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Blog Post: Go Mobile with CRM and Accelerate Cash Flow

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Service-based businesses can greatly benefit from Mobile CRM.  Let’s think about the process.  A field technician provides a fee-based service.  Once the service is complete, that technician is ready to move on to the next paying customer.  But first, there are a few manual processes that must take place in order to receive payment.

  • How long does it take for the tech to submit a completed work order?  Hours or days?
  • How much longer is it until the paper work order gets manually keyed into the billing system for invoicing?
  • How likely is it that errors are made or work orders simply fall through the cracks?

These manual processes are the culprit for your cash flow being slower than it should be.  Implementing a Mobile CRM solution can reduce this time – maybe even eliminate it all together.  Automate the process of work orders and invoicing.  Use signature capture and eliminate paper completely.  Give your service reps the tools to focus on revenue generating tasks – not administrative tasks.

Did you know that you could increase your cash flow by almost 10% if invoices went out 3 days earlier?  You can read more about accelerating cash flow when you download our free whitepaper:  Why Go Mobile?  Six Strategic Objectives You Can Conquer with Mobile CRM.

As experts in mobility solutions as well as Microsoft Dynamics CRM, we understand your challenges and can suggest practical solutions. We will help you achieve your strategic objectives faster…and may even help you add a few more achievements to the list.

2B Solutions, Inc. specializes in Microsoft Dynamics Customer Relationship Management (CRM), iOS development, and mobile applications that give organizations the ability to respond to their customers and critical events from anywhere.  Dynamics CRM offerings include deployment and customizations for businesses of all sizes in industries of finance, health services, education, retail, distribution, warehousing, government and more.  Our custom mobile applications include 2B-Inventory – a complete mobile inventory and store management application for retailers and warehouses.  2B Solutions has also developed mobile applications for mobile sales, asset tracking, and event tracking among others.  2B Solutions is a certified Microsoft Partner and certified Apple Consultant.

by 2B Solutions, Inc.

Go Mobile with CRM and Accelerate Cash Flow is a post from: CRM Software Blog


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