Overview:
Shark Byte CRM is an outstanding customer-sales relationship management tool designed specifically for mechanical service, plumbing, and HVAC companies. Shark Byte is basically a CRM sales tracker with several mobile building surveying tools along with estimating and proposal features. The CRM that SharkByte offers is intended to act as a guide for your team as it moves through the sales process, from the identification of new prospects to the finalization of a deal. With the features and tools provided by SharkByte, anyone can easily manage the sales process. With the help of this application, businesses and organizations in the mechanical sector will have more visibility over the actions of their sales teams and will have an easier time managing and predicting their future sales. The estimating tool offered by Shark Byte CRM is designed to integrate with the module for the generation of project proposals, as well as with mobile surveys, to facilitate the management of full-service agreements, maintenance contracts, project proposals, approval processes, and procedures, and several other adjustments for building conditions, amongst other custom needs.
About Us:
The inventors of Perfectware, along with many industry consultants and other service contractors, were the ones who came up with the concept of Shark Byte. A group with over half a century of combined experience in the mechanical service industry, holding various sales and management positions throughout that time. SharkByte determined that there was a requirement for the development of a unified sales tool that was tailored especially for the mechanical service contractor market. They discussed the issue with various contractors, and it became abundantly evident that there is no single answer that can address all of the concerns. Single-purpose tools that aren't related to anything else, add-ons to service management software, or modifying other commercial CRM software were the only options at that time.
The SharkByte CRM is a complete sales system built on tried-and-true methods for selling services. They have developed a one-of-a-kind collection of data and dashboards that make it a breeze to manage several representatives inside a single office as well as across many cities and regions. Shark Byte's reporting features make it easy to answer customers quickly and keep in touch with them. Tracking the sales cycle management process has never been simpler. Since every step taken to make a sale is written down, management can focus on ways to improve the sales force's performance. You can look at all the information about the company at any time and from anywhere. You can make a proposal and save it in the system along with any other finished sale paperwork. Then, these documents can be sent automatically to administration and operations, which makes the transfer go smoothly. Reporting and tracking of sales volume, reports comparing quotas to actuals, and a great deal more are all included in the CRM.
So, SharkByte made a solution that includes a customer relationship management system that keeps track of both sales and customers, a mobile surveying tool, an estimating system for contracts and projects, and an automatic proposal generation system. They have put together a group consisting of designers, coders, and programmers who have previous expertise in generating comparable products.
Company's Services:
SharkByte offers the following features and services:
The various thorough reports that are provided by SharkByte allow sales managers and business owners to gain granular insight into the sales performance of their organization down to the level of the individual sales representative.
You can take charge of the entire sales process, from prospecting to closing the sale. manage many sales representatives and determine where and how assistance is needed. Exceed company sales goals with this tool.
- PROJECT ESTIMATING & SERVICE CONTRACTS
Big Data analytics can be utilized for the development of the service contracting and project estimation tools that SharkByte offers. This tool analyzed more than 350 million dollars worth of service contracts.
You can easily create professional service agreements and project proposals with just a single click. You can also use your previously generated proposals as templates.
The mobile surveying tool from Shark Byte will help you do better surveys of buildings, equipment, and finances. No More Cluttered and Difficult to Read Paper Surveys
This feature allows users to use other business software seamlessly along with SharkByte. It integrates with both email and Google Calendar. You can easily book several events and appointments with SHARKBYTE, as well as send emails to contacts directly from the app.
The tools that XOI Technologies provides have been included in SharkByte's sales process. When XOI capabilities are added to a building survey, an XOI user can record condition reports and snap images of nameplates, which helps with the process of collecting information on equipment and improves the estimation of costs for maintenance and projects.
SHARKBYTE can help you with all aspects of email marketing, from generating new and qualified leads to distributing newsletters to your customers. Sending contacts from Sharkbyte to MailChimp is quite easy using the integration system between the two services.
It won't be a problem for you to use the powerful sales and estimating capabilities of SharkByte even if other departments in your company and organization already use Salesforce. The user is given the ability to choose which information from Sharkbyte should be sent to Salesforce, as it offers custom integration. You can use the tried-and-true sales methods of the SharkByte business to get new customers, survey buildings, give estimates, make proposals, and then merge the data in SalesForce.
Pros:
- The software is perfect for taking surveys and making estimates! Also, you can use this application offline too which makes it useful for surveying several things.
- Sharkbyte is an outstanding customer relationship management system (CRM). This customer relationship management system will, without a shadow of a doubt, cut down significantly on the amount of time required to prepare proposals. Moreover, the reporting that is provided to management is very amazing. You can do a service survey of a facility with the help of this tool, and an instant estimate of a maintenance agreement can be generated from the results!
Cons:
- It makes the process of inventorying equipment, providing estimates, and putting together a service agreement proposal a lot less complicated. Paper has been eliminated from this process, and as a result, the resulting data is incomparably more precise. Easy to attach photographs as well, which makes it really simple to locate the appropriate image for the appropriate piece of apparatus. SharkByte claims that an iOS survey tool is in the process of being developed, although the Android version is fantastic.
- You will have to adjust your approach towards this CRM application, you will have to abandon the conventional pricing strategy for filters that had been employed for the past few decades in the market available systems, which resulted in some reluctance on the part of Operations. Not only did it provides a right-on estimation, but also the survey provides much more information that helps you to expand and better prepare you for the startups.
Conclusion:
SharkByte CRM is a cloud-based project estimating app made for mechanical contractors to automate business processes through mobile surveys, sales management, new proposal generation, sales reporting, and much more. Shark Byte CRM can be easily accessed through the cloud. The reports and dashboards are meant to show how the sales funnel works so that sales performance can be improved. Shark Byte CRM's key features include client or customer tracking, contract management, sales pipeline management, sales forecasting, sales approvals, all quotation and proposal management, tasks, and meeting schedule. By using key performance indicators (KPIs) for employees, contractors can evaluate the performance of sales reps based on divisions or cities, as well as track their progress toward the organization's sales goals. SharkByte CRM gives users templates for many different types of surveys, such as equipment surveys, financial surveys, and building operations surveys. This lets users collect specific information about unique needs, cost of operations, security data, and more.