Your clients are mobile and they expect you to be fast, efficient and streamlined. Mobility is now an essential part of excellent service and customer care. It unleashes a range of potential efficiencies.
With mobile CRM, your teams can use their tablet, Android, iPhone or Windows phone to access up-to-date client and product information, price lists and offers while on the move. During and after the meeting, your teams can capture or update customer information, initiate orders or update sales forecasts promptly, without returning to the office.
Records that you have visited when you had a connection, will be cached and available when offline. This means you can continue to access past records if you have limited internet connectivity. Records visited when offline will be in Read-only mode and have a timestamp at the bottom left of the screen to indicate when the record was last updated. You need never go to a sales meeting or presentation again with outdated information.