CRM Archives - ServiceM8 UK Consultants

iCluster iQluster and Industry 4.0

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iCluster iQluster Industry 4.0 what does all of this mean for the UK and in particular the Northeast Engineering supply chain? Fitfactory, part of the ValueChain Group recently expanded its operations in the UK by opening an office in Stockton, Northeast of England. iQluster (pronounced iCluster) is not new to the Northeast - having an established client base in the Stockton, Darlington, Middlesbrough and wider Teesside region. The technology is also used by the North East Automotive Al...
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ServiceM8 Smarter Marketer Facebook Group – February Zoom

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February's ServiceM8 Smarter Marketer meeting talked about everything from Referral Voucher Systems to Suicidal thoughts! One of the topics that has been discussed before is content generation, February's meeting was recorded using otter.ai - the full transcript of the Zoom meeting is recorded below.. EVERTHING from referral vouchers to suicidal thoughts came up un the hour long conversation (you can see some of the meetings keywords in the Otter screenshot below).. The next meeting will als...
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Thomas Wiggins Commercial Chimney Sweeping Ltd

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Thomas Wiggins Commercial Chimney Sweeping Ltd has been doing some incredible work not only using ServiceM8 in his own businesses, but also helping out fellow sweep business to go digital. We have had some small project meetings and conversations with Thomas over the last few months, as we are both Silver ServiceM8 Partners - it is clear that our values and aims have lots of commonality. When we learnt that there may be an opportunity to pick up from the hard work that he had done with regard t...
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FixFlo Job Export to ServiceM8

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FixFlo Job export to ServiceM8 is not yet possible via Zapier However work can be shared to ServiceM8 users using the free Email Inbox addon. --/-- SM8 Email Inbox is a fast way to convert emails into new jobs. You can forward job-related emails directly into ServiceM8 including all attachments, and do one of three things: convert them directly into new Jobs import the email into an existing Job diary remove the email All client details and attachments will auto-populat...
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ServiceM8 Supplier Invoice Management – Improved

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ServiceM8 Supplier Invoice Management can be assisted by using the Add-On Automated Supplier Invoice Import - however this is not always flexible enough for more advanced ServiceM8 users. Burdi has been developed to save trade and service company’s time and money, as well as the comfort in the knowledge that suppliers are not making mistakes that are casting them mardin on jobs. Are you sick of paying different prices for the same item day to day, spend hours going through wholesaler invoi...
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Free Mini Audit for ServiceM8 Users

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Free mini audit for ServiceM8 users has been set up by Mills Consulting Group to provide feedback and insight on how an account is being managed and used. We have been working with SM8 users for over 2 years, helping new companies using the system for the first time during a free trial, to advanced users completing over 1500 Jobs per month. We have a focus of working with engineering service companies, and have some great testimonials in various sectors including: Lifting (Loler/Safed, sta...
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Squeegee App and Infusionsoft

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For companies that are serious about growing their service companies on a regional and national basis, they will typically start their 'technology foundation' with a modern app based job management system with some CRM functionality - the challenge arises - when growth happens and the core system starts to show signs of weakness, at this point if they are using Squeeg.ee, they might consider combining two CRM solutions - Squeegee App and Infusionsoft.. When tech software/systems are outgrown ...
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Choosing CRM Software for Franchisors

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You have found this page because you are trying to get through the fog of information regarding choosing CRM software for franchisors, you know what a great CRM can do for any business, and you also know that choosing the right shortlist of systems is critical to the ability of your idea to work! How you handle the issues below (and others) will determine the success of your CRM system choice and overall success of the complete project. Advisory group/feedback. Utilising the full networ...
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