Mobile CRM Software: Boost Your Field Sales Team’s Efficiency
Build a Highly Productive Field Workforce
Get automated day plans
Let wpscrm plan your agents’ day for them. Right from the number of meetings scheduled, the goals for the day, and the best travel route – everything is designed for them, automatically.
Get meeting recommendations
Based on the agent’s location, the mobile app will identify leads nearby. Your agents can then drop in for a quick meeting or follow-up.
Give intelligent upsell/cross-sell signals
The tool can use the customer’s activity history to look for possible upsell or cross-sell opportunities and recommend sales actions to your agents.
Know what your agents are doing
Track all their calls and messages that they receive on their mobile device and analyze their overall productivity. Use their meeting history to know if they are meeting their targets.
Geo-fence their tasks
wpscrm will not allow your agents to complete their tasks or meetings if they are not in the correct location. This reduces falsified meeting logs.
Know the location history for your team
Get complete geo reporting of all the meetings and tasks. Know how many meetings have happened, the distance travelled, and even the locations of every meeting.
Allow your agents to check in/out automatically
Your field agents can check-in to indicate that they are starting their sales route, and similarly, check out at the end of the day. In case they forget or are unable to do so manually, the tool will automatically check them in.
Detect fake location check-ins
Stop your agents checking in from false locations. For example, if they are in Boston, they cannot check in claiming that they are in New York City. You can also geo-fence their tasks to prevent fraudulent entries.
Distribute leads to your agents based on pincode
Automatically assign leads to your field agents based on the pin codes that they oversee. Send them instant notifications or assign tasks to them to follow up.
Automatically navigate to the next meeting location
After the meeting is over, the app will automatically remind you where your next meeting is. Also, it will tell you the route you need to take to reach the location quickly.
Remind your team to log in meeting notes
After the scheduled meeting time, send an email to your field agents reminding them to log in meeting notes. This helps you to know how the meeting went, ultimately helping you take important sales and business decisions.
Simple mobile CRM system to speed up your document verification process
Your field team may need to collect documents from your customers for verification. Your field agents can easily upload multiple documents at a time for verification, and they can be instantly approved. This reduces the wait time and improves efficiency.
Know every move that your agents make
Get real-time updates of your agents’ location and the number of meetings that they have had. Look at the sales route that they have navigated, the miles travelled and the tasks that they have completed.
