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Microsoft CRM Mobile is lean but still muscular, completely portable, and designed to run on Pocket PCs and Pocket PC Phone Editions. Take your business and your information with you on the road, with all the comforts of your CRM readily handy.

 

Mobile CRM Increases Sales & Service

Fact: Mobility sales solutions constituted nearly $1 billion of the US market by 2007.

Welcome to the world of sales force automation, brought to you by Microsoft and Fpweb.net hosted CRM 4.0. The capability to provide marketing intelligence to sales reps in the field has taken an already overheated marketplace and made it even more fiercely competitive. Before long, salespeople without handheld access to databases full of valuable account information will be rare.

iPhone CRM Mobile

Imagine...

Two salespeople presenting the same product to the same potential customer. The first arrives at the office of a hot prospect armed, he thinks, with some notes scribbled in his address book during a previous visit. Only he can't find them. Maybe he wrote them on that napkin he tucked in his wallet months ago. No luck; the scrap of paper has disappeared. Pressed for time, the salesman places a hurried call to his office and asks a colleague to get out the prospect's file and pass along some intelligence.

Trouble is, the colleague pulls the wrong file and delivers the wrong information. The mistake becomes apparent in the course of a very confused—and brief—conversation, at the end of which the prospect is anything but hot.

A short time later, a second sales rep shows up at the same office. He takes a few minutes before leaving his car to open a file on a handheld device such as a Windows Mobile Pocket PC. The device contains detailed notes about the prospect's business as well as a few personal details.

This conversation goes well. The rep is able to convincingly relate the product he's selling to the prospect's business needs. And his inquiry about the Little League baseball career of the prospect's eldest son is icing on the cake.

Back in his car after the meeting, the rep gets out his Pocket PC and, with a couple of keystrokes, moves the prospect record into the new accounts file, creating and closing the sale. That night he will connect the handheld to his laptop, log in to his company's network, and update the central CRM database to reflect that a prospect has become a new customer.

 

Low total cost of ownership

When preparing for their time out of the office, mobile sales representatives subscribe to the type of information they'll need on their sales trips. The relevant data is then downloaded into the Pocket PC from the company's central CRM database.

Once on the road and disconnected, the sales rep uses the application to plan activities. When connected again, the application provides easy access to information about the customers to be visited. Then, during the sales calls themselves, Microsoft® CRM Mobile can be used to answer customer queries and update customer and opportunity information. At the conclusion of meetings, follow-up activities can be detailed and scheduled.

Smarter sales people translate into more sales

Underlying sales force automation are a couple of difficult-to-refute assumptions:

  • Give salespeople more pertinent information about their leads.
  • Give salespeople a way to better organize their schedules.

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Combine greater knowledge with greater efficiency and the end result is a reduction in the cost of inventory and order processing. In other words: A lower cost of sales. Meanwhile, increased customer satisfaction is promoted through improved, better-informed service.

Also, since field data can be entered throughout the day as it's being generated, the information making its way into the company's marketing database is more reliable than if it were being entered through an end-of-day data dump. And by doing away with mundane tasks, sales personnel can be more productive and can focus on closing deals.

 
   

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    What is Microsoft CRM?
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    30 Day Money-Back Guarantee. What do you have to lose?
    Give it a whirl - if you aren't 100% satisfied with our CRM product,
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    What is Microsoft CRM?
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    View All Level 1 features
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