DreamCRM Onfield Mobile app for Onfield Sales and Service team

DreamCRM Onfield
Mobile app
Amit Singh• 31.08.2024

Story:
Geeta, the Sales Superstar
Introduction: Meet Geeta, a sales
representative working for a company that
sells office supplies. She uses the
DreamCRM Onfield mobile app to manage
her daily activities and improve her sales
performance. Let's see how different
features of the app help Geeta achieve her
goals.

Attendance Management:
Story:
Geeta starts her day by marking her attendance using the
DreamCRM Onfield app. The app not only records her
clock-in and clock-out times but also captures her current
location. For example, when she checks in at a client’s
office, the app verifies her location through GPS, ensuring
that attendance records are accurate and that she is
indeed at the scheduled site. This feature also allows
Geeta to track her daily movements and manage her work
hours more efficiently.
Benefit:
Attendance with Current Locations provides accurate time
tracking and verification of field activities. This feature
ensures that Geeta’s attendance records are reliable,
supports accountability, and helps in efficient time
management by confirming she is at the correct locations
for her meetings and tasks.

Scorecard Dashboard:
Story:
At the end of each week, Geeta likes to review her
performance to see how she's progressing toward her
sales targets. Using the Scorecard Dashboard in the
DreamCRM Onfield app, she gets a visual overview of her
key metrics, such as the number of new leads generated,
deals closed, client visits, and follow-ups completed. The
dashboard provides a clear, color-coded performance
score, highlighting areas where she's excelling and those
needing improvement.
Benefit:
The Scorecard Dashboard helps Geeta stay motivated by
providing a quick, at-a-glance view of her performance. It
enables her to identify strengths and weaknesses, set
goals, and focus her efforts where they are most needed
to achieve better results.

Calendar Planning:
Story:
Geeta uses the calendar feature to get a comprehensive
view of her scheduled activities, upcoming meetings, and
deadlines. She can set reminders to follow up with clients
or submit reports, ensuring nothing slips through the
cracks.
Benefit:
Calendar planning helps Geeta stay organized, prioritize
tasks, and meet her deadlines efficiently.

Lead Management:
Story:
While Geeta is on the move, she gets a notification about
a new lead from a recent trade show. Using the Lead
Management feature in DreamCRM Onfield, she quickly
checks the lead details and assigns it a priority. She
immediately schedules a call and follows up with a
personalized message. The app also suggests relevant
knowledge base articles, helping her to prepare effectively
for the conversation.
Benefit:
Lead Management helps Geeta to capture, prioritize, and
nurture leads in real-time, ensuring no opportunity is
missed and enabling her to turn potential leads into loyal
customers.

Contact and Account
Management:
Story:
Geeta starts her day by checking her customer list on the
DreamCRM app. She has all her clients' contact details,
past interactions, and account history in one place. For
example, she notices that a key customer, ABC Corp., has
a contract renewal due soon. She can quickly access past
orders, notes from previous meetings, and any pending
issues directly from the app.
Benefit:
This feature helps Geeta to stay organized and maintain a
strong relationship with her clients by having all relevant
information at her fingertips.

Deal Management
Story:
Geeta is working on multiple sales opportunities and
needs to track the progress of each deal. Using the Deal
Management feature in the DreamCRM Onfield app, she
can create, manage, and monitor deals from initiation to
closure. She logs key details such as deal value, potential
close date, and stage of the sales process. For example,
after a successful client meeting, Geeta updates the deal
stage to “Negotiation” and attaches relevant documents.
She also sets reminders for follow-ups and tracks the
deal’s progress to ensure timely closure.
Benefit:
The Deal Management feature provides a structured
approach to tracking and managing sales opportunities. It
allows users like Geeta to keep a detailed overview of
each deal, streamline the sales process, and improve
sales forecasting and reporting. This enhances overall
sales performance and helps in closing deals more
efficiently.

