Mobile CRM (mobyCRM.com) is new age CRM solution, which helps the sales organizations to achieve more with the sales people, the notable features are : GPS based field staff tracking, lead stages, contact exchange, email, client history and mobile integration.

1. Business Efficiency Like Never Before

2. MobyCRM
• MobyCRM™
– is a new generation CRM application which improves the
efficiency of your business by helping you assimilate
customer details faster and store them better.
– With MobyCRM your field staff can enter the customer
information and update the database instantly and create
the database of prospective clients. MobyCRM works
through the touch of Mobile Phones.
• Our managed MobyCRM supports:
– Provide upcoming follow-ups
– Generate call list (incoming, outgoing and missed calls)
– Predict trends, stay in touch with customers

3. MobyCRM
• Who uses the MobyCRM
– Sales Teams
• Fields Staff
• In-house Sales
• Call Center Executives
– Tracking
• Track the Field Staff
• Record Field Staff Activity
– Delivery and cab services, etc.,

4. MobyCRM
– MobyCRM is a hosted solution, which can be accessed
anywhere : Laptops, Desktops, Mobiles, Tablets, etc.,
– You don’t have to download any software / plugin to
access the application, it is as simple as accessing a
website.

5. MobyCRM – DashBoard

6. Follow-Ups
– The Follow-ups screen will display detail information about
the customer, number interactions, and previous history.
– You can read about the client company on linkedIN.
– VoIP is integrated to make call over SKYPE.
– You can add new follow-up from your office, without
mobile interaction.
– Review your sales people’s Follow-ups too.

7. Client History

8. Client History (contd.)

9. Assign Task
– Assigning a task is simplified, tasks can be assigned to
individuals or to all users.
– The task will flash on their mobile.

10. Short Messaging
– SMS messaging is quite
common, all the
business related
messages (segregated
based on customer
identification), will be
extracted from mobile
and stored on server.
– Email addresses
received in SMS will be
extracted and stored in
respective contacts.

11. Contacts ! Contacts !!
– All the contacts information stored on server and client
can export them to excel, anytime they need the
information.

12. Call List
– Call log data is (Calls made / received, missed) are stored
on the server, client can review his own call list or his staff.
– The call list will be useful to the client to understand the
time spent on each account.

13. Track me …
– GPS based tracking solution, you can track your sales /
service people and assign new tasks to them on enroute,
re-route them to cover nearby customers.

14. SMS Marketing
– Unlike email, SMS reaches the customer for sure and 99.99%
of people read it, this bring great visibility.
– MobyCRM simplified the SMS marketing in Daily/Weekly
and Monthly basis, you can classify the users from web
interface.
– The information will be extracted from MobyCRM.com to
mobile device, from there you can send the messages.
– Benefits : Avoid repetition and personalization.

15. Inbound Calls

16. Tele Marketing

17. Lead Capture

18. Lead Capture (contd.)

19. Products / Services
– All your products / services can be listed here and the
same information will be called into your accounts section,
where you can create : Quotations, Proforma Invoice,
Invoice, Delivery Challan, etc.,
– Search Product: Will help you to search for the products /
services.
– Add Vendor: Vendor management, will help you to add
vendors, based that you can issue purchase orders, etc.,

20. Quotation / Offer
– Raise a quote in simple steps (01).
• The list of quotes showed in this screen, and quotes are
segregated as:
– “Draft” (awaiting for approval or not yet sent to the customer)
– “Sent” (Emailed or Printed).
• Create a Quote : will help you to create new quotes
• Approvals: Reporting Manager can review the Quotes and sent
them, saves lot of time.
• Printing / Emailing : Quotes can be printed or Emailed to
multiple recipients.

21. Quotation (Contd)
– Step 2 :
• You can retrieve customer details from Contacts list or you can
add new customers.
• The data updated on this screen will update the contact book.
• Specify billing and shipping addresses

22. Quotation (Contd …)
– Step 03 of quotation process:

24. Delivery Challan

25. Daily Activity Report
• Field staff can generate Daily Activity Report as detail as possible.
• If field staff travelling, the management can generate the DARs.
And everyday,
• Automatic email will be sent to the Admin. By MobyCRM.

26. • Daily
activity
report will
details

27. Tax Reports
• Generating outstanding dues and respective Tax reports are timeconsuming process, with MobyCRM you can generate them and
make your organization legal compliance.
• Multiple Items in the same invoice will be segregated based on their
tax classification.
• Tax Report will be calculated on monthly basis.

28. Setup
• Setting-up the MobyCRM is pretty easy, you don’t need any
additional hardware / software.
• Based on your current business practice you can specify the
terminology in : Lead Stage, Lead Source, Requirement List and
Follow-up Reasons.
• Company info can be edited / updated
• Taxes: you can list all applicable taxes.

29. User & Role Management
• User Management and assigning permission to various activities
• Office Timings : The data will be tracked during Office hours only.
Without specifying this parameter, the GPS tracking will not work.
• Reporting Manager: can supervise / access his sub-ordinates.

30. Functionality Control
• Majority of the features can be controlled from this screen.
• Additional Features: Apart from contacts and Follow-up,
admin. Control the list of features accessed by the user.
• Account: You can assign specific access
• Report.

31. Thank you
Pl. let us know if you need any further information /
clarification.
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