World’s only mobile CRM, designed for field teams

1. Field CRM and Lead Management
World’s only mobile CRM, designed for field teams

2. Some teams are distributed
with territorial hierarchy
Some businesses require
meeting a prospect not just
calling or emailing them
and
Field CRM is different from CRM

3. Lost time in assigning a centrally gathered lead to a field executive
• Usually a 2 step lead assignment process through a territory manager
Facetime with customers is necessary for conversions
- Traditional CRMs email/call activity log does not provide visibility
Sales process standardization remains broken in distributed teams
• Continuous execution of sales training with distributed teams is a logistics nightmare
Managing Conversions with distributed teams has its
own challenges

4. Mobile app for field sales team that works offline
as well
Supports distributed team hierarchies
GPS based visit assurance
Performance scorecard and analytics
API integration with existing systems
BeatRoute’s Solution is CRM on Mobile App with GPS
Tracking

5. How we make it possible

7. Lead aggregation and Assignment
API to aggregate leads from different sources,
and remove duplicates using proprietary
De-duplication engine.
Easy, mobile based lead assignment for
managers
Auto-assignment based on proximity and
workzone
Alerts to managers & field representative on
unassigned & newly assigned leads

8. Smart Filters, Visit scheduling, and GPS tagged Notes
Instant filters on the mobile app to prioritize visits
Calendar based Quick visit scheduling
Visit notes with GPS and time stamp

9. Demonstration Media and Learning Content
Secure Multimedia content setup for
Demonstration and Learning
Content targeting by team role
Assessment tests published in minutes
One-click sharing of brochures, objection handling
documents, etc with customers

10. Team Operations Hygiene
Push notifications with links for seamless
communication
Daily and Monthly attendance summary
Absence alerts
GPS tagged activity list for expense validation

11. Score Cards
Configurable score cards with own KPI definition
Score card for self and for team on the mobile
app
Notifications on status with respect to actual
performance

12. Some of the most reputed companies rely on
BeatRoute platform
100 + other brands and growing fast.

13. Let’s take your team where your customers are
Plans start at $8.5/month/user
Request a Demo