Quotation Management:
Story:
Geeta meets another potential client, who is interested in
purchasing bulk office supplies. Using the Quotation
Management feature, she creates and shares a detailed
quote with the client on the spot. The client appreciates
the quick turnaround and decides to go ahead with the
purchase.
Benefit:
Providing on-the-spot quotations helps Geeta close deals
faster and improves customer trust.

Sales Order and Invoice
Management:
Story:
After meeting with ABC Corp., Geeta successfully closes a
deal for a bulk order of office chairs. Using the DreamCRM
Onfield app, she immediately creates a sales order and
sends an invoice directly to the client from her phone.
Benefit:
This feature helps Geeta speed up the order and payment
process, improving cash flow and customer satisfaction.

Customer Visit Scheduling:
Story:
Geeta plans her customer visits for the week using the
app. She uses the calendar view to schedule
appointments with clients like ABC Corp. and XYZ Ltd.
DreamCRM Onfield helps her optimize her route for the
day, ensuring she doesn’t waste time traveling back and
forth.
Benefit:
Efficient scheduling and route planning help Geeta save
time and fuel, allowing her to visit more customers in a
day.

Schedule Report
Story:
Sarah wants to track her own sales performance and keep
her reporting manager informed. Using the Schedule
Report feature in the DreamCRM Onfield app, she can set
up automated reports that cater to both individual and
managerial needs. Sarah schedules a weekly report for
herself that includes her sales activities, lead status, and
progress towards her monthly goals. Additionally, she
schedules a monthly summary report for her reporting
manager, highlighting overall team performance, key
achievements, and areas needing attention. These
automated reports are delivered via email, saving time and
ensuring that both Sarah and her manager have timely
insights.
Benefit:
The Schedule Report feature enhances productivity by
automating the generation and delivery of performance
reports for both individuals and managers. It ensures that
users receive timely updates on their own performance
while providing managers with comprehensive insights into
team performance, facilitating informed decision-making
and efficient oversight.

Check-in and Check-out:
Story:
Geeta arrives at a client’s office for a scheduled meeting
and uses the DreamCRM Onfield app to check in. This
feature records her location and time of arrival, ensuring
accurate tracking of her visits. At the end of the meeting,
she checks out using the same feature. The app logs both
check-in and check-out times, and the data is used for
attendance tracking, time management, and reporting.
Benefit:
The Check-in and Check-out features streamline
attendance management and provide accurate records of
client visits. This helps Geeta and her company keep track
of field activities, ensure punctuality, and maintain detailed
records of client interactions.

Communications (Email):
Story:
During a client meeting, Geeta discusses various product
options. The client requests a quotation and some product
brochures for further consideration. Using the DreamCRM
Onfield app, Geeta quickly generates a quotation and
shares it via WhatsApp directly with the client. She also
sends product brochures and pricing details through the
same channel. This immediate response impresses the
client and speeds up the decision-making process.
Benefit:
The ability to send quotations and product information via
WhatsApp and SMS allows Geeta to provide fast and
personalized service, ensuring she meets clients' needs
promptly and effectively, leading to quicker conversions.

WhatsApp and SMS
Communications:
Story:
During a client meeting, Geeta discusses various product
options. The client requests a quotation and some product
brochures for further consideration. Using the DreamCRM
Onfield app, Geeta quickly generates a quotation and
shares it via WhatsApp directly with the client. She also
sends product brochures and pricing details through the
same channel. This immediate response impresses the
client and speeds up the decision-making process.
Benefit:
The ability to send quotations and product information via
WhatsApp and SMS allows Geeta to provide fast and
personalized service, ensuring she meets clients' needs
promptly and effectively, leading to quicker conversions.

Reminders and Notifications:
Story:
Throughout her day, Geeta relies on the Reminders and
Notifications feature in the DreamCRM Onfield app to stay
on track. For example, she receives a notification
reminding her about a scheduled meeting with a high-
priority client, XYZ Ltd., 30 minutes in advance. Later, she
gets a reminder to follow up on a pending quote sent to
another client. The app also sends alerts for new leads,
upcoming deadlines, and any updates from her manager,
ensuring she never misses important tasks.
Benefit:
Reminders and Notifications keep Geeta organized,
helping her manage her time effectively and stay on top of
her daily activities without missing any crucial
appointments or follow-ups.

