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Mobile CRM: Are you able to access critical customer information when and where you want, be that in the office or out on the road?

The ability to access key company data on the move has long been a 'nice to have'. But finally, enterprise mobility is no longer just a boon to bigger firms. Accessing business information anytime, anywhere, in order to give you a truly connected workforce, is now a reality for organisations of all sizes.

Whether you want to access your database remotely from your laptop or via other mobile devices like the BlackBerry, smartphone or PDA, you can easily keep your finger on the pulse with mobile CRM solutions.

Workflow management: Having access to information is one thing - acting on it is another:

  • Do you have a business workflow that's responsive to the way your sales team operate?
  • Are you on top of the progress of all your key sales opportunities?
  • Are you receiving pro-active notification of customer support issues?
  • Back at base, are your calls being routed automatically and handled in a process driven way?

The field sales agent works best on an alerts-driven basis and needs a system to spot opportunities or alert them to issues. Workflow features such as these motivates your sales team, maintains user buy-in to the system and heightens your sales efficiency: a major factor in maximising the success of your CRM.

Business intelligence: Actionable insight into your processes can help you solve problems, seize opportunities and improve performance:

  • Who are your top performing sales people?
  • Do you have the ability to replicate their working methods (so-called Best Practice) across the whole sales force?
  • Can you see accurate profiles of everything in the pipeline?

Analytical CRM used to be the province of the big ERP players. The good news is that clever, user-led and cost effective business intelligence tools enabling analytical CRM for the smaller player is here, now.

Based on our extensive experience with over 400 clients, we are very aware of the pressures that sales managers and decision makers face in getting the most from the sales force. That’s why we deliver the CRM and BI you need in innovative, accessible ways to help you support your alert- and/or process-driven sales procedures. We're dedicated to supporting your sales team, on and off the road. We also facilitate analytical CRM functionality in tandem with operational CRM through genuine BI (business intelligence).

Learn more about how our CRM solutions can help you improve your selling activities.

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