MOBILE

Research shows there are over 3.5 billion unique mobile internet users and 50% of the time they spend on digital media is on mobile apps. Users want to work with the tools they are most familiar with and have become accustomed to.

MERITUS BUSINESS SOLUTIONS HAS HELPED TO DESIGN AND IMPLEMENT MANY
PURPOSE-BUILT MOBILE SOLUTIONS

Now, your CRM can be natively integrated with your smartphone or tablet, allowing you to take advantage of the device’s capabilities. With the mobile device configured to work with your CRM and intelligent background synchronization, the device will allow you to work on-the-go without the concern for network connectivity for most functions.

THE NATIVE MOBILE SOLUTION HAS BEEN:

Purposefully built for your external sales team.

Designed to be visually pleasing.

Designed with offline access to your contacts and CRM functionality.

Designed to integrate and leverage mobile capabilities 

Designed to filter and understand contacts and potential prospects in your area

Designed to enable you to pick up where you left off. For example, you should be able to use your CRM as you would use Netflix.

SOME OF THE CRM APPS MERITUS BUSINESS SOLUTIONS HAS HELPED TO DESIGN, BUILD AND IMPLEMENT INCLUDE:

CRM Apps mobile solutions 2

THE CRM ASSISTANTAPP WITH THE FOLLOWING FUNCTIONALITY:

  • View accounts and contacts
  • Filtering and searching
  • Mapping and routing
  • Note-taking
  • Scheduling follow-up appointments
  • Completing appointments
  • Dashboard for global view of user’s territory and activity
  • Dashboard with key contact and account information

THE FINANCIAL ADVISOR ASSISTANTAPP WITH THE FOLLOWING FUNCTIONALITY:

  • View financial advisors and firms
  • View client data packs relative to firm sales and AUM
  • View market metric opportunity
  • View recent sales and redemptions

THE PHYSICIAN ASSISTANT APP WITH THE FOLLOWING FUNCTIONALITY:

  • View physicians and service providers
  • View hospitals
  • View specialty nursing facilities

WONDERING HOW WE CAN ASSIST YOU?