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Handheld CRM
Pivotal Handheld for Manufacturing
Tight integration between CRM and ERP systems is a key to improved efficiency. Changes to inbound shipments, for example, need to be closely linked to the production and delivery commitments made to customers. Using handheld devices such as the BlackBerry
® to speed the capture of market demand shortens the feedback loop between demand and production planning. By giving sales and marketing a tool that offers more timely insight into existing customer and prospect information, Pivotal Handheld gives them more flexibility to optimize sales productivity and lower costs.
Meet Customer Expectations with Pivotal Handheld
Pivotal Handheld for Manufacturing is a BlackBerry-resident application that provides continuous rapid access to key information, regardless of wireless network access, bandwidth, or quality of connection, empowering your mobile employees to:
- Provide proactive and highly personalized services when visiting customers, with immediate access to order history, parts information, and delivery status
- Provide quotes and approvals, access customer data and sales forecasts, and view customer orders and financial metrics while on the go
- Immediately update account information, view the sales pipeline, and place orders while on the road
- Access product catalogs, complete with pricing and product specs
- Access critical data such as productivity and profitability reports pulled from enterprise systems and other valuable sources
- Access up-to-the-minute views of all aspects of the business
- Keep on top of a customer's pricing breaks and volume discounts in the field
- Collaborate with others in the organization on the resolution of issues
Pivotal Handheld maximizes productivity and effectiveness by providing mobile relationship managers with access to the information they need, whenever and wherever they need it. Client accounts can be updated at any time, allowing mobile users to take advantage of breaks between client meetings to update data while the details are still fresh, instead of having to spend extra time at the end of their day or trip.