Call Logs:
Story:
After a busy day of client meetings and follow-ups, Geeta
uses the Call Logs feature in the DreamCRM Onfield app
to review all her calls. She checks which clients she spoke
to, the duration of each call, and any missed calls that
need immediate follow-up. The app also allows her to add
notes to each call and set reminders for future calls,
ensuring she maintains consistent communication with her
leads and clients.
Benefit:
The Call Logs feature helps Geeta keep a detailed record
of all her interactions, ensuring she doesn’t miss any
important conversations and stays on top of her follow-
ups, improving her overall sales performance.

Expense Management:
Story:
Geeta submits her travel and meal expenses directly from
the app. She clicks a picture of her receipts and uploads
them, making expense management quick and hassle-
free.
Benefit:
This feature saves Geeta time and reduces the effort of
managing and submitting expenses manually.

Location Tracking and Mapping:
Story:
While on her way to meet a new client, Geeta uses the
location tracking feature to navigate to the client's office.
The app also shows her other potential clients nearby,
enabling her to make additional visits without straying too
far from her route.
Benefit:
Location tracking ensures that Geeta can make the most
of her time on the road, discover new sales opportunities,
and reduce travel costs.

Leave Management and
Approval:
Story:
Geeta needs to take a day off for a personal matter. She
uses the DreamCRM Onfield app to submit a leave
request. The app allows her to specify the type of leave,
dates, and reason. Her request is automatically sent to her
manager for approval. Her manager reviews the request
and approves it directly through the app. Geeta receives a
notification confirming the approval, and her leave is
updated in the system, ensuring her schedule is adjusted
accordingly.
Benefit:
Leave Management and Approval streamline the process
of requesting and approving time off. This feature ensures
that leave requests are handled efficiently, with automated
workflows for submission and approval, reducing
administrative burden and ensuring accurate scheduling.

Nearby Me:
Story:
While Geeta is traveling to a scheduled client meeting, she
uses the Nearby feature in the DreamCRM Onfield app to
discover other clients and prospects in the vicinity. The
app shows her a list of nearby clients and leads, allowing
her to plan additional visits or follow-ups if she has time.
For example, after her meeting with ABC Corp., she sees
that XYZ Ltd. is close by and decides to make a quick stop
to discuss a potential new order.
Benefit:
The Nearby feature helps Geeta maximize her time on the
road by identifying and prioritizing additional client visits
and opportunities within her current location. This leads to
more efficient route planning, increased sales potential,
and better use of her travel time.

Timeline View in Map:
Story:
To better understand her daily travel and client visits,
Geeta uses the Timeline View in Map feature in the
DreamCRM Onfield app. This feature visually represents
her entire day’s route on a map, showing all her check-ins
and check-outs at different client locations. For example,
after visiting ABC Corp., the app shows her route to XYZ
Ltd. and subsequent stops. She can see the distance
traveled, time spent at each location, and any missed
opportunities nearby.
Benefit:
The Timeline View in Map helps Geeta visualize her travel
routes and optimize her client visits. By seeing her journey
on a map, she can plan more efficient routes, reduce
travel time, and better manage her daily schedule,
ultimately increasing her productivity and reducing travel
costs.

Live Location of Employee:
Story:
Geeta's manager needs to coordinate with her team for a
client event. Using the Live Location of Employee feature
in the DreamCRM Onfield app, the manager can view the
real-time location of Geeta and other field representatives.
This helps in ensuring that team members are at their
designated locations and can be reached easily. For
instance, if Geeta is in a different part of the city and her
manager needs to quickly reach her for an urgent update,
the manager can see her live location and coordinate
effectively.
Benefit:
The Live Location of Employee feature provides real-time
visibility into the whereabouts of field staff, improving
coordination, ensuring safety, and enhancing operational
efficiency. It helps managers and team members stay
connected and make informed decisions based on current
locations.

