B2B CRM mobile app provides a business-to-business organization with the right process automation tools to convert more leads and sell more products. The app has been developed to help streamline tasks for effective customer relationship management. As B2B sales cycles can be longer and may require ongoing support pre- and post- sales. A mobile app is a flexible way to manage CRM tasks through all its phases. Prospect- Engage prospects with social media and email campaigns Lead- Evaluate, segregate and nurture qualified leads Meetings- Assess sales readiness to schedule the perfect pitch Proposals- Track and negotiate in-progress deals Sales- View performance of marketing campaigns Support- Provide online customer support and resolution
The B2B CRM mobile app dashboard provides users with the following insights: Leads by source- Segregation of leads from multiple sources Sales by lead source- Sales generated from various sources Sales opportunity- Phase-wise status of leads Lead generation- Addition of new leads Lead details by source- Filter leads based on source Lead contact pending follow up summary- Status of the lead
The app is highly customizable and can easily incorporate specific workflow requests from clients, such as: Branch locator Product item list Task management and tracking Human resource management
It maintains comprehensive customer profiles updated by various team members, to provide the latest information to develop targeted and relevant communication with leads and clients. Basic requirements to run the Android App: 1) Android Version 6.0 2) 3 GB RAM 3) Need to Keep 1 GB Free in RAM 4) Latest Processor
The app is available for all to download. The user needs to be registered in the system to receive an OTP in order to log in to the B2B CRM mobile app.
Updated on
Feb 15, 2023
Business
Data safety
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