Beyond Excel®: Why Certificate Management is an Important Measure of Your Business

Provide Your Clients 24/7 Access to Scale Certificates

How often do customers call you on the phone to ask for information or a copy of their scale certificates? If they call you, it’s likely because they are being inspected, audited, or are putting together some paperwork for the government. Like most scale dealers, you’ve probably set up a way to get certificates from customers and send them to them. Does your system let customers access their certificates online at any time? Today, when everything is easy to find, more and more customers expect this service.

Make it easy for customers to access your certificates to build trust

What does this say about your business to people who see it?

In our field, certificates are the most important papers. People who do business need to be able to get and fill out their certificates easily. However, the customer is ultimately responsible for making sure that their certificates are available for inspection. That being said, we all have customers who may not be as careful as they could be with these documents. One of the best things about being a scale dealer is that you can give your customers extra peace of mind by taking care of this part of their business.

Also Read: How to strengthen your supply chain against a new wave of disruptions

How Important Certificate Data Is for Running Your Business

What’s written on your client’s certificate is important to your business because it tells your technicians when they need to come back to recertify or service the scale. If the customer can’t find the certificate, you are the first person they call, and they are often a little stressed.

Types of Certificate Management Systems: Old and New

It’s possible that you keep an Excel® sheet with all the important details they need and a link to your server or computer where the real certificate is kept. Put that thought on hold. Why do they have to call you? People today expect to be able to get information, even their own information, without having to call someone. You should be able to find it online. Not many people call their bank to check their account balance. Customers can get to their data online with most credit cards, cell phone plans, and cable companies. The phone call is not only out of date, but it also costs money. Employees are expensive, and customer self-service can free up some of their time to be spent on more productive activities. Not being a system for getting data is not one of them.

Also Read: Who Is Your Best Service Technician?

Why it’s important for scale dealers to go online

Although it’s fair to say that your company is smaller than a bank or a phone company, small does not mean customers should expect less. In many cases, smaller is understood to mean better customer service – and in 2015 better does not mean a phone call. When it comes to information, it needs to be online and available 24/7.

Transform Your Customer Experience with Miracle Service

Going online with your customer data will propel your company into a higher level of service for your customers. There is more to it than just making this information accessible; it shows customers that your business has systems and processes in place that are sophisticated. This perception gives the customer confidence that you are the right service partner.

Also Read: 3-2-1 Backup Strategy

Overcoming Common Concerns About Going Online

Most dealers believe that going online has two drawbacks: data security and cost. Both of these are valid concerns, especially if you are trying to do this yourself. Miracle Service alleviates both of these issues. Our service management system contains a host of optional add-ons such as a secure online Web Portal, and a Certificate Management module to help your customers access their data online. We’ve helped thousands of service companies in over 50 countries worldwide automate their service operations and gain a competitive edge. Send us an email at sales@miracleservice.com or book a demo today to see what Miracle Service can do for you.