Field Sales Management Mobile App
To boost productivity and revenue of a US-based business and technology solutions provider
About
To establish and grow relationships with prospects & customers, the client wanted to develop a mobile-based solution that enables easy tracking of the organization’s sales force to better plan, manage, and close deals by integrating their contacts, locations, and calendars for higher productivity.
Platform
iOS
Industry
IT
Region
US
Key Features
The developed tool aids individuals, sales teams, and organizations to build & nurture customer relationships within their network. It enables them to enhance their performance regarding sales and leads to boosted profits.
Easy Discovery of New Leads & Accounts
Hassle-free management of new leads and accounts on a mobile device with advanced search options powered with GPS capabilities to prospects anytime with daily recommendations
Timely Updates
Real-time insights on lead views about your saved leads and accounts to plan the future corrective action
Leverage Extended Network
Widen your range to reach out by leveraging the network of individual users and companies to tap into opportunities at the right time
Direct Communication
Seamless connect for sales teams to contact & engage with prospects, gauge their interests and leverage the opportunity to convert them into a customer
Challenges
- Management of massive influx and volume of customers
- The complexity of managing multiple integrations
- Sales force planning based on historical data only with no room for immediate changes
- No real-time tracking of field sales individuals and hence no real-time updates
Solution
The sales force management app offers the field sales individual to work seamlessly with everyday business operations as part of today’s competitive landscape.
Unified Single Mobile App
Helps stay organized with meetings, events, and other account updates on the go with just one app, even enables joining conference calls with a tap, and record meeting notes while in motion while accessing and updating the CRM data anytime, even while offline.
Accurate Order Management
Streamlining of daily sales or service activities enables routinely manage/approve sales orders without tracking salespeople down for order statuses
Seamless Pipeline Management
The mobile dashboard offers automation of assembling, tracking the sales pipeline and management of opportunities beyond manual data entry
Multi-level Integration
Extending the tool kit capability for sales teams with right third-party integrations with leading enterprise CRM Data and personal data
Technologies Used
Project Snapshots
43%
Better Sales Prospecting & Forecasting
20%
Faster Deal Closure
4x
Improvement Performance and Reliability due to Sales Intelligence
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