The 7-seconds to update mobile CRM

Transcription

1 The 7-seconds to update mobile CRM

2 MAKE A DIFFERENCE TODAY! If you like Apple and want a CRM, you can stop looking! If you want a mobile lifestyle and intelligent sales and business support, this is it! Salesbox CRM is built exclusively for Apple s ios and supports all ios devices, such as iphone 4S, iphone 5, iphone 5S, ipad, ipad Mini and ipod. You choose the device you prefer and we provide the sales support. With Salesbox CRM you get all the benefits of a mobile, intelligent, social and collaborative CRM. You get a Cloud-hosted environment where you can safely store all your company s sales data without limitations, full support to get you started in no time, free training and instruction videos, and much more. You get Intelligent Market and Lead Automation and integration with LinkedIn, Facebook, MailChimp and Dropbox, directly off the shelf. You get integration with your ios , calendar, maps, photos, dial function and contacts. It s all there from the start as standard, and you get it all for one easy-to-budget LOW monthly fee. You never again need to worry about price models that are as complex as a physics exam. That s right it s all there as part of our core offering.

3 Salesbox CRM in a BOX Salesbox CRM is all about giving you value back as a user. If you as a user don t see what s in it for me, what do I get back for using this application? Then you won t use it. Many business software developers develop for the business and totally forget the user who is supposed to use the application. Salesbox CRM changes that, we focus on creating a user experience you regularly find in consumer applications. To use Salesbox CRM is easy, fun and quick. Mobile any time and everywhere. Salesbox CRM takes seconds to update. Use the deadtime moments during your workday to keep updated. Intelligent does the analysis for you. Receive your prioritised Tasks and your budget GAP analysis automatically. Social full MARKET and Automation. Salesbox CRM comes connected to MailChimp, LinkedIn and Facebook as standard. Collaborative share Opportunities, Contacts and Accounts, ask for help or distribute Tasks and Leads. Work in a team with colleagues and external partners. Affordable no more expensive licences or projects. Off the shelf your setup is done in minutes

4 CHECK OUT THE CORE BENFITS Salesbox CRM is the choice for small and medium-sized business because it comes packed with many standard features that cost extra or require projects to use them with most of the traditional CRMs on the market. Salesbox CRM includes additional benefits: Mobile Salesbox CRM is a truly mobile CRM, built exclusively for Apple s mobile devices. With Salesbox CRM you have access to 100% of the functionality of your device, regardless of which mobile Apple device you choose. You also get complete integration with your ios device s , calendar, map, camera, contact and dial functions everything to make your workday easier and more focused. Intelligent Salesbox CRM helps you focus on the right activities. The CRM delivers suggestions on what to do and prioritises them. It also proactively helps you to understand your budget gap, so you never again need to worry about what it takes to deliver your budget. Salesbox CRM also learns and adapts to your own behaviour and your company s behaviour, based on your performance history, just like a modern car s gearbox can learn the driving style of the driver and adjust accordingly. Social Salesbox CRM gives you access to all available public contact and organisation data, for example on LinkedIn and Facebook, so you never have to worry about using inaccurate contact information. Salesbox CRM also integrates with LinkedIn, Facebook and MailChimp for Intelligent MARKET and LEAD AUTOMATION.

5 Collaborative Salesbox CRM helps you collaborate both internally and externally with partner companies. Share Opportunities, Contacts and Accounts, ask for help or distribute Tasks and Leads. Work in teams with colleagues and external partners. Salesbox CRM makes sure that each member gets the information they need into their budgets and statistics. Integrated with ios Salesbox CRM is built natively for Apple ios, and as standard comes with full integration with your: ios client handle your contacts opportunities, leads, tasks and appointments directly from your ios client. With Salesbox CRM you don t need to leave your client to interact with your contact from your CRM. You can, of course, also store important s about your accounts, contacts or opportunities in Salesbox CRM. ios Calendar two-way integration makes sure you can continue to use your regular calendar but still get your business appointments into your Salesbox CRM, and nothing else. Salesbox CRM makes sure your appointments are connected to the right account, contact or opportunity. The days when your CRM was full of irrelevant appointments are finally over. ios Dial function track all your dials and calls and start getting your outbound numbers, and on your contacts and account your inbound numbers. After you hang up the call, Salesbox CRM will automatically suggest activities for you.

