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Mobile CRM for
Salesreps
2014
Salespoint is the CRM made
for Salesreps with beautiful,
mobile-first design and easy
integration.
Salespoint: made by Salespeople for
Salespeople
Salespoint is a mobile CRM app which addresses a
specific pain-point:
most companies cannot get their sales force to
adopt their CRM system, which is the key to getting
valuable information for management

The people behind Salespoint experienced this firsthand and built a solution
Salesreps do not like filling out complicated CRM
systems with data..
..which means that Management does not receive meaningful information
Populating and maitaining data
Getting user acceptance
Generating meaningful analytics
Customizing CRM applications
Measuring CRM project ROI
Identifying sales-process problems
Matching technology to process
Effectively rolling out the…
Evaluating CRM applications
Obtaining executive support
Managing CRM vendor…

Getting adequate project funding
Other
0%

10%

20%

30%

40%

50%

WHERE CRM SYSTEMS FAIL
Source: survey of 1.275 Chief Sales Officers, Harvard Business Review

4
The CRM becomes less useful, after which a vicious
circle starts
Sales reps find the
CRM system hard to
use (especially on
mobile)

System is not
maintained and
improved

Management finds
not enough data for
steering the system

They start using the
system less and less

Less and less data is
updated or added
Salespoint is designed as companion for the daily
activities of the Salesrep

MORNING:
• Check out today‟s
appointments
• Plan the route for the day
• Read prospect backgrounds

DAY:
• Read appointment preparation
notes
• Enter visit reports
• Edit prospect data
• Show company presentations
to prospects

EVENING:
• Check visit and sales
targets
• Compare results with peers
• Check new training
materials

6
Salespoint gets more out of existing CRM systems
while reducing its cost
Our product is aimed at solving a real business need:
- Getting a better return on past investments made in CRM systems (=
typical need of large companies)
- Inexpensive and easy-to-use (= typical need of smaller companies)

No need to replace the existing system. Salespoint can connect
to it and make it more usable, and thus more valuable
Designed from the ground up with the mobile user in
mind
Typical CRM System:

x
x
x
x
x

Expensive
Hard to use

Desktop-first
Win-lose: sales reps lose
time, management wins data
Does not pass parking lot test

Salespoint:

 Inexpensive
 Easy to use
 Mobile-first
 Win-win: sales reps win
functionality, management wins data

 Passes the parking lot test

The parking lot test: can a Salesrep quickly check a lead‟s CRM data
before entering into a sales meeting, and immediately after the meeting
enter the key data while it is still fresh, from behind the wheel?
Integrate with your existing system or start with our
simple web dashboard

Appointments

Sales Ac vity

50

50

40

40

25

Prospec ng

15

30
20

30

50

Execu ve 1

40

20

Upselling
10

0

5
5

5

5

5

0
Week
17

Week
18

Week
19

Week
17

Week
20

Pipeline

10

Courtesy

5

5

10

5

5

10

5

5

30

35

15

10

Week
18

Week
19

15

Training
5
4
1

Other

Week
20

Conversion
Not Contacted
22%

Contacted

Client

22%

Long Term

Lead Name Iden fied
11%

Lead Qualified

11%

Not Interested

Info Sent

Not Target

Appointment

0

34%

Proposal Sent

Week
17

Week
18

Week
19

No Access

Week
20

© 2013 Salespoint

Support

Legal Terms

+34932547622

support@salespointapp.com

9
The product at a glance: mobile-first approach

Easy-to-use
Interface

Works Offline

For Apple iOS
and Android
Funcionality to help the Salesrep while on the move

Start the day with
an immediate and
attractive overview
of the upcoming
events:
Appointments and
Tasks

11
Automatic routeplanning: a timesaver for the
Salesrep
The daily route for
Salesreps is calculated
automatically and
available with 1 click
There is also one-click
access to nearby
Prospects, great for visits
without appointments

12
Visit check in: another timesaver
Salespoint thinks ahead
and shows a „check in‟
screen at the time of an
appointment

Another example of
time saving for the
Salesrep, who does not
have to look for the visit
report

13
The Visit Report: another timesaver
The Salespoint visit report
looks like no other: clear
and simple
It is customized for each
industry with the data
fields that are important
It is easy to add photos
and recordings

14
Attractive overview of key company data

The company overview in
Salespoint is an attractive
collection of important data:
contact
persons, tasks, background
info, photos, recordings, we
bsite etc.

