How To Use Crm.Pad 2.0

Transcription

1 Designed to succeed New Design!

2 CRM.pad 2.0 designed for success Designed to free up time for sales reps and service technicians to deal directly with customers rather than sitting behind a desk, CRM.pad 2.0 s sleek design places user-friendliness at the heart of the application. Entering and processing data in the system is intuitive, allowing users to focus on the key matter of dealing with customers. Leave the competition trailing in your wake with CRM.pad 2.0: > > Respond to customer inquiries and conclude deals while your competitors are still gathering the necessary information. > > Meet sales targets and complete tasks on your To-Do list before others have returned to the office. > > Toast to your success while the competition is still chewing through the details. 2

3 Unleash your Sales and Service Potential with CRM.pad 2.0 CRM.pad 2.0 is focused on making the most of employees knowledge, skills and individual talents. CRM.pad 2.0 Process Information Store, access, analyze CRM.pad 2.0 Communicate Describe, explain and advise CRM.pad 2.0 Customers at Heart Understand, surprise and impress your customers CRM.pad 2.0 Hold Presentations Present and inspire with slide shows CRM.pad 2.0 Get Ahead Work quickly, flexibly and independently 3

4 CRM.pad 2.0 CRM.pad s award-winning design is now smarter, sleeker and even more intuitive than before. The latest version of the first native CRM app for the ipad has been revamped in line with Apple s latest ios 2013 design guidelines. Smart features Sleek design Easy to use Introducing CRM.pad 2.0 Available from 9 September on the App Store Exclusive product presentation at the CRM-Expo in Stuttgart, Germany Hall 4 Booth 4C71, 8 October - 10 October

5 1 The intuitive dashboard serves as a launch pad for scheduling appointments, 2 The three central navigation elements (search, dashboard, control center) are processing orders and managing your contact with customers. Whatever you need is always just a tap available at the top right of the screen and access the app s core areas. away. CRM.pad 2.0's top four features Are you an IT guru or a first-time user? Either way, you will love the new time-saving features and additional functions in CRM.pad 2.0. Save 90 minutes per employee per day. Even long-serving employees enjoy working with CRM.pad. Ingo Klar, Pascoe Naturmedizin Helmut Meeth, Helmut Meeth GmbH & Co. KG 5

6 Did you even realise that you are working offline? 3 The quick add function was designed 4 CRM.pad 2.0 s seamless offline mode to make it quick and easy to enter means you can access your data information on multiple items from a single screen, e.g. products in an offer or order, products at a point of sale and samples distributed to customers. Sales reps and service technicians can thus quickly enter information on multiple products with only a few taps. anywhere, even without an internet connection. Switching between online and offline mode takes place automatically in the background without interrupting your work processes. Data added and edited in offline mode is saved on the device and automatically transferred to the update.crm server once an internet connection is available. CRM.pad 2.0 Feature Highlights: Smarter, sleeker and more user-friendly than before Brand new design matching that of ios7 Brand the app with your corporate design Slimmed down, easier-to-use dashboard Improved navigation with clear, easy-to-understand icons Complete tasks even quicker using the quick add function Access multiple functions at once and carry out tasks without interruption Display product information in 3 different views in the quick add area Offline mode You can find more details on the features in CRM.pad 2.0 in our Feature Catalogue. To receive this document, send an request to sales@update.com. MAIL» 6

7 Seven paths to success with CRM.pad 2.0 With CRM.pad 2.0, all the information you require is at your fingertips, whether you are on the road, making a phone call or visiting a customer. You can still access key information without an active internet connection thanks to CRM.pad 2.0 s offline mode. The following examples cover the most important processes supported by the app and how you can benefit. 1 Keep on smiling 2 La vita è bella 3 One Step Ahead 4 The Oracle 5 Leave the Competition Trailing 6 Close the Deal and Call it a Day 7 Prepare for Take-off 7

8 GPS and Apple Maps Support for Appointments Geolocation data greatly increases the efficiency of planning appointments and routes for field staff. You can search for nearby customers based on your current location, which is determined via GPS. This allows you to quickly react to rescheduled or canceled appointments by scheduling a shortterm visit to a nearby customer. The seamless integration with Apple Maps allows you to display the location of customer addresses on the map. You can open the address in the Apple Maps app in order to determine the best route to the customer. 1 Keep on smiling Smile politely and turn down the option of an overpriced sat nav in your hire car. 2 La vita è bella Instead of twiddling your thumbs after the short-term cancelation of an appointment, shake hands after another successful sales pitch. 8

9 Appointment Planning Efficiently preparing for customer appointments and being able to provide immediate answers to questions are important parts of a sales rep s everyday tasks. The integrated calendar s daily, weekly and monthly views make it easy to prepare for and plan customer appointments involving both internal and external participants, and you can also access selected colleague s calendars. When planning upcoming appointments, all relevant information is available at a glance. This includes information on all activities involving the customer that have occurred since the last time you visited them. You can see at a glance whether there are any open issues that required handling during the appointment, or whether it may be advantageous to offer the customer a special deal. Attend appointments armed with key information such as: > > What products is the customer using? > > Does the customer have any open service tickets? > > What is the status of the customer s orders? 3 One Step Ahead Know which products or services a customer requires even before the customer formulates their requirements. 4 The Oracle Provide answers to all purchase-critical questions posed by potential customers. 9

