Sales teams are mobile, on the road, visiting customers. To prepare for each customer appointment,
a seller needs to review current status of customer and history of previous conversations. Prior to meeting with the contact there a number of questions that every rep should be able to answer immediately:

What activities led to this meeting?

What is the status of the customer’s contract?

What products has the customer expressed interest in?

What is the status of each opportunity or trouble ticket?

Without quick access to these answers, reps are risking not only wasting precious time with prospects, but risk losing the deal all together. And then of course following each appointment, the seller now needs to log meeting notes, define tasks and schedule a follow-up to begin preparing for next meeting. So what does the rep need to make note of at this point?

Well, did the seller close a deal? Did the seller uncover a new opportunity or issue? Does the seller need to send a “thank you” email or schedule the next meeting?

By using a tool designed for capturing all of this information reps can rest assured that when they visit a potential customer that they have all the necessary information to close the deal. SalesNOW is a fully hosted Mobile CRM solution that gives reps out in the field the ability to access their critical Sales data using the mobile application and from the web. Using the SalesNOW iPhone CRM app, the user can quickly answer all the questions mentioned above and can worry less about scrambling to find information and focus on selling.

What about assigning support to a particular case?

Whenever scheduling a meeting or follow-up task, SalesNOW allows for sellers to ASSIGN support personnel. The support person will get an alert to their phone and email asking them to take action. As work is complete, status of work can be updated using SalesNOW. No more sending mass emails to check status of work. When a seller needs to provide a customer with an update, they can do so by simply logging into their device or online at salesnow.com.
Interested in finding out more about SalesNOW’s Award Winning Mobile CRM solution? Contact [email protected] and take part in a 30 Day free trial of the tool. In this time, you will have full access to the SalesNOW Web environment as well as the CRM for Android, IOS and BlackBerry App.

Contact Us
SalesNOW/ServicesNOW
19 Allstate Parkway, Suite 120
Markham, Ontario L3R 5A4
Canada
Support Phone Number: 905-752-0375
Fax: 888-634-9342
[email protected]
Website: http://www.salesnow.com/