The importance of a CRM tool for security and cleaning companies

What do cleaning and security companies have in common? The short answer is that both work with clients that require these companies’ personnel on their sites. This setup requires more than just looking at sales figures. In both cleaning and security industries, success would mean efficiently managing the workforce in order to provide the best possible services for the client. 

In other words, managing a cleaning or security company can be quite a complicated affair. Thankfully, we are all living in a highly digitised world, and a good customer relationship system or CRM can help these businesses work their way towards growth and success. Now, if this is the first time you’ve heard about CRM or are simply looking to know more about it, read on as we will tackle just how this works and how companies in the security and cleaning industries can benefit from it.

What Is a CRM?

A CRM literally is a software system that helps you manage your relationship with your customers. What it does is that it takes note of your interactions with your clients, tracks relevant data such as sales and payments, stores general information on your clients, and consolidates information needed to make more sales. A CRM’s data is centralised in a unified database, and this is accessible to select persons within an organisation. One can imagine that, when applied in the context of cleaning and security companies, a CRM would involve the management of personnel working in different locations. 

Why Is Cerely Good For Your Company?

According to Grand View Research, 91% of the companies they have surveyed use a CRM. The same study predicted that the CRM market will grow by 13.3% from 2022 to 2030. These five advantages of employing such system should explain why this is so:

Data security
Data is a very important, albeit intangible, resource in today’s world. CRM companies place high priority on data security, especially since CRMs often put the company’s data in a single database. While the information may be transparent across the organisation, only key personnel have the rights to access and change data at any time, minimising the risks of data breach or mishandling.

Better data management
With data organised in one place and can be easily accessed with the right credentials, data management is a walk in the park for CRM users. The system keeps track of every minute piece of data and stores it in a secure database, making sure that these can be accessed at any time and no information is lost.

In-depth analytics
As a CRM consolidates all of your company’s data, it will not be hard for it to fetch the numbers and put them together in comprehensible graphs. This should help managers analyse current trends within the company and the industry, allowing them to make educated decisions based on data.

Streamlined administrative work
CRMs built for businesses in the same vein as cleaning and security companies can integrate administrative work such as time tracking, reporting, payroll, and general human resources tasks. Such systems can also automate routine tasks, minimising the risks of human error and streamlining the organisation’s workflow.

Customers trust you more
Customers trust companies with secure, well-organised data — something a CRM can help you with. When they know that their information is in the right hands, they will be sure to keep employing your company’s services, and your people will not be out of work.

A CRM may not come cheap, but it is a worthy investment for any respectable security or cleaning company. It secures your data and takes a good chunk of the work off your hands, so you can focus on making meaningful contributions to your organisation. Cerely also offers a CRM module that comes with the system to help you manage CRM-related tasks.


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