Life on the road meeting new customers and valued current customers needs to be effective. After each meeting how do you keep records, make notes of promises? Some good sales people are not the best record keepers and enjoy the “sell” not the paper work!
If the company CRM system is on a pda device, the sales person can look up information as they “go”. e.g. Prior to a call the account history can be pulled down to the device and refresh the mind before the meeting.
During the meeting orders can be processed on the spot!!!
Post meeting - the record can be briefly updated and the individual is up to date and does not have to start on updating the crm, when home or the following week…..
For more info have a look on the igroup web site - we have iField sales - a packaged application that is a CRM handheld solution.
Steve.
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