Your payment processing costs rise, and you’ll create more data entry work for yourself.
Processing and tracking electronic payments is a chore because you create orders inside the CRM but accept transactions in a virtual terminal or even a black box. 
Your employees are unhappier not knowing how they’re doing, or receiving their commissions late.
Calculating and paying commissions is a hassle because of your structure also, there’s no way for your employees to compare their earnings from month to month or even view statements without importing data to a separate program. You lose deals because of this quoting disconnect. 
Delivering a quote and collecting necessary signatures for a job takes forever because your SKUs aren’t organized, not all products have descriptions or pictures, and you don’t have a way for customers to approve estimates electronically. Have you experienced any of these common problems? Potential and actual value are two different things in this case, and while Zoho CRM gives you the basic tools you need to operate your business, it isn’t a full, end-to-end field service management solution.įor that, many companies in your industry have been forced to use disparate systems to manage their data, potentially duplicating records, entering information incorrectly, and taking too much time to complete tasks that should be simple. Is Zoho CRM the out-of-the-box solution your field services or construction company is looking for? Keep reading to learn more about its capabilities.īut, all that said, it isn’t a perfect field service CRM, nor is it a perfect CRM for construction companies.
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