2. Problem
Sales is the most important role in
every business
"Nothing happens until someone sells
something" (Henry Ford)
Maintaining a sales funnel on the go
for an offline salesman becomes
necessary for any organisation
dealing with products .
4. What is Close ?
The close app is a
powerful mobile crm
which combines the
functionality of a crm
and the Portability of
mobile device
5. Technology Shift
● Sales today is savage and fast
● Sales professionals have to be
ruthless and on the edge
● Pulling out a laptop to check follow-
ups or nearby prospects is a SIN!
● Hand-held devices are the new rage
● They are on the go and can give you
anything SUPER-FAST !
6. BENEFITS
A Survey to show mobile crm benefits
Gartner predicts
that handheld
devices will replace
computers for all
customer
management
activities
7. Why take my
word ?
A survey done on sales-
professionals asking them
whether
Mobile crms increased their
productivity
9. We Believe
The tools sales teams work with today are not built
with speed in mind, and by leveraging technology,
sales reps can free up time to focus on building
meaningful relationships rather than laboring over
manual tasks. Sales professionals should have
answers to their pipeline questions before they even
think there might be an issue. Close is on a mission to
build a seamless and powerful sales experience.
11. How we win?
● Aim will be to acquire sales oriented organizations and provide them
free accounts .
● Quantified analysis can then be done on how Close helped sales reps
increase close rates
● Once high proportion of target audience is on-board we release
nominal charges for product scaling and feature/plan upgrades.
● Will be economical as no hardware is required and online web services
as well as native mobile apps will be utilized such as calendar ,
contacts, dialer, maps etc
12. How they win?
● Comprehensive mobile reporting-no admin required
● Call-logging
● Cross-device syncing
● Phone-level integration - makes use of native apps on phone
● One-click appointment set-up
● Linkedin sync up by displaying 1st, 2nd and 3rd level contacts to
prospects
● Integrated chat capability with popular service providers to provide
analytics and ease of use
14. Free Features
● Online tutorials for new sales reps
● Native dialer integration
● Stock reports
● 25 free accounts for organization
● Data export and import
● Contact sync
● 24*7 support
● Free online application
● Free application updates
15. Premium Features
● Additional accounts at $15 per month
● Social media integration for linkedin , whatsapp
● Google+ sync for integrating office tools and data protection and
retention
● Advanced funnel reports
16. Cause we Love sales reps !
Free feature
upgrades for over-
achieving sales reps
19. Roadmap
2017 2018
September 2017
Basic app development
with testing with all native
mobile apps
November 2018
Integration with
collaborator technologies
May 2018
Field implementation ,
testing on sales reps for
analysis
August 2015
Driving users to use the app
by pitching results of
comparative analysis .
November 2018
Evaluating user engagement and
activity and pushing premium
features
21. Features SalesForce Close
Contact manager Does not sync with native
phonebook and separate
contacts created in app
Syncs with the phonebook
Social Media
integration
Not available Available for linkedin,
whatsapp, twitter and
google
Campaign manager Not present Campaign management
for automated mail
campaign for product
promotion
Native mobile
integration
Will use third party apps
for dialer and calendar
Available
Full Feature plan $250 per seat per moth $15 per seat per seat per
moth
23. Disclaimer
Shrinivas Puli Prof. Sameer Mathur
Mobile marketing presentation made by Shrinivas Puli as a part of the
marketing internship under Prof. Sameer Mathur