Ekmob 3.4.6

Ekmob provides tools designed to enhance the efficiency of field teams by up to 40%, facilitating better management of processes through features such as mobile CRM, forms, surveys, visit planning, ordering, team communication and messaging, location tracking, among others. The platform also supports custom integrations to suit specific organizational needs.

Data Collection Simplified with Ekmob Mobile Applications

• Forms developed centrally can be quickly distributed to all mobile team members, ensuring immediate access to updated procedures and data collection methods.
• The mobile apps allow personnel to access necessary information easily via intuitive and rapid forms, with full offline capabilities that enable data entry even without internet connectivity.

Locating Nearby Opportunities

• The "Find Near Me" feature allows sales teams to discover potential customers within their vicinity, enhancing local engagement and opportunity identification.

Customer Management and Segmentation

• Ekmob facilitates detailed classification of customer portfolios based on region, group, and tagging, supporting dynamic segmentation such as active, passive, or potential clients.
• Customer activity can be monitored through a centralized control panel with options to list and filter interactions by type. Comprehensive historical data for each customer is accessible for reporting purposes.
• The system permits the addition of unlimited custom fields to forms beyond default options like Group, Label, and Customer Types. These can include filters such as single choice selections, dates, text entries, and numerical data.
• Customer data can be exported or imported via Excel files at any time to ensure seamless data management and integration with external systems.

Designing Performance-Driven Visit Schedules

• Using Ekmob’s advanced filtering options, users can prioritize visits based on performance metrics—such as customer type, labels, previous visit status, and visit frequency—allowing for optimized scheduling.
• For example: personnel can plan visits to potential clients located within 5 km who have not been contacted in the past month.

Time Efficiency Through Customer Mapping

• The verified address database feature allows for thorough validation of customer addresses by mapping addresses precisely to door numbers on the map.
• The platform enables field teams to view company locations geographically, establish routes, and optimize travel plans to save valuable time and resources.

Lead Generation Support

• Ekmob assists field teams in identifying potential new customers by aggregating data from various sources and nearby companies, allowing for targeted outreach based on location and other relevant criteria.