INDUSTRY: Plumbing and Septic Services
LOCATION: Minneapolis, Minnesota
COMPANY SIZE: 1-10 Employees
KEY REQUIREMENTS: A low-cost solution encompassing Contact Management, Service Records, Custom Fields, and Centralized Data.
DAN’S PLUMBING AND SEPTIC Implements Arkware’s MS Access CRM
DAN’S PLUMBING AND SEPTIC (DPS) specializes in providing quality plumbing and septic services in the Minneapolis area. For over 25 years, DPS has expertly managed everything from large-scale plumbing jobs to residential septic system emergencies. The DPS team includes fully licensed and friendly team members to accomplish projects on-time and within budget.
CHALLENGE
The DPS Team was managing staff and projects by utilizing many different tools including
- MS Outlook for contacts, interaction history, file storage, scheduling and reminders
- MS Excel Spreadsheets for project management reports and recordkeeping, and
- MS Word for document templates and other customer reporting.
Although a common method for small companies to conduct business, DPS had outgrown this strategy of recordkeeping. To avoid the possibility of project communication challenges, the business managers at DPS determined that proper management of internal data would likely lead to increased sales, improved project communication, a more professional image, greater customer satisfaction and, ultimately, increased profitability. The leadership team believed these factors to be a significant justification to invest in a CRM solution that could be further customized as to their unique needs as their business continues to grow.
SOLUTION
Arkware’s MS Access CRM (Free Access CRM Template) featuring common project data, service history, contact management, and responsibility assignments.
OUTCOME
DAN’S PLUMBING AND SEPTIC was able to quickly deploy Arkware’s MS Access CRM. DPS has seen a vast improvement in communication related to projects, increased team member accountability and an increase in sales due to timely interaction follow-ups. DPS implemented the CRM requiring no assistance from Arkware and is interested in some minor customizations in the next year to meet their service needs.
The DAN’S PLUMBING AND SEPTIC Testimonials
“DAN’S PLUMBING AND SEPTIC Mission Accomplished”
Aligning around a common approach
“The staff at DAN’S PLUMBING AND SEPTIC works a broad range of hours and from locations including the central office, project locations and, as needed, other locations where internet is publicly available. As such, our individual staff members were communicating project details via text, email, and phone. Due to multiple communication styles, communications were often delayed until a team member could resume working from their desk. When we evaluated MS Access, we found that it is a tried and true database solution(offered as part of the MS Office package), coupled with Arkware’s MS Access CRM, the cost barriers to utilizing a full working database were all but eliminated. It was an easy decision and we quickly jumped at the chance to make process improvements in our business. What we found was we got so much more! What we got was consistency in the form of organized processes. In the end, we have achieved important improvements to our communications, better cost control and savings, and customers that felt like we were more professional in handling our services for them.“
“..The transition to Arkware’s CRM was much easier then we ever imagined. We deployed it ourselves and were able to begin using the system immediately. I really wish we had done this years ago!” – Mark Helm – Manager
“One of the most comforting facts is our CRM is a Microsoft product. So we know that as our needs change over time, there will always be professional solutions and we will always have unlimited visibility to our own data.” – DPS Team Member