Ledgeview | Business & Technology Consulting Services
Ledgeview | Business & Technology Consulting Services
Ledgeview | Business & Technology Consulting Services

Can you take your CRM on-the-go?

Marketplaces are evolving faster than ever before. Are your salespeople prepared to respond and adapt? With CRM mobile capabilities, they will be much more prepared and confident with each customer interaction and opportunity. When your sales team is away from the office, they need access to data and insights to ensure they are making the most of each point of contact.

Salesforce and Microsoft Dynamics 365 both offer mobile capabilities that allow your team to fly. Let us help you leverage what’s possible.

Utilizing a Desktop Isn’t Enough for the Modern Salesperson

In 2020, it’s imperative that salespeople have a tool they can take on the go when meeting with clients. Today’s business culture is a global marketplace. In order to thrive, salespeople need tools they can respond to demand with.

Mobile CRM solutions keep salespeople, managers, and customers happy. Life is busy. Salespeople don’t have the time to wait to get back to the office to enter important notes and data. They need something they can pull up right on their mobile devices. A CRM app allows for quick data entry, among other significant benefits described below.

Revolutionize the way your salespeople work with the power of mobile CRM.

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Drive Efficiencies with Mobile CRM
Drive Efficiencies with Mobile CRMDrive Efficiencies with Mobile CRM

Undeniable Benefits

When your team utilizes mobile CRM, they will realize a number of amazing benefits. Some of the most favorable include:

  • Improve sales productivity with time-saving, cost-effective mobile CRM features
  • Never forget important meeting details
  • Schedule appointments, enter data on the road, review notes, follow-ups and much more
  • Increased sales volume and close more deals
  • Shorten the sales cycle
  • Improve communication and create better insights for the whole sales team
  • Faster access to sales and marketing materials
  • Readily available task list
  • Improve data quality
  • Improve CRM user adoption rates

Expand Your CRM Knowledgebase

When it comes to succeeding with any CRM solution, expanding your teams’ knowledge bases is crucial. Equip them with the tools and resources they need to thrive. Ledgeview Partners offers more than 50 eBooks on topics like sales, marketing, customer service, CRM, Salesforce, Microsoft Dynamics 365, user adoption, and more. Always available for complimentary download to your organization.

Leverage Field Service Applications with Mobile CRM

CRM Field Service capabilities help you deliver exceptional customer experiences. Field Service helps your team dispatch the right resources at the right time to the right location. Combined with mobile CRM, Field Service applications provide your team with the resources they need, wherever they need them.

  • Deliver proactive customer service
  • Proactively respond to customer concerns
  • Schedule resources utilizing business insights that help you optimize your resources
  • Build customer loyalty by delivering a first-call resolution every time
  • Manage customer history
  • Resolve customer concerns more quickly and efficiently
  • And much more

Plan for CRM

Leading CRM solutions like Microsoft Dynamics 365 and Salesforce help all business types and roles produce more effective outcomes with a quicker turnaround. The capabilities are (almost) endless and in today’s digital world, CRM is essential to the success of organizations worldwide.

We are committed to the success of your business. Ledgeview Partners is here to assist you no matter if you’re evaluating Microsoft Dynamics 365 or Salesforce or you already have the technology. Click on one of the buttons below to start your journey with Microsoft Dynamics 365 or Salesforce and Ledgeview Partners. 

What CRM Sales Tool is Right for Your Company?

Explore the differences between leading solutions like Microsoft Dynamics 365 Sales and Salesforce Sales Cloud to discover the best fit for your organization.

In these upcoming complimentary demos, our experts in Microsoft Dynamics and Salesforce walk you through the basics, benefits, and functionality of each system to show you what’s possible and help you make the best decision for your organization.

We’re here to help you with your CRM analysis and decision-making processes. Register for complimentary product demos below.

Salesforce Demo
Microsoft Dynamics 365 Demo

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