salespoint - the simple mobile crm app
DESCRIPTION
Salespoint - the simple mobile CRM App by sales people for sales peopleTRANSCRIPT
The Simple Mobile Sales CRM App
2013
Salespoint is the simple mobile CRM App by sales people for sales people
Salespoint is the simple, mobile sales CRM App by sales people for sales people
Salespoint is a mobile CRM app which addresses a specific pain-point:
most companies cannot get their sales force to adopt their CRM system, which is the key to getting valuable information for management
The people behind Salespoint experienced this first-hand and built a solution
WHERE CRM SYSTEMS FAIL
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0% 10% 20% 30% 40% 50%
Other Getting adequate project funding
Managing CRM vendor relationship Obtaining executive support
Evaluating CRM applications Effectively rolling out the application
Matching technology to process Identifying sales-process problems
Measuring CRM project ROI Customizing CRM applications
Generating meaningful analytics Getting user acceptance
Populating and maitaining data
Source: survey of 1.275 Chief Sales Officers, Harvard Business Review
Salesreps do not like filling out complicated CRM systems with data.. ..which means that Management does not receive meaningful information
The CRM becomes less useful, after which a vicious circle starts
Sales reps find the CRM system hard to use (especially on
mobile)
They start using the system less and less
Less and less data is updated or added
Management finds not enough data for steering the system
System is not maintained and
improved
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MORNING: • Check out today’s appointments • Plan the route for the day • Read prospect backgrounds
DAY: • Read appointment preparation
notes • Enter visit reports • Edit prospect data • Show company presentations to
prospects
EVENING: • Check visit and sales
targets • Compare results with peers • Check new training
materials
Salespoint is designed as companion for the daily activities of the Salesrep
Salespoint gets the existing CRM system back on track while reducing its cost
Our product is aimed at solving a real business need:
- Getting a better return on past investments made in CRM systems (= typical need of large companies)
- Inexpensive and easy-to-use (= typical need of smaller companies)
No need to replace the existing system. Salespoint can connect to it and make it more usable, and thus more valuable
Designed from the ground up with the mobile user in mind
Typical CRM System:
x Expensive
x Hard to use
x Desktop-first
x Win-lose: sales reps lose time, management wins data
x Does not pass parking lot test
Salespoint:
ü Inexpensive
ü Easy to use
ü Mobile-first
ü Win-win: sales reps win functionality, management wins data
ü Passes the parking lot test
The parking lot test: can a Salesrep quickly check a lead’s CRM data before entering into a sales meeting, and immediately after the meeting
enter the key data while it is still fresh, from behind the wheel?
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0"
10"
20"
30"
40"
50"
Week"17"
Week"18"
Week"19"
Week"20"
5 5 5 1
5 5 5 4
5 5 5
5
5 5 10
15
10 15
15
25 Prospec4ng"
Upselling"
Courtesy"
Training"
Other"
Conversion"
© 2013 Salespoint Support Legal Terms +34932547622 [email protected]
Appointments" Sales"Ac4vity"
Pipeline"
0"
10"
20"
30"
40"
50"
Week"17"
Week"18"
Week"19"
Week"20"
30 35
40
50 Execu4ve"1"
22%
11%
34%
11%
22% Client"
Long"Term"
Not"Interested"
Not"Target"
No"Access"0"
10"
Week"17"
Week"18"
Week"19"
Week"20"
Not"Contacted"
Contacted"
Lead"Name"Iden4fied"
Lead"Qualified"
Info"Sent"
Appointment"
Proposal"Sent"
Integrate with your existing system or start with our simple web dashboard
The product at a glance: mobile-first approach
7:11 PM!iPad
Upcoming Events
More!>!
Jones Restaurants!
Smith’s Bars!
Johnson! Johnson<<! Johnson!
Appointment: 15 Sept Appointment: 15 Sept Appointment: 15 Sept
Appointment: 15 Sept
Johnson! Johnson!
Petters!
Task: 15 Sept Task: 16 Sept
Task: 16 Sept Task: 16 Sept
Route Visits Calendar Tasks Contacts Brochures My Company !
Easy-to-use interface
Does not need connectivity –
a major benefit when on the road
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Start the day with an immediate and attractive overview of the upcoming events: Appointments and Tasks
7:11 PM!iPad
Upcoming Events
More!>!
Jones Restaurants!
Smith’s Bars!
Johnson! Johnson<<! Johnson!
Appointment: 15 Sept Appointment: 15 Sept Appointment: 15 Sept
Appointment: 15 Sept
Johnson! Johnson!
Petters!
Task: 15 Sept Task: 16 Sept
Task: 16 Sept Task: 16 Sept
Route Visits Calendar Tasks Contacts Brochures My Company !
Funcionality to help the Salesrep while on the move
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The daily route for Salesreps is calculated automatically and available with 1 click There is also one-click access to nearby Prospects, great for visits without appointments
Automatic routeplanning: a timesaver for the Salesrep
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Salespoint thinks ahead and shows a ‘check in’ screen at the time of an appointment Another example of time saving for the Salesrep, who does not have to look for the visit report
Visit check in: another timesaver
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The Salespoint visit report looks like no other: clear and simple It is customized for each industry with the data fields that are important It is easy to add photos and recordings
7:11 PM!iPad
Visit Report Home
Pizza Hut
Mr. Sosa
CEO
Interested in XYZ?
