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The Simple Mobile
Sales CRM App
2013
Salespoint is the simple
mobile CRM App by sales
people for sales people
Salespoint is the simple, mobile sales CRM
App by sales people for sales people
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 first-
hand and built a solution
WHERE CRM SYSTEMS FAIL
4	
  
0% 10% 20% 30% 40% 50%
Other
Getting adequate project funding
Managing CRM vendor relationship
Obtaining executive support
Evaluating CRM applications
Effectively rolling out the application
Matching technology to process
Identifying sales-process problems
Measuring CRM project ROI
Customizing CRM applications
Generating meaningful analytics
Getting user acceptance
Populating and maitaining data
Source:	
  survey	
  of	
  1.275	
  Chief	
  Sales	
  Officers,	
  Harvard	
  Business	
  Review	
  
Salesreps do not like filling out complicated
CRM systems with data..
..which means that Management does not receive meaningful information
The CRM becomes less useful, after which a
vicious circle starts
Sales	
  reps	
  find	
  the	
  
CRM	
  system	
  hard	
  to	
  
use	
  (especially	
  on	
  
mobile)	
  
They	
  start	
  using	
  the	
  
system	
  less	
  and	
  less	
  
Less	
  and	
  less	
  data	
  is	
  
updated	
  or	
  added	
  
Management	
  finds	
  
not	
  enough	
  data	
  for	
  
steering	
  the	
  system	
  
System	
  is	
  not	
  
maintained	
  and	
  
improved	
  
6	
  
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
Salespoint is designed as companion for the
daily activities of the Salesrep
Salespoint gets the existing CRM system back
on track 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 Expensive
x Hard to use
x Desktop-first
x Win-lose: sales reps lose time,
management wins data
x Does not pass parking lot test
Salespoint:
ü Inexpensive
ü Easy to use
ü Mobile-first
ü Win-win: sales reps win functionality,
management wins data
ü 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	
  
0"
10"
20"
30"
40"
50"
Week"
17"
Week"
18"
Week"
19"
Week"
20"
5 5 5
1
5 5 5
4
5 5 5
5
5 5
10
15
10
15
15
25 Prospec4ng"
Upselling"
Courtesy"
Training"
Other"
Conversion"
© 2013 Salespoint Support Legal Terms +34932547622 support@salespointapp.com
Appointments" Sales"Ac4vity"
Pipeline"
0"
10"
20"
30"
40"
50"
Week"
17"
Week"
18"
Week"
19"
Week"
20"
30
35
40
50
Execu4ve"1"
22%
11%
34%
11%
22%
Client"
Long"Term"
Not"Interested"
Not"Target"
No"Access"0"
10"
Week"
17"
Week"
18"
Week"
19"
Week"
20"
Not"Contacted"
Contacted"
Lead"Name"Iden4fied"
Lead"Qualified"
Info"Sent"
Appointment"
Proposal"Sent"
Integrate with your existing system or start
with our simple web dashboard
The product at a glance: mobile-first
approach
7:11 PM!iPad
Upcoming Events
More!>!
Jones
Restaurants!
Smith’s Bars!
Johnson! Johnson<<! Johnson!
Appointment: 15 Sept
 Appointment: 15 Sept
 Appointment: 15 Sept
Appointment: 15 Sept
Johnson! Johnson!
Petters!
Task: 15 Sept
 Task: 16 Sept
Task: 16 Sept
 Task: 16 Sept
Route Visits Calendar Tasks Contacts Brochures My Company !
Easy-to-use
interface
Does not need
connectivity –
a major benefit when
on the road
11	
  
Start the day with
an immediate and
attractive overview
of the upcoming
events:
Appointments and
Tasks
7:11 PM!iPad
Upcoming Events
More!>!
Jones
Restaurants!
Smith’s Bars!
Johnson! Johnson<<! Johnson!
Appointment: 15 Sept
 Appointment: 15 Sept
 Appointment: 15 Sept
Appointment: 15 Sept
Johnson! Johnson!
Petters!
Task: 15 Sept
 Task: 16 Sept
Task: 16 Sept
 Task: 16 Sept
Route Visits Calendar Tasks Contacts Brochures My Company !
Funcionality to help the Salesrep while on the
move
12	
  
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
Automatic routeplanning: a timesaver for the
Salesrep
13	
  
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
Visit check in: another timesaver
14	
  
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
7:11 PM!iPad
Visit Report
Home
Pizza Hut
Mr. Sosa
CEO
Interested in XYZ?
Has budget?
Notes:
OFF
ON
Past Visits
""
Done
September 16, 2012!
Route Visits Calendar Tasks Contacts Brochures My Company !
Visit check in: another timesaver
15	
  
