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What does it mean to be able to add your own online forms?

Add your own forms
Fig 1: Add your own forms into your app

When using any software application there is always a challenge to be able to do everything that you need to right in the app (and to be able to do it the way you really need to to be successful for your business).

Facebook have demonstrated how they are masters at this strategy of keeping you on their site. They just keep adding more and more functionality into their application with a strategic plan of keeping you on their site. For example, now a cornerstone of Facebook are the videos, these are designed to keep your attention and just start autoplaying as they are displayed on your screen. In the earlier days of Facebook you just added a link to a video which was hosted on YouTube or somewhere else. Then when you clicked it you would be be visiting Youtube instead of Facebook. Facebook realised that this meant that after you had watched the video you then had to make a conscious decision to move back onto Facebook although it was probably just easier to remain on YouTube and watch something else.

So by keeping you on Facebook rather than letting you wander off to YouTube, they planned it to improve your experience with their application (and at the same time it gave them more opportunity to monetise your visit).

In purely practical terms, if you need to fill out forms, for example as a heating engineer who needs to complete a Gas Safety Certificate. The usual workflow would be something like this:

  • Pick up a job sheet at the beginning of the day
  • Visit the customer premises and carry out the inspection, at the same time filling out a paper gas safety questionnaire form.
  • Then they will either complete a certificate then and there or take the form back to the office at the end of the day (or the next morning)
  • The next day someone in the office will issue the gas certificate (and update the database and then send an invoice out to the customer)

So how much simpler for the engineer if, by using an application, they

  • Receive the job sheet in an app on their phone (saves travelling to the office)
  • On the same app they can complete the online forms (no paperwork)
  • Send the signed and completed certificate by email (prepared automatically by the app and still on the app)
  • In the background the database is updated and customer is invoiced (all while still on the app)

The savings using the app to complete online forms include saving on travelling (reducing the need to come back to the office all of the time), it also gets rid of the tedious paperwork all together and reduces the admin required because the database is automatically updated.

This is an example of what it means to be able to add your own forms (to match your business processes) into an application.

Another really helpful example is using Health and Safety forms. By adding your own library of forms (or using a ready made library that is already included) the application becomes a much more useful business tool.

This means that your team only need to login to one application to find their tasks for the day as well as being able to refer to the Health and Safety forms they need to keep themselves safe while they are working.

There are many other examples of using online forms to show just how worthwhile it is checking that any application required for your business operations has the ability to be set up to upload all of the online forms (and other business processes) you need everyday. This will make such a huge difference in making your working day and the working days of your team just so much simpler (and so much more efficient). The cost of implementing an application like this will be negligible in the long run because the time saved will way outweigh any running costs for the application.

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CONTACTS

This is the cornerstone of your CRM – your connections, your contacts, your customers, your suppliers. It all revolves around the people you know and are connected with.

As you build and grow your relationships with your contacts you are able to develop a loyalty between you and your brand. This will directly translate into increased and improved business performance.

List all of your contacts and companies you do business with and link them together. Add log entries to record all your interactions.Wherever you are, you are always connected with your contacts, you can make any updates, record notes and access information or files.

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TASKS

Create and allocate tasks. These automatically sync with your calendars on any media device and set automatic reminders.You can assign a team member and a contact or a group of contacts to a task.

A collection of tasks, referred to as a case, is an ideal way to manage a project or a series of events that are required in your business. By sharing the case everyone associated with the project can monitor it’s progress. They will be able to see when the project is started, whether it’s ‘on track’, ‘overdue’ or ‘completed’.

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GROUPS

Groups are like a saved of your contacts.

This is a really essential tool, by being able to categorise your contacts into different groups means that you are able to identify the contacts that you want to work with at any time.This might be because you want to visit all of your contacts in a specific postcode or town or you want to email a special offer to different types of contacts.

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DOCUMENTS

Having your documents in one place together with your CRM makes perfect sense. Our documents feature allows you to store and share files relating to a specific contact together the contact details.

Your sales team will always access the most up to date sales support material. There is no need to backup your documents any more as we take care of this automatically for you. You have reassurance and peace of mind when using our document feature because we use the same advanced security level when storing your documents as every else in Light Degree CRM.

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E-MAIL MARKETING

At the heart of every business is the customer and it is imperative that they feel valued. They appreciate being kept up-to-date with the latest news, promotions, events, reminders or simply to stay in touch.

We can tailor make e-mail campaigns to suit your business. Reports and full campaign analytics are generated automatically. Preview messages, see who is opening them and what interests them so that you can send them further information. All templates are optimised for mobile devices for quality viewing.The campaign size can grow as your organisation does,with a strong emphasis on expanding your brand, it will give your business an amplified appearance of online presence.

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EVENT REGISTRATIONS

Even when remote from the office you can have a complete overview of all event details. An accurate count enables you to manage marketing strategies and facilities. New events created will automatically appear on your website, enabling customers to register immediately. All registrations will instantaneously be added to your event and contact book.

Make sure your attendees and exhibitors have all the information they need. It’s simple to send message reminders of event details or any last minute changes. If you need to share documents, these can be uploaded ready for your event managers to download.

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ADMIN

Each user can adjust their own settings, including setting up a social login (using Google or Linkedin) so they can just click and login with details they are already familiar with.
Admin users can manage other users, change the way the contact information is displayed and create custom fields or tags to categorise contacts.

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REPORTS

Reporting gives you an overview of everything that is going on in your business. It helps you to focus on what is important rather than just getting lost in all of the detailed information you have in your CRM.

We offer an extensive range of reports to be sure that you can get the best information to manage and operate your business. We specialise in reporting on sales activity for individuals and teams.We even add another report every time you add tag (or custom field) to categorise your contacts. So you will always have the information that you need to build and increase your sales.

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OPPORTUNITIES

A great way to be remember to follow up on all of those quotes that you have prepared and given to customers and potential customers, is to enter these as opportunities into your CRM.

By adding them as opportunities you can check on the progress, right from the time you prepare the quote, through to when you receive an order or send an invoice to a customer. Once entered into the application you will be reminded as the date approaches, when you anticipate the order to arrive. This means that you can follow up with the customer if necessary to assist the process.You can add other potential quotes or opportunities to your list as you identify these so they will tracked and followed up as well.

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CASES / PROJECTS

A great way to work with other people or for using as a simple check list of things that need to be done. Track all tasks to be completed and see the overall progress of the project. A collection of tasks where you are collaborating with other team members like this is referred to as a ‘case’.
It can happen like this…
– You need to prepare a quote and need someone to prepare a drawing and someone else to get pricing from several suppliers first
– You are working on an event where several people have to complete different tasks to make it happen
– You need to advise a customer and have to call in expert advice first
– You are working on a project and everyone in the team needs to know where the others are up to and the progress overall

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