15
Catalogue display and easy order taking

No more walking around
with large and outdated
catalogues
Orders are taken on the
spot and sent for
immediate processing

16
Linkedin and Evernote Integration

Contact data imported
from Linkedin

Check related notes
from Evernote

17
More functions: everything the Salesrep needs right
there in the App..
iPad
Home

iPad

7:11 PM

7:11 PM

Home

Brochures

Results

Corporate Brochure
Product Catalog
Spring Promotion

Visit Report Breakdown

Updated 20 minutes ago

By Visit Type

Indus
trie

Top 5

Updated 20 minutes ago

Visit Reports this week

Updated 20 minutes ago

Updated 20 minutes ago

Visit history

Competitors presence

Updated 20 minutes ago

Updated 20 minutes ago

V l wa licht ka doe voor u
oe
t
n
n
e uw m de rke
n
e we rs

Route

Upload and
transcribe
business cards

Show company
brochures and
video

Visits

Calendar

Tasks

Contacts

Brochures

My Company

See reporting on
targets

18
Custom-made versions have been developed for
many industries

SERVICES

MANUFACTURING

(Shipping, Office automation, Food...)

(Food, Lighting, Tech ...)

HEALTHCARE

COMMUNICATIONS

(Pharma, Medical)

(Telecom, Media...)

FINANCIAL
(Leasing, Insurance...)

19
The unique functionality is not found in standard
CRM Apps
Salespoint

Salesforce Touch

Oracle

SAP

Zoho

Base

MS
Dynamics*

Contacts

✔

✔

✔

✔

✔

✔

✖

Calendar

✔

✔

✔

✔

✔

✔

✖

Tasks

✔

✔

✔

✔

✔

✔

✖

Opportunity follow-up

✔

✔

✔

✔

✔

✔

✖

Functional without wifi/3G

✔

✖

✖

✖

Limited

Limited

✖

Graphic tile interface

✔

✖

✖

✖

✖

✖

✖

Automatic routeplanning

✔

✖

✖

✖

✖

✖

✖

Appointment check in

✔

✖

✖

✖

✖

✖

✖

Add Photos from App

✔

✖

✖

✖

✔

✖

✖

Add Recordings from App

✔

✖

✖

✖

✖

✖

✖

See nearby leads on map

✔

✖

✖

✖

✖

✖

✖

Business card transcription

✔

✖

✖

✖

✖

✖

✖

Company brochures

✔

✖

✖

✖

✖

✖

✖

Company videos

✔

✖

✖

✖

✖

✖

✖

Multi-API

✔

✖

✖

✖

✖

✖

✖

Buy data

✔

✔

✖

✖

✖

✖

✖

Buy appointments

✔

✖

✖

✖

✖

✖

✖

Functional w/o PC licence

✔

✖

✖

✖

✖

✔

✖

Multi-Language

✔

✔

✔

✔

✖

✖

✖

* No native App

20
Testimonials
“Our Salesreps are delighted, maintaining the
CRM has never been this easy.”
Francesc Estevez
Sales Director – Athlon Carlease (Rabobank)
“Salespoint has quickly become an
indispensable part of my daily job. I can‟t
imagine working without it.”
Reindert Arends
Account Manager– Philips Lighting
“The amount and type of data I have available with
Salespoint is simply amazing.”
Leon Bouma
Director – Canon Business Center
Video
Customer Success Story:
Colt Telecom (Pivote)

Salespoint Account Management

Salespoint Retail
Contact Us for a free Demo

Salespoint Northern Europe
T: +31 20 808 4419 – E: infoNE@salespoint.com
Beechavenue 54-80 – 1119 PW Schiphol-Rijk – The Netherlands

Salespoint Southern Europe
T: +34 932 547 622 – E: infoSE@salespoint.com
Balmes 150, 6-1 – 08008 Barcelona – Spain

Salespoint Middle East

Salespoint USA

T: +973 16198613– E: infoME@salespoint.com
Trust Tower, Road No. 1702 – Bahrain

T: +1 415 366 9622– E: infoUS@salespoint.com
425 Market Street – San Francisco California 94105 – USA

