Key Facts Industry: ITRegion: AustraliaTechnology: AJAXLanguage: Objective CFramework: Cocoa TouchSolution: An iPhone app for fully functional Sales CRM and Reporting tool developed to improve sales productivityBenefits: Ease of maintaining daily, weekly and monthly rerpots to be sent to sales managersFreedom from paper work<br />507682512328800<br />The ClientThe client, an Australian based software development company, specializes in software solutions and software consultancy. The client’s areas of expertise lie in web-based enterprise solutions, web application and mobile development.<br />
The Business NeedThe client wanted to build an innovative Sales tool that would enable sales people, still using paper based systems, to keep track of their leads, customers and results using mobile technology in a hassle-free way.The client expected the Sales force application to have an extensive menu that included:Keeping records of history and status for customersDetails of Sales leads, Opportunities, Accounts, etc.Date and Results of every callNotes made during callsScheduled follow up actions if requiredDaily, Weekly and Monthly Reports to the Management.They raised a need for a functional Sales CRM and Reporting tool in order to improve sales productivity by delivering benefits to the individual salesmen as they go about their daily tasks, plus deliver a full set of daily, weekly and monthly emailed sales reports to their sales managers.
Rishabh’s SolutionRishabh approached the client business need with an all-round understanding of the sales process. Keeping in mind the need of the client and its sales associates, Rishabh designed the Sales Call Manager Application with many of the functionalities as described below. It was a sales reporting tool that allowed the sales people to keep track of all of their customers, to prioritize them, know where there are at in the sales cycle, keep notes and schedule follow-up actionsResult of every sales call was defined in terms of Actions, Outcomes, Priorities and Categories, with an user-created range of definitions under each of these headingsDetails of every call such as time, location, contact details, general notes and follow-up actions were all recorded for future reference directly from the phone
Apps BenefitsSales Call Manager was an incredible CRM tool that offered the following benefits:The app eliminated the need of cumbersome work of preparing spread sheets from paper based call sheets at the end of every dayAll data were tracked and stored locally on the iPhone or iPad ensuring rapid access to customer information, follow-up reminders, notes and sales reports.The apps eliminated the need of purchasing expensive software or stand-alone equipmentIt offered all functionalities required in a sales system at fraction of the cost of the alternativesIt was a brilliant tool for small to large sales team size