Mobile CRM

Mobile CRM

Harness the Power of Mobile Devices

Mobile CRM 2018-03-28T09:43:24+00:00

In a world where employees and data are increasingly going mobile, your customer interactions need to be mobile too. Be it sales or service, you need to keep the data flowing, interactions going and service up and running on the go. When every interaction becomes a source for valuable data, your agents should be able to harvest, interact with, and add customer data through mobile devices with ease. If your business is not doing all this already, you might be losing out on opportunities.

Leverage Geotagging Capabilities

Talisma Mobile CRM comes with maps allowing sales and service agents to geo tag locations of interest, choose routes and zero in on a prospect/customer’s location faster. This also adds a spatial dimension to your institution’s relationship with its customers and helps engage stakeholders with better customer experience through up-to-the minute information.

Leverage Geotagging Capabilities

Talisma Mobile CRM comes with maps allowing sales and service agents to geo tag locations of interest, choose routes and zero in on a prospect/customer’s location faster. This also adds a spatial dimension to your institution’s relationship with its customers and helps engage stakeholders with better customer experience through up-to-the minute information.

Optimize Meetings With the Latest in Scheduling

Talisma Mobile CRM takes mobility to a whole new level with on-the-go scheduling. You can schedule meetings and fix appointments from your phone and sync it with Talisma CRM.

This facilitates a two-way exchange of information and helps your customer-facing employees plan their day and manage their schedule better.

The solution has advanced profile management feature that allows agents to update customer/prospect and meeting/appointment information on the go. The app provides an overview of information about contacts and allows modification as needed.

Real-time Analytics

Talisma Mobile CRM offers agents advanced reports that can offer a quick snapshot of the status of various interactions and pipeline.

With real-time information that Talisma Mobile CRM offers, your agents are empowered to transact and engage with customers backed by adequate information.

Real-time Analytics

Talisma Mobile CRM offers agents advanced reports that can offer a quick snapshot of the status of various interactions and pipeline.

With real-time information that Talisma Mobile CRM offers, your agents are empowered to transact and engage with customers backed by adequate information.

Data Portability and More

Talisma Mobile CRM is designed to help businesses harness the power of mobile devices and data on the move. Your sales and service agents can meet customers, service their request, add or update data about them, take sales/service feedback and even take a picture of them. Further with the geo tagging facility, site visits can be planned, executed and authenticated with ease.

Achieve More With Talisma Mobile CRM

  • Agents have access to up-to-date information while on the move
  • Manage opportunities, modify or update information on the go
  • Helps agents develop customer engagement strategies while in transit
  • Facilitates better flow of information within your organization
  • Locate, contact and manage customer data effectively
  • Increases agent productivity, collaboration and efficiency
  • Saves time that could be used in interacting with customers and advancing leads
  • Accelerates sales and service cycles
  • Seek, gather and update customer data

Achieve More With Talisma Mobile CRM

  • Agents have access to up-to-date information while on the move
  • Manage opportunities, modify or update information on the go
  • Helps agents develop customer engagement strategies while in transit
  • Facilitates better flow of information within your organization
  • Locate, contact and manage customer data effectively
  • Increases agent productivity, collaboration and efficiency
  • Saves time that could be used in interacting with customers and advancing leads
  • Accelerates sales and service cycles
  • Seek, gather and update customer data

On-the-go Scheduling With Routing and Calendar Integration

Configurable Form Design to Fit Every Use Case

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Success Stories

IndusInd

Mobile CRM to improve customer view for Relationship Managers.

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Franklin Templeton

Help feet on street track and update sales records.

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