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Three New Additions To OrderWise CRM For Android

Nov 21, 2018 | Our Software

CRM 150x150For the modern sales rep, having the ability to instantly access key customer data, raise new sales orders and record details of client communications when working on-the-go is vital. Without this, staff on the road can quickly find they are lacking the information they need, causing sales opportunities to be missed and client queries to be left unanswered, damaging both satisfaction and profitability.

Preventing this is OrderWise CRM for Android, which gives businesses the ability to effectively manage their customer relationships on-the-move. Through a wealth of customer data, the ability to raise new quotes/orders and synchronisation with Microsoft Outlook for easy email and diary follow up, OrderWise CRM for Android delivers all the tools today’s reps need on their mobile or tablet.

Now extending the functionality and information available, this month sees several new enhancements added to OrderWise CRM for Android.

Increased Visibility With CRM Activity History

For staff preparing to go into meetings with clients, having the ability to refresh their memory on previous interactions and view the most recent activity with a customer can be invaluable.

To help provide this visibility to users, the first new addition is the ability to view all historical, completed and rescheduled customer activities when working online. CRM for Android already synchronises incomplete activities, and now users can benefit from having access to even more crucial customer data at their fingertips.

Faster Field Sales Processing With Quicker Order Access

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For staff who will take orders on-the-move at trade shows, events and client meetings, having the ability to easily find the right customer and seamlessly process these orders can be the difference between winning and losing sales opportunities.

To help with this, the second new addition to CRM for Android sees new user-friendly options within the ellipsis menu to allow the adding of a new sales order and viewing of a contact or customer record. By reducing the number of screens required to navigate, CRM for Android users can now benefit from easier access to their order processing and customer details when they need them.

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Quickly Record Activities As Miscellaneous

Anyone who works with customers away from the office will understand the importance of being able to quickly record information when liaising with potential leads and important clients. For this reason, it is important to have a CRM offering that allows the flexibility of easily recording activities on the go. Without being able to quickly record activities, staff risk missing out on logging valuable information, which is then forgotten about back in the office and not followed up on, resulting in missed sales opportunities.

For this reason, the third new addition to CRM for Android allows users to effortlessly assign activities to ‘Miscellaneous’ when trying to record tracks in a fast paced sales environment. This can then be later amended when back in the office to ensure opportunities are always seized, and even the briefest of conversations can be captured for follow up.

For this reason, the third new addition to CRM for Android allows users to effortlessly assign activities to ‘Miscellaneous’ when trying to record tracks in a fast paced sales environment. This can then be later amended when back in the office to ensure opportunities are always seized, and even the briefest of conversations can be captured for follow up.

Thanks to these useful new additions, CRM for Android users can now benefit from a full history of every customer interaction and the tools they need to win more sales in the convenience of their pocket, via their mobile or tablet. When combined with the insights of BI Alerts and Business Intelligence, companies using the OrderWise Mobile App can ensure they help to maintain profitable customer relationships, regardless of whether they are working in or out of the office.

If you would like to know more information surrounding the new features on Android regarding CRM, please contact us on 01522 704083.