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RSM Seguros

Our sales people are delighted with the BlackBerry solution as they now have all the client information on their BlackBerry smartphones.
Xavier Cardán Manager, Private and Car Insurance, RSM, Correduría de Seguros S.A.
  • Industry: Professional Services/Legal
  • Region: EMEA
  • Company Size: Small
  • Solution: Mobile CRM and Sales Force Automation
Full Story

Challenge

  • The management wanted to evaluate how sales teams were performing and identify areas in need of improvement at each point in a sal
  • RSM needed to centralize data and time management as well as customer information to deliver greater visibility of sales teams’ work and effectiveness
  • All information had to be up-to-date to be useful so RSM needed a database with mobile access allowing employees to update information while on the move and at client meetings

Solution

  • BlackBerry® smartphones
  • ForceManager® mobile CRM application supplied by Offshore Tech

Benefits

  • Greater control of performance has meant that direct productivity per sales unit has increased by 28%
  • The sales team can now immediately input information on the status of their negotiations with clients leading to more accurate data entry and optimising management and monitoring of sales
  • With their BlackBerry smartphones, the sales teams no longer have to make numerous calls to check information, as all customer records are stored in one central location and accessed via the smartphone, increasing efficiency