FieldWorkMobility- A Powerful Mobile CRM Application for Field Salesforce

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Saas based “Mobile” Workforce Management Solution FieldWorkMobility Field Work Mobility www.fieldworkmobility.com (Enabling Mobility for Field Workforce)

Transcript of FieldWorkMobility- A Powerful Mobile CRM Application for Field Salesforce

Saas based “Mobile”

Workforce Management

Solution

FieldWorkMobility

Field Work Mobility

www.fieldworkmobility.com (Enabling Mobility for Field

Workforce)

Introduction

FieldWorkMobility provides a SaaS based end-to-end service oriented

distributed mobile workforce management solution to those verticals

where effective management, scheduling and monitoring of distributed

mobile global workforce is extremely critical.

More Users Are Working Outside of the Traditional Office:“It is estimated that the worldwide mobile worker population has grown from 919.4 million in 2008 (accounting for 29% of the worldwide workforce), to 1.19 billion in 2013, accounting for 34.9% of the workforce. Even among workers who do not consider themselves to be road warriors, market research firm Gartner estimates that today, 45% of workers in the United States are out of the traditional office a minimum of eight hours per week.”

Management Team

Anjul Katare – CEO/CTO● Chairman/CEO, founder of a consulting and software solutions company, Central Business

Solutions (www.cbsinfosys.com). ● Company has 100+ people staff worldwide (built from scratch)

● Key contributor in Optical Networking, Healthcare, Telecom companies in the past.

●Arvind Gokhale - CFO● Arvind is seasoned technology executive who brings many years of technology services

operations experience. Arvind has extensive experience in developing new business, Setting up new offices & operations and driving multimillion dollar engagements and relationships for some elite companies.

●Amitabh Mitra – VP Engineering● 20+ Years experience in IT Industry● Extensive Enterprise technology and business process transformation experience● Big Data solutions expert

●Industry Advisors

● Brian Silverman – Co-Founder, President/CEO, Five9 Inc (A Saas Company)

● Sanjay Vyas – Vice President Engineering, Arcot (A CA technologies owned Saas Company)

● Sanjay Shirole – Co-Founder and CEO, Xora Inc● Paul Singh - Founder, CEO and Advisor to many startups in the Social, Mobile, Internet and

Telecom areas.

FieldWorkMobility Solution

Components - Mobile CRM, Mobile Auto Dialer,

Cloud based Workforce Geo-Tracking and Management

SystemMobile Apps-

● Industry specific work flow based mobile applications (Potentially can replace purpose built proprietary devices for various enterprises)

SaaS based Workforce Management & Reporting System-

● Integrates with various industry specific FieldWorkMobility mobile Apps

● Easy to manage mobile workforce deployed at any part of the world

● Integrated with 3rd party CRMs for data sync (Saleforce and Others)

Company Confidential Information

Requirements To Implement Field

Work Mobility (CRM+) in your

Organization

● Android Mobile Phones (For Mobile

Resources/Employees)

● Desktop/Laptop with Internet connectivity

(For Managers)

The features are:

1) Ability to create and execute reminders with one click

2) Ability to create reminders while call prospecting

3) Ability to start the call from any contact instead of from the beginning by selecting the radio button next to the contact row.

4) Ability to skip a specific contact while dialing

5) Ability to send sms message larger than 160 characters.

6) Ability to use email/sms template from contact detail as well as while call prospecting.

7) Ability to create custom list from the main list by filtering with various criteria

8) Ability to do disposition of contact right after the call in "Call Prospecting Mode".

9) Ability to send email to the contact immediately after the call in "Call Prospecting Mode".

10) Ability to send sms to the contact immediately after the call in "Call Prospecting Mode".

11) New functionality added to create and manage SMS and email template with name personalization. The templates can be

used in "Call Prospecting Mode" to send personalized SMS or email with pre-created messages.

12)Ability to import contacts from CSV File by mapping CSV fields with internal contact fields.

13)Ability to export processed contacts to CSV file

14)Ability to Pause after each call with Stop and Resume button

15) Ability to run the dialer in auto dial mode

16)Ability to run the dialer in call prospecting mode to update contact, set reminder, add notes immediately after the call before

resuming to the next contact.

17) Manage Custom List including deleting custom list

18) Ability to sync data with mysalesdialer.com dashboard

19) Ability to report the geo-location to the dashboard. Ability to show the current address of the device to the user

20) Ability to use Skype as dial channel instead of native channel

21) Ability to do bulk mailing

22) Ability to do bulk sms

23) Ability to do bulk update and bulk delete

24) Ability to start dialer from where it left off or from a specific contact

25) Ability to search by first or last name and run the dialer on search result

26) Ability to integrate with Salesforce CRM

27) Ability to integrate with Twilio

28) Ability to integrate with Google Maps

29) Ability to integrate and work with Skype

30) Ability to sync with PhoneBook (Android Phone Book)

31) Task Management Features and Sync on the cloud

Features

Office Manager on FieldWorkMobility.com

Using FieldWorkMobility

App

Cloud

Using FieldWorkMobility

App

Office Manager on FieldWorkMobility.com

Features, Benefits

●Frees up workers/resources from office to mobile workplace.

●Lower cost

● Subscription based fee only for the active workers/resources

● No infrastructure cost per resource, if working remotely/mobile

● Empowers companies to have a true global presence with remote

workforce beyond the office boundaries.

●Centralized management of distributed workforce for the supervisors

Statistics

Top 10 Countries using this product:

●United States 72.73%

●United Kingdom 8.08%

●Australia 4.04%

●Switzerland 2.02%

●Israel 2.02%

●India 2.02%

●Austria 1.01%

●Canada 1.01%

●Czech Republic 1.01%

●Others 6.06%

Top 10 Carriers for the product

●Sprint - 24.24%

●Verizon Wireless - 18.18%

●T-Mobile US - 16.16%

●AT&T - 9.09%

●O2 (GB) - 6.06%

●Metro PCS - 2.02%

●A1 - 1.01%

●Cricket Wireless - 1.01%

●Idea Cellular Ltd. - 1.01%

●Others - 21.21%

Current Customer base

●Real estate – 10%

●Insurance (Life, Auto)

-20%

●MLM (Multi Level

Marketing) – 30%

●Others (Healthcare,

Delivery, Boutique

Services) – 40%

Testimonial

●Live Testimonial of the Field Work Mobility (CRM+) product:

● By Ma– August 5, 2011 -Much better than typing in phone

numbers!

I'm giving this 5 stars because there are no other Android apps

like this one (that I know of) and using this app is MUCH

better and faster than dialing each number. There are some

things I would change but based on what else is available

this is it. I made 126 calls so far today but without the app it

would have probably been more like 50. Will hit 200 calls by

the end of the day.

● By Kenya - December 5, 2011 - HTC Evo 4G with version

3.1

This app is an absolute must for the serious sales

person.

Service Model & Pricing Details

Baseline - $49/month per person (Shared Cloud)

Provide base level SaaS solution and App with Training and 8-5 support

Mid-level – $99/month per person (Dedicated Cloud for 100 or above subscribers)

Provide advance level SaaS solution with customization for volume order, including training and 24x7 shared support

Premium – $149/month per person (Dedicated Cloud for 50 or above subscribers)

Provide advance level SaaS solution with 24x7 dedicated support for volume order, including training