CRM While DrivingA presentation on mobile CRM built by Infinity Info Systems and delivered on Slideshare

salesmarketingPoorly executedCRM StrategiesThe Challenge with CRM TodayCustomer demandsare rigorous Poor return on CRM

20%Poor lead qualification20%Poor process for nurturing leads20%Poorly defined web capture processesPoor follow-up and acceptance10%Desperate sales & marketing systems Misalignment4%5%Poorly defined roles & processes10%Sales Leaky Funnel isDue to Poor Follow up

The Opportunity withMobile EnterpriseCustomer Facing TelecommutersHQVIRTUALROAD WARRIORS

Enterprises with Mobile CRMsource

Effects of Mobile CRM% of quotasource

What Mobile CRM has Transitioned to over the Last 5 YearsEase ofData EntryUbiquitous AccessContext RelevantLocation Awareness& Prospect Mapping

Top CRM InitiativesPriority of CRM initiatives getting funded in the enterprise for 2009source

Data In, Data OutThe key to good data is getting the data in the systems. Sales & Support people are more likelyto input data on mobile devices at the point of entry. In real-time.

Often the integration between sales & marketing occurs when salespeople can follow up quickly on leads and marketing can use timely feedback to produce better leadsSalesMarketing

Of sales reps felt that a PDA/smartphone sales solution would make them more effective in the field83%Said they would use their CRM systems more if they had handheld mobile devices90%Believe mobile CRM software will become an important sales tool for the organization 91%source

Representative Mobile CRM metricsMarketingSalesField ServiceNew customeracquisitionReduction in admin. timeFirst interactionclose rateResponse RateDeals per repActivityper ticketConversion RateCost of salesLog length

ROI for Mobile CRMClose MoreDealsImproveProductivityIncrease UserAdoptionImprove theToolsetWork the WayThey Work

Close More DealsBe more effective with mobile CRM Have better visibility forUpsellingCrossellingReview notes about prior calls before the callSpend more time in the field

Be more effective with mobile CRM

Have better visibility for

Upselling

Crosselling

Review notes about prior calls before the call

Spend more time in the field

Improve Productivity Get your info in real-time No more having to wait to dock at a hotel or the office Share info easier Allow for faster follow up

Get your info in real-time

No more having to wait to dock at a hotel or the office

Share info easier

Allow for faster follow up

Increase User Adoption Get sales people to use it when they want to Allow them to enter data when it’s on their time Provide real-time tools for salespeople in the field

Get sales people to use it when they want to

Allow them to enter data when it’s on their time

Provide real-time tools for salespeople in the field

Improve the Sales Toolset Distribute sales collateral easier Keep contracts up to date Allow the sales person to collaborate with others when they are in the field Improve coordination on deal points and enable faster closing

Distribute sales collateral easier

Keep contracts up to date

Allow the sales person to collaborate with others when they are in the field

Improve coordination on deal points and enable faster closing

Work The Way They Work Keep the sales force in front of customers by allowing them to update CRM from the road Allow sales force to collaborate in real-time and close deals faster Get data into the main CRM database by providing a tool that the sales force enjoys working with

Keep the sales force in front of customers by allowing them to update CRM from the road

Allow sales force to collaborate in real-time and close deals faster

Get data into the main CRM database by providing a tool that the sales force enjoys working with

CRM Technology on the iPhone

CRM on the Blackberry

CRM on Windows Mobile/Pocket PC

Infinity Info Systems RAPID Methodology

Infinity Info Systems RAPID MethodologyThe RAPID methodology streamlines the time to get from concept to working mobile CRM system

Founded in 1987, Infinity Info Systems develops Customer Relationship Management (CRM) and Business Analytics solutions for clients in the financial, life sciences, business services, media and manufacturing/distribution industries around the world. Infinity’s technology solutions, services, training and support help organizations become more profitable by improving sales and marketing effectiveness. Infinity has trained more than 130,000 professionals and successfully implemented more than 3,500 CRM systems. Visit www.infinityinfo.com or call (800) 354-4228 to learn more about Infinity Info Systems.Infinity Info Systems partners:

PRACTICE AREASCRMBusinessAnalyticsMobilityWeb EnablementConsultingProject Management TrainingSales & SupportRAPID Methodology

Next Steps for the Road Warriors?Learn more about Mobile, CRM and Infinity Info Systems:12Visit our website at:Call us at:800.354.4228http://infinityinfo.com/CRMMobility