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Handheld Contact for ACT!

Handheld Contact for ACT!. Enter Presenter’s name. What is Handheld Contact?. Handheld Contact is a service enabling two-way, wireless data sync integration between your wireless handheld device and your ACT! CRM software. What Need Does It Answer?.

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Handheld Contact for ACT!

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  1. Handheld Contact for ACT! Enter Presenter’s name

  2. What is Handheld Contact? • Handheld Contact is a service enabling two-way, wireless data sync integration between your wireless handheld device and your ACT! CRM software.

  3. What Need Does It Answer? • Handheld Contact is a system for extending and simplifying the ACT! contact management for the mobile workforce. • Handheld Contact makes it possible to manage critical customer contact and relationship information on a handheld device while out of the office.

  4. Target Market • Handheld Contact is designed for small to medium sized businesses using ACT! or planning to implement a CRM solution. • It is a horizontal solution. • Sectors include: • Transportation • Insurance • Education • Government • etc… • Financial • Real Estate • Manufacturing • Technology

  5. Description of solution / application • Handheld Contact is a service enabling two-way, wireless data sync integration between your wireless handheld device and your ACT! CRM software. • Automatic two-way, wireless syncing between your ACT! database and your BlackBerry Smartphone every 15 minutes • ACT! data storage directly on your handheld device • Automatic identification and syncing of your important contacts • Customizable sync settings so YOU determine what is synchronized and what isn’t • Day, week, or month views calendar viewing, activity and task scheduling, and notes and histories logging for calls and emails with automatic time-stamping

  6. Description of solution / application Client Software “ACT! on the Smartphone” Secure Sync Server “Store and Forward” Console for ACT! “Communicate to ACT!”

  7. Solution / Application Features • Access accurate and current ACT! data anytime, anywhere on your mobile device • View your ACT! Contacts, Calendar Items, Notes, Histories, and Activities on your handheld device • Call and email ACT! contacts from your handheld device • ACT! data is synced automatically so your data is always up-to-date • ACT! data is stored directly on your handheld device • Update ACT! data directly from your handheld device • Enter contacts, schedule activities and tasks, and log notes and histories for emails with automatic time-stamping on your handheld device • Take notes directly in Handheld Contact eliminating the need for pen-and-paper note-taking and redundant data entry

  8. Client Pain Points • No ability to get ACT! customer contact information when out of the office. • Incomplete or inaccurate customer relationship records due to reliance on taking notes and entering details into the database later. • Unable to access up-to-date customer relationship information while not at the office. • Ineffective communication between team members due to lag in updating customer relationship data.

  9. Benefits for the client • Enables employee collaboration and data sharing • Manage sync privileges for multiple users • Centrally monitor and change sync settings and add an unlimited number of users • Customize users’ sync settings so you determine what is synced and what isn’t • Increases employee productivity • Increases employees’ contacts, time with customers, and time in the field • Reduces employees’ dependence on the office with ACT! data directly on their handheld devices • Easily integrates with existing infrastructure • Easy to install and use with no training • Provides a secure, fully-hosted solution using patent-pending technology with all the IT syncing infrastructure you need • Cost predictable • Ensures you pay only for the users you need with a subscription model to accommodate your changing business • needs without surprises • Receive free product upgrades and notifications, installation support, and access to toll free and online technical support

  10. “Day in the life” Example Office Mobile Before • Customer relationship data only updated when mobile worker updates database at the office • Notes taken manually throughout the day and updated when returned to the office • No access to up-to-date records while mobile After • Customer relationship data updated throughout the day as the mobile worker updates it on his or her mobile device • Notes recorded throughout the day on the handheld device • CRM data is accessible, accurate, and up to the minute Results • Better informed • More accurate records • Saved time • Better informed • Better contact relationships

  11. Value Proposition / Positioning Save time and effort in maintaining customer relationship information Easy way to collaborate with team members Easy set-up – no costly system integrations Simplifies and reduces error in recording customer relationship information

  12. ROI Measurements • Accelerated adoption of Mobile SFA has now begun • 79% of firms are in decision-making cycle to acquire mobile SFA solutions in the next 12 months (Aberdeen, 2007) • Top three drivers for Mobile SFA (Aberdeen, March 2007) • Timely collaboration between field sales and sales management • Access to virtual real-time content • Reduced downtime for field sales reps • 70% of firms say Mobile SFA will have a Significant or Major impact on the company over next five years (Aberdeen, 2007)

  13. 2010 2006 Source: Worldwide Mobile Enterprise Applications 2006–2010 Forecast and Analysis(IDC #204115, December 2006) ROI Measurements

  14. ROI Measurements • Handheld Contact users report an average time savings of 2.5 hours / week

  15. Sample Qualification Questions • Is your business using a contact or customer relationship management solution? • Does your mobile workforce have access to up-to-date contact relationship data? • Do you have a solution to ensure accurate CRM records? • Does your mobile workforce have the ability to update the CRM database while away from the office? • Do you encounter problems with team members maintaining accurate contact records?

  16. Sales Tools Available • Dedicated product web site: • http://www.handheldcontact.com • Product data sheets:

  17. Testimonials • “Mobile access to customer and prospect information is essential for today’s business professionals, sales teams and larger workgroups,” • Joe Bergera, Senior Vice-President and GM for ACT!

  18. Testimonials • “If I’m not in the office, it saves me hours. It saves me a minimum of an hour a day - that’s a conservative estimate.” • Bill Holsman, CEO, Sign-Lite, Cleveland, OH

  19. Testimonials • "Customer information is transparent for everyone. I co-ordinate all information and schedules using ACT! between our US staff and colleagues in Europe. ACT!, BlackBerry and Handheld Contact – it just works!" • Charles Remsberg, General Manager and CEO of Hocoma,

  20. Vendor(s) Contact(s) • J2X Business Contact: • Wesley Worsfold, General Manager • wes@j2x.ca • 1.519.895.6174 • Product and Marketing Contact: • Attila Schmidt, Product and Marketing Manager • attila@j2x.ca • 1.519.579.1408 x 705 • Support: • support@handheldcontact.com

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