Salespoint Mobile CRM

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Information about Salespoint Mobile CRM
Business & Mgmt

Published on February 26, 2014

Author: salespoint




Mobile CRM for Salesreps 2014

Salespoint is the CRM made for Salesreps with beautiful, mobile-first design and easy integration.

Salespoint: made by Salespeople for Salespeople Salespoint is a mobile CRM app which addresses a specific pain-point: most companies cannot get their sales force to adopt their CRM system, which is the key to getting valuable information for management The people behind Salespoint experienced this firsthand and built a solution

Salesreps do not like filling out complicated CRM systems with data.. ..which means that Management does not receive meaningful information Populating and maitaining data Getting user acceptance Generating meaningful analytics Customizing CRM applications Measuring CRM project ROI Identifying sales-process problems Matching technology to process Effectively rolling out the… Evaluating CRM applications Obtaining executive support Managing CRM vendor… Getting adequate project funding Other 0% 10% 20% 30% 40% 50% WHERE CRM SYSTEMS FAIL Source: survey of 1.275 Chief Sales Officers, Harvard Business Review 4

The CRM becomes less useful, after which a vicious circle starts Sales reps find the CRM system hard to use (especially on mobile) System is not maintained and improved Management finds not enough data for steering the system They start using the system less and less Less and less data is updated or added

Salespoint is designed as companion for the daily activities of the Salesrep MORNING: • Check out today‟s appointments • Plan the route for the day • Read prospect backgrounds DAY: • Read appointment preparation notes • Enter visit reports • Edit prospect data • Show company presentations to prospects EVENING: • Check visit and sales targets • Compare results with peers • Check new training materials 6

Salespoint gets more out of existing CRM systems while reducing its cost Our product is aimed at solving a real business need: - Getting a better return on past investments made in CRM systems (= typical need of large companies) - Inexpensive and easy-to-use (= typical need of smaller companies) No need to replace the existing system. Salespoint can connect to it and make it more usable, and thus more valuable

Designed from the ground up with the mobile user in mind Typical CRM System: x x x x x Expensive Hard to use Desktop-first Win-lose: sales reps lose time, management wins data Does not pass parking lot test Salespoint:  Inexpensive  Easy to use  Mobile-first  Win-win: sales reps win functionality, management wins data  Passes the parking lot test The parking lot test: can a Salesrep quickly check a lead‟s CRM data before entering into a sales meeting, and immediately after the meeting enter the key data while it is still fresh, from behind the wheel?

Integrate with your existing system or start with our simple web dashboard Appointments Sales Ac vity 50 50 40 40 25 Prospec ng 15 30 20 30 50 Execu ve 1 40 20 Upselling 10 0 5 5 5 5 5 0 Week 17 Week 18 Week 19 Week 17 Week 20 Pipeline 10 Courtesy 5 5 10 5 5 10 5 5 30 35 15 10 Week 18 Week 19 15 Training 5 4 1 Other Week 20 Conversion Not Contacted 22% Contacted Client 22% Long Term Lead Name Iden fied 11% Lead Qualified 11% Not Interested Info Sent Not Target Appointment 0 34% Proposal Sent Week 17 Week 18 Week 19 No Access Week 20 © 2013 Salespoint Support Legal Terms +34932547622 9

The product at a glance: mobile-first approach Easy-to-use Interface Works Offline For Apple iOS and Android

Funcionality to help the Salesrep while on the move Start the day with an immediate and attractive overview of the upcoming events: Appointments and Tasks 11

Automatic routeplanning: a timesaver for the Salesrep The daily route for Salesreps is calculated automatically and available with 1 click There is also one-click access to nearby Prospects, great for visits without appointments 12

Visit check in: another timesaver Salespoint thinks ahead and shows a „check in‟ screen at the time of an appointment Another example of time saving for the Salesrep, who does not have to look for the visit report 13

The Visit Report: another timesaver The Salespoint visit report looks like no other: clear and simple It is customized for each industry with the data fields that are important It is easy to add photos and recordings 14

Attractive overview of key company data The company overview in Salespoint is an attractive collection of important data: contact persons, tasks, background info, photos, recordings, we bsite etc. 15

