Enterprise are emphasizing on building a culture of proactive sales with responsibility of identifying leads,new account openings and agility in closing deals. To achieve this, organizations are looking towards recent product innovations to equip sales team with accurate and anywhere, anytime access to information that would make them more reliable.
In recent times, most revolutionary change we have seen in technology world is Mobility. This has empowered sales persons quickly have the right information in their hands and enables collaboration with teams while on the move.
In this blog, would discuss about must have Mobile Use stories and capabilities that would imbibe a culture of agile Sales Organization using Oracle CX Mobile App.
Appointments and Due Tasks:
Sales person typically start their day with checking of calendar for appointments and to-do list. An integrated view of appointments and due Tasks for the
week would help them plan activities better and effectively.
Oracle CX Mobile App provides sales person calendar view that provides list of daily appointments and tasks with timely reminders. Using this mobile apps,
Sales persons can directly capture the meeting notes, Call reports, debriefing and action items which can be immediately shared with the extended teams and
synced back Oracle Sales Cloud for further actions.
Optimize Customer Visits:
Sales persons often struggle to plan their customer visits in an optimally way and sometimes they miss to visit the customers because of not having the right
details and coordinates of the customer meetings. This will lead to customer dissatisfaction and probably loss of the deal.With the introduction of View map
feature in Oracle CX Mobile App helps Sales Team to view and plan all the customer visits near to the same location in single trip. This feature considers,
current location coordinates of sales person and displays the current deals in that vicinity. This will helps them to plan their trips effectively
and avoid any back and forth trips to the same location and improves the sales team productivity in customer engagements
Manage Deals on the Go:
Most of the times Sales person do not show interest to capture information in the application, reasons could be many ranging from time constraints or
cumbersome application to use, no network connectivity or always on the move. This could lead to potential leak in sales person targets and organizations revenues.
With Oracle CX Mobile App, sales team can manage their Leads, Opportunities and Contacts data easily on the go, its simple and easy to use interface enables
ease of entering data online as well as offline. That allows the sales person to spend more time in client engagements instead of figuring out what to capture
in the application.
Also Oracle CX Mobile App does offer voice navigation, works as a virtual sales assistant and interactively guides the sales team through common activities.
Collaborative Workforce:
Sales person often struggle to get the right information to close the deal and this will lead to slippage of deadlines, moving targets and revenue loss which
no sales organizations would ever want.
Oracle CX Mobile App breaks this silo by encouraging team collaboration using in built Oracle Social network tools. This empowers the sales team to collaborate
with the various teams in the organization and get required information on time.
Point to be noted here is, present version of CX Mobile App, users would need to install Oracle Social network App for collaboration. We hope in future all of
this will be in one app does all.
Analytical Insights
Gone are the days where business analytics and intelligence reports are accessible only in desktops or laptops and meant for Managers. Being the front face of
the organization, Sales person are responsible for mining and identifying the new deals, so they are constantly looking for Analytical tools which can help them
access the customer information while on the move, sitting in the meeting room with customers with little or no dependency on the IT teams.
Introduction of mobile enabled Business Analytics and Intelligence tools, Sales persons now can slice and dice the data based on the customer’s historic trends,
purchase patterns, products interested. With these Analytic tools at their disposal they can create a new up-sell opportunities on the fly and have the flexibility
to offer something new to customers while on the move.
Oracle CX Cloud Mobile supports in build Analytics as part of the Oracle CX Mobile app which can help the Sales team to access the information and present to
right forums at right times. After all, when it comes to closing the deals, the more reliable information sales team have, the better they will be able to achieve
organization objectives/Close the deals.
Extensibility of Mobile UI
Tailoring the UI to meet various customer needs, CX Mobile App offers simple capability to change the UI to meet varying customer needs.
Having said that Simplified UI or web UI remains the primary UI and Mobile is alternate UI, while designing the Mobile apps we need to keep in mind the form
factor of mobile device and also carefully plan the priorities for sales team while they are on move.
Certain Short falls in existing Mobile App
Integration with Instant messengers likes WhatsApp, WeChat or Telegram to foster Internal Sales Collaboration for quick responses
Integrated Business Card Scanning App- this would encourage contact sales rep to directly transfer contact data into Sales Cloud application.
Comprehensive Voice Chat Bot with Natural Language Support (AI), which would enable sales reps to record transactions on the go from creating Call Reports
to updating activities.
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