Fiduciary Magazine

This mobile CRM solution offers both offline and online access to all the essential organizational tools needed to effectively manage your business. Use this application to track:

* customers
* leads and sales opportunities
* service cases
* notes and profiles
* document library
* schedule
* follow-up tasks
* call/email logging (including integration with BlackBerry)
* mobile dashboards

Maximizer Software have earned themselves the titles BlackBerry ISV Alliance Member and Microsoft Gold Partner. In addition, Maximizer Mobile CRM is certified on AT&T, Sprint, Rogers, and the company works with other carriers and mobile dealers around the world to bring mobile CRM to global mobile smartphone users.

The traditional field sales rep lugs around file folders or a laptop and makes their face-to-face sales calls. To keep track of their activities requires a customer relationship management (CRM) system to routinely update meetings, forecasts, and prepare for upcoming meetings.

There exists a synergy between mobile CRM solutions and BlackBerry devices. Using Maximizer Mobile CRM on a BlackBerry, field sales reps have access to the customer and sales information they need to build stronger customer relationships, boost productivity, and provide real-time updates – anytime, anywhere.

Companies typically invest in mobile CRM for field sales for one of three reasons: to increase revenue, improve service, or reduce costs. Companies using mobile CRM have achieved a return on investment (ROI) in these areas through the following:

* Improved productivity by 17 – 20% (one additional sales appointment per day).
* Ability to provide seamless client service from in-office and field staff.
* Compliance for financial professionals to track all client interactions and requests.
* Greater visibility into field staff activities for managers to provide better coaching

See the Maximizer Software store for pricing information and sales.

The Dashboard gives you a visual representation of your CRM metrics. As a side note, this feature looks particularly good on the Storm.

Maximizer Mobile CRM offers seamless calendar integration. Again, a key component of CRM.

From BlackBerryCool.com

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