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9 Wins for Manufacturers Using Mobile CRM - Part 1: Surface Info that Matters

Today’s blog post was written by Kayla Silverstein, Marketing Specialist at Sonoma Partners.

To keep up with today’s rapidly paced market, manufacturers must push their products at the right moment, in the right place, at the right time. Your field sellers are doing the best they can to stay on-the-move and in the field, talking to and meeting with potential customers. You need a customer relationship management (CRM) system that’s just as mobile as they are to track activities, pipeline, and progress to capitalize on your team in the field.

Over the next few weeks, we’ll share nine key wins for manufacturing companies using mobile CRM solutions.

Are you a manufacturing company with a field sales team? These nine wins should have you considering an investment in a mobile application sooner than later.

1. Surface the information that matters.

The old days of field selling are gone. No more printed excel sheets, spiral bound notebooks, or  wrinkled pages of contact information. With today’s technology you can access information on-the-go, anytime, anywhere.

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Tracking quality, inventory, quotes, and individual client information… there’s a lot that a field sales rep is responsible for when meeting with customers on the road. When time is of the essence (as it always is), you need to be able to access all of this in one place. Don’t waste time working in disparate systems and spending minutes (and energy) navigating between windows. A mobile application that surfaces the information you need – when you need it – can leave you, and your team, with more time and resources to turn a greater profit.

Consider an Integration

An application designed for the field can help you surface critical data from a variety of systems, such as historical sales data, product catalogs, pricing information, and more. For example, you can utilize an integration with a back-end content database to surface product catalogs when meeting with potential clients onsite.

Consider an integration with your ERP system to display critical financial data within CRM. Without a clear CRM and ERP integration strategy, your organization might not be realizing its full potential in the marketplace. With an integration, you will reduce the amount of process steps, increase efficiencies, reduce errors when inputting data, all while providing your key stakeholders with a true 360-degree view of your customers in a single solution.

With complete visibility into each and every opportunity, you can save time clicking and updating your disparate systems and spend more time selling. If your customer information is stored in a variety of email systems and spreadsheets across your different offices, your customer service efforts also become inconsistent, translating to lost sales and unhappy customers. Enable your sales staff to deliver exactly what the customer needs exactly when it’s needed.

Customer Example: New Belgium Brewery

New Belgium Brewery worked with Sonoma Partners to help their field sales team (also known as “Beer Rangers”) provide the best service to their customers in the field. We created a touch-based mobile application to provide them with easy-to-access customer data when they needed it most.

Functionality on the Road

In today’s highly mobile and data-centric world, access to information on-the-go is not only necessary, but expected. A consulting partner can help you access your CRM data via a mobile application, while supporting a range of mobile devices and dashboards tailored for ease-of-use in remote locations.

Stay tuned for more wins for manufacturers who invest in a CRM mobile application. If you’re interested in learning what might be possible at your organization, contact us.

Topics: CRM for Manufacturing Enterprise Mobility