A mobile field sales CRM puts critical customer intelligence in the hands of your field sales force. With better knowledge about your customers, opportunities, contacts, and purchase history, you empower your sales force to focus on what your customers want the most. Isolate the best opportunities with the highest probability to close. Focus your sales conversations on what your customers care about the most.
Without it, research shows you are only 56% likely, at best, to hit your goals. Why? Collecting real-time field data from your mobile field sales CRM gives you the infrastructure you need to build Key Performance Indicator (KPI) driven dashboards to track sales force performance. Plus, your sales force has immediate access to a complete picture of the best opportunities for your customers and prospects. They can focus in on what your customers really want.
Present a consistent, polished proposal and contract to your customers while saving your sales force time. In a mobile field sales CRM, you can generate proposals & contracts and capture signatures immediately. There is no wait to close a deal. These capabilities help your sales force to focus more closing deals and less on paperwork.
With instant visibility into customer opportunity amounts, history, and discounting in a mobile field sales CRM, you have the intelligence you need to set the right price. In fact, you can mine customer transaction, deal history, and past discounts to see what it really takes to close a deal. Mobile field data collection puts the power in your hands to know what the right number is. Don’t leave any money on the table.
A highly effective mobile field sales CRM can deliver more intelligence and better capabilities when it is integrated into your existing systems and databases. With an integrated platform, you can bring in critical information from other systems, such as payment history, and you can package data from your mobile field sales CRM back into your main systems.
Paper forms, flat files, and even PDF expert leave room for costly mistakes. In our mobile field sales CRM, you can create forms dynamically on the fly. Your field sales force and customers can fill out critical data and sign agreements in the field. Plus, with form validation mechanisms, your forms will always be filled out correctly the first time. Go straight to invoice without having to send your sales force back out to the customer a second time.