1. CRM on the Go.
•Improve on your lead to
appointment ratios
•Increase your appointment to
proposal ratio
•Most importantly increase
your proposal to close ratio.
2. • Review your open opportunities
• Track your open leads
• Engage with your active accounts
CRM on the Go.
3. CRM on the Go
• Mobile applications keep you connected
to data, team members and customers.
• When you on the go you stay updated
with your customers using your own
tablet or iPad devices.
• Arrive prepared for every appointment
and update your notes and tasks,
contacts, accounts.