ProspectSoft Mobile CRM with eXtreme Mobility puts the power of your office system at your fingertips, while you’re on the road. And it’s no more complicated to use. The ProspectSoft onsite CRM gives you a fully mobile CRM solution through flexibility and ease of use.

Here’s a scenario,

You’re driving to see your biggest customer and need to know what the latest order situation is

When you arrive on site, you switch on your laptop, or your PDA (Pocket Digital Assistant).

Whatever information you need is available automatically – order status, sales ledger balance, notes of customer calls, recent correspondence - and any problem issues like service calls.

Everything you see is as up-to-date as the office system, so you can:

(a) Review the current order position with the customer

(b) Arrange a new service call, based on confirmed delivery of a component from a supplier

(c) Make your presentation

(d) Prepare a quotation for the customer and agree it

(e) Take the order and enter it

(f) Check stock and advise an expected delivery period

Having had the information at your fingertips, did this:

(a) Reflect well on you and your organisation?

(b) Start your presentation off on the right foot?

(c) Make it easier to close another order?

(d) All the above?

Even with a basic mobile phone, important information can be available onscreen without calling the office. Click here to request more information about the ProspectSoft mobile CRM solution or call 01733 297100