Inventory lists are crucial to moving business. Whether we are talking about the inventory of customers’ belongings that need to be transported or the inventory of available moving equipment, it is crucial to have the most accurate data. That is why we want to talk more not just about the importance of accurate inventory lists in moving, but also about how to ensure it with the help of CRM software. Here is everything you need to know!

How can CRM software improve inventory lists in moving?

One of the signs your moving company needs a CRM is if you are struggling to maintain the accuracy of inventory lists. But, how does CRM actually help with this? We know that customer relationship management software helps with creating customer profiles. Besides that, some industry-specific CRM apps have additional features. To better understand the relationship between CRM and inventory lists, let’s take a look at some of those features.

customization of fields in CRM
A more accurate inventory list will ensure customer satisfaction.

Standardize moving processes with CRM

The secret to the success of any business is to create standardized processes across the entire company. When it comes to moving, CRM software will allow you to create a standardized template for inventory lists. Since this is a document that covers all of the customers’ belongings, it is necessary to be accurate. To make sure you always capture all the important data, it is best to build a template that includes all the essential fields:

  • Item name
  • Item quantity
  • Description of item
  • General condition
  • Estimated value
  • Packing materials
  • Box number
  • Designated room
  • Special handling instructions
  • Signature

While you will notice that some relocations are lighter than others, collecting all of this essential data is still necessary. You want to know what items will be moved, and how many there are. Also, it is crucial to note the condition and the value of items in case of damage during transport.

Furthermore, some items require specialized packing materials and handling instructions. All of that must be noted on an inventory list. Finally, it is important to know where each item is and in what room it should go. This will help with organizing boxes during the loading and unloading process. At the end of the document, there should be a signature of the customer to validate the information. Thanks to a user-friendly moving CRM, you don’t have to recreate this list from scratch every time. The entire process is automated, and the system creates a list for you.

Move from paper to electronic records

It is extremely important to digitalize your business. This is not just to improve the efficiency of your employees and increase productivity but also to ensure the safety of all documents. Managing paper inventory lists requires a lot of time. There is also a high chance of damaging or misplacing the lists, which will cause many issues and potential delays. Thanks to CRM software, you can now keep digital records of all lists and access them whenever possible.

Furthermore, CRM helps manage moving crews and how they handle inventory lists. You have complete visibility of their actions, and it is possible to see when they sign off on a list to complete the relocation process.

A person looking at an inventory list on a tablet.
Digitalization of the inventory list for movers reduces human errors and simplifies the process.

Increase the efficiency of the moving process

Every time your moving crew handles customers’ belongings, they must load all boxes onto the moving truck on time and leave nothing behind. This is another process that is greatly improved thanks to the digitalization of the business and the implementation of CRM software. Instead of manually checking the list, they can use a barcode scanner to scan each item. This is just a safer and more accurate way of managing inventory lists.

Furthermore, CRM also allows integration with other systems and passes the data in real-time. Due to that, dispatchers and managers now precisely know when the moving crew is done with loading or unloading the boxes.

The importance of accurate inventory lists in moving

To better understand the importance of accurate inventory lists in moving, we need to think about the customers. They want you to safely pack their belongings, load the boxes onto the moving truck, transport them to the new home, unload the boxes, and unpack. All items should be safe from damage, and no box should be lost, or forgotten. Furthermore, movers need to deliver all of their belongings on schedule.

A man and a woman high-five over a moving box.
An accurate inventory list is necessary for a smooth relocation.

Once you improve inventory lists with CRM software, you indirectly affect customer experience. Increasing accuracy and efficiency will reduce the moving time and create a reliable connection between your business and the customers. They will enjoy a smoother and more pleasant moving experience.

Optimize CRM for your business needs

We spoke at the beginning about the feature to create templates for quickly generating inventory lists. This is just one of the examples of how CRM helps automate the entire process. What is even better is that you can customize it to fit the needs of your business. Even though an inventory list has some primary fields, you might require more information. That is where MoversTech CRM excels because it provides the flexibility to customize the features.

Keep track of the entire process from start to finish

Because of the ability to accurately capture all the data, CRM now allows you to manage the entire relocation process from start to finish. You can quickly notice if something goes wrong.  For example, if you are keeping track of the boxes on the inventory list, and you see that one box is missing, you can quickly backtrack the documentation to see the last record of it. That way, you can efficiently solve the problem before it escalates and causes more issues. As you can see, the importance of accurate inventory lists in moving plays a significant role and is necessary for a smooth relocation. Implement CRM software today and proactively solve potential problems in the future while improving overall productivity.

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