RFMS CRM vs Paperless eForms Phone

Customer Relationship Management App Every sales department needs a systematic method to gather leads, communicate with potential customers and manage the workflow from the initial sales opportunity to closing the sale. If your sales staff is struggling with: * Keeping track of leads and prospects * Managing your sales workflow * Timely communication with your customers CRM solves these issues and more from the freedom of your mobile phone or tablet. CRM is the Missing Link. Fulfills the Needs of Each Role: SALESPERSONS * Organize sales opportunities with a defined workflow * A single starting point that feeds important project requirements throughout the sales process * Online customer portal providing quote and order status with two-way dialog * Advanced communication with the customer throughout the sales process via a web portal, text messages, and email * Calendar and scheduling features shared through the company * Customer profile and history * Internal notifications to let estimators know where, when and what to measure and estimate SALES MANAGERS * Visibility to sales process across company * On-demand reporting with trends, activity and key performance metrics in real-time

Publish company forms and lists to phones in the field. Collect, route, and submit form data and photos from the field back to your pVault Enterprise Content Management system for instant storage and routing. Create, share and edit any form using your phone in a simple, efficient and secure manner. Work offline and then when you get connectivity, the app will sync automatically with your pVault server back at your or your customer's office or data center.