MoBI, it’s not just a CRM. Mobility and GPS Tracking CRM
MoBI integrates a powerful customer relations management platform with product pricing, sourcing, GPS tracking, and work scheduling all in one easy solution.
The real difference in MoBI is that it comes with a rapid agile integrated platform built by BrainStorm Software. The Brain platform manages integrations seamlessly with existing business applications, for a true omnichannel experience.
Choose what you want to turn on, leave out what you don’t need.
The secret to MoBI is in its ability to be anything and nothing more (meaning it doesn’t weigh the business down in unnecessary features).
Bringing together all of your favourite features and more including; Mobile Business Intelligence (BI on the go), Order Mobility, Pricing, and a Complete Relationship Management system including detailed GPS tracking and best routing suggestions.
Rapid User Adoption
- Flexible architecture meaning processes can be built around existing company best practice.
- Simple, fast, intuitive user interface.
- Robust, powerful and attractive devices
- Creation of dashboards around key KPIs
- Provision of all critical user functions
- Removal of any non-required user functions
- Easy future modifications for new system requirements
- Structure call cycles, ability for reps to manipulate
- Route & call cycle optimisation
- Automation of repetitive tasks (call cycle generation, follow up tasks, AI for marketing automation)
- Automated highlighting of key target customers from identification of sales goals
- Direct loading of data (orders, quotes, customer logs etc) into ERP
- Fast responsive system, available offline for remote areas
Increase in Productivity
- Cascading transparency of field representatives location for accountability
- Transparent and up to date KPIs based on agreed performance metrics that drive results
- Easy access for users on and off line, and for all levels of supervision
- Dashboards, gamification, incentives based on performance of key KPIs
- Ability to form regular and automated sales call cycles against agreed performance metrics
Exceed budget after budget
- Remote access to product data
- Live access to pricing, availability
- Ability to create quotes, orders, activities, follow up
- Internal communication mechanisms with the app (phone, SMS, messenger) & desktop
- Access to customer data required to optimise sales functions
- Task logging by users and external parties for action at next visit
- Prioritisation of visits and tasks
- Suggested sell, upsell, marketing offers
MoBI can be tailored to any industry and is currently being used in; Auto motive aftermarket, Renewable Energy, Manufacturing, and Distribution Industries.
- Cascading user levels and transparency
- Call cycle creation and delivery
- Remote access to product information, price and availability (live calls)
- Remote quoting and invoicing, input to ERP
- Reporting and dashboards
- Document and photograph recording and distribution – link to order, inv, quote etc
- Customer management and logging
- Communications – email, messaging and SMS
- GPS tracking and route optimisation
- Auto selection of customers using geo-location of rep
- Customer Centric Workflow
- Integrations Marketing automation and creation of notes and tasks using AI
- Marketing can add campaigns and view engagement and results