The Transition from CRM to Personal Sales Assistant

Posted on 09 January , 2017 by Miquel Segarra

 personal sales assistantTraditional mobile CRM systems struggle to provide field sales reps with the information they need, when they need it. That’s why contextualization from a personal sales assistant tool is key.

 

Think back to the last time you were running late for an appointment and weren’t able to let anyone know, or perhaps fighting through your client account for a snippet of your previous visit? And your CRM just threw back a blank stare as if to say - “What do you want me to do about it?”

 

 

This is exactly why ForceManager has created an intuitive in-app system to deliver relevant information about a field sales rep’s upcoming meetings directly to their Dashboard.

 

This visual alert informs field reps of which account or opportunity they’re visiting and how much time they have to get there, calculated under current traffic conditions and current location.

 

But it’s more than just a simple reminder. It’s a sophisticated and intelligent system that adapts to your surroundings.

 

personal sales assistant 2

 

For instance, imagine you’re caught up on a call with a prospect and you lose track of time. That client meeting scheduled within the hour slips to the back of the mind and before you know it, you’re running late.

 

Not a problem. ForceManager will automatically change the alert from green to red, updating your ETA and also activating an option to contact those attending the meeting via a quick text, call or email.

 

Once you’ve arrived, ForceManager will also activate an option to quickly access the “check-in” feature, making it even easier to report your activity.

 

More information: Where sales and intelligence finally connect

 

Related post: ForceManager 2.4 for iOS: Digitalized Processes for Smarter Selling 

 

This entry was tagged in Mobile CRM, ForceManager

Miquel Segarra

Product Manager en ForceManager