Mobility in CRM: Uberize Your Workforce

CRM solutions, CRM software, CRM for banks, Banking CRM, Financial CRM
"Enable your growth drivers (work force) to ride your business to new growth and revenue milestones."

With Mobile CRM, make your work force ‘Uber’ mobile by bringing productivity at their finger’swipes’.

How?

Let’s start with the basics first.

1. Enable multi device access 
Whatever device your work force chooses to carry, your CRM solution should be a part of it.
CRM solutions, CRM software, CRM for banks, Banking CRM, Financial CRM

2. Have easy data entry or swipes
Do you like ‘typing’ on your mobile keypad?  Thought not. 
Your mobile CRM solution interface should involve minimum arduous typing and maximum intuitive swiping process flows.

3. Prioritize appointments and alerts
What does appointments and coffee have in common? They are both active stimulants for your workforce.
CRM solutions, CRM software, CRM for banks, Banking CRM, Financial CRM
Click to enlarge and mail to sales@crmnext.com to have it!
Appointments help your sales workforce to know they have an active pipeline and what and when’s the next important meeting coming up. Thus, it makes sense that as soon as they login to their mobile sales CRM, appointments and tasks are the first ones to greet them.

CRMNEXT mobile CRM also has active alerts to inform your workforce ‘What’s trending’.
CRM solutions, CRM software, CRM for banks, Banking CRM, Financial CRM
Click to enlarge
5. Keep track of prospect's social lives
CRMNEXT mobile CRM helps you to keep track prospect’s social lives so that your workforce can pop up instantly when in need. Cuts out the merry go round of endless (and fruitless) cold calls and follow ups.
CRM solutions, CRM software, CRM for banks, Banking CRM, Financial CRM
Click to enlarge and mail to sales@crmnext.com to have it!

6. Keep track of team activity 
Collaboration allows your team to capture each member’s fund of collective intelligence. And they don’t even need to sit beside each other to reap the benefits.
CRM solutions, CRM software, CRM for banks, Banking CRM, Financial CRM
Click to enlarge and mail to sales@crmnext.com to have it!

Allow your work force to speed up team interactions by sharing updates, tips, files etc.

7. Enable smarter meetings 
‘Meetings’ were being bashed up in recent decades as ‘the best way to waste time at work’.
CRM solutions, CRM software, CRM for banks, Banking CRM, Financial CRM
Click to enlarge and well..you know what to do
Change it with the help of CRMNEXT mobile CRM. Make your ‘on the go’ meetings more productive by instantly setting goals and action items. The tasks are automatically synchronized on the respective employee’s home page.

CRM solutions, CRM software, CRM for banks, Banking CRM, Financial CRM
Click to enlarge and mail to sales@crmnext.com to have it!


8. Leads on a leash
Wondering where on earth your leads where after dozens of follow ups? Track them with the help of CRMNEXT GPS Tracker.
CRM solutions, CRM software, CRM for banks, Banking CRM, Financial CRM
Click to enlarge and mail to sales@crmnext.com to have it!

The in-built system helps your work force (especially sales) to know where the leads are and conveniently connect with them in case they are nearby. Establishing relationships, the foundation of successful business, is made a lot simpler.

You can also confirm that your sales force has ‘checked-in’ with their leads, thus raising accountability to a whole new level.

9. Grant access to collaterals
All talk and no show does not bode well for sales.
CRM solutions, CRM software, CRM for banks, Banking CRM, Financial CRM
Click to enlarge
Hence, it is important that your work force has access to awesome marketing and training collaterals anywhere, anytime.

In conclusion:
Uber has revolutionized local travel and even, astonishingly, complemented as second income generation model to many. Enable your growth drivers (work force) to ride your business to new growth and revenue milestones.

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