salespoint mobile crm
DESCRIPTION
SaleTRANSCRIPT
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 first-
hand and built a solution
WHERE CRM SYSTEMS FAIL
4
0% 10% 20% 30% 40% 50%
Other
Getting adequate project funding
Managing CRM vendor …
Obtaining executive support
Evaluating CRM applications
Effectively rolling out the …
Matching technology to process
Identifying sales-process problems
Measuring CRM project ROI
Customizing CRM applications
Generating meaningful analytics
Getting user acceptance
Populating and maitaining data
Source: survey of 1.275 Chief Sales Officers, Harvard Business Review
Salesreps do not like filling out complicated CRM
systems with data..
..which means that Management does not receive meaningful information
The CRM becomes less useful, after which a vicious
circle starts
Sales reps find the CRM system hard to use (especially on
mobile)
They start using the system less and less
Less and less data is updated or added
Management finds not enough data for steering the system
System is not maintained and
improved
6
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
Salespoint is designed as companion for the daily
activities of the Salesrep
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 Expensive
x Hard to use
x Desktop-first
x Win-lose: sales reps lose
time, management wins data
x 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?
9
Integrate with your existing system or start with our
simple web dashboard
0
10
20
30
40
50
Week17
Week18
Week19
Week20
5 5 5 1
5 5 5
4
5 5 5
5
5 5 10
15
10 15
15
25 Prospec ng
Upselling
Courtesy
Training
Other
Conversion
© 2013 Salespoint Support Legal Terms +34932547622 [email protected]
Appointments SalesAc vity
Pipeline
0
10
20
30
40
50
Week17
Week18
Week19
Week20
30 35
40
50
Execu ve1
22%
11%
34%
11%
22% Client
LongTerm
NotInterested
NotTarget
NoAccess0
10
Week17
Week18
Week19
Week20
NotContacted
Contacted
LeadNameIden fied
LeadQualified
InfoSent
Appointment
ProposalSent
The product at a glance: mobile-first approach
Easy-to-use
Interface
Works Offline For Apple iOS
and Android
11
Start the day with
an immediate and
attractive overview
of the upcoming
events:
Appointments and
Tasks
Funcionality to help the Salesrep while on the move
12
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
Automatic routeplanning: a timesaver for the
Salesrep
13
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
Visit check in: another timesaver
14
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
The Visit Report: another timesaver
15
The company overview in
Salespoint is an attractive
collection of important data:
contact
persons, tasks, background
info, photos, recordings, we
bsite etc.
Attractive overview of key company data
16
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
17
Linkedin and Evernote Integration
Check related notes
from Evernote
Contact data imported
from Linkedin
18
Upload and
transcribe
business cards
7:11 PMiPad
Brochures Home
IndustrieVoel wat licht kan doen voor u
en uw medewerkers
Corporate Brochure
Product Catalog
Spring Promotion
7:11 PMiPad
Results Home
Visit Report Breakdown Updated 20 minutes ago
Top 5 Updated 20 minutes ago
By Visit Type Updated 20 minutes ago
Visit Reports this week Updated 20 minutes ago
Visit history Updated 20 minutes ago
Competitors presence Updated 20 minutes ago
Route Visits Calendar Tasks Contacts Brochures My Company
More functions: everything the Salesrep needs right
there in the App..
Show company
brochures and
video
See reporting on
targets
19
SERVICES(Shipping, Office automation, Food...)
FINANCIAL(Leasing, Insurance...)
HEALTHCARE(Pharma, Medical)
COMMUNICATIONS(Telecom, Media...)
MANUFACTURING(Food, Lighting, Tech ...)
Custom-made versions have been developed for
many industries
20
Salespoint Salesforce Touch Oracle SAP Zoho BaseMS
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 ✔ ✔ ✔ ✔ ✖ ✖ ✖
The unique functionality is not found in standard
CRM Apps
* No native App
“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
Testimonials
Video
Salespoint Account Management Salespoint Retail
Customer Success Story:Colt Telecom (Pivote)
Salespoint Southern Europe
T: +34 932 547 622 – E: [email protected] Balmes 150, 6-1 – 08008 Barcelona – Spain
Salespoint Northern Europe
T: +31 20 808 4419 – E: [email protected] Beechavenue 54-80 – 1119 PW Schiphol-Rijk – The Netherlands
Salespoint Middle East
T: +973 16198613– E: [email protected] Trust Tower, Road No. 1702 – Bahrain
Salespoint USA
T: +1 415 366 9622– E: [email protected] 425 Market Street – San Francisco California 94105 – USA
Contact Us for a free Demo
And visit our website: www.salespoint.com
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