Mobile CRM

Grant Barnes

11 July 2023 20:10

What are Harmoniq users doing for mobile CRM? Does the Harmoniq app work or are you using an external CRM? We ideally want to record phone calls, txts and emails with some degree of automation.

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  Jeremy Prestidge

  16 July 2023 22:04

  Finley Biss not sure if you could share anything here on how you use the CRM at Esko?

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  Finley Biss

  16 July 2023 22:32

  Sure thing Jeremy - I've attached a few screenshots below Grant of what ours looks like. 

  Key Benefits

  - Offline access, doesn't rely on network connection to capture information. Still needs connection to upload to the server of couse

  - Very configurable - if you choose to once you're comfortable with it you can add basic fields yourself

  - Reasonably easy to navigate 

   

  Some of the features we've added as we go along that are handy for us are

  - Landed costs added to product page for bulk pricing on the fly if need be

  - Stock on hand updated overnight (you have to manually update the app it won't update automatically, but is quite easy to do)

  - Check last outstanding invoice against last order placed to see if customers are up to date with their payments

  - Added fields in contacts to see if a contact is an influencer or a decision maker etc - ensure you're talking to the right people

  - you can click on customer address to go to Google Maps

  - past notes can be reviewed simply & easily

   

  Hope this helps! We have done very limited config ourselves mostly through Logiq.

  

  

  

  

  

  

  

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  Finley Biss

  16 July 2023 22:32

  If you right click on the images and ópen in new tab'they are actually readable!

   

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  Grant Barnes

  16 July 2023 23:05

  Cheers, thanks for that, will explore.

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  Jeremy Prestidge

  16 July 2023 23:15 Edited

  There's been a bit of interest from others recently as well - Zendesk isn't letting me @mention all the other users for some reason, but we actually wondered whether it would be worth having a F2F group session with any sales reps and managers that were interested to talk through how they would ideally like to use the system, and then try and build something out as a group that fits what most businesses require.
  
  Both in terms of mobile phones, but the CRM more broadly as well.

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  Grant Barnes

  16 July 2023 23:20

  Yip networking is the key, keen to be involved. Even Zoom for a start might be good, F2F is pretty time intensive. 

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  Braden Malcolm

  20 July 2023 21:21

  We would definitely be interested, please tag us in if you are going to do a session.

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