Global Shop Solutions, a developer of enterprise resource planning (ERP) software, has released a Mobile Customer Relationship Management (CRM) product to provide visibility of customer data in the ERP system from users’ smart phones, tablets and other mobile devices.
“Today’s manufacturers can’t afford to get trapped behind their desks in order to access customer information from their ERP system,” says president Dusty Alexander.
“Our Mobile CRM product enables our customers to view all the system data they’re accustomed to seeing in their offices from anywhere they can access the Internet.”
This allows users to remotely view sales orders, quotes, job status, contact information and other data required to provide fast, responsive customer service.
They can use the application to manage their own activities, including creating events with reminders, submitting service ticket requests, and other internal tasks.
To launch Mobile CRM, users use an icon on their mobile devices to log into the product. Once signed in, they have complete access to all the information in their customer database.
Mobile CRM is also used to customize and generate charts, graphs, tables and other data formats depending on the needs of individual users.
The system also offers several enhancements over the existing CRM module, including sales goals tracking.
With this flexible tool, users can create and manage sales goals for individuals, teams, regions, or the company as a whole.
As quotes and orders come in, CRM Mobile also tracks performance in terms of forecasted versus actual dollars.