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Specialised CRM platform for field teams

Managing a mobile field team can be a tricky business.

Archaic reporting processes are letting companies down as managers realise their teams need to be kept in-the-loop, on-the-fly in order for tasks to be actioned effectively and promptly.

Improvements within the field team depend on the reporting of the team’s performances. The more immediate and accurate these reporting processes are, the more effectively a manager will be able to optimise their setup. It is no coincidence that post-covid, many businesses are leaving their paper / laptop / email methods of reporting in favour of more effective digital management tools. Most notably there has been a move towards highly specialised cloud-based, mobile CRM systems. 

It would be fair to say that not all CRM’s are created equally. Many global CRM’s act as catch-all systems aimed at solving generic industry problems. What is becoming apparent is that specific industries now more than ever require specific tools that cater to their field teams needs. Specialised CRM’s are now becoming very attractive solutions to managers for this reason.

One such specialised CRM platform that is gaining accolades is Opmetrix CRM, a system designed for Australian field teams. Based in Sydney and boasting a successful track record, Opmetrix‘s mobile CRM is rapidly changing the way field teams operate in Australia. The platform enables managers to plan call cycles, to view where their teams are always and to monitor how they’re performing. Reports and data are sent instantly from the field giving head office information and insights in real-time – a powerful advantage allowing them to action what’s needed when it’s needed. In making the digital transformation to a system like Opmetrix CRM, managers, field teams and customers can interact efficiently.

Opmetrix’s clients have been vocal in their appreciation of the systems ease of use and its simplicity allowing new team members to hit the ground running with minimal learning time needed. Part of this success stems from Opmetrix’s keenness to embrace intelligent customer-led design. The CRM is a huge support for field teams selling and merchandising brands to retailers such as supermarkets, DIY networks, pharmacy chains, service stations, gift and convenience stores. 

Features include; easy integration with all major accounting applications (such as MYOB and SAP), on-the-spot transaction processing of quotes, orders, invoices, and credit requests, a seamless online payment facility, the ability to upload product catalogues, retail execution for product distribution, management of promotions and merchandising. Opmetrix CRM also includes a B2B eCommerce solution and Opmetrix’s BI (Business Intelligence) tool allows the creation of professional reports and dashboards.

Among Opmetrix CRM’s specialist advantages is its latest innovation, a multi-brand management tool that gives users the ability to monitor and manage reporting processes for many separate brands. This feature was developed for brokers and sales and marketing agencies that represent many separate brands on behalf of producers.

Opmetrix CRM’s specialisation approach was initiated by founder and head of innovation, Oliver Huggins, who has extensive experience in FMCG. Chief executive David Barley has held senior roles in FMCG organisations in Australia, China and New Zealand. David points out that “through specialisation, Opmetrix CRM is a very customer-focused product. It’s simple to operate creating greater efficiencies and, most importantly, drives revenue growth for our customers.”

Find out more about Opmetrix here.