Communicating sales information is a daily fact of life in the world of the mobile sales professional and the Pocket Sales Manager can be a vital tool in the communication process.
The simplest way to communicate all your sales information is to use the Pocket Sales Manager itself as part of any sales related discussions. The Navigator can be especially helpful for both overview discussions and drill down detailed reviews.
For remote discussions the Pipeline file itself can become the communication medium. It is a self contained file that can be emailed, copied, or transmitted to other members of your sales team who may then review it on PSM or DSM products.
The sales Pipeline can be saved as an Excel spreadsheet from the DSM, which can be shared among colleagues who are not using the Sales Manager products.
Leads can be transmitted to the field in a Pipeline file. Enter the leads as Sales Manager Opportunities and send or transmit them to the appropriate field sales representative. They can merge the Pipeline file that contains the leads into their current sales Opportunity Pipeline and begin taking action on the new leads.
***** Software On Sailboats Desktop Sales Manager v6 ***** Keywords: Keywords: CRM software, mobile crm ***** Copyright 2006, all rights reserved.