Organizing your data is one thing, but providing that information in an easy way to your team is where the value is unlocked. Our customized app solutions are quick to deliver and easy to maintain.
In our image above, we demonstrate a simple Client Tracker app that allows for quick view into client details, sales history, and editability. This app can be run on desktop, but is designed for your sales team to quickly review client information on the road from their phones. Your sales team will always be prepared and ready for their client interactions.
And your sales support team will never feel left in the dark. Any edits or notes added in the app are instantly updated to the client data shared with the team without the need to send an email. So when the sales team identifies that a client is interested in a new product (maybe an SUV!), the operational support team can immediately cue up marketing material.
Finally, the management team can be notified of any key updates through automated alerts received in their own app, through email, or via Teams messaging. And of course this info will be tracked through your personalized reporting and analytics tools for further review!
Let's talk about how IDI can unlock your data!
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