At the very least, a field CRM is expected to be a central repository of all your customers, leads, contacts and opportunities. Today’s multi-channel sales processes require effortless consolidation of data from multiple sources, and the ability to give the necessary stakeholders an effortless and intuitive view into their master data and sales process. This becomes even more important for high-velocity sales teams, who manage a larger volume of opportunities, and cannot afford to deal with complex information management on the move.
Assistive’s end-to-end field CRM platform help sales teams achieve greatness and win more deals in less time. The easy to deploy and maintain CRM solution automates and streamlines high-velocity sales processes to accelerate time to market and enhance sales productivity.
360 Degree Account Overview
Assistive, a field sales management software provides a 360-degree account overview to make critical decisions, anywhere, anytime, with a simple click. It shares insights and intelligence such as account size, account mapping, opportunity history, stakeholder behaviour, client concerns, client satisfaction levels and many more.
It can be configured to capture all necessary information pertaining to a customer and can serve as a centralized database containing all historical interaction with the customer including the smallest detail. This eventually leads to a streamlined and organized account management process which is critical to ensure high client satisfaction.
With Assistive, sales team can manage their opportunity funnel using a structured and guided approach. All the necessary steps from deal creation to closure – such as prospecting, qualification, sales pitch, negotiation, contracting etc. – can be executed conveniently by the sales reps either through the intuitive mobile app or a web interface. Automation and pre-defined rules further help in smooth execution of a new opportunity or business leads generated from a wide variety of external sources such as Social media, Messaging apps, Website forms, IVR Call etc. With field sales automation, Assistive helps to eliminate human data management requirements and reduces time wastage – thus ensuring the ball is always rolling and that no sales opportunity ever gets missed.
Our field sales management app is intuitive and easy to use. It allows users to capture any kind of data and analyse in real time. The visibility of team operations is seamless and works in offline mode or low bandwidth conditions.
Stakeholder tagging in the Assistive CRM during any activity such as meeting, call, email etc. creates a detailed communication history which not only helps in deciding the next steps but can also be mined using machine learning algorithms to predict contact mapping for future opportunities.
Analytics & Insights
Assistive CRM provides endless options to visualize productivity and performance data. While the vast analytics & Report Catalog comes with the flexibility to pick and chose from variety of pre-developed reports, our self-service WYSIWYG Report Builder works as the perfect platform to build customized reports and dashboards on the go. If that’s not enough, Assistive is also integrated out of the box with one of the worlds leading BI & Analytics engines which can cater to most complex dashboarding requirement in a seamless way.
Whether it’s about sales pipeline, team performance or productivity analysis, Assistive’s best-in-class analytics platform is just the perfect solution to get real-time business insights and take important decisions without being dependent on the MIS team to prepare such data.
Assistive’s is one of the best CRM software for field sales. It helps us collect data from over 100 field salespeople across the Gulf region and send instant analytical reports. When we walk into the office in the morning, the automatic sales reports are already waiting in our mailbox. This innovative CRM software has helped us win many clients and is a deal breaker.
Thanks to Assistive field CRM software, we have managed to automate our manual sales process across Asia and Australia into a mobility-based solution, with details of every account over the cloud. Key account managers can see results, any time, across the region. This has helped us to improve our digital transformation and improve sales capabilities.
Assistive field CRM has made a huge impact on our sales reports, making it easy to track number of customer visits with realistic numbers. The support has been excellent. I am glad to be working with the right partner who understands our requirements. We have never come across a situation when the Assistive team has said No, or that it is not possible to any challenge we throw at them.
Mario Gibson Nadar
Before Assistive CRM software, we evaluated many sales CRM apps and choose them over the others for the innumerable configuration options that meet our business requirements. It is now very easy for us to manage field sales operations in a simple click. We are delighted that we choose the right partner for our field sales CRM needs.
We faced several challenges with the earlier B2B CRM tool that we used using both in service and modifications. We wanted multiple options as we did not want a standardized application and our requirements have always been changing. Assistive is the best B2B CRM for lead management that gave us the flexibility and speed we wanted. During our assessment, we received positive feedback about the team and their service levels and it continues with every interaction.
Prior to Assistive : field CRM, we were using a globally renowned CRM solution but we were not happy with its performance. Assistive’s rich functionality and endless configurability options met our business requirements perfectly. It made CRM implementation in Ambuja Cement the fastest ever, creating a new milestone company wide.
Prior to Assistive CRM, we were using a well-known B2B CRM tool in flexibility but the localization required for the Indian market was very limited. We evaluated multiple field CRM solutions and choose Assistive for its well established and stable CRM tools. We faced no issue during transition. The process was seamless and very fast.
Assistive is one of the best B2B and B2C CRM tool whose solution has been key to bring reality to our vision of getting a complete insight of our field sales execution. It has been a great tool to manage distribution, merchandising and loyalty projects for our high profile clients. The support of the team and their availability for suggesting approaches for better project management has been amazing.