Find the Materials You Need to Close Sales Anywhere

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If you are like most salespeople in today’s business world, you are doing more and more business outside of the office.  If you are finding that being on the road is resulting in you not being able to find the materials you need to close deals, then you are in good company.  According to a Brainshark survey, one-third of sales reps are having this issue.

Brainshark CMO, Andy Zimmerman, proposes the following easy and cost-effective means of avoiding this problem:

  • Work toward greater sales and marketing alignment - particularly in terms of content creation and delivery.
  • Gear strategies around today's fast-paced and mobile-oriented landscape.
  • Use apps or online tools to provide access to the most up-to-date, relevant materials anywhere on any device.

One tool that can help you with all three of these suggestions is Microsoft Dynamics CRM.  Dynamics CRM 2013 gives you access to your CRM solution on your Windows 8 tablet or iPad as well as your mobile phone.  Arrive prepared for every appointment with all documents and collateral available within the system, and update your notes, tasks, contacts, accounts, and leads while the details are still fresh in your mind. Data is cached for offline viewing so you can still access key data if connectivity is lost.

A mobile enabled CRM solution like Microsoft Dynamics CRM makes it so that you don’t have to return to your office any longer to answer questions or deliver information to your customers. Meet your customers’ need when they need it.

In addition to providing your sales people with the documents and data they need wherever they happen to be, Microsoft Dynamics CRM can also serve as the critical tool that helps you align your sales and marketing departments and execute on the processes that are driving your organizational strategies.

For more information on Microsoft Dynamics CRM and how it can be used to help your mobile sales force excel and close deals, download this complimentary white paper:  Why Go Mobile? Six Strategic Objectives You Can Conquer With Mobile CRM

Additionally, Dynamics CRM and Microsoft SharePoint can be used together to create a powerful document management solution that is accessible to your salespeople whenever and where ever they need it.  Learn more in this 8 minute video.

By Socius, a Microsoft Dynamics CRM Partner in Ohio and Kansas (

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