TapCRM: How These 6 Industries Can Use It

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TapCRM How These 6 Industries Can Use It
Any business, and that means anywhere there is an
exchange of goods and services for money or
other goods and services, needs to have a
database and a ledger. Years ago, it was in
books, written in ink, then it moved to computers
on spreadsheets, and then finally to Customer
Relationship Management tools.

• Now the CRM has become much more sophisticated
  than it used to be and it is available in your
  pocket. Our product TapCRM, a SuiteCRM mobile
  app, puts your SuiteCRM on your phone and gives
  you some special mobile specific features. There
  are 6 major industries that we are talking about
  today that can leverage the benefits of having a
  mobile CRM.
• Here are the six industries
• Services
• Retail

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• Manufacturing
• Real Estate
• Health Care
• Agriculture
• Lets take the use case of each industry
• Agriculture
• There is heavy use of machinery and equipment
  here. You can store all the related information
  and data on the CRM, so that no matter who is
  working on the field has all the data they need
  on the spot. TapCRM comes with a planner feature
  that helps you to plan a task list in a calendar
  in accordance with weather conditions, a crops
  natural cycle, etc.
• Other features include
• Documentation You can store important documents
  in the CRM which you may need to access on the
  go if you are making deals with potential vendors
  away from your main farm.
• Work report With your whole staff using this
  feature, you can get periodical reports on their
  tasks when you require.

Manufacturing
Any manufacturing business has a number of
components. There are teams procuring raw
materials, teams working with vendors to buy it
and then teams working to sell the manufactured
goods. TapCRM becomes a useful tool to all these
teams. It can handle documentation, activity
management, live tracking, and planning. If you
are in the field, talking to vendors, you can
check in and check out of appointments, store
contracts, etc. With a custom
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• dashboard for all users, no matter what your role
  is, you can see information relevant to you so
  you can act on it.
• Services
• The service industry depends quite heavily on
  field work. Equipped with TapCRM, your team can
  have access to all of the CRM wherever they are.
  If your company deals with providing cable
  services, your employee can go to the customers
  house, check into that meeting, have the
  customers exact requirement in the CRM, deal
  with it, mark it done, and generate an invoice
  right from the phone. This takes into work
  features like check in/check out, activity
  stream, invoices, etc.
• Other features that the service industry can use
  are
• 360 View for each record, with details, activity
  stream, and follow ups.
• Advance filters for filtering data based on
  status, priority, tags assigned, etc.
• Live tracking for getting your teams live
  location and their tasks.
• Creating meetings, tasks, and calls for
  maintaining each interaction with a client or
  customer in a streamlined manner.
• Retail
• Certain retail specific features that a SuiteCRM
  mobile app can have are invoice and billing, as
  well as charts and reports. Any retail business
  that happens on the field with minimal setup
  infrastructure, requires a CRM on the phone. If
  your business wants to have a small outlet in
  carnivals, you dont want to set up a computer
  there. Your retail employees handling the booth
  can simply use their phones as a way to generate
  bills. Having access to quick charts and reports
  in such a situation can give an overview as to
  what item is selling better and needs to be
  restocked to match the demand.

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document management feature can help keep all the
contract, and signatures in one place and have
them ready when required. Healthcare TapCRM
can revolutionize the functions of a hospital by
placing the CRM in the pockets of each and every
doctor and nurse. The biggest advantage of this
is that each patients details, treatment
patterns, allergies, blood work, etc is in one
accessible place. This way if there is an
emergency, the available medical staff can make
the right treatment decision for them at that
moment. It also has the other features like
appointment management, document management,
custom dashboard etc. To read more about the use
case of mobile CRM for healthcare, read our
blog. Using a mobile CRM can elevate your teams
workflow. It can ease the back and forth that
they have to do. It makes it much easier to do
the actual work that you have to do as opposed to
spending a huge amount of time doing
administrative tasks regarding the work you are
doing. You can explore the TapCRM product page
here. If you belong to any of these industries,
and want to explore the app for your particular
use case, please contact us here. Source
https//www.appjetty.com/blog/tapcrm-how-industrie
s-usecase