System for the heating and cooling industry
How can you improve sales and service of heating and cooling devices?
Managing a company in the heating and cooling (HVACR) industry requires a solution tailored to the specifics of these operations. Continuous access to information about the devices your company services is essential. Meanwhile, the sales department needs ongoing support for sales campaigns. Aura Business system integrates data across the entire enterprise and accelerates user workflows.
- Organized knowledge about client devices.
- Efficient management of service processes.
- Timely reminders for equipment inspections.
- Comprehensive history of customer interactions.
- Quick task delegation to employees.
- Sales campaign management by sales representatives.
- Convenient creation of offers for clients.
- Analysis of sales and service data.
Aura Business is a dedicated CRM and Service Management software that has successfully supported companies in the heating and cooling industry for many years.
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Key benefits for the HVACR industry from implementing the Aura Business system
Automation of repetitive tasks
Time savings for both employees and clients
Reduced customer service costs
Transparent lists of ongoing tasks
Efficient internal communication
Increased employee efficiency
Convenient access to device history
Integration with other IT systems
Mobile access to critical information
Managing orders in the HVAC industry
Does your company service air conditioners and other refrigeration equipment? Does your company perform inspections of heaters and boilers? You might need a tool that allows you to control all orders executed for clients. How can Aura Business Service Management help you with this?
- Electronic orders files categorized by type (e.g., installation, repair, complaint, inspection).
- Clear requests management with Kanban, Gantt, and shared calendar views.
- Dedicated portal for customers – ability for clients to independently add orders and monitor work status.
- Convenient generation of electronic acceptance protocols.
- Reminders for upcoming equipment inspections.
- Comprehensive information about customers and serviced products.
CRM system for the HVACR industry
If your company sells refrigeration, ventilation equipment or heating machines, you certainly need a clear plan execution scheme to support your sales goals. How can Aura Business CRM assist salespeople and managers in this field?
- Organized customer database and contact history.
- Sales opportunity campaigns divided into stages.
- Quick offers generation with automatic linking to customers.
- Shared task calendar.
- Goal management and progress monitoring.
- Synchronization with an ERP system and payment data retrieval.
What problems does the Aura Business software solve?
Aura Business solves key problems for the HVAC industry. For over 20 years, we've supported companies like yours with our software, addressing their most critical issues:
- Dispersed information about ongoing service orders.
- Lack of knowledge about employee availability and tasks performed.
- Paper-based documentation and losing recorded agreements with clients.
- Extended communication processes with clients.
- Hindered communication among employees.
- Inability to analyze data on sales and service activities.
- Forgetting deadlines for regular equipment inspections.
- Lack of access to information about devices and clients outside the company.
- Difficulties in reconciling all services provided to clients.
- Inconsistent customer database and duplicated entries.
- Internal communication chaos and lack of information flow among employees.
- Sales representatives' lack of notes on meetings and agreements with clients.
- Time-consuming creation of sales offers.
