SlideShare a Scribd company logo
Systems that improve your
business productivity and
delight your customers
About ServiceTracker
 30+ years working within the Service/Compliance Industry
 Over 50 years with CRM, IT, Software and Technology
 Members of many Service Industry associations including the NPTA
 Award Winning Software Company
 Registered on the UK Accelerated Growth Programme (AGP)
 Saleforce.com CRM Silver Partner and ISV
 Almost 500 users worldwide
In Short
 Software for Pest Controllers, built by Pest Controllers
 Software developed specifically for the Pest Control Industry
 Complies with the highest industry standards and protocols
 Card systems – Get lost, damaged, illegible
 Paperwork – Not handed in on time, gets lost, illegible, inconsistent
 Spreadsheets – Always out of date, manual to update
 Office visits - Lost productivity, admin heavy task
 Meetings for reviews – Infrequent, not up to date, takes time
 Reactive – Only know of a problem is when the customer calls in
 Call Outs – A lot of manual effort
 Invoicing – When job sheets are in
 Trends – What trends?
Current Ways of Working
Everyday problems
 Controlling State of Service
 Customers need information
faster
 Measuring productivity
 Cashflow
 Maintaining Log Books and
dealing with paperwork
 Keeping track of leads and quotes
 Many different systems to do the
job
 Constant double-keying of data
 Lost information
 A maze of information
 Wasting time searching
 Too much paperwork
Embracing technology
CRM (Customer Relationship
Management)
 A method managing your customers
 Complete 360 client view
 Find client information quickly
 View all touch points of communication and history
 Personal scheduling and Activity reminders
 Track Productivity
 Monitor and Track Performance
 Eliminate conflicts of interest
 Visible ownership of clients and contacts
 Reduce duplication of work
Work Scheduling Tools
 Calendars
 GPS Locations
 State of Service reports
 Work analysis
Analytics
Lightning Fast Technology
Mobile Technology
• Cross platform
• Offline
• Signature Capture
• Trend Analysis
• Photographs
• Actions
• Material and preparations
• Document Management / Site Plans
• Mapping tools
• Risk Assessments
• Quotations
Electronic Service Reports
• Provide customers with electronic service reports
automatically when the visit is complete
• Store electronic work sheets
• List of actions and remedial works
• Findings and recommendations
• Photographs and descriptions
• Signatures of technician and customer
• Inspections and Analysis
• Materials used
• Prep/Waste
Customer Portals
 Standard Company Documentation (MSDS, Risk
Assessment etc)
 Visit Completion Reports
 Recommendations and Action Plans
 Quotations and Invoices
 Dashboards and Reports for any data captured
 Trending and analysis
 Asset Management
 Site Management
 Automated Email Alerts
 Online Payment Features
 Review meetings and contract renewals
Connected Systems
• Extend your system to every department and
every business process
• Connect to remote monitoring tools
• Connect to finance systems
• Connect to HR modules
• Save time and money
• No development
• Increase your team’s productivity and
company’s growth
Stay compliant, stay ahead
A note on GDPR
(General Data Protection Regulation)
 Companies that collect data will need to comply with strict new rules
around protecting customer data within the next year.
 The General Data Protection Regulation (GDPR) is expected to set a
new standard for consumer rights regarding their data.
 Companies will be challenged as they put systems and processes in
place to comply.
Compliance
• Ensure all pest activity is logged
• Ensure there are no missed visits
• Actions are logged and addressed in a timely manner
• Trent Analysis and glue board results are captured
• Security of data and reports
• Waste management is logged
• Preparations used are logged (COSHH)
• Certifications and training is managed correctly
Stay ahead of the game
 Improve responsiveness to your customers
 Save time planning and completing jobs
 Reduce administration costs
 Improve customer satisfaction and retention
 Improve quality of management information
 Reduce or even eliminate paperwork
 Real-time state of service = no missed or overdue visits
 All visit data captured (especially trend analysis) complete with pictures
 ‘Real time’ customer information (electronic reports and portals)
 Simple territory management & productivity reporting
 Rapid invoicing as soon as the job is complete
 All data in one place, searchable and accessible in seconds
 No more paper log books to keep up to date. Everything online
Next Steps
Systems that scale
• Start small and scale up
• Buy into a platform that can be customised
• Look at all the features before you buy
• Understand limitations
• Ensure continuous improvement to security,
availability and performance
• Try before you buy
Thank you!
Questions?
