iPhone CRM App: Sales Call Manager

The client, an Australia based software development company, specializes in software solutions and software consultancy. The client’s areas of expertise lie in web-based enterprise solutions, web application and mobile development.

The Business Need for iPhone CRM Apps

The client intended to build an innovative iPhone CRM Apps that would enable sales people still using paper based systems, to keep track of their leads, customers and results using mobile technology in a hassle-free way.

The client expected the Sales force application to have an extensive menu that included:

• Keeping records of history and status for customers
• Sales leads, Opportunities, Account details etc.
• Date and Results of every call
• Notes made during calls
• Scheduled follow up actions if required
• Daily, Weekly and Monthly Reports to the Management

They raised a need for a functional Sales CRM and Reporting tool in order to improve sales productivity by delivering benefits to the individual salesmen as they go about their daily tasks, plus deliver a full set of daily, weekly and monthly emailed sales reports to their sales managers.

The Solution: iPhone CRM Apps

Rishabh approached the client business need with an all-round understanding of the sales process. Keeping in mind the need of the client and its sales associates, Rishabh designed the Sales Call Manager Application with many of the functionalities as described below:

• It was a sales reporting tool that allowed the sales people to keep track of all of their customers, to prioritize them, know where there are at in the sales cycle, keep notes and schedule follow-up actions
• Result of every sales call was defined in terms of Actions, Outcomes, Priorities and Categories, with an user-created range of definitions under each of these headings
• Details of each call, such as time, contact information, location, and general follow-up were recorded right on your phone for future references

Client Benefits

Sales Call Manager was an incredible CRM tool that offered the following benefits

• The iphone CRM apps eliminated the need of cumbersome work of preparing spread sheets from  paper based call sheets at the end of every day
• All data were stored locally on the iPhone or iPad ensuring rapid access to customer information, follow-up reminders, notes and sales reports.
• The apps eliminated the need of purchasing expensive software or stand-alone equipment
• It offered all functionalities required in a sales system at fraction of the cost of the alternatives.
• It was a brilliant tool for small to large sales team size.

Technology

• Language: Objective C
• Framework: Cocoa Touch

Sales Call Manger: iPhone CRM Apps UI

 
Read more on how Rishabh can help you with your next iOS Application Development project.

To learn more about our iPhone or iPad application development services, contact us now or call us on 1-877-RISHABH (1-877-747-4224).

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