Showing posts with label mobile crm. Show all posts
Showing posts with label mobile crm. Show all posts

Mobile Expert Podcast: SAP's Dr. Ahmed El Adl

As we approach SAP's SAPPHIRE Now 2011, I thought it would be useful to re-post an interview that I recorded in March with SAP's Dr. Ahmed El Adl.  Ahmed is now involved in SAP's global mobile enterprise services strategy.





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Kevin Benedict, Independent Mobile and M2M Industry Analyst, SAP Mentor Volunteer
Follow me on Twitter @krbenedict
Full Disclosure: I am an independent mobility analyst, consultant and blogger. I work with and have worked with many of the companies mentioned in my articles.

Compliance Functions for Mobile Applications

In an article I published on The Enterprise Mobility Foundation earlier this week, I spoke of the challenges involved with managing a mobile workforce.  Here is an excerpt: 

"You are tasked with managing a team you cannot see. You are accountable for the safety of your employees in locations you have never been. Your success is based upon your team’s ability to overcome all kinds of technical challenges in remote and distant job sites. You are responsible for your team following company standards, processes and industry best practices without any supervision. You must expertly balance their schedules, qualifications and workloads to maximize customer satisfaction and profitability from a distance."

The management challenges listed above are magnified by distance, remote locations and the lack of management visibility.  Often these challenges are not just about managing.  They can also be about safety, liability, legality, quality and customer SLAs (service level agreements).

A few months back, Gil Bouhnick with Clicksoftware, told me about a mobile application he worked on that incorporated Union rules into a mobile application.  It included a complete set of rules, above and beyond, simple work order management.  This application would look at the tasks required of the service technician and review a database of Union rules to ensure the service technician was not doing anything counter to those rules.  This conversation got me thinking.

Perhaps mobile applications could have an application layer for the following:


  • Safety compliance
  • EPA compliance
  • FDA compliance
  • OSHA (occupational safety and health administration) compliance
  • Legal compliance
  • Union compliance
  • Quality standards compliance
  • Best Practices compliance
  • Corporate standards compliance
  • Sorbanes-Oxley Act compliance
  • SEC compliance
  • Customer Service Level agreement compliance
Of course this list could go on forever, but the point is mobile applications can integrate a "compliance" application layer that could associate different compliance issues with each piece of data and field.  Specific jobs could activate specific compliance rules.  Certain tasks and projects could flag specific safety procedures.  This "compliance" application layer could improve the documentation and implementation of the appropriate behavior in remote workers which in turn makes it easier to management them.

What are your thoughts?  Would this be a useful mobile application layer, or simply a pain for the mobile worker?

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Kevin Benedict, SAP Mentor, SAP Top Contributor, Mobile and M2M Industry Analyst
Phone +1 208-991-4410
twitter @krbenedict
Join SAP Enterprise Mobility on Linkedin:

http://www.linkedin.com/groups?about=&gid=2823585&trk=anet_ug_grppro

Full Disclosure: I am an independent mobility consultant, mobility analyst, writer and Web 2.0 marketing professional. I work with and have worked with many of the companies mentioned in my articles.





http://www.clicksoftware.com/e86e075b-4fca-44c9-bfeb-4efcc978f416/knowledge-center-white-papers-delivery.htm

Apple Stores and Motorola No More

In December of 2007 I wrote a blog article questioning why Apple was using the Motorola MC50 handheld computers and Microsoft Mobile operating systems in their stores rather than their own devices and operating systems.  Every time I popped into an Apple store for the next couple of years I would see the same thing.  However, last month I noted that all the Apple sales associates were carrying the Apple iTouch with a sleeve that appeared to have an integrated barcode reader.

I interpreted this development to be a measure of progress that Apple has made toward supporting enterprise requirements.  Early on, Apple would not use their own solutions for enterprise class POS and retail applications but now in 2010 they do.

The iTouch was using an integrated barcode reader which is a good step toward field data collection.  It seems reasonable to assume it could also integrate with RFID and any number of additional Bluetooth enabled data capture accessories.

I wonder if there would be a large enough market for a ruggedized iPhone?  It would not work well with field workers that wear gloves, but for many service technicians working primarily indoors it might be fine.  There are a lot of service technicians from companies like Konica Minolta that work indoors and are implementing mobile field services solutions. 

