The document describes Salespoint, a mobile CRM app designed for salespeople. It addresses issues with traditional CRM systems by being simple, mobile-first, and focused on the daily tasks of salespeople. The app allows users to manage calendars, contacts, tasks, visit reports and more from their mobile device. It aims to streamline sales processes and provide management with the data they need in a easy to use package.
1CRM enables businesses to create long-lasting customer relationships and experiences with the most intuitive, customizable and cost effective customer relationship management (CRM) solution on the market. By focusing on a comprehensive and easy to customize CRM solution, 1CRM is putting tailored-fit CRMs within reach of businesses everywhere.
Clobz is Mobile cloud based sales force automation system which is easy to use and handle all your sales activities - Visits, Expenditures, Attendance, Order.
1CRM enables businesses to create long-lasting customer relationships and experiences with the most intuitive, customizable and cost effective customer relationship management (CRM) solution on the market. By focusing on a comprehensive and easy to customize CRM solution, 1CRM is putting tailored-fit CRMs within reach of businesses everywhere.
Clobz is Mobile cloud based sales force automation system which is easy to use and handle all your sales activities - Visits, Expenditures, Attendance, Order.
Your sales reps are walking into meetings with only a tablet in their hand. They hand out business cards with their cell phone numbers. Many travel and others work from home. Your team's already mobile - shouldn't your CRM software be mobile as well?
Whether you're debating the need for mobile CRM for your sales team, or you're unhappy with your current solution, this mobile CRM presentation is for you.
-What makes for a robust mobile CRM
-How successful sales teams use mobile CRM to improve productivity
-Which features are key to success on mobile CRM
-Key tips for user adoption of mobile CRM
Mobile CRM is a must for modern business and sales teams. Stay on top of the latest technology to see how it can make your sales team 10x more productive!
About Base CRM:
Base is the first post-PC CRM and the only CRM focused on the end user. Over 10,000 businesses use Base to manage their sales pipeline and customer relationships.
Mobile is one of the most important productivity tools business people use today. And more companies are developing mobile strategies and enabling staff to work from anywhere.
In this SlideShare, you can learn how mobile is changing the face of modern businesses around the world. Then, we explain 8 reasons why your business should invest in mobile CRM.
You can read the related blog post at http://bit.ly/SCRMMobile2.
mobile, crm, customer, facts, business, productivity
8 Reasons Why Your Business Needs to Invest in Mobile CRM
Sales Force Automation System
- Daily visit of Marketing representative to clients side.
- Daily follow up.
- Daily attendance.
- Location tracking, full day tracking of Marketing representative.
- Wireless Mobile Printer .
- Order collection.
- Expenses creation and expenses submission to manager and many more.
A CRM Software system makes online marketing easy. The system records leads and sales procedures. CRM is supreme in digital business because it controls several marketing actions, clients, and outputs.
Cloud ERP (Enterprise Resource Planning) Software Datasheet from FinancialForceSwiftype
Leading Cloud ERP Software on the Salesforce Platform for small & medium businesses. Our customer-centric cloud-based ERP solutions blur the lines between CRM & ERP enabling richer customer engagements.
Visit http://www.financialforce.com/products/erp/overview/ for cloud ERP solutions for your business.
"Point Of Sale Software|Web Based POS System|Touch Screen POS|eXert POS "eXerterp
eXert POS Is a Point Of Sale Software,Web Based POS and Touch Screen POS.eXert POS is a system suited for online and offline retail chains of restaurants, hotels, fast food chains Etc. eXert POS system replaces a conventional cash register
Gaze IT Solution's is a diversified global software trading and IT outsourcing company that gives both offshore and onshore technological solutions to business enterprises around the world. Gaze IT has proven expertise in encompassing low cost, but high quality and reliable software solutions and services in areas like IT consulting, offshore web development and business applications including Retail, Supply Chain Management, Accounts, POS Hardware, POS Accessories many other business systems.
With Clobz Sales, you gain complete visibility into your field operations activities. It has two integrated components– a Clobz Sales mobile app and a web based analytic platform. The app is compressive of various unique features to captures daily activities of Sales Team (sales data, images, order collection, tracking daily attendance.) and the web portal helps you access the daily activities of your field operation.
Whitepaper - How does an ERP Solve Key Sales Management Problems and Grow Sales?OmegaCube Technologies
Read our latest whitepaper to know the various problems that manufacturing enterprises face with efficiently running their sales operations & management. Learn how an ERP software can help them solve these issues by automating their entire sales management, streamlining sales operations, reducing turn around time, and maximizing cash flow.
