Saving time and enjoying more relaxed weekends with Mobile CRM
公司规模
11-200
地区
- America
国家
- United States
产品
- Resco Mobile CRM
- Microsoft Dynamics CRM 2015
技术栈
- Mobile CRM
- Microsoft Dynamics
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Productivity Improvements
技术
- 功能应用 - 企业资源规划系统 (ERP)
适用行业
- 零售
适用功能
- 销售与市场营销
服务
- 软件设计与工程服务
关于客户
PGP is a manufacturer's representative agency engaged in the promotion, sales and service of a variety of products purchased through the Construction Industry. The agency combines over 160 years of industry experience to provide its customers and the architectural community a 'premier' level of service. The company has local offices in the Dallas, Houston, and San Antonio/Austin areas. PGP employs almost exclusively sales representatives whose day consists of customer visits.
挑战
Back in 2011, PGP adopted a CRM system to move away from paper, business cards, and MS Excel spreadsheets. The company realized it needed to have all of its customer base in one central place to effectively manage sales calls and to keep up with the quotes provided to customers. As a sales rep agency, PGP employs almost exclusively sales representatives whose day consists of customer visits. Hence, the need for a mobile solution arose shortly after adopting a CRM solution.
解决方案
PGP approached Zero2Ten, its’ MS Dynamics CRM provider, asking for a mobile solution that will work with their system. Already equipped with iPads bought for this purpose, the company was eager to get their system working in the field. Zero2Ten proposed Resco Mobile CRM as a technical and economical suitable solution. PGP purchased licenses at the beginning of 2013, and now, years after working with the solution, sees the real difference it made. As the app syncs up with Microsoft Dynamics CRM, Steven, at the end of each month, generates reports based off the data gathered with Resco Mobile CRM and sends them to manufacturers to showcase the number of sales calls made, as well as products discussed.
运营影响
数量效益
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