Gaining Access to ERP and CRM Information on the go
Your sales force, engineers and managers are far more mobile than they used to be. Travelling between customers, sites and countries means they are out of touch with the office for longer periods.
Many companies tend to solve this problem by relying on an in-house team ready on the telephone / fax to help service requests.
While this solves the problem, it is an expensive solution and hinders growth due to lack of scalability. It is also prone to errors in communication and can be slow as processes have to wait for paperwork to be posted / faxed into the office.
Another drawback of in-house teams is getting information (such as reports) pro-actively out to the mobile sales force, mobile engineer or manager. If you are visiting a customer (for example) how do you know what has happened to that account? Typically this means getting things e-mailed to you or being organised when you are in the office, but meetings and jobs change – how can you stay pro-active?
To be able to be mobile and able to react to changes you really need the information when you want it. This means having your office mobile data available when you need it. In today’s age of smart phones, getting access to e-mails while you are out is often simple. Getting the information you want from your Dynamics NAV or Dynamic CRM system can be just as simple.
With our flexible Mobile Sales, Engineering or Portal Information – you can have access to the information and reports you need wherever you are. This can be from your smartphone, laptop or specialist PDA. Whichever way, we can provide a solution that meets your needs.
Benefits for Mobile Sales Force
- Able to understand the customer / prospect you are due to visit
- Get the up to date address details, post code and phone numbers
- Speed up the sales cycle by creating Sales Quotes or Sales Orders while with the customer
- Reduce admin time and paperwork needed
- See your tasks & appointments wherever you are so you don’t miss anything
- Use Bar Code scanner to ensure accurate data entry
- Keep the office updated as to what is happening in terms of pipeline without having to b ein the office, increasing your available "selling time".
Benefits for Mobile Engineering / Consultants
- Enter time sheets & expenses for accurate job status and billing
- Request parts when needed, with bar codes if required
- Keep inventory accurate by stating parts used
- Update task list and keep the office updated real time
- Reduce admin time and paperwork
- Real time access to up to date data sheets / specifications
Benefits for Mobile Managers
- Access to Reports / KPIs while away from your desk
- Able to remotely update information held in your ERP / CRM solution
- Able to use “dead / travel time” more effectively
- Real Time Access to your CRM tasks and calendar
- Travel light
Products for Mobile Access
- Microsoft Dynamics NAV
- Microsoft Dynamics CRM
- ExpandIT Mobile
- Microsoft SharePoint 2010
Agile and easy to use Microsoft Dynamics NAV provides a core Business Process Management software solution, enabling you to work the way you want. With built in 3-teir architecture so you can access your data from wherever you are.
Get an easy to use Customer Relationship Management (CRM) solution setup to help your sales force win more business. With built in web access from smart phone browsers so you can get your CRM information anywhere.
Take your Dynamics NAV ERP data out to your mobile device; keeping your mobile sales force and engineers in sync from their smartphone, PDA or Laptop.
Create process WorkFlows for the information and documents that require approval or team collaboration before submission with this flexible portal solution.
