CRM4Sure provides world-class
mobility platform for field sales person. In other words, CRM4Sure makes sure
that a Sales Representative spend more time with customer. Here are the key
As soon as a sales person logs into
CRM4SURE, he is presented with a multiple windows, which share all what he
needs to know in organizing himself. This includes follow-ups of the day,
follow-ups for tomorrow, pending follow-ups, sales tasks to be completed today,
pending tasks, sales appointments. This provides an instant self-organizer.
A Sales agent does not need to go
to the office to provide details on his activities to his supervisor. He can
use our flexible and intuitive system interface to capture the details of his
customer meetings of the day within few minutes. This information is beamed to
the supervisor on real-time basis.
A sales employee can view key
dashboards and reports related to his performance. For example, he can see his
trip plan status, his target vs. actual achievement and performance report of
channels assigned to him.
Using the notification and alert
module of CRM4Sure, one can send automated messages to the sales executives,
which can ensure that he is aware of what is going on. For example you can SMS
and email on his performance, his pending follow-ups and his pending follow-ups
of the day.
Whenever a sales agent is going
into meeting a customer, he can access all the past contacts with the customer,
so that he has a complete historical view on customer preferences, customer
issues and past claims or quality problems. This ensures that sales employee is
well-prepared with his sales script.
CRM4Sure has a complete suite of Sales
knowledge and learning management modules available on mobile. This provides
most inexpensive and effective method for sales employee training and
development. A sales rep on the move can look at the product presentations,
sales scripts, sales techniques and methods upgrade his skills.