Mobile CRM Solution

Deliver real-time, remote wireless access with our Mobile CRM solution that keeps your sales team productive and in the know while on the go.

Xerox Mobile CRM solution enables wholesalers to optimize productivity and efficiency by delivering CRM data directly to their preferred mobile device. It puts email, calendaring, office tools and transactional data in the palm of your hand. And it integrates seamlessly with the entire suite of Xerox products.

By making critical business information accessible in real time, Xerox helps your staff:

• Improve sales effectiveness
• Enhance cross-selling opportunities
• Increase overall productivity.

 Xerox Mobile CRM Solution features

• Broker/Advisor/Branch/Firm Contact Information

• Purchase, Redemption, Net Sales and Assets

• Representative Activity Management

• Call, Meeting and To-Do Tracking with Notes