And visit our website: www.salespoint.com
Download & Follow Us

www.salespoint.com/blog

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Salespoint Mobile CRM

  • 2. Salespoint is the CRM made for Salesreps with beautiful, mobile-first design and easy integration.
  • 3. Salespoint: made by Salespeople for Salespeople Salespoint is a mobile CRM app which addresses a specific pain-point: most companies cannot get their sales force to adopt their CRM system, which is the key to getting valuable information for management The people behind Salespoint experienced this firsthand and built a solution
  • 4. Salesreps do not like filling out complicated CRM systems with data.. ..which means that Management does not receive meaningful information Populating and maitaining data Getting user acceptance Generating meaningful analytics Customizing CRM applications Measuring CRM project ROI Identifying sales-process problems Matching technology to process Effectively rolling out the… Evaluating CRM applications Obtaining executive support Managing CRM vendor… Getting adequate project funding Other 0% 10% 20% 30% 40% 50% WHERE CRM SYSTEMS FAIL Source: survey of 1.275 Chief Sales Officers, Harvard Business Review 4
  • 5. The CRM becomes less useful, after which a vicious circle starts Sales reps find the CRM system hard to use (especially on mobile) System is not maintained and improved Management finds not enough data for steering the system They start using the system less and less Less and less data is updated or added
  • 6. Salespoint is designed as companion for the daily activities of the Salesrep MORNING: • Check out today‟s appointments • Plan the route for the day • Read prospect backgrounds DAY: • Read appointment preparation notes • Enter visit reports • Edit prospect data • Show company presentations to prospects EVENING: • Check visit and sales targets • Compare results with peers • Check new training materials 6
  • 7. Salespoint gets more out of existing CRM systems while reducing its cost Our product is aimed at solving a real business need: - Getting a better return on past investments made in CRM systems (= typical need of large companies) - Inexpensive and easy-to-use (= typical need of smaller companies) No need to replace the existing system. Salespoint can connect to it and make it more usable, and thus more valuable
  • 8. Designed from the ground up with the mobile user in mind Typical CRM System: x x x x x Expensive Hard to use Desktop-first Win-lose: sales reps lose time, management wins data Does not pass parking lot test Salespoint:  Inexpensive  Easy to use  Mobile-first  Win-win: sales reps win functionality, management wins data  Passes the parking lot test The parking lot test: can a Salesrep quickly check a lead‟s CRM data before entering into a sales meeting, and immediately after the meeting enter the key data while it is still fresh, from behind the wheel?
  • 9. Integrate with your existing system or start with our simple web dashboard Appointments Sales Ac vity 50 50 40 40 25 Prospec ng 15 30 20 30 50 Execu ve 1 40 20 Upselling 10 0 5 5 5 5 5 0 Week 17 Week 18 Week 19 Week 17 Week 20 Pipeline 10 Courtesy 5 5 10 5 5 10 5 5 30 35 15 10 Week 18 Week 19 15 Training 5 4 1 Other Week 20 Conversion Not Contacted 22% Contacted Client 22% Long Term Lead Name Iden fied 11% Lead Qualified 11% Not Interested Info Sent Not Target Appointment 0 34% Proposal Sent Week 17 Week 18 Week 19 No Access Week 20 © 2013 Salespoint Support Legal Terms +34932547622 support@salespointapp.com 9
  • 10. The product at a glance: mobile-first approach Easy-to-use Interface Works Offline For Apple iOS and Android
  • 11. Funcionality to help the Salesrep while on the move Start the day with an immediate and attractive overview of the upcoming events: Appointments and Tasks 11