10 Consultations and On-site Order Placement When consulting with customers, new products offerings can easily be presented on your ipad and you can view relevant documents together with the customer. You always have access to the latest version of relevant contracts. Orders or service appointments can easily be added to the system - even in regions or buildings where no internet connection is available. A specially designed touch numeric keypad allows product data to be entered efficiently in the quick add area. Once the appointment is over, customers can electronically sign any orders on the device itself. 5 Leave the Competition Trailing Leave your competitors armed with a briefcase and paper clutter trailing in your wake at sales pitches. 6 Close the Deal and Call it a Day Allow yourself a winning smile as the customer signs the order electronically and your superior is immediately informed that the deal has been sealed. 10

11 Offline-Modus Did you even realise that you are working offline? CRM.pad 2.0 includes a tried-and-tested offline mode. Unlike other mobile CRM solutions on the market, switching between online and offline modes happens in the background without interrupting your current tasks. Data added and edited in offline mode is saved on the device and automatically transferred to the central CRM system once an internet connection is available. While your competitors are unsuccessfully trying to establish a connection with the internet, you can process customer queries wherever you are - on the ground or in the air. 7 Prepare for Take-off Offer your competitor your sleeping mask while you process customer offers in offline mode during a flight. 11

12 CRM.pad 2.0 vs the Competition CRM.pad 2.0 is the sleekest and easiest to use CRM app on the market. The following table compares the highlights in the latest version to other common table solutions on the market: Features Work quickly: Features such as the quick add function and the ability to switch between processes without interruption decrease the time taken to complete tasks. Usability: Clear overview of information including the current context make the app easy to use, e.g. the clearly structured dashboard focuses on key information and optimizes navigation within the app. Easy learning curve: Excellent usability, sleek design and well-structured update university training courses mean users understand the application in no time. Sleek design: Clear interface based on Apple s ios7 design, readable fonts, clear wording and terminology, and optimum use of the full screen dimensions. CRM tablet solutions from major competitors very mature not mature Offline mode: Access and process data during flights and on trains without irritating error messages. Data is synchronized automatically with the server once an internet connection is available. Branding: Customize the application to reflect your corporation design, including colors, logos and background images. Customizable views: When adding orders, select the desired products from a standard list, product images or a PDF product catalog. Optimized landscape view: Make the most of the ipad s screen dimensions and maximize the width of the display. Learn to use CRM.pad 2.0: > > The update university offers a number of training courses covering our applications and the processes in them. > > Webinars and recordings of previous training sessions are available from update university s online portal. > > Do you have any questions about update university? Contact our experts directly at university@update.com. 12

13 CRM.pad 2.0 Technical Requirements Deploying a mobile CRM solution could not be easier than with CRM.pad. There are only three requirements: Operating System Connection update CRM System ios7 or higher 3G/4G or wi-fi update.crm or update.seven web Installation and Synchronization CRM.pad 2.0 is installed by downloading it from Apple s App Store. If you are an update customer with a valid end user license for mobile services, you can log on to the system using your existing login credentials. When logging in for the first time, the configuration is downloaded from the server automatically. Flexibility and Configuration CRM.pad 2.0 is easily and fully customizable, as with all other products in the update.crm suite. You can customize elements such as lists and masks to meet your needs with just a few taps. Which CRM data and business processes are available to users depends on the user s role. Security Ensuring that sensitive corporate and customer data is stored securely using state-of-the-art encryption is of great importance in a CRM solution. In addition to SSL encryption when transferring data, data stored on the device is encrypted using 256-bit AES hardware encryption to prevent unauthorized access. This protection cannot be disabled by users. If the ipad is lost, your administrator can remotely delete all data and lock the ipad. update also recommends deploying a mobile device management (MDM) solution. Mobile CRM made easy: Send an to sales@update.com and arrange a consultation or request customer references. MAIL» 13

14 Other Mobile CRM Solutions from update update s mobile CRM solutions are optimized for mobile devices such as smartphones, tablets, laptops and ipads. In addition to CRM.pad 2.0, update offers other user-friendly mobile CRM solutions in the form of CRM.mobile for smartphones and tablets, and update.crm web on laptops. Mobile CRM can save individual employees up to one-and-a-half hours per day while cutting down on paper clutter. These immediate benefits also serve to increase user acceptance. In your pocket On the go Working where ever you are. At your desk The ability to access CRM.mobile on smartphones and tablets keeps decision makers in the loop at all times. Important information can thus be made available immediately, meaning decisions such as granting approval for offers can be made in real time. This speeds up sales and service processes considerably to the benefit of your customers. Furthermore, using state-ofthe-art mobile devices and paperless work methods help project a cutting edge and professional image. update.crm web is a fully-fledged CRM solution that can be used on laptops. As with the solutions for tablets, smartphones and ipads, key information on products and customers is available at any time and from anywhere. With solutions available for various sectors, update provides CRM systems that are used by market leaders in the construction, construction supplies, consumer goods, life sciences and financial services sectors. 14

15 Seven Arguments for Mobile CRM 1. Access customer data from anywhere at any time 2. Make real-time decisions over long distances 3. Back office staff and sales reps can network with other staff members and submit orders immediately, rather than at the end of the working week 4. Eliminate paper clutter 5. Project a professional image among your customers 6. Easy-to-use app improves user acceptance and in turn data quality 7. Access the app during flights and train journeys even without an internet connection One of many companies benefiting from update s mobile CRM solutions: A notebook is often perceived as a barrier, but CRM.pad is a welcome addition to any customer call. Call reports are simply entered after the call while on the road. Günther Schrüfer, Bahlsen AG Find out more about update s mobile CRM solutions at: Schedule a non-binding consultation by sending an to: sales@update.com