So, you’ve signed up for JobNimbus and you’re staring at your monitor wondering, “what am I supposed to do now?” There are a number of things you can do to get the most out of your JobNimbus CRM software.
Here are just a few:
Taking Your JobNimbus CRM Software to the Next Level
First thing’s first, if you haven’t already done so, there are a few things you need to do: Add a job and add a contact, and then add a task to a job. Everything great that you can do with your CRM software is based on those three points, so start there.
Set up your Dashboard
Once you have a few jobs, contacts, and tasks in the system, you should set up your dashboard. Your dashboard is essentially your “mission control” for your CRM software. From here you have a heads up reference to nearly major thing happening in the system and, thus, in your business.
By customizing the dashboard, you can personalize what you want/need to see at a glance. You can set up dashboard settings to show tasks and jobs that are current or overdue. You can see who is assigned and who the contact for the job is right there. You can be on top of things before something goes wrong.
Dashboards are available and extremely convenient. If you aren’t using your CRM software’s dashboard, get on it!
Create Custom Reports
A company without reports is a company that never improves. If you can’t measure any data, how are you supposed to see where you can get better, or what you’re doing wrong? Reports are a necessary tool in the business world.
Custom reports go a step further because they are designed by you for you. Each business is different and has unique focuses and priorities. By allowing you to create your own reports, you have control over how and what you want to see what is going on in your business.
You can set up custom reports to learn what earned you the most in the least amount of time last month, or to find ways to improve your processes to streamline your business and increase your overhead. However you use them, use them!
Immerse your business in the JobNimbus CRM Software
The best way to get the most out of your JobNimbus CRM software is to completely immerse your business in it. If you only dip a toe into the software by adding just one job and one contact, if you never give it the full run through, then you will never see it’s true potential.
A CRM and project management software is designed to be your grand central station of movement in your business. All new contacts go in, all jobs start and end there, all communication happens inside, and all documents are shared from your CRM. That makes it possible to have an efficiently consistent workflow as well as a historical vault for all or your past information. Everything is registered, everything is remembered, everything is saved and accessible at any time you need it.
Only by diving head first into the system can you really see the full effect.
While JobNimbus can’t do your work for you, thanks to its simple interface and advanced features, it can make it really easy to get your work done… faster and more efficient than ever.