Last Updated
Overview
CT Mobile provides comprehensive mobile CRM capabilities, empowering field sales teams with robust offline access and real-time Salesforce synchronization. While customization can be complex, its advanced features streamline visit planning and order capture, ensuring seamless data flow and enhanced productivity. This makes it a compelling choice for optimizing field operations.
Overall Rating
Based on 2 users reviews
4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
CT Mobile Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is CT Mobile?
CT Mobile is a native Salesforce mobile customer relationship management (CRM) solution designed for field sales teams, enabling seamless offline access and real-time data synchronization. This empowers representatives to work efficiently anywhere, addressing connectivity challenges and enhancing productivity. It provides essential tools for guided visit execution, efficient visit preparation, and comprehensive account management, ensuring greater value in customer engagements and optimizing field sales performance for businesses of all sizes.
CT Mobile Pricing
CT Mobile Integrations
The platform offers the following integrations:
Who Is CT Mobile For?
CT Mobile software caters to SMEs within diverse industries and sectors, including:
- Healthcare and life sciences
- Manufacturing
- Beverage
- Consumer packaged goods
- Insurance
- Software
Is CT Mobile Right For You?
For organizations seeking to empower field sales teams, CT Mobile stands out as a native Salesforce mobile CRM solution. It offers robust offline functionality, advanced task automation, and seamless real-time synchronization to boost productivity and enhance customer engagement. Its modular design allows customization of workflows and features like advanced order capture and guided task execution, ensuring compliance and efficiency with a growing business.
Still doubtful if CT Mobile software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
CT Mobile Features
Offline CRM
One of the notable CT Mobile features, this offline access ensures uninterrupted productivity for field teams, allowing access and updates to all Salesforce data. All modifications automatically synchronize once connectivity is restored, eliminating data loss and ensuring real-time accuracy for enhanced field sales performance.
Visit Planning And Route Optimization
This core feature streamlines daily activities by providing reps with pre-planned visit schedules from Salesforce, based on priorities. Navigation launches via integrated mapping services, with real-time visit tracking. This ensures efficient route management and structured field execution, boosting overall sales productivity.
Guided Workflows And Compliance
CT Mobile empowers representatives to follow structured checklists, surveys, and audit flows using ‘CT Mobile snippets.’ Each task is pre-loaded and tracked, ensuring consistency across regions. This helps businesses maintain compliance with internal policies and regulations, providing a framework for standardized field execution.
Smart Order Management
The software facilitates efficient in-field ordering, supporting complex pricing, product hierarchies, and discounts, even offline. It enables scheduled deliveries and direct ERP integration, ensuring fast, accurate order processing. This capability streamlines sales cycles and minimizes errors, enhancing revenue generation.
Pros And Cons of CT Mobile
Pros
Offline digital signature capabilities
Effective promotion management
Intuitive user interface
Cons
User adoption can be challenging
Feature updates can slow processes
CT Mobile Reviews
Total 2 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars100%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Real Estate, 1-10 employees
Free Trial
“Decent enterprise management tool”
Pros
CT Mobile software helps us manage sales points, tasks and orders. Also it enables us to handle store cash registers.
Cons
It has no downsides when it comes to its use. I highly recommend everyone to give it a try.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Human Resources, 11-50 employees
Free Trial
“Amazing task manager software”
Pros
This tool allows us to manage tasks, orders and sales points. Plus it provides the ability to manage cash registers for stores.
Cons
Overall it is a great tool that's really valuable for businesses. And I really like its features and encourage all my friends to use it.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Frequently Asked Questions
Does CT Mobile offer an API?
Yes, CT Mobile does offer an API.
What language does CT Mobile support?
The software only supports English.
Does CT Mobile have a mobile app?
Yes, CT Mobile has a mobile app.
What level of support does CT Mobile offer?
CT Mobile provides comprehensive support via email, phone, chat, and ticket submission. Additionally, its knowledge base includes blogs, demos, etc.
What other apps does CT Mobile integrate with?
The platform integrates seamlessly with Salesforce and ERP systems.
What types of CT Mobile price plans are available?
The vendor has not disclosed pricing for the software. Contact us to request a personalized CT Mobile cost quote based on your institution's requirements.
Who are the typical users of CT Mobile?
CT Mobile software is designed for SMEs across a range of industries, including healthcare and life sciences, manufacturing, beverage, consumer packaged goods, insurance, and software.