Model Metrics 2GO solution for sales force automation

Partner Solution Brief
Model Metrics 2GO solution for
sales force automation
FPO
About Model Metrics
Since 2003, Model Metrics has
been delivering cloud computing
applications and services for
mid-sized and Fortune 1000
companies. Particular areas of
expertise include mobile and call
center technology, business process
and change management innovation,
and custom development. Learn
more at www.modelmetrics.com.
Mobile solution improves productivity in the field and increases
opportunities for growth
Field representatives and mobile workers are often hampered in offline environments, suffering
productivity lags while they wait to reconnect to the Internet or enterprise networks. Paper has
traditionally filled offline gaps, but the manual administrative work associated with paper-based
processes decreases efficiency, not to mention that paper cannot replicate the holistic customer
intelligence afforded by today’s customer relationship management (CRM) solutions. Standard
desktop applications are also limited, often requiring a manual sync or copy to move updated data
back onto the network. What’s needed is a solution that can provide mobile access to CRM
systems, enabling field reps to concentrate more on customer satisfaction and less on
administrative work.
Challenge
Mobile field workers face a number of challenges when meeting with customers. Internet and
wireless reception can be unreliable in the field and even prohibited in some environments (such
as hospitals). Reporting meeting notes, sending requests for additional product information, and
accessing and modifying customer-specific data are all functions that must wait for reps to
reconnect to a network after a visit.
In addition, reps often need to be able to capture signatures on-site and keep accurate meeting
records. Without a robust mobile solution, reps must capture paper signatures and then have to
remember to scan them in—a process done in hotel rooms at the end of the day or back in the
office when the sales trip is finished, increasing the risk of errors or noncompliance.
Benefits:
•Increase field rep efficiency by 30%
•Use visual charting and profile
information to better serve
customers and drive sales
•Record full meeting reports in just
five clicks
•Improve regulatory compliance with
digital signature capture
•Increase sales opportunities with
holistic customer views
•Integrate with third-party tools,
such as Google Maps
Products used:
•Adobe® AIR®
•Flex
•Adobe LiveCycle® Data Services ES2
For more information
www.adobe.com
Solution
The Model Metrics 2GO solution is a mobile cloud application that pulls down CRM data locally
onto a field rep’s mobile device. Reps have customer details with or without an Internet connection
as they prepare for calls and report call results. Integration with multiple data sources—including
data from third-party companies—provides visual graphing and trending capabilities and allows
reps to have a full picture of customer history. A digital sales assistant feature makes it easy to
present additional marketing materials.
Sample management and inventory-tracking features improve compliance with industry
regulations in fields like pharmaceuticals and life sciences. Reps can capture digital signatures on
their mobile device and, if desired, the solution can generate a PDF receipt that will be sent to the
rep’s email. An intuitive interface makes it easy to track visit data, such as meeting attendees,
information requests, talking points, and expenses. When an Internet connection has been
restored, the data syncs automatically with the CRM system, reducing the rep’s administrative
burden.
Results
The Model Metrics 2GO platform can substantially increase field rep productivity by providing full
access to CRM data and functionality with a mobile solution. By increasing efficiency before,
during, and after sales calls, reps may see productivity gains of 30% or more. Greater insight into
customer needs and behavior allows reps to be more responsive and to tailor their messages,
increasing customer satisfaction and driving sales.
With digital signature capture, simple expense recording, and other reporting tools, reps rely less
on paper and associated manual, error-prone processes. A single, intuitive interface lets reps
concentrate more on customers and less on administrative tasks.
The 2GO solution extends powerful CRM functionality to mobile use, empowering field reps to
drive business growth and increase customer satisfaction.
Adobe Systems Incorporated
345 Park Avenue
San Jose, CA 95110-2704
USA
www.adobe.com
Adobe, the Adobe logo, AIR, and LiveCycle are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other
countries. All other trademarks are the property of their respective owners.
© 2010 Adobe Systems Incorporated. All rights reserved. Printed in the USA.
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