Field teams in discrete manufacturing spend a lot of time on site with customers – and a lot of that time involves questions they can’t answer without getting back to the office. Order status, account history, open issues, upcoming shipments. Every one of those is a conversation that either moves forward or stalls.
Salesforce Mobile gives field reps a complete view of the customer before they walk in the door. CRM data, ERP data, recent activity, open cases – all of it accessible from a phone. The prep work that used to happen at a desk can happen in a parking lot five minutes before a meeting.
For manufacturers with outside reps or field service teams, this changes the quality of customer conversations in a measurable way. Reps show up prepared, can answer questions on the spot, and don’t have to follow up with information that should have been available in the meeting.
If your field team is working without real-time customer data, book a call here.