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AGENTS IN MOBILITY
The perfect CRM for agents who need mobility
Harmonix App offers the perfect environment for those agents who need to visit customers or who work directly at the point of sale.
Close Deals Faster
Is this your case?
The sales team sells by visiting customers and picking up orders.
The sales team serves and sells directly at the point of sale.
The “office sale” part is only done to update the CRM.
Key elements for selling in mobility
Preparing for visits
The first step is to prepare for the meeting. To do this, it is necessary to take context from the account and contact, reviewing any previous communication.
CRM update
After each business visit, it is essential that the CRM is properly updated. Relevant new data, orders or contracts, next steps, etc.
Follow-up and close
Contacts and accounts cannot be forgotten. The sales representative must have a next step to take at all times.
Organization and planning
Visits have to be organized in one place in order to plan and report them. It's important that no information is lost between apps.
Visibility for the manager
It is key that the manager has visibility into everything that is happening with a given account without having to ask. Everything has to be registered.
Unified inbox
Calls, messages, emails... All from a single inbox so that the commercial never loses any interaction.
Transform your CRM
Integrated channels, productivity tools and artificial intelligence. Add the innovation it needs to your CRM to make it the best system for users.
60%
Increase in productivity
Fast navigationYour CRM's navigation speed is ten times faster. The company and contact views show all past activity at a glance and in one click.
- Smart contact tools
All your contact tools are just a click away and activity is automatically reported. In addition, write emails with content suggested by IA and view your calendar without leaving the same editor to schedule meetings by offering your slots available directly in the wording. In addition, our Artificial Intelligence will help you to report the results of activities effortlessly.
- Single inbox
Access incoming activities such as calls, emails, LinkedIn or WhatsApp messages, in a single inbox where you can respond with one click.
- AI-Guided Reporting
Meeting and call reporting is guided by intelligent AI-powered assistants that ensure that right after the meeting or call, Salesforce is updated.
-80%
Decrease in training time
- Cadency-guided tracking
Guided contact and opportunity follow-up assistance, through pre-configured cadences. Sales representatives will know when and who to contact.
- Automatic data update
Automatic collection of information and updating of fields. Representatives will know what to register and when to register. In addition, all the activities carried out will be automatically recorded in Salesforce.
- Personalized content suggestions
Content suggestions based on the customer's profile. Depending on the context, Harmonix suggests what documents or messages to send.
95%
Improving consistency in process monitoring
- Tracking cadences
Use of pre-configured cadences to establish the monitoring plan and to let sales representatives know their tasks at all times.
- Arguments and segmented content
Visualization of arguments and content when calling and sending emails. They can be segmented by customer type, product, or any Salesforce variable.
- Identifying pending tasks
Identification of contacts without future tasks assigned to keep the pipeline organized and ensure proper follow-up.
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