Has budget?
Notes:
OFF
ON
Past Visits
""
Done
September 16, 2012!
Route Visits Calendar Tasks Contacts Brochures My Company !
Visit check in: another timesaver
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The company overview in Salespoint is an attractive collection of important data: contact persons, tasks, background info, photos, recordings, website etc.
Johnson<<!
7:11 PM!iPad
Contacts Home Marriott
Mr. Sosa!CEO!
Mr. Sosa!15 September, 2012!
Employees
400.000 Employees
Route Visits Calendar Tasks Contacts Brochures My Company !
Contacts Location
Recordings Tasks Visits
Photos Web
Attractive overview of key company data
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Catalogue display and easy order taking
No more walking around with large and outdated catalogues Orders are taken on the spot and sent for immediate processing
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Upload and transcribe
business cards
7:11 PM!iPad
Brochures Home
IndustrieVoel wat licht kan doen voor u en uw medewerkers
Corporate Brochure
Product Catalog
Spring Promotion
7:11 PM!iPad
Results Home
Visit Report Breakdown Updated 20 minutes ago
Top 5 Updated 20 minutes ago
By Visit Type Updated 20 minutes ago
Visit Reports this week Updated 20 minutes ago
Visit history Updated 20 minutes ago
Competitors presence Updated 20 minutes ago
Route Visits Calendar Tasks Contacts Brochures My Company !
More functions: everything the Salesrep needs right there in the App..
Show company brochures and
video
See reporting on targets
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SERVICES (Shipping, Office automation, Food...)
FINANCIAL (Leasing, Insurance...)
HEALTHCARE (Pharma, Medical)
COMMUNICATIONS (Telecom, Media...)
MANUFACTURING (Food, Lighting, Tech ...)
Custom-made versions have been developed for many industries
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Salespoint Salesforce Touch Oracle SAP Zoho Base MS
Dynamics*
Contacts ✔ ✔ ✔ ✔ ✔ ✔ ✖
Calendar ✔ ✔ ✔ ✔ ✔ ✔ ✖
Tasks ✔ ✔ ✔ ✔ ✔ ✔ ✖
Opportunity follow-up ✔ ✔ ✔ ✔ ✔ ✔ ✖
Functional without wifi/3G ✔ ✖ ✖ ✖ Limited Limited ✖
Graphic tile interface ✔ ✖ ✖ ✖ ✖ ✖ ✖
Automatic routeplanning ✔ ✖ ✖ ✖ ✖ ✖ ✖
Appointment check in ✔ ✖ ✖ ✖ ✖ ✖ ✖
Add Photos from App ✔ ✖ ✖ ✖ ✔ ✖ ✖
Add Recordings from App ✔ ✖ ✖ ✖ ✖ ✖ ✖
See nearby leads on map ✔ ✖ ✖ ✖ ✖ ✖ ✖
Business card transcription ✔ ✖ ✖ ✖ ✖ ✖ ✖
Company brochures ✔ ✖ ✖ ✖ ✖ ✖ ✖
Company videos ✔ ✖ ✖ ✖ ✖ ✖ ✖
Multi-API ✔ ✖ ✖ ✖ ✖ ✖ ✖
Buy data ✔ ✔ ✖ ✖ ✖ ✖ ✖
Buy appointments ✔ ✖ ✖ ✖ ✖ ✖ ✖
Functional w/o PC licence ✔ ✖ ✖ ✖ ✖ ✔ ✖
Multi-Language ✔ ✔ ✔ ✔ ✖ ✖ ✖
The unique functionality is not found in standard CRM Apps
* No native App
“Our Salesreps are delighted, maintaining the CRM has never been this easy.”
Francesc Estevez Sales Director – Athlon Carlease (Rabobank)
“Salespoint has quickly become an indispensable part of my daily job. I can’t imagine working without it.”
Reindert Arends Account Manager– Philips Lighting
“The amount and type of data I have available with Salespoint is simply amazing.”
Leon Bouma Director – Canon Business Center
Testimonials
Video
Salespoint Account Management Salespoint Retail
Salespoint Southern Europe
T: +34 932 547 622 – E: [email protected] Muntaner 479, 5-3 – 08021 Barcelona – Spain
Salespoint Northern Europe
T: +31 20 808 4419 – E: [email protected] Beechavenue 54-80 – 1119 PW Schiphol-Rijk – The Netherlands
Salespoint Middle East
T: +973 16198613– E: [email protected] Trust Tower, Road No. 1702 – Bahrain
Salespoint Latin America
T: +54 11 5984 2027– E: [email protected] Edificio Colonos Sur, Victoria Ocampo 360– Buenos Aires – Argentina
Contact Us for a free Demo
And visit our website: www.salespoint.com
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