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Mobile Mondays


Published by: Jason Ciment 10-24-2011  |  POSTED IN: Mobile Mondays

Pick Up Sales CRM Ezi and Retire That Dry Erase Board

 

Would you like to ALSO track sales leads and opportunities through your mobile phone?

How do you, your partners, and employees keep track of your company’s various sales leads and transactions?

As I am constantly running around Los Angeles meeting our web design and SEO clients, the chance of making a potential deal turn into a lucrative close or an abrupt loss can happen in a matter of hours. So I think it's vitally important to keep a reliable sales log as current and accessible as possible.

Now, we’ve all filled in plenty of Excel spreadsheets and marked up our share of whiteboards, but in the growing Google economy, an app like Sales CRMEzi lets you consolidate figures, commissions, quotas, and more into your iPhone.

Sales CRM Ezi basically lets you organize, update, and share your leads anywhere from your phone.

The app lets you customize and apply up to five statuses (Initial Communication, Presentation, Proposal Submitted, Negotiation, Committed to Buy, etc.) to prospective customers.

  • Stay on top of time-sensitive pending deals and projected targets by entering Start and Estimate Close dates, and having outstanding figures automatically marked in red.

  • You can track how your “Wins” and “Losses” add up against your commission, which be entered with a pre-set percentage.

  • Sort your entries by contact or other criteria, and add notes about problems and solutions in additional fields.

  • A forecast function lets you examine your probable sales up to six months into the future, and send any of this information to your boss or associates out in the field.

Recognized by iPhone Apps Plus as an “Excellent app for the sale professional,” Sales CRM Ezi 1.6 is available to purchase for $9.99 on iTunes.

Thanks for reading. Jason.
P.S. Don't forget to subscribe below to this blog.
 
About Jason Ciment
Formerly an attorney and CPA, Jason has been working online since 1997. His columns on affiliate marketing can still be found on www.Clickz.com and his book on search engine optimization can be found at www.seotimetable.com.

This blog is published 4x per week and covers website design and SEO tips as well as a wide range of tips and advice for working and living online more efficiently and enjoyably.
 

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