The company overview in
Salespoint is an attractive
collection of important
data: contact persons,
tasks, background info,
photos, recordings, website
etc. Johnson<<!
7:11 PM!iPad
Contacts
Home
 Marriott
Mr. Sosa!
CEO!
Mr. Sosa!
15 September, 2012!
Employees
400.000 Employees
Route Visits Calendar Tasks Contacts Brochures My Company !
Contacts
 Location
Recordings
Tasks
Visits
Photos
 Web
Attractive overview of key company data
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
17	
  
Upload and
transcribe
business cards
7:11 PM!iPad
Brochures
Home
Industrie
Voel wat licht kan doen voor u
en uw medewerkers
Corporate Brochure
Product Catalog
Spring Promotion
7:11 PM!iPad
Results
Home
Visit Report Breakdown
Updated 20 minutes ago
Top 5
Updated 20 minutes ago
By Visit Type
Updated 20 minutes ago
Visit Reports this week
Updated 20 minutes ago
Visit history
Updated 20 minutes ago
Competitors presence
Updated 20 minutes ago
Route Visits Calendar Tasks Contacts Brochures My Company !
More functions: everything the Salesrep
needs right there in the App..
Show company
brochures and
video
See reporting on
targets
18	
  
SERVICES
(Shipping, Office automation, Food...)
FINANCIAL
(Leasing, Insurance...)
HEALTHCARE
(Pharma, Medical)
COMMUNICATIONS
(Telecom, Media...)
MANUFACTURING
(Food, Lighting, Tech ...)
Custom-made versions have been developed
for many industries
19	
  
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 ✔ ✔ ✔ ✔ ✖ ✖ ✖
The unique functionality is not found in
standard CRM Apps
* No native App
“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
Testimonials
Video
Salespoint Account Management Salespoint Retail
Salespoint Southern Europe
T: +34 932 547 622 – E: infoSE@salespoint.com
Muntaner 479, 5-3 – 08021 Barcelona – Spain
Salespoint Northern Europe
T: +31 20 808 4419 – E: infoNE@salespoint.com
Beechavenue 54-80 – 1119 PW Schiphol-Rijk – The Netherlands
Salespoint Middle East
T: +973 16198613– E: infoME@salespoint.com
Trust Tower, Road No. 1702 – Bahrain
Salespoint Latin America
T: +54 11 5984 2027– E: infoLA@salespoint.com
Edificio Colonos Sur, Victoria Ocampo 360– Buenos Aires – Argentina
Contact Us for a free Demo
And visit our website: www.salespoint.com
Download & Follow Us
www.salespoint.com/blog

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Salespoint - The simple mobile CRM App

