eXtreme
Mobility from a Sales perspective |
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Your
sales manager is driving to your best customer
to present some new products, which he’s
sure the customer will go for. On his mobile,
he confirms with Bill in despatch that this customer’s
last order shipped on time. It did, so all’s
well.
He arrives full of confidence for his presentation
but, before
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he can start,
his customer asks him to explain why an invoice query
is still not resolved
after almost 3 months. Until
it is, there’s no point in continuing. Your manager’s
confident mood evaporates; the customer’s opinion
of your company drops and it will take time to resolve
the matter with the accounts department, whether
he does it there, or back in the office. The result
is
no presentation, a wasted trip and deteriorating
customer relations. |
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A
ProspectSoft Customer Relationship Management |
System with
eXtreme Mobility, integrated with the accounts
system and running in the office and on the sales
manager’s laptop or PDA, would have provided
details of: |
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• All
customer problems as they occur, be they product,
shipping or finance related, who’s handling
them and what the status is – including
the invoice query
• Copies
of all documents to and from this customer
• Notes of all conversations with the customer, who with and when |
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So,
in the office, from his home or on the road, the sales
manager would have been able to: |
• Work
with the accounts department and the customer to
resolve the query
• Ensure
the resolution was confirmed to the customer
promptly
• Monitor
the issue through to a satisfactory conclusion
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| The
result? Continued customer satisfaction and a really
productive sales visit. |
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ProspectSoft
CRM with eXtreme Mobility assists all aspects
of the sales and business cycle, from lead generation,
through quotation, order closure, delivery and
payment, to after sales support. The system can
help staff on the road, as well as those in the
office, to |
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generate
new sales and to provide first-class customer service,
which inevitably increases business. |
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According
to one satisfied customer: Greg Moore, Sales Director
at Kingfisher Products Ltd: “Having most
documents filed electronically in one central source
has given us considerable time and cost savings.
Being able to access current data from laptops while
with
a customer has been an exceptional and invaluable
benefit.” |
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