Appenating Customer Relationship Management (CRM)
This established CRM vendor needed to offer a mobile app in the face of competitors rolling out mobile capabilities. After discovering Appenate, the customer rapidly created screens for their app using our app development tools.
Working with the customer, we also added several features such as Listing screens and interactive fields that opened phone dialers (for phone numbers) and maps (for addresses). The customer began an integration project to connect their product to our comprehensive API.
We worked with them to improve our internal data source API to handle incremental updates, and also massively improved load times of these large data sources on the device. With native iOS and Android apps, their users can view, create and update records against their key entities such as Leads, Opportunities, Clients, Contacts and Projects, all with full offline capability. The dynamic nature of our app technology means that they can also offer customisable screens to their clients, delivering a more tailored experience.
Their apps have over 20 screens and approximately 30 data sources, with bi-directional integration both pulling data from their system into Appenate, and pushing data to their system when entries are uploaded from the apps.
Maximising Mobile Opportunities
This customer had a strong sales team that provides web-consulting services to the full spectrum of business and government agencies. A number of opportunities had arisen that required a mobility aspect in terms of data capturing and information access, but lacking the technical capability to deliver, the opportunities looked lost.
That was until they found Appenate! The customer quickly become familiar with our mobile app platform and began developing applications for their sales team to demonstrate and pitch to customers. Applications they have created so far include service assessments, site inspections, maintenance logs, product order forms, compliance and safety checklists and mobile survey systems.
This company is gaining traction in their chosen markets, with customers in the contract services, insurance, university and engineering sectors. We are also working with them to integrate with other key applications in the SME sector.