Top 3 reasons a CRM will help your moving company


You almost certainly have the same issues that most moving companies do, lack of time and resources. For a growing company, these problems are magnified tenfold, particularly in the summer months. There is good news, however! A solution exists that provides powerful tools for your company to make the most of every single minute: a CRM.

CRM, or “Customer Relationship Management,” is software primarily used for tracking and executing interactions (calls, emails, surveys, etc.) with current and potential customers. All CRM’s perform basic tasks, collecting information such as name, email, contact information, location, company, and so on. But some CRM’s do much more, including MoveHQ’s CRM – HQ Sales.

From the basic CRMs to the powerful ones, they are all extremely beneficial to the a moving company’s bottom line. Here are 3 reasons why you should leverage a CRM.

1) Centralize customer information

When you’re able to quickly access information about customers, your life is much easier: the sales team asks better questions, the marketing team knows who to reach, management projects sales accurately, and more.

Let’s say you want to find out what a customer moved two months ago and which crew was on that job? A few clicks and you can instantly have access to all of that information. In a CRM system, there is no such thing as a missing, or misplaced folder or file.

A centralized database of customers will also provide you with powerful marketing opportunities to drive increased sales. For instance, in a lifetime, a person moves nine times on average. With a CRM, remarketing to them is as simple as targeting and reaching out to a group that are likely to move again soon.

There is an untapped pool for you to capitalize on your current client base that is virtually impossible without a CRM to collect and organize vital information quickly and effectively.

2) Scale for growth

The days of tracking leads and customers in spreadsheets are gone. Excel documents, or even pen and paper, may have worked when you had 3 or 4 leads per day. But once your company grows and you have hundreds of customers, inputting and tracking customer interactions manually is too laborious to be scaled up effectively. Whether you have 10 or 10,000 customers, finding the information you need within a CRM is fast and effective.

A growing company inevitably leads to more employees as well. The old system may work for a 20-year veteran of the company, but training a new hire in the old ways is a monumental task with little payoff. The efficiency costs of hunting for files in a cabinet or searching through countless windows on your computer are killers in the low margin world of moving. A CRM drastically cuts down training time because an intuitive interface keeps everything organized, updated, and easily accessible for both a seasoned employee and a new hire alike.

3) Improve your company’s communication and processes

Are you ever curious about your sales team’s closing percentages or how you can more quickly grow your pipeline? CRM’s are perfect for tracking, analyzing, and providing detailed reports on calls, emails, surveys, revenue booked, and more.

With a centralized and integrated CRM, your entire company can easily keep track of a prospect's journey from start to finish. The ability to review, change, and optimize each customer interaction will ensure the best and most efficient process for converting leads into moves.

A CRM is an invaluable tool for managers to evaluate employees, but also for employees to showcase what they accomplish on a day-to-day basis. If a particular salesperson is thriving or struggling, a CRM provides the insights to see what processes could be improved or emulated to increase performance across the organization.

Having the intelligence and data that a CRM provides will help your company grow and scale faster and more efficiently than any other piece of sales or marketing software.

For more information on HQ Sales and the first-of-its-kind features we’ve built for the moving industry, click here.