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“Allianz had considered extending its Salespage CRM system to the sales force, but the user interface for its mobile app did not allow us to add custom features that would give our team in the field an edge,” said Satish Kalantre, system architect, Allianz Global Investors. Activity management capabilities such as daily appointments, record activities.Personal dashboards that provide each rep with visibility into how they are performing against quota, etc.Ability to submit data to the CRM system.Access to all data, including client data, in the CRM system.Mapping feature that allows sales people to look up clients in geographic proximity to each other.Sophisticated UI and user experience tailored to Allianz business processes.
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By creating a custom app that fits their business model they were able to increase the amount of business performed by each rep. Initially begun as a mini-CRM system in the sales people’s pocket, the Allianz mobile sales app has grown to be much more than simple access to the Salespage CRM system. Designed to empower field service employees, the new Allianz mobile app boosts overall corporate productivity by enabling the sales reps to interact with financial advisors with unprecedented levels of efficiency and acuity. Verivo Software, the industry’s only open enterprise mobile application platform provider, recently announced that Allianz Global Investors, a provider of global investment and research capabilities with consultative local delivery asset management, has deployed a new mobile app built on Verivo AppStudio. Customized app extends CRM system to field reps with highly specific capabilities that boost overall productivity of sales staff