A common problem in sales is that valuable insights and opportunities are often observed or known by field staff on a daily basis, but not every member has mobile access to the sales system (for example, a Field Service Agent or a Customer Service Agent). This leads to information that can not be documented right away and it usually gets overlooked. Yet, this knowledge is crucial for initiating sales processes or updating essential customer, product, or contact data.  

The question is, why not make it easy for these employees, and even external team members or customers, to access this information through a simple mobile solution? We have a solution in mind to address this very challenge, which is BearingPoint Swarm.  

Try it yourself   Download Whitepaper Contact Management

Our Process: 

1 | Launch a Lead Creation Form to document opportunities by employees working at customer’s site: 

  • Easy lead creation and documentation (what, who, where?) 
  • Add photos, GPS coordinates or addresses and contact data 
  • Reward your employees with the most leads which are leading to growth 

2 | Collect or update business partner and contact information:  

  • Simple contact app with all relevant business partners or contacts 
  • Add GPS coordinates to use maps and start routing 
  • Explore all existing orders, contracts to systematically record cross/up-selling opportunities 
  • Capture Business Cards by Photo or create/update contact information in seconds 

3 | Simple form to increase customer feedback, surveys, complaints or requests: 

  • Send mails to clients with link on survey form 
  • Easy to use when you have to document customer feedback, surveys, complaints or service requests 
  • Use any color scheme – or logo that would be a good fit for the form 
  • Give customer a portal to check the status 

4 | Digital Signature workflow   

  • Simple to onboard customers or partners 
  • Workflow based on contract conclusion and signature processes 
  • Digital signature (eIDAS) 

Benefit from BearingPoint Swarm Contact Management:

  • Intelligent forms which can be used without any previous training
    Intelligent forms which can be used without any previous training
  • Industry-specific Processes
  • High Integration Capability (ERP/ CRM)
    High Integration Capability (ERP/ CRM)
  • Real-Time Data Updates
  • Data-Driven Insights with PowerBI
    Data-Driven Insights with PowerBI
  • GDPR Compliance
These features for Contact Management can be at your disposal: 

Modular Design 
Create forms with multiple sections for different informations. 

Instant Results 
Automate data collection in your CRM system via the integration with Swarm. 

Conditional Email Notification 
Choose when to be notified of a submission. 

Automated reports
Automate the generation of reports on the sales activities. 
  • Whitepaper: Surpassing Challenges in Sales Data and Contact Management
    Whitepaper: Surpassing Challenges in Sales Data and Contact Management 903.21 KB Download

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