Benefits of Connecting Ecommerce with Microsoft Dynamics CRM and Dyncmics 365APPSeCONNECT
Benefits of connecting eCommerce with Dynamics CRM / Dynamics 365 [WEBINAR SLIDES]
Points covered in the webinar:
- What is Micrososft Dynamics CRM and Microsoft Dynamics 365 and how it can help shop owners
- Benefits of connecting Microsoft Dynamics CRM (Online and On Premise) or Dynamics 365 with eCommerce
- Introduction about Dynamics Connectors with WooCommerce and BigCommerce and Shopify
- What APPSeCONNECT can offer (example Deploy the connector, Customize Sales Cycle for dynamics CRM , Training)
- Live Demo showing Shopify integration with Dynamics CRM
- Live Demo Showing Shopify Sending Customers to Dynamics 365
- Next Connector in roadmap – Magento Integration with Dynamics CRM and SAP Business One ERP integration with Dynamics CRM & Dynamics 365
For more webinars, visit:
http://www.appseconnect.com/webinars
APPSeCONNECT is a smart integration solution that can connect all your Ecommerce stores, CRM, POS, Marketplace accounts and back office ERP under one single platform.
Get a 30 Day Free Trial at:
http://www.appseconnect.com/free-trial
How To Choose The Right Mobile CRM For Your TeamBase CRM
What features should you consider when selecting a mobile-ready CRM for your sales team? Base CRM explores the difference between web apps and native apps, offers tips on increasing productivity through mobile and examines barriers to user adoption and how to overcome them.
For more information about mobile crm, visit http://www.getbase.com
Your sales reps are walking into meetings with only a tablet in their hand. They hand out business cards with their cell phone numbers. Many travel and others work from home. Your team's already mobile - shouldn't your CRM software be mobile as well?
Whether you're debating the need for mobile CRM for your sales team, or you're unhappy with your current solution, this mobile CRM presentation is for you.
-What makes for a robust mobile CRM
-How successful sales teams use mobile CRM to improve productivity
-Which features are key to success on mobile CRM
-Key tips for user adoption of mobile CRM
Mobile CRM is a must for modern business and sales teams. Stay on top of the latest technology to see how it can make your sales team 10x more productive!
About Base CRM:
Base is the first post-PC CRM and the only CRM focused on the end user. Over 10,000 businesses use Base to manage their sales pipeline and customer relationships.
Mobile is one of the most important productivity tools business people use today. And more companies are developing mobile strategies and enabling staff to work from anywhere.
In this SlideShare, you can learn how mobile is changing the face of modern businesses around the world. Then, we explain 8 reasons why your business should invest in mobile CRM.
You can read the related blog post at http://bit.ly/SCRMMobile2.
mobile, crm, customer, facts, business, productivity
8 Reasons Why Your Business Needs to Invest in Mobile CRM
Sales Force Automation System
- Daily visit of Marketing representative to clients side.
- Daily follow up.
- Daily attendance.
- Location tracking, full day tracking of Marketing representative.
- Wireless Mobile Printer .
- Order collection.
- Expenses creation and expenses submission to manager and many more.
A CRM Software system makes online marketing easy. The system records leads and sales procedures. CRM is supreme in digital business because it controls several marketing actions, clients, and outputs.
Cloud ERP (Enterprise Resource Planning) Software Datasheet from FinancialForceSwiftype
Leading Cloud ERP Software on the Salesforce Platform for small & medium businesses. Our customer-centric cloud-based ERP solutions blur the lines between CRM & ERP enabling richer customer engagements.
Visit http://www.financialforce.com/products/erp/overview/ for cloud ERP solutions for your business.
"Point Of Sale Software|Web Based POS System|Touch Screen POS|eXert POS "eXerterp
eXert POS Is a Point Of Sale Software,Web Based POS and Touch Screen POS.eXert POS is a system suited for online and offline retail chains of restaurants, hotels, fast food chains Etc. eXert POS system replaces a conventional cash register
Gaze IT Solution's is a diversified global software trading and IT outsourcing company that gives both offshore and onshore technological solutions to business enterprises around the world. Gaze IT has proven expertise in encompassing low cost, but high quality and reliable software solutions and services in areas like IT consulting, offshore web development and business applications including Retail, Supply Chain Management, Accounts, POS Hardware, POS Accessories many other business systems.
With Clobz Sales, you gain complete visibility into your field operations activities. It has two integrated components– a Clobz Sales mobile app and a web based analytic platform. The app is compressive of various unique features to captures daily activities of Sales Team (sales data, images, order collection, tracking daily attendance.) and the web portal helps you access the daily activities of your field operation.
Whitepaper - How does an ERP Solve Key Sales Management Problems and Grow Sales?OmegaCube Technologies
Read our latest whitepaper to know the various problems that manufacturing enterprises face with efficiently running their sales operations & management. Learn how an ERP software can help them solve these issues by automating their entire sales management, streamlining sales operations, reducing turn around time, and maximizing cash flow.
