Excel Templates for Your Service Business Manage More Effectively

There are various excel templates that can be used to make running of business effective, and increase the ability of a business to generate more profits. These days, technologies are getting more complex, and each time they make work easier. Some of the most important excel templates are highlighted next.

·         CRRM: The CRRM software is one of the best solutions one can use to increase the volume of sales, through streamlining communications with current and potential customers. The major advantage with this software is that it can be accessed and used online, thereby, enabling the user to track email and sales into a single dynamic system. If one needs a simple CRRM, they can use an excel template.

·         Scheduling: There are a number of schedule templates and calendars online that can be downloaded and edited in excel or OpenOffice to suit the needs of a user. A spreadsheet is an excellent tool that can create a weekly or daily schedule. It’s relatively simple to create from scratch, but the problem is that this may time, yet ready made ones are available online.

·         Task management: Managing and planning tasks can at times be a big challenge for many of us, the excel project manager allows the user to plan and manage task before assigning them to his workers, If there is need to share, the one must have installed the SharePoint software . The major advantage with the task management is that it can be customized through addition of more features like tables, adding logic to user specific needs, and new views of table data. This will not make the project appear attractive to look at.

·         Calendar: There are so many calendar templates for use in MS Excel, and each of the available templates gives a user a basic layout for a calendar, that can be easily adapted for various needs. The use has a large number of formats to choose the one that meets their demands.

·         Project management: Project management can be greatly simplified using the excel software; this can be done through various methods.  Gantt chart is one of the earliest methods for preparing and tracking project plans using excel, it provides activities and dates, and the overall progress.  A project management dashboard is also another great way to tackle a project using the excel software. Excel can as well be used to make timesheets and project management tracker tools, which will enable monitor the progress of a project. Choose our Fieldomobify Service Business software and manage your Service Business More Effectively.

Analyze Service Excellence Metrics for Service Efficiency

By identifying and measuring the right metrics, you will be effectively evaluating your service business and aligning key asserts for your business, including processes, people, and technology to achieve a perfect model for operational excellence. However, if you do have any metrics, it will be very hard to identify which one will have great benefits for your business. Service metrics are essential for indicating the level of customer experience and responsiveness, costs and profitability, quality, flexibility and innovation, compliance, efficiency, inventory and maintenance and thus help a business to realize its goals.      

What is the essence of service excellence metrics:

Since businesses involve lots of activities and processes, it will be very hard to gather all the relevant information and use it to improve profitability. Businesses will use service excellence metrics to achieve success in various fields including minimizing costs, address the needs of customers better, improve efficiency in operations, increase profits, increase flexibility and innovations, properly maintain its record and other activities, and improve overall quality. One of the biggest challenges is how to establish excellent service e excellence metrics, and this requires various equipment and tools, and personnel to use in getting the best service excellence metrics.

·         How the Right Loyalty and Operational Metrics Drive Service Excellence:

There are various ways in which the right royalty metrics will improve the service delivery of a business. It does this in two major ways; improving the customer experience of automated channels through attitudinal or behavioral analytic, and the adoption of services channel increases but delivers poor experience.

-          Adoption of self-service channels increase but delivers a poor experience:

As businesses adopt more self-services, the customers get less satisfaction with the channels as compared to the traditional and very popular telephone channels. So as long as businesses automate their services to reduce costs, customer experience suffers a setback. So when customers adopt the automated channels, companies should ensure they improve their self-service experience as this is what enable them increase satisfaction of their customers, and thus retain them.

-          Improving the customer experience of automated channels through attitudinal/behavioral analytic:

Companies can use linkage analysis to better understand the self service channel through analyzing the data that relates to transactions, both the attitudinal and behavioral. On integrating the different data silos, businesses can employ descriptive analytic on customer generated data such as web analytic, to predict how the customers get satisfied with the experience. Businesses can use the web analytic of online behavioral patterns to identify customers who derive less satisfaction, and intervene during the transaction to either ameliorate its negative impact or improve their services experience.

Manage your Service Excellence Metrics, Service Excellence to achieve success in various fields including minimizing costs, increase profits, and improve overall quality.

Motivate Your Field Staff New Methods for Customer Satisfaction

The success of a business fully depends on the decisions made by the owners and management, and this implies that the decision making process should be well formulated, for increased reliability. There are many decision making processes and choice made on which is best depends on the type of business is involved. The following five step decision making process can be adapted by decision makers for the service industry to improve performance of the business and increase profits realized from operation.

·         Identify or clarify the decisions that needs made

If the decision making process is yet to be identified, then the decision makers should identify it as the first step. In some instances, the decision to make will need to be presented to several decision makers for it to take effect. The first step entails full clarification of what the decision really entails.

·         Identifying optional decisions

The second step requires the decision maker to fully spell out the exact decision alternatives, with all relevant details stated. A good example is if you were to buy a car, do the decision alternatives comprise of different types of cars or is an option to totally forgo having to buy a car?