Here is a description of the Konica Minolta solution.  Jobs are raised in the SAP system, and this information is automatically passed to ClickSchedule via the existing interface. ClickSchedule (from an SAP mobility partner) then allocates the most suitable individual to fix or service the product based upon the engineers' skill sets, location and availability. This information is then seamlessly passed to the field engineer via rugged mobile devices which the engineers use again to update progress.

Wouldn't it be interesting if Apple developed a ruggedized and industrial grade device running iOS for this segment of the market?  Would this work or do you see more limitations with the iOS that would prevent this from being a reasonable alternative?

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Kevin Benedict, SAP Mentor, SAP Top Contributor, Mobile and M2M Industry Analyst
Phone +1 208-991-4410
twitter @krbenedict
Join SAP Enterprise Mobility on Linkedin:

http://www.linkedin.com/groups?about=&gid=2823585&trk=anet_ug_grppro

Full Disclosure: I am an independent mobility consultant, mobility analyst, writer and Web 2.0 marketing professional. I work with and have worked with many of the companies mentioned in my articles.

Mobile Expert Video Series: Syclo's CEO Rich Padula

SAP has many partners in the mobility industry, but only three co-innovation level partners in the enterprise mobility space.  They are:
  1. Sybase (SAP announced their intent to acquire Sybase)
  2. RIM (the BlackBerry folks)
  3. Syclo (EAM - mobile enterprise asset management experts)
At Sapphire this year I was able to interview Rich Padula, Syclo's CEO.  I asked him to explain the "co-innovation" partnership program with SAP and what it really means.

Syclo's mobile solutions include pre-packaged and pre-integrated applications that mobilize CRM, ERP and EAM systems to improve communications and data capture.

For more interviews in the Mobile Expert Video Series click here.

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Kevin Benedict, SAP Mentor, SAP Top Contributor, Mobile Industry Analyst
CEO/Principal Consultant, Netcentric Strategies LLC
http://www.netcentric-strategies.com/
www.linkedin.com/in/kevinbenedict
http://twitter.com/krbenedict
***Full Disclosure: I am an independent mobility consultant and Web 2.0 marketing expert. I work with and have worked with many of the companies mentioned in my articles.
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SAP CRM Partner EntryPoint Consulting Looks to Mobility for Growth

I read with interest today a press release about SAP partner EntryPoint Consulting.  I know them, and they are a long term SAP consulting and channel partner that is involved in the CRM side of SAP.  They were involved in some of the earliest implementations of mobile SAP CRM several years back and experienced a lot of first mover pain as a result.  I know they have been watching the SAP mobility evolution with keen interest for several years.

From today's press release it looks like Pete Martin, managing partner at EntryPoint has decided it is time to get serious about SAP mobility again, and he partnered with SAP mobility partner Sky Technologies to deliver mobile SAP CRM capabilities.  I spoke to him several months back, and he said 100% of his SAP CRM sales opportunities this year were asking about mobile device support so he was very interested in the SAP mobility ecosystem.

Here is a quote from today's press release, "We were convinced that we ‘chose right’ when some of the most sophisticated SAP customers, such as Colgate, chose Sky as their preferred mobile platform..."  Martin goes on to say, "By combining our CRM consulting expertise with Sky’s leading platform, we now have the ability to offer companies a comprehensive set of CRM consulting in the marketing, sales and service functional areas.  In short, we can offer them ‘SAP CRM in the palm of their hand.”

SkyMobile provides a single integrated framework that is used to mobilize and manage SAP applications on all major mobile platforms including Windows, BlackBerry, Android, Symbian, and iPhone.

I would like to hear more about what Colgate is doing in the SAP mobility space with Sky.  I know that Colgate is often in the forefront of new technologies and trends.  Perhaps, someone from Colgate will share?

