An iPhone app for Customer Relationship Management

One of the most difficult tasks as a sales manager is to convince your sales team to adhere to their daily chore of making updates into your CRM system. Often sales managers find themselves lost in old records when looking for opportunities report, lead conversion time frame, etc. With a custom iPhone CRM application, your sales team will not have to wait until they reach office and then spend hours punching in half hearted collected information. It will allow your sales team to enter record and track prospects, project quotes, notes for meetings, assigned tasks from peers and supervisors, sales forecasts and sales schedules the minute they have a hot lead.Here are five features that we believe are essential in a CRM app:

1. Forms to input information on the field- e.g., details about the meeting with a client, or a lead etc.

2. A push notification alert whenever a new task is assigned to a member of the sales team.

3. A mini whiteboard or a discussions board where members of a team can discuss ideas, concepts and strategies.

4. The sales person can also feed in their milestones in order to track their activities with each lead. These milestones can be synchronized with the events of the in-office software helping the project manager get in sync with employee activities. A page that enlists all the leads that the salesperson has in the pipeline. Each lead can be clicked on to see which milestones on each lead have been done.

5. Should be able to access general team calendar and schedule meetings, events or calls. With the push alert system, a meeting can be set within minutes between the team members.

6. Quickreply, if the sales guy has a question while at a meeting then he or she can send a quick note to the sales manager and the sales manager can send the answer to query back reducing the turn around time from 6-12 hours to under 2 minutes.