Mobile deal management solution.
Toolyt helps to transform the data assets into ongoing actionable insights for field reps providing the most up-to-date information about customers and prospects, and driving value-based selling.
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PRIMARY SALES
Lead Discovery
Use maps to identify nearby opportunities
Deal Pipeline
Manage deals with unique pipeline for each product
Customer 360
Connect apps to create key metrics to help reps
CHANNEL SALES
Visibility
Realtime access and visibility to the deals
Integration
Integrate with partner CRMs to centralise
TRUSTED BY COMPANIES THAT PUT INNOVATION FIRST
Multiple pipelines with
Opportunity management
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.
Monitor customer interactions with
Visits module
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.
Enable streamlined selling with
Collaboration
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.
A data-driven mobile deal management solution to transform your field sales team
40%
IMPROVEMENT
in Customer Retention Rate
0
LEAD LEAKAGE
for Effective Lead Distribution
10x
FASTER
Task Efficiency
100%
Visibility
into Multiple Opportunities
Get an overview of all the nearby hospitals & labs for field agents to sell on the move
Discover leads from Google map
Identify new cross-sell opportunities with deep insights into each account with a 360* view
Easier cross selling
Automate all the field sales agents' daily activities, track & monitor activities for effective closures
Schedule daily activities
Enable geo-fencing to get the accurate data of the field agents based upon Check In/Out
Geo-fencing
With automated workflows & sales insights, turn all high-quality leads into recurring revenue accounts
Prospects to Accounts
Real-time access to all the product collaterals to gain a strategic upper hand & insightful learning curve
Product catalogue and Learning
White paper : How to choose the right mobile CRM
Brief journey from desktop CRM to mobile CRM
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.
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"Toolyt's services compared to all the other Apps are the best, the vendor app is indeed a value for money and really affordable. Customer support is good"
Shalaka Pimple
Executive Assistant to Executive Director - Ion Exchange