Repsly Mobile CRM is a cloud-based solution that has been developed for field service teams such as sales, marketing, and merchandising. It allows professional teams to control what happens in the field and gather data about customers, activities, and products in real-time. Repsly’s mobile tools give field representatives the history and context of their clients when they need it. Armed with this data, they improve client interactions and ramp up sales.
The solution gives organizations a clearer view of their teams’ activities whilst out in the field. By using Repsly Mobile CRM, field teams can save time and resources. This is made possible by giving managers the ability to monitor and communicate with them more efficiently. Efficient communication has a knock on effect and eventually reduces the amount of time taken up performing basic administrative tasks, including data management and client paperwork.
Geo-tagged ActivitiesWith Repsly Mobile CRM, managers are able to monitor their field representatives’ activities based on real-time geo-location data. The software can automatically geo-tag all the activities a sales representative undertakes, including taking visiting clients’ location details, and completing digital paperwork. All of the data is uploaded to the platform in real-time, enabling managers to have a clear insight into what they are doing at all times. Managers are able to view employees individually or filtered by activity. Managers can also view a list of representatives, alongside the status of their most recent activities.
Customizable FormsRepsly Mobile CRM uses completely customizable forms that can be tailored to suit any requirements. Forms that are generated with Repsly Mobile CRM can include images, drop downs, yes/no questions, free text, numeric fields, and signatures.
Repsly Mobile CRM lets field representatives fill out forms on their mobile device, be it a smartphone or a tablet computer. Employees can also use mobile forms to take minutes of meetings, and manage in-store promotions. The forms can be used in a variety of different ways, from market research to analyzing data from clients.
Visit SchedulingA great feature of Repsly Mobile CRM is the ability to schedule visits for sales reps via the web console and the mobile app. This cuts down on hours scheduling client visits and confirming appointments from the office. Repsly Mobile CRM is also able to automatically label tasks as ‘completed’ after a sales rep has visited a client.
PricingRepsly Mobile CRM uses a subscription pricing model, with plans starting from $9.00 per user, per month for the ‘Organization’ plan. The ‘Visibility’ plan is priced at $19 per user, per month, whilst the ‘Optimization’ plan is priced at $39 per user per month.
Bottom LineOverall, Repsly Mobile CRM is quality product that lets field teams save time and resources by achieving tight connections between the field and back-office operations. This clear overview lets back-office managers see exactly what their sales representatives are doing in the field and it helps them achieve professional growth. With key features including geotagged activities, customizable forms, real-time collaboration, visit scheduling, third-party access, and electronic signature capturing, you can see why many field service organizations use Repsly Mobile CRM.