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.
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
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.
See How It WorksThis 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.
See How It WorksCT 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.
See How It WorksThe 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.
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