achieve, setting tolerances between PO’s and Invoices to manage costs
Sales teams can store and review key documents such as quotes, images, even voice memos alongside sales information throughout the process
Manage all of your service calls and see how they affect the ultimate margin on any given contract, adding images and notes the same as in leads and contracts
Link your website directly to the Business Pilot CRM so that enquiries are never lost, then manage all your leads in one place with key tools like lead temperature scoring and quick convert to contract
The management reporting side of Business Pilot uses all of the information about your leads and customers to give you unparalleled visibility of your business
Installers get their own App, which receives jobs automatically from the schedule board. Their notes and photos are uploaded through the App to the right contract
Create as many ‘standard’ letters as you need with the document builder. Store your templates to use at any point for any lead/contract
Give your warehouse team access to what is due in by running a simple report, powered by the purchase orders of each contract
See the impact of moving jobs around on the interactive schedule board, linked to contracts and even each installers Site App
Create purchase orders and invoices, mark off payments and have all of this connected to your accounts package
Quickly convert a lead to a sale allowing different members of your team to ‘set up’ a contract
Every contract detail is stored whether live or completed, including documents, images, payments, guarantees, etc.
Emails integrated in the CRM system, so you have a complete record of customer contact in one place – plus create email templates with placeholders, attach images and documents
Register jobs with your self-certification scheme with just one click – Business Pilot has links to both FENSA and CERTASS, so you can register jobs quickly and accurately
Seamless connections with the other software systems you use, from accounting to design and quote software including Xero, Tommy Trinder, Windowlink & more
Easily manage your stock holding – from tubes of silicone to spare handles and everything in between. Stock is linked to Purchase Orders for easy ordering and visibility
Map out, then manage the progress of your leads and contracts to ensure every step of your process is followed consistently giving the perfect customer experience
Assign tasks and actions for Business Pilot users in your company and even @ tag them to alert them to important information in your own internal chat system
© Business Pilot (CRM) Ltd
