A field sales representative’s day-to-day experience has changed a great deal in recent years. Reporting using pen & paper at the end of the working week and updating the CRM from the office are becoming a thing of the past. Nowadays, more and more companies understand and value the benefits of being able to rely upon a mobile CRM that allows its sales teams to work from anywhere and update the results from their visits using any device, be that a computer, tablet, smartphone, or even a smartwatch.
ForceManager was born out of a mission to improve and facilitate the lives of these professionals, and therefore help them focus their time and energy on what’s really important: building relationships. In other words, our objective is to bring field sales into the digital age and help these representatives to be more efficient, proactive and, ultimately, to meet their sales targets.
To make this possible, digital transformation plays a fundamental role. By integrating technology into our daily lives, we can advance society and build a future that is characterised by more democratic, collaborative, transparent and intimate access to information. By introducing cutting-edge tools, the field sales industry can go one step further in decision-making based on information and real-time data, among other factors. Also, AI makes it possible to automate everyday tasks such as responding to emails, or writing reports, allowing sales reps to invest more time on valuable priorities for the company.
Think about your sales team for a moment: how much time do they spend out on the road visiting clients, making calls and prospecting new business? Looking at it from this perspective, you can begin to see how beneficial a mobile CRM could be: your team needs an app that gives them unlimited access to information on marketing, sales and customer care data whenever and wherever they might need it.
Not yet convinced? Here are some more reasons to sway you:
- Flexibility helps to optimise work and leads to more satisfied employees: professionals increasingly value flexibility and autonomy in their work, and technology is an essential tool for achieving this. In fact, as shown in our recent study, Millennials in Tech, 65% of millennials working in tech companies are prepared to earn £2,700 less per year in exchange for greater flexibility in their schedule and the chance to organise their schedules more independently. In line with this premise, a mobile CRM allows your team to work from anywhere and access necessary information and documentation needed for visits from any device, such as their computer, tablet or smartphone. It also makes it easier and quicker to write reports and reduces the risk of forgetting details that could end up being very important. This flexibility makes us happier, and when we’re happier, we’re much more productive.
- A reduction in maintenance times and costs: using a traditional CRM usually costs a lot of time and money since it involves the enormous task of restructuring an organisation. You need an IT team to maintain, update and manage the system, and getting to know how it works it’s long and arduous. In contrast, using an integrated SaaS (Software as a Service) via a mobile CRM is considerably faster and more economical.
High user adoption rates: mobile CRMs have been designed taking into consideration the reality of the market, meaning they are designed with the user in mind. Their optimised designs and great practicality mean that professionals feel more comfortable logging in and using the app daily.
- More information and greater velocity: the ease of using mobile CRMs encourages field sales representatives to complete their work more quickly and comfortably, giving sales managers access to more reliable and real-time information in order to make plans and estimates, which in turn will be more accurate.
To make sure users are more likely to adopt the mobile CRM, it is essential to adapt to the reality of the market. That’s why at ForceManager we have developed our sales app, both for iOS and Android users, ensuring the product’s flexibility and compatibility, whichever the case may be.
But in addition to this compatibility with different operating systems, thanks to the integration with Zapier and our API, we can proudly say that all your favourite business tools can be easily connected at the touch of a button: your Gmail or Outlook account, access to SalesForce, e-commerce such as Shopify, marketing tools such as Mailchimp and updates from social media like Facebook, etc.
From a mobile CRM to a personal sales assistant
Until now, I’ve told you all about how mobile CRM can be of service to sales representatives and provide them with all the data they need, when they need it. But, what if we were able to go one step further and take your location into account as well? This would mean we could provide you with much more contextualised and, consequently, more practical information.
With this in mind, at ForceManager we have built a simple and intuitive alert system into our app, which, as well as being smart, allows its users to access the most relevant information about their upcoming visits from its Dashboard (the app’s homepage). These visual alerts will tell you which companies you need to visit that day, how much time it will take to get there and the best route to take, based on your location and current traffic conditions.
But that’s not all… This sophisticated alert system adapts to each individual sales representative. So, imagine you are running late for a visit or you get caught up on a call for longer than expected, the alert will change from green to red, update your ETA and activate the option to let those attending the meeting know that you might be a tad late. Once you have reached your destination, the system will also activate an option to quickly access the “check-in” feature, making it even easier and quicker to report your activity.
Incorporate Artificial Intelligence into your business to improve and optimise your work
Far from being satisfied with the functionalities of our mobile CRM and its contextualised notifications, at ForceManagaer we want to go one step further and improve our tool by using Artificial Intelligence (AI). So, we’ve integrated Cognitive, the voice-control AI system that radically transforms the way field sales representatives use their mobile CRM. From now on, ForceManager will become an authentic personal and smart sales assistant, with whom sales reps can interact and become more efficient and effective. And, to make it even more intimate and realistic, we have personalised it with Dana, the voice that will guide sales reps in their day-to-day activities.
For maximum ease of use, Cognitive can be integrated into your smartphone so you can take it with you in the car and use it before and after every visit. By using natural language processing (NLP), the sales rep can communicate safely with the device whilst driving, ask it to obtain information about their next visit, leave a comment about a previous visit or even ask Dana to send an email.
From now on, you can start your day and activate the app by saying “Hello, Dana”, who will help you with everything you have logged: which is the next visit? What happened the last time you met with this client? What was the last thing you agreed over email? etc. And once the visit is complete, you can ask Dana to save your notes from the meeting, add a comment about the next steps you want to take and create reminders in your calendar, so nothing gets forgotten.
Essentially, at ForceManager, we see a company’s sales department as one of the most competitive pillars in any business. That’s why we believe that cutting edge technology, such as Artificial Intelligence, can help sales reps to optimise the whole sales process and achieve better results.
So, to make that a reality, it’s essential to have straightforward and transparent software that’s easy to understand and keeps the user happy; the whole team will be using the same digitalised sales process system that guarantees relevant, reliable and real-time information, facilitating data analysis and decision-making.