·         Gathering or processing of information

In the third step the decision maker will collect or process information which can assist in the decision. If a business already has the information at their disposal, they simply need to get it processed, i.e. studied and understood by the decision maker. If there is no related information, or if there is insufficient information, then the information has to be collected to necessitate processing. The more significant a process is, the better the information gathering process.

·         Making or implementing the decision

After the decision makers and other relevant parties have made consideration for information gathered and found it relevant and significant, a decision or decisions have to be made, and thereafter implemented. There are several considerations that need made when implementing a decision as some decisions as they  may seem good while indeed they will have negative impact on performance of the business. Personnel, customers, business owners and other stakeholders in a business have to be informed of the impending decisions for no decision will ever work without their cooperation and efforts.

·         Evaluating the decision

As much as many people will neglect this step, it is one of the most important for any business, after implement the decision a business has to determine whether the decision was appropriate or not. The step is essential for it can enable the management to identify the flaws in a law and suggest amendments that need made, or if it has a negative impact it can be completely done away with. Customer satisfaction important in every  business. So educate your field staff about new methods of service delivery.

Customer Lifecycle Management and Marketing for a Service Business

Most of the customer life cycle includes elements that are focused on the interaction of the customers. The elements include.
  Reach:Attracting the attention of others whenever we would like to reach out for them    Retention: Making attempts at keeping customers and convincing them to purchase more, this can  be facilitated by up-selling and cross-selling

   Conversion: This is when people that we can get at, or have already has contact with, decide to            purchase something from us

    Acquisitions: Attracting and managing to bring people reached out to our business’s influence        sphere

    Loyalty: When we would like to get the trust of the customer and be long term trade partners

    Customer Lifetime Value (CL V)   
      

  This is financial metric for measuring the profitability of a customer, and if properly calculated, the    likely impact on the various marketing efforts across the customer’s life-cycle. This is a financial  value that can be contrasted to the return on Marketing Investment or Return on Investment. The  main purpose of the CLV is to create values across the Customer Life Cycle. CLV is basically a    present Value (in local currency) of the cash flows a business expects to get from a given customer  at  a given future date.

 There are two major challenges with the CLV:
  It happens from a global perspective and its value cannot be calculated on micro-levels like  marketing plans

 The CLV has origins in direct marketing oriented activities and is usually less useful for complex to    calculate customer investments

   The connected reality in customer life cycle:
  The whole cycle requires that the businessman understands their prospects and that of their    customers, and have an idea what happens to them all through the contact moments and touch points  between them and the your business. The customer life cycle itself does not change but the elements  do change, and there is great need to understand how and why the changes occur. Customers and  marketers have options and challenges; likewise, there is more challenge with measuring the  customer lifetime value. Customers are viewed as people in a connected perspective, and the overall  customer life cycle has several threads running across each of the stages. The cycle includes the  buying journey, sales cycle, and experience of customers, channels, content and the customer

 CRM and customer equity perspective:
  The CRM can be used in the calculation of CLV on both the global and micro level perspective,    however, it’s harder to use in the micro level. The customer equity perspective combines Return on  Investment approach as a parameter and the traditional way for calculating CLV. Customer life  cycle Important  in Every Service Business.Choose our Fieldomobify software.

How Automating Field Service Management to Gain Maximum Efficiency?

There are several benefits for automating field service, and most of them relate to proper management, coordination, and realization of more profits, which is the reason why most businesses are formed. As much as it sounds simple, field service management is a technical and complex matter, which may require highly experienced personnel, and can be very expensive if not handled the right way.

Processes involved

There are various processes involved in automation of field service. First of all, members of the business have to come up to an agreement that this service is necessary for the business. They will then have to present the idea to the management for further consideration.

Since automation may involve complete reshuffle of some departments, acquisition of new employees, and lying off some members of staff, the decision cannot be arrived at in a simple process. The management will have to evaluate the possible costs to be incurred, by assessing the size of the firm, and the technology they may need. After deciding upon this, they will make any arrangements necessary for the new technology to be employed, such as hire field service automation personnel to avail necessary tools and equipments, and provide training for personnel.

How does automation of field services maximize efficiency?

• Organized channel of communication

By automating field service, employees will have a well organized channel of communication, where they will be receiving orders and making any suggestions necessary to make service efficient, all through the field service exercise.

• Proper team coordination

In some instances, the field service team has to work from different geographical locations, and there is need for communication on arising issues with other team members, who may not be physically present. Rather than having to use phone calls and the like, they can communicate via the automated field management software. On the other end, excellent field management software makes it easier for team leaders to give directions to personnel in the field, thereby making service delivery more efficient.

• Recording data

Automated field service management services make it possible for a business to have, automated recording and backup of data. This means the recorded data cannot be lost under any circumstances, once it has been fed into the business records. Another major advantage with automating field services is that it enables faster and accurate processing of data. For instance, the processing of invoices and receipts is no longer a big issue when services are automated.