Customer search
The salesperson finds any customer and their full history in seconds, from the field.
Field salespeople need instant access to customer details, product information, and cost calculations - without heading back to the office. We built an app that connects to the organization's ERP and brings all the up-to-date information straight to mobile, tablet, and desktop.
overview
A salesperson in front of a customer can't afford to say 'let me check and get back to you.' They need the customer details, the products, the availability, and the price here and now - otherwise the deal goes cold.
The organization wanted to give its field team all the power of the office, on mobile: up-to-date information synced with the ERP, accessible from any device, anywhere.
the solution
A CRM app for field sales teams that syncs with the organization's ERP and works on mobile, tablet, and desktop.
The salesperson finds any customer and their full history in seconds, from the field.
Fast search of items, specs, and availability - without heading back to the office.
Calculate a product's price and cost on the spot, in front of the customer, with no errors.
All the information arrives and updates against the organization's ERP in real time.
Mobile, tablet, or desktop - the same app and the same up-to-date information.
A fast, simple interface suited to working on the move, in front of the customer.
results
No more trips back to the office: the whole office in the palm of your hand, with up-to-date information in every meeting.
No more 'let me check and get back to you' - everything is available in front of the customer.
Syncing with the ERP ensures the field works with the right data.
When the information is available at the moment of truth, fewer deals go cold.
our approach
We head into the field with the salespeople, understand what they're missing at the moment of truth, and build an app that gives them exactly that.
We sit with the team and map the real flow of information - who does what, when, and where things get stuck.
We pinpoint exactly where errors, duplicates, and delays are created - that is where the big value lies.
We build the system around your process, module by module, with testing every step of the way.
We go live, train the team, and stay available after launch for ongoing improvement and expansion.