8 Reason You Need Mobile CRM

Agenda
01. Sage CRM Global Business Overview
02. Analyst Coverage
03. Recent Wins for Sage CRM
04. CRM Market Opportunity
05. Sage CRM Product Vision
06. Sage CRM 7.2 – Quick Recap
07. Sage CRM Product Roadmap
08. Sage CRM and Sage ERP X3
8 reasons why your
business needs
mobile CRM

Mobile CRM is here…
are you ready?
www.enbuconsulting.com

Today 89% of employees use a mobile
for work, while 67% of companies say they
would lose competitive ground without these
devices.
By 2016, more than 1.6 billion smart
mobile devices will be purchased globally.
Source Citrix (2012), CDW (2013)

Today 82% of organisations have a mobile
work style strategy in place.
Businesses need to adopt these technologies
to enable mobile workers to become more
effective.
Source CIO Mobility Survey (2013)

Today 68% of firms identified implementing a
mobile device management solution as a critical
or high priority.
By 2018, 70% of mobile workers will use a
tablet or a hybrid device that has tablet-like
characteristics.
Source Gartner (2012), Forrester Research (2013)

• Imagine everyone in your organisation having
immediate access - anytime, anywhere - to the
information they need, when they need it.
• Mobile CRM is designed to put detailed
customer information at your fingertips and
enable you to perform key actions quickly
wherever you are.
What is
Mobile CRM?
Providing sales people with mobile device access
to CRM drives a 14.6% productivity increase

How can mobile CRM
make a difference to
your business?

Close more sales,
and in less time

With immediate access to customer
history and more, sales reps can do
business and close sales on the
road or at customer sites.

“The entire solution is available
in the cloud, providing us with
access to the information
from anywhere… keeping us
mobile and informed.”
Philip Meyer
CEO
Capsol
Capsol

Build stronger
customer
relationships

Using customer history, call notes
and case information, you can make
the most of customer visits,
strengthen relationships and
improve satisfaction.

“Our sales teams are equipped
to successfully manage their
relationships, real time.”
Matt Golby
System Manager
Hyundai Construction Equipment
Australia
Australia

Increase the
performance of
your sales team

Anywhere, anytime CRM access
means sales staff can respond to
customer requests, manage
appointments and update
opportunities on the go.

“Our sales reps in the field can
access real-time information
on the companies they call on.”
Bill Keogh
Sales Manager
Troy Industrial Solutions
Troy Belting

Increase the
productivity of
your service
teams

Allowing your staff to use familiar
mobile devices can help them to
become more comfortable with
CRM and work more efficiently.

“It gives my users the ability to
get basic information while out
in the field and for a service
company that’s huge.”
Karen Snyder
CIO
American Pool
American Pool

Reduce the need
for multiple calls
from the road

Your staff can update and view
information when on the road,
avoiding the need for follow- up
calls to customers and the
office.

“The entire sales force can
now be mobile, access the
system and work with it no
matter where they are.”
Leon Nel
IT Project Manager
ATEC Security Limited
ATEC Security Limited

Reduce
paperwork

By using mobile devices to
document the outcome of
customer meetings or service
calls, staff can reduce paperwork.

“We are able to create quotes
within minutes and managers
can provide the approval online,
via a mobile device if necessary.”
Sunny Liew
Sales and Marketing Engineer
Wong Fong Engineering Works
Wong Fong Engineering Works

Reduce data
errors and
increase real-time
availability

With mobile access, you can reduce
the number of sources of data
entry, resulting in reduced errors,
improved data accuracy and
increased real-time data availability.

“From the employees’ point of view, it
liberates them, particularly for staff
who are working part-time or who
have parenting responsibilities.
From a managers’ point of view I’m
giving them flexibility and you get that
back in spades.”
Eric Whitfield
Assistant Director for
Scrutiny & Monitoring
Suffolk County Council
Suffolk County Council

Keep up-to-date on critical customer
information when on the road, so
when your customers make contact
you are always in the know.

“Our sales teams are equipped
to successfully manage their
relationships [in] real-time.”
Matt Golby
System Manager
Australia
Australia

Key Concepts and Terms
<If you have any terminology you need to define up front or key concepts to cover as a
foundation for your session, summarize them on this slide.>
#SageSummit

Learn more about
how mobile CRM can
empower your business
http://bit.ly/1tUfh4f
sagecrm.comwww.enbuconsulting.com

8 Reason You Need Mobile CRM

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