Salesman, a native iOS and Android app for LeadPerfection CRM users, gives field sales reps real-time, two-way access to appointments, customer data and visit results, cutting administrative time by an estimated 30%.

The main challenge was to create a tool that would empower field sales representatives, giving them instant, two-way access to crucial information in the LeadPerfection CRM. The aim was to eliminate the need to go back to the office to update data or check schedules, streamlining the workflow and improving productivity.

The solution

We developed an intuitive mobile app that allows sales representatives to:

• View a calendar with their upcoming scheduled appointments, making it easier to organize their day.
• Review full details of each appointment, including customer and project information, before arriving at the property.
• Enter the results of each visit directly from the site, updating the LeadPerfection database in real time.
• See personal sales statistics, such as closing rates and estimate volume, to monitor their performance.
• Update their work schedule, allowing greater flexibility and more efficient scheduling.

Technologies

Native iOS and Android development with secure APIs for direct connection to LeadPerfection. The design prioritized simplicity and efficiency for the user.