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Resco > Case Studies > Saving time and enjoying more relaxed weekends with Mobile CRM
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Saving time and enjoying more relaxed weekends with Mobile CRM

Technology Category
  • Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries
  • Retail
Applicable Functions
  • Sales & Marketing
Services
  • Software Design & Engineering Services
The Challenge
Back in 2011, PGP adopted a CRM system to move away from paper, business cards, and MS Excel spreadsheets. The company realized it needed to have all of its customer base in one central place to effectively manage sales calls and to keep up with the quotes provided to customers. As a sales rep agency, PGP employs almost exclusively sales representatives whose day consists of customer visits. Hence, the need for a mobile solution arose shortly after adopting a CRM solution.
About The Customer
PGP is a manufacturer's representative agency engaged in the promotion, sales and service of a variety of products purchased through the Construction Industry. The agency combines over 160 years of industry experience to provide its customers and the architectural community a 'premier' level of service. The company has local offices in the Dallas, Houston, and San Antonio/Austin areas. PGP employs almost exclusively sales representatives whose day consists of customer visits.
The Solution
PGP approached Zero2Ten, its’ MS Dynamics CRM provider, asking for a mobile solution that will work with their system. Already equipped with iPads bought for this purpose, the company was eager to get their system working in the field. Zero2Ten proposed Resco Mobile CRM as a technical and economical suitable solution. PGP purchased licenses at the beginning of 2013, and now, years after working with the solution, sees the real difference it made. As the app syncs up with Microsoft Dynamics CRM, Steven, at the end of each month, generates reports based off the data gathered with Resco Mobile CRM and sends them to manufacturers to showcase the number of sales calls made, as well as products discussed.
Operational Impact
  • Significant time savings after switching to using a mobile CRM solution.
  • Resco turned out to be the most economical one for the value provided.
  • The mobile client helped PGP’s employees ease into the CRM system itself, utilizing to the company’s investment.
Quantitative Benefit
  • Cumulatively, for a team of 8 employees, it’s saving our agency at least 10-15 hours a week, even more, just on data entry alone.

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