As a dredging technician, you want to spend the majority of your time planning successful dredging projects, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs. There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as a dredging technician. Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as a dredging technician and make your CRM work for you.
As a dredging technician, it will be especially important to collect information on the status of each dredging project so that when the dredging starts, everything goes smoothly.
•✅Equipment Fleet Size (number field listing amount of equipment needed for each project)
•🌎Environmental Compliance Status (dropdown listing what stage each project is at in terms of compliance)
•📝Permit Approval Status (dropdown listing whether or not permits have been acquired)
•📆Required Project Completion Date (date field listing when the project must be completed by)
Pipelines are composed of statuses—each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.
As a dredging technician, you can use a pipeline to track your entire process. From the planning stages to when the dredging work is completed—store all of that information in your pipeline. Take a look at an example pipeline for dredging technicians below.
As a dredging technician, you can use groups to track all of the people you work with who help make each dredging project happen. Take a look at a couple example groups that are perfect for dredging technicians below.
•👷Contractors
•📦Suppliers
•📋Regulators
Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.
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