When we first presented our first CRM solution to customers and prospects seven years ago, there was always at least one person in the meeting who would have objections against adopting an online system. In most cases the argument against using a web-based system was that sales reps need to have their territory data available at all times. If they can’t get online, they cannot access data.
Nowadays this isn’t a problem. Most sales reps are now kitted out with internet enabled smartphones or tablet PCs, which means that they can go online anywhere. Taking down this barrier has meant that those people who were initially hesitant can now see the benefits of an online system; it requires no installation or synchronisation and data can be viewed and updated in real-time.
But as we all know, there are times when it is impossible to get online, so it’s vital that reps are still able to access important information about their customers even when they are not connected. You can do this by creating a fully functional, replicated system that synchronises with the main system, but in my opinion this isn’t the best option as it can take a long take for data to be synchronised when the rep is online again.
One way to get around this problem is to setup an automatic email that provides the rep with all of the information they will need each day. If the rep loses connectivity during the day they can make notes on their smartphone or tablet PC. Their notes can then be processed automatically by the main system when the rep is able to get back online. This offline functionality means that you can have all the benefits of a tradition solution, without any of the headaches associated with the replication and synchronisation of data.
Wiard Hidding
Director Strategic Projects and Product Owner
