Many applications aimed at sales reps come with a laundry list of unnecessary features and complications. This means that salespeople are spending more time trying to figure out how to use the app than actually putting in useful information, or worse, not using it at all. Kinvey’s CRM app strips out the needless complication and gives salespeople a streamlined experience that saves them, and the company, time.
Kinvey’s Data Link connector for Salesforce CRM is what makes this app so useful. The salesperson simply logs their notes, meetings, contacts, and other information in the app and the data is seamlessly pushed into Salesforce. Data is updated in real time so that forecasts are accurate. If the salesperson is in a low or no service area, their notes are cached on the device and uploaded as soon as a connection can be established, so that they can be productive on the go, even if they’re on a flight! Administrators of the application can also be allowed to see overall company forecasts in addition to their own information so they can tell the execs or the board quickly and accurately what new deals are closing.