Take your data on the road with mobile CRM software and ensure your team has access to your critical customer records whenever and wherever they need it.This Slideshare presentation focuses is on the high-level aspects of mobile CRM.

1. CRM While Driving A presentation on mobile CRM built by Infinity Info Systems and delivered on Slideshare

2. sales marketing Poorly executed CRM Strategies The Challenge with CRM Today Customer demands are rigorous Poor return on CRM

3. 20% Poor lead qualification 20% Poor process for nurturing leads 20% Poorly defined web capture processes Poor follow-up and acceptance 10% Disparate sales & marketing systems Misalignment 4% 5% Poorly defined roles & processes 10% Sales Leaky Funnel isDue to Poor Follow up

4. The Opportunity withMobile Enterprise Customer Facing Telecommuters HQ VIRTUAL ROAD WARRIORS

5. Enterprises with Mobile CRM source

6. Effects of Mobile CRM % of quota source

7. What Mobile CRM has Transitioned to over the Last 5 Years Ease of Data Entry Ubiquitous Access Context Relevant Location Awareness & Prospect Mapping

8. Top CRM Initiatives Priority of CRM initiatives getting funded in the enterprise for 2009 source

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

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

11. Of sales reps felt that a PDA/smartphone sales solution would make them more effective in the field 83% Said they would use their CRM systems more if they had handheld mobile devices 90% Believe mobile CRM software will become an important sales tool for the organization 91% source

12. Representative Mobile CRM metrics Marketing Sales Field Service New customeracquisition Reduction in admin. time First interactionclose rate Response Rate Deals per rep Activityper ticket Conversion Rate Cost of sales Log length

13. ROI for Mobile CRM Close More Deals Improve Productivity Increase User Adoption Improve the Toolset Work the Way They Work

15. Have better visibility for

16. Upselling

17. Crosselling

18. Review notes about prior calls before the call

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

21. Share info easier

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

25. Keep contracts up to date

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

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

30. CRM on the Blackberry

31. CRM on Windows Mobile/Pocket PC

32. Infinity Info Systems RAPID Methodology

33. Infinity Info Systems RAPID Methodology The RAPID methodology streamlines the time to get from concept to working mobile CRM system

34. 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:

35. PRACTICE AREAS CRM Business Analytics Mobility Web Enablement Consulting Project Management Training Sales & Support RAPID Methodology

36. Next Steps for the Road Warriors? Learn more about Mobile, CRM and Infinity Info Systems: 1 2 Visit our website at: Call us at: 800.354.4228 http://infinityinfo.com/CRMMobility