6 ios Map get automatic routes to your account, contact or meeting from where you are. With Salesbox CRM the route is just a click away. ios Camera with Salesbox CRM you don t need to write the same information twice. Take a series of photos of the whiteboard or your notes and store them with a description on your account, contact or opportunity. The information is easy to read and access in real time for your back office colleagues. ios Photos with Salesbox CRM you can upload one or more photos to the same slide show. Document your whiteboard notes, your notes in you notepad or anything else you want to keep on your contact, account or opportunity. Describe your slideshow and keep you colleagues instantly updated. Use your camera and photos to get rid of all double work or integrations with other note apps. ios Contacts import your contacts and keep them up to date automatically. Salesbox CRM can add contacts and update existing contacts, so you don t have to do it manually any more. Crowdsourced updated contact and account pool Salesbox CRM comes pre-packaged with accounts and contacts. In most cases, to add a new contact or account simply search for it and add it. Search Salesbox CRM, LinkedIn and Facebook to find your existing or new customers. Salesbox CRM is built for sharing. Share your contacts public data and get access to everyone else s in return. With Salesbox CRM you get a social CRM on a new level. You never again need to worry about finding the correct contact or account information, because all Salesbox CRM users are helping. As soon as a contact is updated you receive a notification and can choose to accept or ignore it. With Salesbox CRM you never again need to buy expensive and inaccurate contact information. The philosophy is simple: if you give you get, and if you don t you won t.

7 Reports, performance meters and Apple TV With Salesbox CRM s Analytics cockpit you work with standard reports for forecasting order intake, revenue, profit and margin. You can track which accounts, contacts, products or lines of business bring you the biggest order intake, revenue or profit. You can track your sales team s performance, workload and capacity. You can view a single report or a combination of reports. You can save combined reports and publish them to the whole company or create your personal favorite combinations. You can display reports on your iphone or ipad and swipe between the different pages. Want to publish on the BIG screen? Don t worry, just Airplay your report to Apple TV and it will automatically swipe through the pages. With Salesbox CRM you also get a set of predefined meters to display in 3D. For all reports and meters just set the level (company, unit or individual) and the selected time period. In your combined reports you have full support to display any combination of reports in a single report. With Salesbox CRM you don t need to spend countless hours preparing your reports, because it takes seconds. And of course you can export your single or combined reports to Excel or PDF and send them to anyone who should have them. Work flow/sales method engine Create and share your sales methods. Create your personal way of working, as it fits you. Create as many methods as you want and share them with your partners. Set a default sales method per line of business or choose the preferred sales method for each individual opportunity. The sales method also keeps tracks of your progress and how many appointments you need to finish the opportunity. With your sales methods you can instruct your colleagues what to do at each step. You can even recommend a behavioural profile for each step. Salesbox CRM also learns and adapts to your company s usage and optimises your method over time.

8 5 reasons why the CRM future is mobile 1. Salesbox CRM is the first CRM provider in the world to offer you the New Era of the Yellow Pages. No more buying expensive and irrelevant lists of contacts. Get access to a huge database of premium, filtered contact details of real people and companies. It s crowd sourced and complemented by the ocean of contacts and accounts on Facebook and LinkedIn, which are available for import. Search, find and seize big opportunities in minutes! 2. You and your sales team can update and access important CRM information wherever you are, whenever you want. Powerful team work has never been easier. 3. You will save up to 88 % admin time compared to traditional web-based CRMs. 4. You can avoid guessing or acting on intuition in deciding what to prioritise in your pipeline. You get the facts at your fingertips to help you focus your attention on your real opportunities and eliminate tyre kickers and suspects and, of course, sell more. 5. Salesbox CRM monitors each person s sales, performance, pipeline and marketing behaviour. The intelligent CRM can therefore coach users daily on how to make more sales it is like having a personal sales and marketing coach in your pocket 24/7. To be able to get all these benefits and improvements, you need a CRM that utilises the features of both the CRM and your mobile device. A truly mobile CRM, just like Salesbox CRM, is fully integrated with the Dial function, Maps, Calendar, , Photos, Camera and Contacts on your mobile device. This means you can avoid a lot of time-consuming admin work like saving call records. You can also attach photos of important things to your CRM. No more When did I call this client? or Where did I misplace my notes about that client? A web-based CRM cannot deliver the same level of integration and therefore the same level of sales support improvements. That is one of the reasons why you need a mobile CRM in your workday.

9 The way a CRM is meant to Empower!