In the challenging economic climate, it remains crucial that businesses uncover and create ways to differentiate themselves from the competition. Given the importance of managing existing customers and new opportunities effectively, a relevant mobile CRM app for your smartphone or tablet could be just the way to do that. You’ll be better connected, have better insight into your planning and real-time access to your business information – improvements stimulating higher productivity and greater efficiency.

A mobile app puts you in a stronger position to view critical customer information in the time frame required for an effective response. You can make use of an intuitive, simple and user friendly interface providing you with real-time overviews of the information you need to manage your relationships effectively.

Valuable, but what are the most important CRM details for representatives, account managers and freelancers? What makes a mobile CRM app a relevant, valuable tool that can positively influence productivity and give revenue a boost?

Complete insight into your planning
Which customers or leads are we going to visit, how long will I be en route to a visit, who’s going to be sitting at the table and what exactly are we going to talk about? Do various systems or registers need to be compiled to give a complete overview of what’s happening at the customer and ensure you have the answers you need? It would of course be brilliant if all this CRM data was easily available in one centralized location. With a mobile CRM app, that scenario becomes a reality.

From your smart phone you’ll be able to see directly in your agenda which meetings are planned, linked directly to the right account, the right contact person, the right project, the right sales opportunity and the relevant quotation.

You’ll also want to be able to click through easily to more detailed account information and further design how the account and contact information is linked. You might also want to zoom in to see what these people have been saying in their latest tweets. That’s how you know exactly what’s keeping your customers busy.

With a socially enabled CRM app, the traditional 360 degree view of the customer can be enriched with relevant, helpful information from outside the CRM system itself. Valuable in a world where being ‘connected’ becomes more and more important in almost every aspect of our lives.

Real-time access to your CRM system
It’s a result for the sales professional when he can make decisions out on the road based on the full range of relevant information. Is there a running complaint procedure on incomplete implementation at the site? Are there invoices that haven’t been paid, and if so, why? Are there other sales opportunities open or unanswered tenders in play? Is there other relevant information entered elsewhere in the system that needs to be included in any meeting preparations?  Having this kind of information to hand before an appointment starts can make a real difference to the outcome of the meeting.

Furthermore, a sales executive needs to be able to link back directly to the rest of the organization quickly and easily while at a customer or prospect visit. In an ideal world, the sales person makes a report based on the meeting and saves it under the account documentation in the system there and then – while he’s still sitting there with the customer.

Or the signed quotation can be immediately uploaded to the CRM system so that initial discussion around planning and implementation can take place at the same meeting. In short, technology that supports real-time co-operation across the business, speeds work activities and leads to higher productivity and efficiency.

Improved performance within reach
Complete insight into your planning and real-time anywhere access to your CRM data? This is no longer something for the future wish list. The possibilities are now out there and accessible. Explore the options and turn your CRM system into a tool that can genuinely start to drive better performance from all your users and in turn the business as a whole.


Original post: The Biz Box

Polem B.V. has been making silos for the agricultural and industrial sectors since 1972. The silos home, amongst other things, grain, sugar, livestock feed, water and salt. The business handles all processes themselves – from the sales and construction to transport to the end user.

During a period of explosive growth more than 10 years ago, Ton Slagboom, finance and operaitons manager, realized changes were needed within their IT setup to ensure their growth could be properly supported. The processes for logistics, sales and purchase and for the financial administration where not well set up.

‘We decided then to look for a new IT partner. We wanted an organization that could think with us, that could advise us. A lot needed to change and we couldn’t get to grips with it completely ourselves,’ remembers Slagboom. Polem eventually chose for A.B. Software and the click was immediate. Slagboom: ‘I found that very important. We spoke each others language, and they really understood what we were trying to achieve. That fostered real trust.’

A.B. Software and Polem sat down together and decided that before  new system could be introduced, it was first necessary to carry out a reimplementation. ‘We wanted to see first of all whether we could set up our processes more effectively in the current system. And, furthermore, ensure that the people within Polem that used the system did so according to the guidelines that had been agreed upon,’ explains Slagboom.

More growth, more challenges
In 2004 the processes were running largely as required. ‘If i had to give them a report gradew, I’d say we went from a 4 to about a 7,’ continues Slagboom. However, Polem continued to grow, the continuing expansion creating new challenges. Slagboom: ‘We grew on average at about 15-20% per year. How do you keep up with that?’

Polem looked again at the business processes and kicked-off an intensive lean improvement program – exploring how they could set up business processes for optimal efficiency and minimal waste. ‘Our entry point was simple – anything a customer is not willing to pay for, we shouldn’t be willing to do. And that also applied to automation.’

Time for a new system
‘We wanted to avoid doing anything that wasn’t going to add real value,’ explains Slagboom. ‘To give an example, every component of a standard silo had it’s own production order. All the piles of paperwork, all that information – we really didn’t need it and wanted to stop. The processes needed to be set up as simply as was possible.’ And that wasn’t the only challenge. ‘We didn’t have one central database, the system would continually freeze up, the project administration contained too much half information and we couldn’t combine our hour registration system. In short, it was time for a new system that mate complete integration of our business processes possible.’

Realizing total integration with Exact
Slagboom: ‘For us one thing stood out above all others: we had to have a totally integrated business solution. Payroll, projects, financial administration – everything needed to be linked together. Given that one supplier would be responsible for everything , it was also important that we could work with a partner with a major local presence. That makes effective communication much easier. ‘

For CRM and document management, Polem subsequently implemented the Synergy front office system. ‘The forms, drawings and other documents can now be stored and accessed easily in the front office software. They no longer need to float around the organization, being centrally stored now and easy to find for everyone. That really is significantly more efficient.’

Bron: The Biz Box