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Kevin Benedict
Author of the report Enterprise Mobile Data Solutions, 2009
Mobile Strategy Consultant, Mobile Industry Analyst and Web 2.0 Marketing Expert
http://www.netcentric-strategies.com/
www.linkedin.com/in/kevinbenedict
twitter: http://twitter.com/krbenedict
http://kevinbenedict.ulitzer.com/
http://mobileenterprisestrategies.blogspot.com/

***Full Disclosure: I am an independent mobility consultant and Web 2.0 marketing expert. I work with and have worked with many of the companies mentioned in my articles.
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Mobile SAP Apps for Sales Order Capture and Delivery

Banks Holdings Limited (BHL), a SAP customer, is one of Barbados' most successful public companies and the island's largest beverage conglomerate.  BHL has four subsidiaries comprising of two beverage manufacturers, a dairy processing plant and a distribution firm.

BHL has recently mobilized three key SAP business processes:

  1. Pre-Selling - The Pre-Selling scenario enabled the capture and confirmation of new orders by the mobile salesforce as they interacted with the end customers, giving them visibility into their individual orders and pricing structures.  By delivering SAP pricing schemas to the mobile device, BHL's sales representatives now have the ability to highlight to customers any volume scale based price breaks and a potential for cross selling opportunities.
  2. Dispatch - Dispatch is responsible for managing the inventory required to fulfill the orders being delivered on a daily basis.  Leveraging the SAP FIFO and guided picking processes, the mobile dispatch process ensures the correct stock is not only loaded into the correct delivery truck but also in the most efficient order for the actual deliveries being fulfilled.
  3. Delivery - The delivery process is responsible for the Proof of Delivery (POD) process to the end customers. The mobile component not only manages core delivery processes, but also allows for any last minute adjustments to a delivery requested by a customer and the corresponding downstream SAP pricing impacts these changes may have.
BHL wanted a solution that could meet the following requirements:

  • The ability to work both online and offline when mobile staff is beyond mobile device coverage boundaries.
  • Support for multiple device types such as Motorola’s hand-held devices and printers.
  • Integration without the need for complex middleware.
  • Flexibility of the GUI interface.
  • In-depth SAP experience.
  • The ability to extend SAP specific business processes to the point of activity (mobile)
  • The ability to utilize existing SAP ABAP skills kept cost of enhancements low as any future changes and enhancements could be performed in-house.
SAP has a number of mobility partners including Sybase, RIM, Sky Technologies, Sylco and Vivido Labs. In this case BHL selected SAP Certified Partner, Sky Technologies for their mobile SAP CRM.

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Kevin Benedict
Author of the report Enterprise Mobile Data Solutions, 2009
Mobile Strategy Consultant, Mobile Industry Analyst and Web 2.0 Marketing Expert
http://www.netcentric-strategies.com/
www.linkedin.com/in/kevinbenedict
twitter: http://twitter.com/krbenedict
http://kevinbenedict.ulitzer.com/
http://mobileenterprisestrategies.blogspot.com/

***Full Disclosure: I am an independent mobility consultant and Web 2.0 marketing expert. I work with and have worked with many of the companies mentioned in my articles.
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Mobile Expert Interview Series: EntryPoint’s Pete Martin

Pete Martin, the founder of EntryPoint Consulting worked for SAP for over five years. He managed field operations in his region which included sales and pre-sales. His consulting company, which was founded in 2003, resells SAP solutions to US based middle market companies and business units of the Fortune 1000. They focus on SAP CRM, an area where they have a lot of experience. Today mobility is a big issue for his customers.

Pete was involved in one of the first mobile SAP CRM implementations. It did not go well. Why?

  • SAP did not have a well defined interface for CRM at that time. There was about five different ways to interface with it and this caused confusion with all involved.
  • SAP did not have a strong mobility roadmap or good guidance at the time.
  • It was a case of you don't know what you don't know.
  • Broadband internet was not widely available and connection and synchronization speeds were slow.
  • The customer wanted to download huge price books and massive amounts of customer data which bogged down the system.
  • The client wanted to replicate their ERP on the mobile devices – not good.

After this first painful experience, Pete and his team stepped back and studied the mobility space for about three years. However, in 2009 they lost two SAP CRM sales because they did not have a strong mobile SAP CRM offering. This pain motivated them to jump back into researching good mobile solutions for SAP CRM. Pete says that now 100% of SAP CRM sales prospects are requesting mobile extensions. It is no longer an option. A mobilized version of SAP CRM is a requirement.