  • 1. The Simple Mobile Sales CRM App 2013
  • 2. Salespoint is the simple mobile CRM App by sales people for sales people
  • 3. Salespoint is the simple, mobile sales CRM App by sales people for sales people 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 first- hand and built a solution
  • 4. WHERE CRM SYSTEMS FAIL 4   0% 10% 20% 30% 40% 50% Other Getting adequate project funding Managing CRM vendor relationship Obtaining executive support Evaluating CRM applications Effectively rolling out the application Matching technology to process Identifying sales-process problems Measuring CRM project ROI Customizing CRM applications Generating meaningful analytics Getting user acceptance Populating and maitaining data Source:  survey  of  1.275  Chief  Sales  Officers,  Harvard  Business  Review   Salesreps do not like filling out complicated CRM systems with data.. ..which means that Management does not receive meaningful information
  • 5. The CRM becomes less useful, after which a vicious circle starts Sales  reps  find  the   CRM  system  hard  to   use  (especially  on   mobile)   They  start  using  the   system  less  and  less   Less  and  less  data  is   updated  or  added   Management  finds   not  enough  data  for   steering  the  system   System  is  not   maintained  and   improved  
  • 6. 6   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 Salespoint is designed as companion for the daily activities of the Salesrep
  • 7. Salespoint gets the existing CRM system back on track 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 Expensive x Hard to use x Desktop-first x Win-lose: sales reps lose time, management wins data x Does not pass parking lot test Salespoint: ü Inexpensive ü Easy to use ü Mobile-first ü Win-win: sales reps win functionality, management wins data ü 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. 9   0" 10" 20" 30" 40" 50" Week" 17" Week" 18" Week" 19" Week" 20" 5 5 5 1 5 5 5 4 5 5 5 5 5 5 10 15 10 15 15 25 Prospec4ng" Upselling" Courtesy" Training" Other" Conversion" © 2013 Salespoint Support Legal Terms +34932547622 support@salespointapp.com Appointments" Sales"Ac4vity" Pipeline" 0" 10" 20" 30" 40" 50" Week" 17" Week" 18" Week" 19" Week" 20" 30 35 40 50 Execu4ve"1" 22% 11% 34% 11% 22% Client" Long"Term" Not"Interested" Not"Target" No"Access"0" 10" Week" 17" Week" 18" Week" 19" Week" 20" Not"Contacted" Contacted" Lead"Name"Iden4fied" Lead"Qualified" Info"Sent" Appointment" Proposal"Sent" Integrate with your existing system or start with our simple web dashboard
  • 10. The product at a glance: mobile-first approach 7:11 PM!iPad Upcoming Events More!>! Jones Restaurants! Smith’s Bars! Johnson! Johnson<<! Johnson! Appointment: 15 Sept Appointment: 15 Sept Appointment: 15 Sept Appointment: 15 Sept Johnson! Johnson! Petters! Task: 15 Sept Task: 16 Sept Task: 16 Sept Task: 16 Sept Route Visits Calendar Tasks Contacts Brochures My Company ! Easy-to-use interface Does not need connectivity – a major benefit when on the road
  • 11. 11   Start the day with an immediate and attractive overview of the upcoming events: Appointments and Tasks 7:11 PM!iPad Upcoming Events More!>! Jones Restaurants! Smith’s Bars! Johnson! Johnson<<! Johnson! Appointment: 15 Sept Appointment: 15 Sept Appointment: 15 Sept Appointment: 15 Sept Johnson! Johnson! Petters! Task: 15 Sept Task: 16 Sept Task: 16 Sept Task: 16 Sept Route Visits Calendar Tasks Contacts Brochures My Company ! Funcionality to help the Salesrep while on the move
  • 12. 12   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 Automatic routeplanning: a timesaver for the Salesrep
  • 13. 13   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 Visit check in: another timesaver
  • 14. 14   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 7:11 PM!iPad Visit Report Home Pizza Hut Mr. Sosa CEO Interested in XYZ? Has budget? Notes: OFF ON Past Visits "" Done September 16, 2012! Route Visits Calendar Tasks Contacts Brochures My Company ! Visit check in: another timesaver
  • 15. 15   The company overview in Salespoint is an attractive collection of important data: contact persons, tasks, background info, photos, recordings, website etc. Johnson<<! 7:11 PM!iPad Contacts Home Marriott Mr. Sosa! CEO! Mr. Sosa! 15 September, 2012! Employees 400.000 Employees Route Visits Calendar Tasks Contacts Brochures My Company ! Contacts Location Recordings Tasks Visits Photos Web Attractive overview of key company data
  • 16. 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
  • 17. 17   Upload and transcribe business cards 7:11 PM!iPad Brochures Home Industrie Voel wat licht kan doen voor u en uw medewerkers Corporate Brochure Product Catalog Spring Promotion 7:11 PM!iPad Results Home Visit Report Breakdown Updated 20 minutes ago Top 5 Updated 20 minutes ago By Visit Type Updated 20 minutes ago Visit Reports this week Updated 20 minutes ago Visit history Updated 20 minutes ago Competitors presence Updated 20 minutes ago Route Visits Calendar Tasks Contacts Brochures My Company ! More functions: everything the Salesrep needs right there in the App.. Show company brochures and video See reporting on targets
  • 18. 18   SERVICES (Shipping, Office automation, Food...) FINANCIAL (Leasing, Insurance...) HEALTHCARE (Pharma, Medical) COMMUNICATIONS (Telecom, Media...) MANUFACTURING (Food, Lighting, Tech ...) Custom-made versions have been developed for many industries
  • 19. 19   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 ✔ ✔ ✔ ✔ ✖ ✖ ✖ The unique functionality is not found in standard CRM Apps * No native App
  • 20. “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 Testimonials
  • 22. Salespoint Southern Europe T: +34 932 547 622 – E: infoSE@salespoint.com Muntaner 479, 5-3 – 08021 Barcelona – Spain Salespoint Northern Europe T: +31 20 808 4419 – E: infoNE@salespoint.com Beechavenue 54-80 – 1119 PW Schiphol-Rijk – The Netherlands Salespoint Middle East T: +973 16198613– E: infoME@salespoint.com Trust Tower, Road No. 1702 – Bahrain Salespoint Latin America T: +54 11 5984 2027– E: infoLA@salespoint.com Edificio Colonos Sur, Victoria Ocampo 360– Buenos Aires – Argentina Contact Us for a free Demo And visit our website: www.salespoint.com
  • 23. Download & Follow Us www.salespoint.com/blog