Benefits of Connecting Ecommerce with Microsoft Dynamics CRM and Dyncmics 365APPSeCONNECT
Benefits of connecting eCommerce with Dynamics CRM / Dynamics 365 [WEBINAR SLIDES]
Points covered in the webinar:
- What is Micrososft Dynamics CRM and Microsoft Dynamics 365 and how it can help shop owners
- Benefits of connecting Microsoft Dynamics CRM (Online and On Premise) or Dynamics 365 with eCommerce
- Introduction about Dynamics Connectors with WooCommerce and BigCommerce and Shopify
- What APPSeCONNECT can offer (example Deploy the connector, Customize Sales Cycle for dynamics CRM , Training)
- Live Demo showing Shopify integration with Dynamics CRM
- Live Demo Showing Shopify Sending Customers to Dynamics 365
- Next Connector in roadmap – Magento Integration with Dynamics CRM and SAP Business One ERP integration with Dynamics CRM & Dynamics 365
For more webinars, visit:
http://www.appseconnect.com/webinars
APPSeCONNECT is a smart integration solution that can connect all your Ecommerce stores, CRM, POS, Marketplace accounts and back office ERP under one single platform.
Get a 30 Day Free Trial at:
http://www.appseconnect.com/free-trial
How To Choose The Right Mobile CRM For Your TeamBase CRM
What features should you consider when selecting a mobile-ready CRM for your sales team? Base CRM explores the difference between web apps and native apps, offers tips on increasing productivity through mobile and examines barriers to user adoption and how to overcome them.
For more information about mobile crm, visit http://www.getbase.com
The #1 reason small businesses fail to growSalesBabuCRM
With improper lead processing, small ventures lose a lot of customers and lead information. Lost customer base and improper details on interested products, the sales team cannot have full information on the clients and might not be able to give to their fullest to the marketing campaigns.
CRM system is one of the most cost effective and user friendly software which reduces cost in every possible form. You need not have to maintain any hard copies with papers, all you need to do is back-up the data.
CRM in 2016 top new features to lead your company to a competitive CRM victory!Subhakar Rao Surapaneni
The presentation unfolds a sneak peek on the top new features of dynamic CRM process of 2016. It also explains how the fully integrated cloud-based features will function with a series of enhancements that will enable CRM users to govern and route issues to specific person from the specific team rather than one person act as a funnel. Further, customer engagement through CRM new features will help enterprises create long-term relationships through support from optimized sales and marketing alignment at the back-end.
Customer Relationship Management is an approach in order to manage the company’s
interaction with the current customer. It is one such management process in which the
companies can maintain a good relationship and stay connected to the customers. In turn it also
improves the profitability of the company.
Clobz Sales is a Sales Force Automation System. Your Sales team will be able to use Mobile for Managing Client Visits; Handling Daily Expenses; Taking Client Orders; Attendance.
Dynamics Day 2014: Keynote - Delivering Amazing Customer ExperiencesIntergen
Adrian Johnston, Vice President, Microsoft Dynamics Asia and Stephen Fowler, Director of Solutions – CRM Asia, discuss Microsoft’s plans for Microsoft Dynamics and the cloud.
Dynamics Day is Australasia's leading event for users of Microsoft Dynamics. For those of you who couldn't make it along to the event, we have made all session content available online.
Clobz Sales is a Sales Force Automation System. Your Sales team will be able to use Mobile for Managing Client Visits; Handling Daily Expenses; Taking Client Orders; Attendance.
Pipeline
Finding time to bring in a steady flow of new customers can be quite the challenge for a small
business sales team. This is often caused by issues such as:
•
Inability to route leads to the appropriate sales rep
•
Lack of information on potential clients
•
Inadequate knowledge about a prospect before calling
•
Poor visibility and forecasting of future pipeline.
A CRM app allows sales reps to store the data on prospects so the information’s ready at each
interaction. Plus, it quickly provides metrics related to visibility and forecasting.
Online crm in the pharmaceutical industry challenges and success factorSalesBabuCRM
The Pharmaceutical industry has many barriers to be faced when it comes to gaining success. Here are some challenges that you can overcome by implementing a Pharmaceutical CRM software-
In this presentation, we will delve into a variety of techniques designed to enhance your communication skills, empowering you to excel as a communicator. Whether in your professional or personal life, these methods aim to elevate your relationships and foster meaningful connections.
Improve your productivity for overall improvement of organisationSalesBabuCRM
Providing the right tool at the right time can do wonders for your organisation. Put your energy and efforts in the right direction to take your productivity to the next level. Cloud Based CRM software helps you to make your work easier and keeps you updated about sales orders, new opportunities, sales calls, meetings and appointments etc.
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Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
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Tata Group Dials Taiwan for Its Chipmaking Ambition in Gujarat’s DholeraAvirahi City Dholera
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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?
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