Use maps to identify nearby opportunities
Manage deals with unique pipeline for each product
Connect apps to create key metrics to help reps
Realtime access and visibility to the deals
Integrate with partner CRMs to centralise
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Track sales in real time & prioritise multiple opportunities using data-driven insights for quick deal closure. Manage opportunities with instant visibility to every stage to make informed decisions.
Get a 360° view of the opportunities & streamline the entire sales process.
Manage your field agents' location at all times, track visits schedule, daily visits completed, etc. Ensure real-time visibility on field agents with check In/Out restrictions & meeting recordings.
Remotely track all the customer interactions in one platform.
Drive deals to closure with an effective collaboration among the multiple teams for instant follow-ups & quick discussions. Broadcast feature to help with announcements, notices, latest news, etc.
Gain complete context of the deals and improve sales conversions.
in Customer Retention Rate
for Effective Lead Distribution
into Multiple Opportunities
Get an overview of all the nearby hospitals & labs for field agents to sell on the move
Identify new cross-sell opportunities with deep insights into each account with a 360* view
Automate all the field sales agents' daily activities, track & monitor activities for effective closures
Enable geo-fencing to get the accurate data of the field agents based upon Check In/Out
With automated workflows & sales insights, turn all high-quality leads into recurring revenue accounts
Real-time access to all the product collaterals to gain a strategic upper hand & insightful learning curve
This is a detailed guide for the companies to choose the mobile CRM solution best suited for the company needs. Mobile CRM adoption is a dicey journey for many. Many companies have tried it before and have made some errors in the deciding and adopting the right CRM.
Executive Assistant to Executive Director - Ion Exchange