YouTube training by Louis Massaro (Moving Mastery / Moving Sales Academy) arguing that moving companies must use CRM software. He lists ten concise, practical benefits — centralizing move/lead data, internal communication/notes, automated/canned emails, reporting and metrics, payroll and commission automation, lead management, operations/dispatch management (calendar, routing, trucks/movers), billing (credit card/storage), status/history logs for moves, and claims/complaint management — and urges viewers to sign up for affordable CRM solutions. He also offers a downloadable "10 rules of a profitable moving company" via LouisMassaro.com/10rules and asks viewers to subscribe.
Questions this video answers
August 30, 2017.
"As little as 100 bucks a month."
LouisMassaro.com/10rules
Chapters
Hey, my friend. It's Luis Massaro, CEO of Moving Mastery and founder of Moving Sales Academy. Are you using a CRM to manage your business? I'm so amazed at how many moving companies out there are not using a CRM. This is crucial to the success and growth organization reporting everything like, you must have a CRM in your business. And there's so many affordable solutions now that it's just, there's no reason that you shouldn't have it. You can get a CRM for as little as 100 bucks a month. All right? So if you don't have one, I want to give you 10 reasons why you must have one, hopefully. I encourage you to go out, sign up, and start getting yourself organized with a CRM.
All right?
First reason is it's a central place for all your data, all right? All your information will come into one place and you're going to have all your data in one spot, all right? All your move data and your lead data is crucial to be able to report on that information, to be able to look at statistics, to see what your trends are. You have to have your data and you need it in a centralized place, all right? Second reason, internal communication and notes. Everything that you need to know about each and every move needs to be in that particular move order within the CRM so that everyone in the company that has to deal with that move knows exactly what they need to do, right? So when the salesperson speaks to the customer, they put the notes in the system. When dispatch gets ready to send out the truck, they know exactly what the customer is expecting based on those notes and they can prepare the mover for the move.
All right?
Third, automated and canned emails, all right? When a lead comes in, it can automatically send out an email to your customer. And then all the emails that you send on a regular basis that you type over and over again, you could set them up as what's called a canned email to where each and every customer, you can send them the same email just by clicking and picking which email you want to send and sending them that email. This is a huge time saver, and this one is huge. I mean, for me, this is one of the most important reasons, reasons why you must have a CRM. Reporting and metrics, all right? Everything's about knowing your numbers. You need to know where you stand, you need to know exactly where you're at. And a CRM is going to help give you all the metrics and all the numbers and all the reports that you need to manage your business effectively. All right, this one is just so convenient. Payroll and commission, right? The CRM is going to know which move mover was on the job. And at the end of the week, you're going to be able to click a button and generate payroll for your movers.
All right?
Same thing with commission for your sales team. It's going to know who booked that job, it's going to know what their commission rate is, and you're going to be able to run a commission report so you know what to pay them. This is so convenient. Lead management. This is huge. You have to be able to manage your leads. If you don't have a CRM, I don't know how you're doing it, if you're buying leads or you're receiving phone calls, how you're actually following up, how you're actually staying on top and making sure that you get them on the phone in the first place. And then after you give an estimate that you're following up with them, your CRM is going to help you do this. Operations management, all right, Everything in dispatch from a move calendar. To be able to see all the moves that you have already booked, to being able to dispatch the jobs and route the jobs effectively, to knowing which trucks are on the job, to which movers are on the job. This is so important. You can even run credit cards through your CRM. Storage billing, right? Billing all your storage customers.
This is.
I mean, if you're not using a CRM to do this and you're doing it manually, you're really, really missing out. All right, this makes it so easy. Status and history of all moves, right? Each and every move will have a log of everything that happened with that move. When they first initially called you the first time you moved them, the second time you move them, when they moved into storage, when they moved out the storage, you could know everything there is to know about that customer so that you know how to treat that very important. And then, last one, claim and complaint management, right? If you're getting claims and complaints, you need an effective way to manage those.
So that you're on top of them.
To be able to resolve them, and so that you know what the causes of those complaints. And you could run reports on them. All of this stuff you could essentially run reports on. And listen, These are only 10 reasons there's such cheap solutions out there for CRMs that if you're not using one, don't even hesitate, don't even watch the rest of this video. End it now. Go research some CRMs. I'm going to put some resources down below and get yourself signed up. All right? Don't be afraid of the technology because it's not. It's so user friendly and so, you know, just common sense, right? There's some really easy solutions out there, cheap solutions. If you're not using one, please start. It's going to make a world of difference in the effectiveness, the efficiency of your company growing, your company being organized and just being on top of stuff. All right? If you have any questions, as always, leave them down below until I see you next week. Go out and profit in business, thrive in life. I'll see you later.
Hey my friend, it's Louis. I hope you enjoyed this episode Is.
Do me two favors.
Number one, subscribe to this channel so that you continue to get updates every time I release new training for you. And number two, if you'd like to get ahead a little bit faster and become more profitable in your business, what I'd like to do is give you a copy of my 10 rules of a profitable moving company. These are the same 10 rules that I applied in my business that helped me grow into a multi million dollar nationwide company. Okay, so all you need to do is click on the link on this page or head over to LouisMassaro.com 10rules.
So that's Louis L O U I.
S Massaro M A S-S S A R-O.com 10rules. Just put in your name and email address and I'll email you out a copy. Okay? Until then, every single day, go out and profit in business and thrive in life. I'll see you later.