Auto Travel History:
Story:
Geeta often needs to review her travel routes for reporting
or to analyze her time spent on different client visits. The
Auto Travel History feature in the DreamCRM Onfield app
automatically tracks and logs her travel routes throughout
the day. Geeta can easily access a detailed history of her
movements, including the start and end points of her trips,
durations, and distances traveled. For instance, she can
review her entire day’s travel to ensure that all client visits
are accurately recorded for expense reporting or
performance analysis.
Benefit:
Auto Travel History simplifies tracking and reporting of
travel activities by automatically recording routes and
travel details. This feature helps Geeta and her company
manage travel expenses, analyze travel patterns, and
ensure accurate documentation for compliance and
performance evaluation.

Capture, Photo, Upload
Document, and Signature:
Story:
During a client meeting, Geeta needs to document an
agreement and upload supporting documents. Using the
DreamCRM Onfield app, she captures a photo of the
signed contract, uploads the relevant documents, and
even collects a digital signature from the client directly on
her mobile device. This seamless process allows her to
keep all necessary paperwork organized and readily
accessible in the system. For example, after finalizing a
deal, Geeta takes a photo of the purchase order, uploads
it, and captures the client's signature on the digital form.
Benefit:
The Capture, Photo, Upload Document, and Signature
features streamline the documentation process, making it
easy for Geeta to collect and manage important records
on the go. This ensures that all critical documents are
promptly captured, stored, and easily accessible,
improving efficiency and accuracy in client interactions and
record-keeping.

Internal Chat (Single and
Group Messaging):
Story:
During a busy day of client meetings, Geeta needs to
quickly coordinate with her team about a change in plans.
Using the Internal Chat feature in the DreamCRM Onfield
app, she sends a message to her colleague John about a
client update. She also creates a group chat with her team
to discuss the upcoming product launch. The app supports
both one-on-one and group messaging, allowing for
seamless communication. Geeta can send text messages,
share files, and even update her status to keep everyone
informed.
Benefit:
The Internal Chat feature facilitates real-time
communication within the team, enabling both single and
group conversations. This enhances collaboration,
ensures quick information sharing, and improves overall
team coordination, similar to the ease of use found in
popular messaging apps like WhatsApp.

Global Search:
Story:
Geeta needs to quickly find information about a particular
client while on the go. Using the Global Search feature in
the DreamCRM Onfield app, she types the client’s name
into the search bar. Instantly, she sees a list of relevant
results, including client details, recent interactions, and
related documents. This allows Geeta to access the
information she needs without having to navigate through
multiple screens or modules.
Benefit:
The Global Search feature provides a powerful and
efficient way to find specific information across the entire
app. It saves time, improves productivity, and ensures that
Geeta can quickly locate and access the data she needs,
enhancing her ability to respond to client queries and
manage tasks effectively.

Task Management:
Story:
Geeta has several follow-up actions and tasks to complete
after her client meetings. Using the Task Management
feature in the DreamCRM Onfield app, she creates,
assigns, and tracks tasks directly from her mobile device.
She sets deadlines for each task, adds notes, and
prioritizes them based on urgency. For example, she
creates a task to follow up on a proposal sent to a client,
assigns it to herself, and sets a reminder for the deadline.
She can also view and manage tasks assigned to her
team members, ensuring that all activities are completed
on time.
Benefit:
The Task Management feature helps Geeta organize her
work efficiently by allowing her to create, manage, and
track tasks. This feature improves productivity, ensures
timely follow-ups, and helps maintain focus on key
activities, leading to better management of daily
responsibilities and team coordination.

Sync Contact or Lead to
Google Contacts:
Story:
Geeta receives a new lead through the DreamCRM
Onfield app and wants to ensure that all her contact
information is consistent across her devices. Using the
Sync Contact or Lead to Google Contacts feature, she can
easily synchronize the lead’s information with her Google
Contacts. This ensures that the contact details are
updated across all her devices and accessible from her
personal and professional accounts. For example, after
meeting a new prospect, Geeta syncs their contact details
to her Google Contacts, so she can easily access and
manage them from her phone or computer.
Benefit:
The Sync Contact or Lead to Google Contacts feature
streamlines the process of managing contact information
by keeping it updated and consistent across multiple
platforms. It improves data accuracy and accessibility,
helping Geeta maintain an organized contact list and
ensuring she has the most current information at her
fingertips.

