Add the ability to Desk on the Mobile App
gathering votes
D
David Nadler
Desking on Mobile: Enhancing Sales Efficiency and speed to providing Proposal.
The "Desking on Mobile" feature would allow our sales or sales managers team to desk deals directly from their mobile devices. This capability is essential for several reasons:
- Increased Mobility: Sales representatives often work on the go, visiting clients and attending events. Having the ability to desk deals from their mobile devices ensures they can perform critical tasks without being tied to a desktop computer. (Permission based)
- Improved Efficiency: Desking deals on mobile devices streamlines the process, reducing the time it takes to complete transactions and time spent AWAY from the customer. This efficiency can lead to quicker deal closures and improved customer satisfaction.
- Enhanced Flexibility: Mobile desking provides flexibility for sales reps to work from various locations, whether they are in the office, at a dealership, or out in the field. This flexibility can lead to better productivity and adaptability to different work environments.
- Seamless Integration: Integrating desking capabilities into mobile devices ensures that all necessary tools and information are readily available, making it easier for sales reps to access and utilize the resources they need to close deals effectively.
- Competitive Advantage: Offering mobile desking can set us apart from competitors by showcasing our commitment to innovation and providing our sales team with cutting-edge tools to succeed provided by Drive Centric :-)
Shawn Goebel
Merged in a post:
Desking from phone/tablet
K
Kim Siciliano
I need to be able to access full "desking" from my tablet/phone. Need to be able to send numbers to customers when I am not physically at the dealership.
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Hi David, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
K
Kim Siciliano
Being able to send numbers to a customer from a phone/tablet.
None, it's just numbers, not their credit info.
I would use it daily.
Shelby Parker
Great to hear your perspective, Kim Siciliano! I have a few more questions for you:
- What specific features of the 'desking' process are most important for you to access on a mobile device?
- Are there any particular security concerns or requirements you have when accessing 'desking' from a mobile device?
- How frequently do you anticipate needing to use 'desking' on a mobile device while away from the dealership?