Earlier in the week, we outlined how a leading investment management firm increase their territory values by $20M through the use of mobility. That's a 30% increase in sales as a result of a well-thought-out mobile business process. 30% is great, but we stopped and thought about what would get them more. KEEP READING>>>
"Proximity Search" allows the sales person to see all of the clients in a given area. Using a GPS enabled device, the user simply selects "Click-to-Locate" from the application menu, and is presented with a map of his current location, along with location tags for all local clients. From there, he can click into detailed CRM, sales, and product information, "Click-to-Dial", and or just drop by.

Speaking with the same firm, we found that their sales team experiences at least one cancellation per week. By replacing that cancellation with an alternative meeting, on the fly, the firm realizes 16 more closed tickets per year at a value of $4M per territory, or... another 5% increase, taking them to a grand total of 35% increase in sales.
"Proximity Search" is a feature being evaluated for wide release in a future version of our software. We would be interested to hear from you on your feelings. Is this a feature you would extend to your users? Let us know in the comments (below).

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