Catalogue display and easy order taking No more walking around with large and outdated catalogues Orders are taken on the spot and sent for immediate processing 16

Linkedin and Evernote Integration Contact data imported from Linkedin Check related notes from Evernote 17

More functions: everything the Salesrep needs right there in the App.. iPad Home iPad 7:11 PM 7:11 PM Home Brochures Results Corporate Brochure Product Catalog Spring Promotion Visit Report Breakdown Updated 20 minutes ago By Visit Type Indus trie Top 5 Updated 20 minutes ago Visit Reports this week Updated 20 minutes ago Updated 20 minutes ago Visit history Competitors presence Updated 20 minutes ago Updated 20 minutes ago V l wa licht ka doe voor u oe t n n e uw m de rke n e we rs Route Upload and transcribe business cards Show company brochures and video Visits Calendar Tasks Contacts Brochures My Company See reporting on targets 18

Custom-made versions have been developed for many industries SERVICES MANUFACTURING (Shipping, Office automation, Food...) (Food, Lighting, Tech ...) HEALTHCARE COMMUNICATIONS (Pharma, Medical) (Telecom, Media...) FINANCIAL (Leasing, Insurance...) 19

The unique functionality is not found in standard CRM Apps Salespoint Salesforce Touch Oracle SAP Zoho Base MS Dynamics* Contacts ✔ ✔ ✔ ✔ ✔ ✔ ✖ Calendar ✔ ✔ ✔ ✔ ✔ ✔ ✖ Tasks ✔ ✔ ✔ ✔ ✔ ✔ ✖ Opportunity follow-up ✔ ✔ ✔ ✔ ✔ ✔ ✖ Functional without wifi/3G ✔ ✖ ✖ ✖ Limited Limited ✖ Graphic tile interface ✔ ✖ ✖ ✖ ✖ ✖ ✖ Automatic routeplanning ✔ ✖ ✖ ✖ ✖ ✖ ✖ Appointment check in ✔ ✖ ✖ ✖ ✖ ✖ ✖ Add Photos from App ✔ ✖ ✖ ✖ ✔ ✖ ✖ Add Recordings from App ✔ ✖ ✖ ✖ ✖ ✖ ✖ See nearby leads on map ✔ ✖ ✖ ✖ ✖ ✖ ✖ Business card transcription ✔ ✖ ✖ ✖ ✖ ✖ ✖ Company brochures ✔ ✖ ✖ ✖ ✖ ✖ ✖ Company videos ✔ ✖ ✖ ✖ ✖ ✖ ✖ Multi-API ✔ ✖ ✖ ✖ ✖ ✖ ✖ Buy data ✔ ✔ ✖ ✖ ✖ ✖ ✖ Buy appointments ✔ ✖ ✖ ✖ ✖ ✖ ✖ Functional w/o PC licence ✔ ✖ ✖ ✖ ✖ ✔ ✖ Multi-Language ✔ ✔ ✔ ✔ ✖ ✖ ✖ * No native App 20

Testimonials “Our Salesreps are delighted, maintaining the CRM has never been this easy.” Francesc Estevez Sales Director – Athlon Carlease (Rabobank) “Salespoint has quickly become an indispensable part of my daily job. I can‟t imagine working without it.” Reindert Arends Account Manager– Philips Lighting “The amount and type of data I have available with Salespoint is simply amazing.” Leon Bouma Director – Canon Business Center

Video Customer Success Story: Colt Telecom (Pivote) Salespoint Account Management Salespoint Retail

Contact Us for a free Demo Salespoint Northern Europe T: +31 20 808 4419 – E: Beechavenue 54-80 – 1119 PW Schiphol-Rijk – The Netherlands Salespoint Southern Europe T: +34 932 547 622 – E: Balmes 150, 6-1 – 08008 Barcelona – Spain Salespoint Middle East Salespoint USA T: +973 16198613– E: Trust Tower, Road No. 1702 – Bahrain T: +1 415 366 9622– E: 425 Market Street – San Francisco California 94105 – USA And visit our website:

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