Britannia House St Aubyns
Caerphilly Business Park Daws Hill
Caerphilly London
CF83 3GG E4 7RD
Connect:
@ServiceTrkr Facebook: facebook.com/servicetracker
Linkedin.com/Company/ServiceTracker
www.servicetracker.uk.com | 033 022 31 022
Contact us

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Systems that improve your business productivity and delight your customers nov17

  • 1.
  • 2. Systems that improve your business productivity and delight your customers
  • 3. About ServiceTracker  30+ years working within the Service/Compliance Industry  Over 50 years with CRM, IT, Software and Technology  Members of many Service Industry associations including the NPTA  Award Winning Software Company  Registered on the UK Accelerated Growth Programme (AGP)  Saleforce.com CRM Silver Partner and ISV  Almost 500 users worldwide In Short  Software for Pest Controllers, built by Pest Controllers  Software developed specifically for the Pest Control Industry  Complies with the highest industry standards and protocols
  • 4.  Card systems – Get lost, damaged, illegible  Paperwork – Not handed in on time, gets lost, illegible, inconsistent  Spreadsheets – Always out of date, manual to update  Office visits - Lost productivity, admin heavy task  Meetings for reviews – Infrequent, not up to date, takes time  Reactive – Only know of a problem is when the customer calls in  Call Outs – A lot of manual effort  Invoicing – When job sheets are in  Trends – What trends? Current Ways of Working
  • 5. Everyday problems  Controlling State of Service  Customers need information faster  Measuring productivity  Cashflow  Maintaining Log Books and dealing with paperwork  Keeping track of leads and quotes  Many different systems to do the job  Constant double-keying of data  Lost information  A maze of information  Wasting time searching  Too much paperwork
  • 7. CRM (Customer Relationship Management)  A method managing your customers  Complete 360 client view  Find client information quickly  View all touch points of communication and history  Personal scheduling and Activity reminders  Track Productivity  Monitor and Track Performance  Eliminate conflicts of interest  Visible ownership of clients and contacts  Reduce duplication of work
  • 8. Work Scheduling Tools  Calendars  GPS Locations  State of Service reports  Work analysis
  • 11. Mobile Technology • Cross platform • Offline • Signature Capture • Trend Analysis • Photographs • Actions • Material and preparations • Document Management / Site Plans • Mapping tools • Risk Assessments • Quotations
  • 12. Electronic Service Reports • Provide customers with electronic service reports automatically when the visit is complete • Store electronic work sheets • List of actions and remedial works • Findings and recommendations • Photographs and descriptions • Signatures of technician and customer • Inspections and Analysis • Materials used • Prep/Waste
  • 13. Customer Portals  Standard Company Documentation (MSDS, Risk Assessment etc)  Visit Completion Reports  Recommendations and Action Plans  Quotations and Invoices  Dashboards and Reports for any data captured  Trending and analysis  Asset Management  Site Management  Automated Email Alerts  Online Payment Features  Review meetings and contract renewals
  • 14. Connected Systems • Extend your system to every department and every business process • Connect to remote monitoring tools • Connect to finance systems • Connect to HR modules • Save time and money • No development • Increase your team’s productivity and company’s growth
  • 16. A note on GDPR (General Data Protection Regulation)  Companies that collect data will need to comply with strict new rules around protecting customer data within the next year.  The General Data Protection Regulation (GDPR) is expected to set a new standard for consumer rights regarding their data.  Companies will be challenged as they put systems and processes in place to comply.
  • 17. Compliance • Ensure all pest activity is logged • Ensure there are no missed visits • Actions are logged and addressed in a timely manner • Trent Analysis and glue board results are captured • Security of data and reports • Waste management is logged • Preparations used are logged (COSHH) • Certifications and training is managed correctly
  • 18. Stay ahead of the game  Improve responsiveness to your customers  Save time planning and completing jobs  Reduce administration costs  Improve customer satisfaction and retention  Improve quality of management information  Reduce or even eliminate paperwork  Real-time state of service = no missed or overdue visits  All visit data captured (especially trend analysis) complete with pictures  ‘Real time’ customer information (electronic reports and portals)  Simple territory management & productivity reporting  Rapid invoicing as soon as the job is complete  All data in one place, searchable and accessible in seconds  No more paper log books to keep up to date. Everything online
  • 20. Systems that scale • Start small and scale up • Buy into a platform that can be customised • Look at all the features before you buy • Understand limitations • Ensure continuous improvement to security, availability and performance • Try before you buy
  • 22. Britannia House St Aubyns Caerphilly Business Park Daws Hill Caerphilly London CF83 3GG E4 7RD Connect: @ServiceTrkr Facebook: facebook.com/servicetracker Linkedin.com/Company/ServiceTracker www.servicetracker.uk.com | 033 022 31 022 Contact us