Resco Case Studies Saving time and enjoying more relaxed weekends with Mobile CRM

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	Saving time and enjoying more relaxed weekends with Mobile CRM Resco

Saving time and enjoying more relaxed weekends with Mobile CRM

Resco

Technology Category	Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries	Retail
Applicable Functions	Sales & Marketing
Services	Software Design & Engineering Services
Challenge	Back in 2011, PGP adopted a CRM system to move away from paper, business cards, and MS Excel spreadsheets. The company realized it needed to have all of its customer base in one central place to effectively manage sales calls and to keep up with the quotes provided to customers. As a sales rep agency, PGP employs almost exclusively sales representatives whose day consists of customer visits. Hence, the need for a mobile solution arose shortly after adopting a CRM solution. Read More
About Customer	PGP is a manufacturer's representative agency engaged in the promotion, sales and service of a variety of products purchased through the Construction Industry. The agency combines over 160 years of industry experience to provide its customers and the architectural community a 'premier' level of service. The company has local offices in the Dallas, Houston, and San Antonio/Austin areas. PGP employs almost exclusively sales representatives whose day consists of customer visits. Read More
Solution	PGP approached Zero2Ten, its’ MS Dynamics CRM provider, asking for a mobile solution that will work with their system. Already equipped with iPads bought for this purpose, the company was eager to get their system working in the field. Zero2Ten proposed Resco Mobile CRM as a technical and economical suitable solution. PGP purchased licenses at the beginning of 2013, and now, years after working with the solution, sees the real difference it made. As the app syncs up with Microsoft Dynamics CRM, Steven, at the end of each month, generates reports based off the data gathered with Resco Mobile CRM and sends them to manufacturers to showcase the number of sales calls made, as well as products discussed. Read More Log in to view content
Contents

Technology Category

Functional Applications - Enterprise Resource Planning Systems (ERP)

Applicable Industries

Retail

Applicable Functions

Sales & Marketing

Services

Software Design & Engineering Services

Challenge

Back in 2011, PGP adopted a CRM system to move away from paper, business cards, and MS Excel spreadsheets. The company realized it needed to have all of its customer base in one central place to effectively manage sales calls and to keep up with the quotes provided to customers. As a sales rep agency, PGP employs almost exclusively sales representatives whose day consists of customer visits. Hence, the need for a mobile solution arose shortly after adopting a CRM solution.

About Customer

PGP is a manufacturer's representative agency engaged in the promotion, sales and service of a variety of products purchased through the Construction Industry. The agency combines over 160 years of industry experience to provide its customers and the architectural community a 'premier' level of service. The company has local offices in the Dallas, Houston, and San Antonio/Austin areas. PGP employs almost exclusively sales representatives whose day consists of customer visits.

Solution

PGP approached Zero2Ten, its’ MS Dynamics CRM provider, asking for a mobile solution that will work with their system. Already equipped with iPads bought for this purpose, the company was eager to get their system working in the field. Zero2Ten proposed Resco Mobile CRM as a technical and economical suitable solution. PGP purchased licenses at the beginning of 2013, and now, years after working with the solution, sees the real difference it made. As the app syncs up with Microsoft Dynamics CRM, Steven, at the end of each month, generates reports based off the data gathered with Resco Mobile CRM and sends them to manufacturers to showcase the number of sales calls made, as well as products discussed.

Impact #1	Significant time savings after switching to using a mobile CRM solution.
Impact #2	Resco turned out to be the most economical one for the value provided.
Impact #3	The mobile client helped PGP’s employees ease into the CRM system itself, utilizing to the company’s investment.

Impact #1

Significant time savings after switching to using a mobile CRM solution.

Impact #2

Resco turned out to be the most economical one for the value provided.

Impact #3

The mobile client helped PGP’s employees ease into the CRM system itself, utilizing to the company’s investment.

Benefit #1	Cumulatively, for a team of 8 employees, it’s saving our agency at least 10-15 hours a week, even more, just on data entry alone.

Benefit #1

Cumulatively, for a team of 8 employees, it’s saving our agency at least 10-15 hours a week, even more, just on data entry alone.

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Overview

Saving time and enjoying more relaxed weekends with Mobile CRM

Operational Impact

Quantitative Benefit