Helping sales reps achieve success with iPad and CRM

2013-04-21


We’ve been working with sales and marketing at Fresenius Medical Care since last spring. Their mission was to reduce costs and increase efficiency in their sales and marketing activities.

After almost a year, the project is going strong.

Value to business

The project has been a great success.

  • Over 1,500 sales calls logged each month through the iPad
  • Used by over 50 sales reps in the UK
  • Reduced print and distribution costs for marketing materials
  • Positive feedback from the sales reps

What we delivered

A sales enablement solution which allows sales reps to use iPads to replace printed marketing materials. It also removes the need to carry a laptop to sales meetings, and integrates with their CRM solution.

Some key features:

  • Product managers can distribute PDFs, videos and other content to the sales team instantly over the air.
  • Sales reps can log sales calls from within the app iPad rather than using the CRM directly on the laptop
  • The CRM capabilities include capturing product pathway, call objectives and notes
  • Sales reps can share materials with customers by email
  • Marketing can analyse detailed call analytics to understand which materials are used
  • Deployed in under 3 months on our SalesPocket platform