Wouldn’t it be great if after a meeting on a client’s site your account manager / sales rep could update your CRM (Customer Relationship Management) system while the memory of the meeting is fresh in their minds?
With our new mobile CRM, Account Managers can now update the system on the go and search for critical information quickly and easily, often answering questions during meetings that might have previously takendays to follow up.
Bison Grid have developed this modification to our popular CRM system so that it can be accessed from anydevice with an internet connection. Passing data in this way can be a risky business and one of our firstclients for the mobile CRM is a large healthcare company, so Bison Grid’s highest level of encryption andsecurity is employed to protect the information of patients, Primary Care Trusts, hospitals and their staff. The custom reporting module allows Account Managers to contact the right people and keep a full history ofnotes, contact in meetings and objectives.
The system has full user tracking facilities so Managers can monitor their team members and run live reportsto get instant feedback.With this customisation to Microsoft Sharepoint & our core CRM system, we’ve proved once again that if an IT system doesn’t do what you need it to, Bison Grid will make it work. Let us know if you need us to take alook at yours.