  • 12. Automatic routeplanning: a timesaver for the Salesrep The daily route for Salesreps is calculated automatically and available with 1 click There is also one-click access to nearby Prospects, great for visits without appointments 12
  • 13. Visit check in: another timesaver Salespoint thinks ahead and shows a „check in‟ screen at the time of an appointment Another example of time saving for the Salesrep, who does not have to look for the visit report 13
  • 14. The Visit Report: another timesaver The Salespoint visit report looks like no other: clear and simple It is customized for each industry with the data fields that are important It is easy to add photos and recordings 14
  • 15. Attractive overview of key company data The company overview in Salespoint is an attractive collection of important data: contact persons, tasks, background info, photos, recordings, we bsite etc. 15
  • 16. Catalogue display and easy order taking No more walking around with large and outdated catalogues Orders are taken on the spot and sent for immediate processing 16
  • 17. Linkedin and Evernote Integration Contact data imported from Linkedin Check related notes from Evernote 17
  • 18. More functions: everything the Salesrep needs right there in the App.. iPad Home iPad 7:11 PM 7:11 PM Home Brochures Results Corporate Brochure Product Catalog Spring Promotion Visit Report Breakdown Updated 20 minutes ago By Visit Type Indus trie Top 5 Updated 20 minutes ago Visit Reports this week Updated 20 minutes ago Updated 20 minutes ago Visit history Competitors presence Updated 20 minutes ago Updated 20 minutes ago V l wa licht ka doe voor u oe t n n e uw m de rke n e we rs Route Upload and transcribe business cards Show company brochures and video Visits Calendar Tasks Contacts Brochures My Company See reporting on targets 18
  • 19. Custom-made versions have been developed for many industries SERVICES MANUFACTURING (Shipping, Office automation, Food...) (Food, Lighting, Tech ...) HEALTHCARE COMMUNICATIONS (Pharma, Medical) (Telecom, Media...) FINANCIAL (Leasing, Insurance...) 19
  • 20. The unique functionality is not found in standard CRM Apps Salespoint Salesforce Touch Oracle SAP Zoho Base MS Dynamics* Contacts ✔ ✔ ✔ ✔ ✔ ✔ ✖ Calendar ✔ ✔ ✔ ✔ ✔ ✔ ✖ Tasks ✔ ✔ ✔ ✔ ✔ ✔ ✖ Opportunity follow-up ✔ ✔ ✔ ✔ ✔ ✔ ✖ Functional without wifi/3G ✔ ✖ ✖ ✖ Limited Limited ✖ Graphic tile interface ✔ ✖ ✖ ✖ ✖ ✖ ✖ Automatic routeplanning ✔ ✖ ✖ ✖ ✖ ✖ ✖ Appointment check in ✔ ✖ ✖ ✖ ✖ ✖ ✖ Add Photos from App ✔ ✖ ✖ ✖ ✔ ✖ ✖ Add Recordings from App ✔ ✖ ✖ ✖ ✖ ✖ ✖ See nearby leads on map ✔ ✖ ✖ ✖ ✖ ✖ ✖ Business card transcription ✔ ✖ ✖ ✖ ✖ ✖ ✖ Company brochures ✔ ✖ ✖ ✖ ✖ ✖ ✖ Company videos ✔ ✖ ✖ ✖ ✖ ✖ ✖ Multi-API ✔ ✖ ✖ ✖ ✖ ✖ ✖ Buy data ✔ ✔ ✖ ✖ ✖ ✖ ✖ Buy appointments ✔ ✖ ✖ ✖ ✖ ✖ ✖ Functional w/o PC licence ✔ ✖ ✖ ✖ ✖ ✔ ✖ Multi-Language ✔ ✔ ✔ ✔ ✖ ✖ ✖ * No native App 20
  • 21. Testimonials “Our Salesreps are delighted, maintaining the CRM has never been this easy.” Francesc Estevez Sales Director – Athlon Carlease (Rabobank) “Salespoint has quickly become an indispensable part of my daily job. I can‟t imagine working without it.” Reindert Arends Account Manager– Philips Lighting “The amount and type of data I have available with Salespoint is simply amazing.” Leon Bouma Director – Canon Business Center
  • 22. Video Customer Success Story: Colt Telecom (Pivote) Salespoint Account Management Salespoint Retail
  • 23. Contact Us for a free Demo Salespoint Northern Europe T: +31 20 808 4419 – E: infoNE@salespoint.com Beechavenue 54-80 – 1119 PW Schiphol-Rijk – The Netherlands Salespoint Southern Europe T: +34 932 547 622 – E: infoSE@salespoint.com Balmes 150, 6-1 – 08008 Barcelona – Spain Salespoint Middle East Salespoint USA T: +973 16198613– E: infoME@salespoint.com Trust Tower, Road No. 1702 – Bahrain T: +1 415 366 9622– E: infoUS@salespoint.com 425 Market Street – San Francisco California 94105 – USA And visit our website: www.salespoint.com
  • 24. Download & Follow Us www.salespoint.com/blog