How are new users of the Business Pilot CRM system introduced to it? Arwen Van Wyk, training coordinator, explains.
This is a shortened version of an article from Glass and Glazing Products (GGP) Magazine. To read the full version, in the September 2023 edition of GGP, click here.
“I’m definitely a window person, and not a software engineer,” explained Arwen Van Wyk, training coordinator for Business Pilot, “so when I teach people how to use Business Pilot to make their lives easier, more efficient and definitely more profitable, I’m speaking from experience.
“Business Pilot was designed by window installers who wanted a CRM system that suited their needs – not the other way around.”
In a nutshell: Business Pilot is a CRM and business management tool that gives users complete visibility of each element of their operation. There is no need to go searching for documents stored elsewhere, either on paper or in another part of the computer network.
“It is cloud-based, so you – and your team out on the road – can access it from anywhere, either on a desktop, tablet or on your phone on the app,” continued Arwen. “It links with other third-party software like Xero, Tommy Trinder and Windowlink, and you can even register your installations with Fensa by simply clicking a button, taking you seconds rather than hours, reducing the possibility of errors and saving both time and money.
“When I used Business Pilot, I would log all phone calls, emails, site visits – everything – in the activity tab, so that if a customer called, I could bring up all the details relating to that job in a matter of seconds.
“This makes life hundreds of times easier – no hunting for stray information – but it also makes the customer feel special because you are brought up to speed immediately.”
Find out more about Business Pilot by reading the full article from Arwen in the September 2023 edition of GGP.
