Problem:
Sales updating and reporting from various locations in North America.
Why it mattered:
Getting Sales and contract related information to Head Office as soon as possible and access of application on Web and via mobile devices.
Characters:
- VP of Sales, Head Office
- Sales Reps with mobile devices
- IT Manager
Needed for resolution:
- Location independent access
- Ability to use mobile devices
- Little time to build basic application
Solution:
Looking for web based solution with existing CRM functionality that allowed customization. Salesforce fit the bill, since it has existing CRM components, mobile access and allows for extensive customization (if you have the correct edition).
Summary:
Extension of existing CRM allowed sales reps to enter sales and contract information from their mobile devices. The sales information is immediately accessible at Head Office, and reports as well as dashboards allowed corporate management to have the latest sales information.