How to customize a CRM to become a more organized and efficient security system installer

As a security system installer, you want to spend the majority of your time keeping your clients’ safe, 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 security system installer.

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 security system installer and make your CRM work for you.

Imports and exports
Note: If you’re considering CRMs and you want to give our product — Less Annoying CRM — a try, we’ll be happy to apply all these customizations to your account during your free trial so you don’t need to worry about a thing. Just get in touch with our support if you’d like to give it a try.

Groups

Segment and organize your list of contacts and companies in the CRM.

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Pipelines

Pipelines

Track any workflow or process that you repeat over and over again.

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Fields

Custom fields

Collect all the information you need that is critical for your work.

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Custom fields

As a security system installer, it will be especially important to collect information on your clients' preferences so that you can install the perfect security system for each client.

  • 🔒Security System Type (checkbox field checking off what particular security system features a client is looking for)
  • 🗓️Installation Date (date field to store the planned security system installation date)
  • 📝Service Contract (file field to store the service contract the client signed)
  • 🏢Customer Type (dropdown field to list the type of client you’re working with - residential, commercial, etc.)
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Custom fields let you take your CRM to the next level. Collect more than just the basic information about the contacts and companies you work with; instead, collect everything that is critical for your work.

Pipelines

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 security system installer, you can use a pipeline to track your entire process. From the first time you visit a client’s property to when you’re teaching them how to use their brand new security system—store all of that information in your pipeline. Take a look at an example pipeline for security system technicians below.

Active statuses

Initial Inquiry
Site Visit
System Design
Installation Scheduled
Installation Complete
Testing and Troubleshooting
System Handover

Closed statuses

Successful Installation
On Hold
Not Interested
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Pipelines are one of the most useful CRM features; they let you track any workflow or process that you repeat over and over again. It's a great way to make sure nothing slips through the cracks.

Groups

As a security system installer, groups will help you easily organize your list of clients and vendors. Take a look at a couple example groups that are perfect for security system technicians below.

  • 📹Vendors
  • 🏢Commercial Clients
  • 🏠Residential Clients
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Groups are a handy feature that you can use to segment and organize your list of contacts and companies in the CRM. Think of groups as tags that you can attach to anyone to assign a label to them.

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.

Less Annoying CRM is a contact management tool designed for small businesses, run by a small business.

At $15/user/month with a 30-day free trial, LACRM has all the features that you need to manage your customers, new prospects, and everyone in between.

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