Upload Contact as a Lead:
Story:
Geeta meets a new potential client at a networking event
and wants to add them to her CRM system. Using the
Upload Contact as a Lead feature in the DreamCRM
Onfield app, she quickly uploads the contact’s details
directly into the system. She can add key information such
as name, email, phone number, and notes about the initial
meeting. This feature allows Geeta to convert the contact
into a lead seamlessly, ensuring that all relevant
information is captured and the lead is ready for follow-up
actions.
Benefit:
The Upload Contact as a Lead feature simplifies the
process of adding new contacts to the CRM, streamlining
lead entry and ensuring that potential opportunities are
quickly entered into the system. It helps Geeta maintain an
up-to-date lead database and facilitates prompt follow-up
and management.

Customizable Dashboard
Layout:
Story:
Geeta wants her DreamCRM Onfield app dashboard to
display the metrics and information that are most relevant
to her daily tasks. Using the Customizable Dashboard
Layout feature, she can easily rearrange, add, or remove
widgets and modules on her dashboard. For example, she
moves the Sales Performance widget to the top for quick
access and adds a new widget to track upcoming tasks.
This customization ensures that her dashboard aligns with
her specific needs and priorities, providing a tailored view
of her most important data.
Benefit:
The Customizable Dashboard Layout feature allows users
like Geeta to personalize their dashboard to fit their
workflow and preferences. It enhances productivity by
ensuring that key metrics and information are prominently
displayed and easily accessible, leading to more efficient
use of the app and better decision-making.

Roles and Rights
Story:
Geeta's company has a diverse team with varying
responsibilities, from sales representatives to managers
and administrators. To ensure that each team member has
access to the appropriate features and data, the company
uses the Roles and Rights feature in the DreamCRM
Onfield app. Geeta, as a sales representative, has access
to client information, leads, and sales tasks. Her manager,
John, has additional rights to view performance metrics,
generate reports, and manage team tasks. The system
administrator has full access to configure settings and
manage user accounts. Each role is assigned specific
rights, ensuring that everyone can perform their duties
without accessing sensitive information beyond their role.
Benefit:
The Roles and Rights feature ensures that users have
appropriate access based on their roles within the
organization. This enhances security by restricting access
to sensitive data and features, improves productivity by
providing relevant tools and information to each user, and
simplifies management by allowing administrators to easily
control and adjust user permissions.

Ticket Management
Story:
Geeta’s team frequently handles customer support
requests and service issues. Using the Ticket
Management feature in the DreamCRM Onfield app, she
can create, track, and manage service tickets directly from
her mobile device. When a client reports an issue, Geeta
logs a new ticket with details such as the issue description,
priority level, and assigned team member. She can also
monitor the ticket’s status, update it with progress notes,
and resolve or close it once the issue is addressed. For
example, after receiving a request for a product issue,
Geeta creates a ticket, assigns it to a technician, and
follows up to ensure the issue is resolved promptly.
Benefit:
The Ticket Management feature streamlines the process
of handling customer support requests by providing a
centralized system for ticket creation, tracking, and
resolution. It improves response times, enhances
customer satisfaction, and ensures that service issues are
managed efficiently and effectively.

DreamCRM Onfield app is equipped to
support your sales team in managing their
daily activities, improving client
interactions, and achieving their targets. By
leveraging these tools, your tem can
operate more efficiently, make informed
decisions, and drive overall business
growth.
Thank you for considering DreamCRM
Onfield. We are excited to help you
transform your field operations and
achieve new levels of success.
Amit Singh (Founder & CEO)

DreamCRM Onfield Mobile app for Onfield Sales and Service team

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