MEET YOUR MOBILE WORKFORCE CHALLENGES

Can you access key information at anytime from anywhere?

Download and install the CloudCC mobile app for iOS and Android, allow users quick information access to contact history, recent transactions, and up-to-date pricing information at anytime from anywhere. Use the search bar to locate anything you need. Having continuous, real-time access to customer data, like leads, contacts, opportunities, and more. Help sales prepare for visits and follow-ups with leads while they're on the move.

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Can you view your daily activities and take action on the go?

Start your workday with a clear overview of your scheduled tasks, events, and calls. Set reminders for your activities, log calls, and capture the details of your conversations for further follow-ups.

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Can you collaborate with your colleagues even out of the office?

Connect with your colleagues instantly, no matter where you are. Engage other team members by @mentioning them. Attach photos and files directly to your feeds for easier access.

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Can you navigate your workday?

Manage your sales reps’ time efficiently and help your sales reps make smarter visiting arrangements by locating leads, accounts and opportunities nearby. Keep in touch with prospects when you travel for work or not in your office, view nearby leads and accounts to prepare for upsell opportunities.

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Can you sign in at your customer’s location with your mobile device and record your visit?

Check in at customer locations to record your visit and update your deal progress after every meeting.

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Can you scan business cards and save them as contacts in your system directly?

When you get a stack of business cards, you can scan and digitize these cards immediately and save them as leads or contacts into your account to follow up. You will never lose any lead or contact, initiate communication with them to capture more business opportunities immediately after a conference.

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