The app “mysalesassistant” is based on the low-code platform Simplifier. This enables a resource-saving configuration of the application. The database is created by the CRM system Pipedrive. It lists all customer projects on which the manufacturer works together with the service provider. Using standardized connectors, the app accesses the CRM system just-in-time and provides both sales departments with up-to-date information. It does not depend on which operating system (IOS, Android or Windows10) or end device (PC, laptop, smartphone, tablet, data glasses or wearables) is currently in use. Independence from end devices also means that new innovative devices and technologies can be used very easily without having to change the actual app.
With “mysalesassistant”, sales staff can see at a glance which conversations have already been held with individual customers, the status of the collaboration and how many active joint projects are currently in the pipeline. Using a predefined automatism from various framework criteria, the sales employee is also informed via a warning triangle whether there are delays in a project or whether open activities are due. This ensures sustainability in the sales process.
The clarity of the app enables the sales managers of the manufacturer and the service provider to coordinate sales activities, identify cross-selling potentials and quickly obtain an overview of all relevant information. Furthermore, it is possible to access an online booking system and other services directly from the app. Should one of the companies require support from upDATE Gesellschaft für Beratung und Training mbH, a coaching session can be booked with just a few clicks.