They looked at a lot of different MEAPs that worked with SAP. There were several things they wanted from a mobility partner:

  1. EntryPoint sells to medium and large companies. They need a solution that can scale from a few dozen users to a few thousand. They needed a partner that could support both of these markets and be priced to work in both.
  2. They looked for a mobile provider that had already successfully implemented mobile SAP CRM solutions at a large company. They wanted to see a full production environment already in place. The partner they chose already had a successful mobile SAP CRM implementation with one of the largest global CPG companies.
  3. They wanted a mobile provider that was not overly complex. They were looking for a simple and elegant architecture that was easy to implement and support.
  4. They wanted to partner with and learn one mobile solution that could be broadly implemented across many different business processes.
  5. They wanted a mobile provider that "partnered" well. Some mobile providers are large and small partners get overlooked. EntryPoint wanted a mobile partner that wanted them.

The end result was that EntryPoint Consulting selected SAP Partner, Sky Technologies as their mobile SAP CRM partner. They are now confident in telling customers they can have a mobilized CRM in 90 days.

Mobility is a big focus for EntryPoint Consulting in 2010. Why?

  • SAP customers are asking for mobile solutions and mobile extensions to their business processes.
  • Sales prospects are all asking for mobile extensions.
  • When EntryPoint Consulting promotes events around mobilizing SAP CRM they get BIG responses.
  • They lost two SAP CRM sales last year because they did not have a good mobile solution provider and plan in place.
  • SAP field sales is asking EntryPoint about their mobile solutions and plans. Pete wants a good answer.

I asked Pete what he thought about SAP's current mobility strategy and he said, "In markets where products and technologies are changing fast, it is hard for SAP to keep up. They are simply too big to be nimble. It is best for them to partner for mobile solutions today." In a follow up statement he added, "SAP's sales teams are still a bit confused by SAP's mobility strategy." It seems there is more to be done to evangelize SAP's mobility strategy and plans internally.

Pete also shared his thoughts on what SAP sales teams could learn from other CRM vendors. He said other vendors had learned how to sell to mid-level, line of business folks successfully. This according to Pete, is where CRM is sold. SAP sales teams are great at the C level sales process, but have historically been troubled when selling to the line of business. "If the VP of Sales can't connect to the CRM with his/her favorite mobile smartphone, the sale is lost," said Pete.

To read additional articles from the Mobile Expert Interview Series see below:

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Kevin Benedict
Author of the report Enterprise Mobile Data Solutions, 2009
Mobile Strategy Consultant, Mobile Industry Analyst and Web 2.0 Marketing Expert
http://www.netcentric-strategies.com/
www.linkedin.com/in/kevinbenedict
twitter: http://twitter.com/krbenedict
http://kevinbenedict.utilizer.com/
http://mobileenterprisestrategies.blogspot.com/

***Full Disclosure: I am an indpedent mobility consultant and Web 2.0 marketing expert. I work with and have worked with many of the companies mentioned in my articles.

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SAP Mobility Challenge, Part 4

I have been involved in managing enterprise mobility projects for many years and have noticed some trends. The largest number of mobility projects within a company are not large enterprise wide projects but smaller departmental and business process specific projects. These often involve only 25-100 users. I have also been involved in projects with 500-3,000 mobile users as well, but there are far less of these. The small size and specific requirements of these smaller mobility projects cause many SAP mobility partners serious challenges.

Small mobility projects are often very important to a specific department. The success of the department can be dependent upon the implementation of a mobile application that helps them do more with less. The department manager will be very keen to find a mobile application that meets their specific requirements. They often have completely unique requirements that are hard for a mobile software vendor to develop and then leverage with other clients. They also have smaller budgets. As a result mobility projects for 25 users are often custom development projects and can cost the same amount to develop as a mobile application development project for 3,000 users. Examples of these types of mobility projects are:

  • Scaffold inspections
  • Disaster recovery missions
  • Bridge construction inspection project for a large engineering firm
  • Food processing inspection for a large CPG company
  • Hospital equipment sterilization and maintenance inspections
  • Hazardous waste inspection for a large engineering firm
  • Tire inspections on thousands of trucks and trailers for a large transportation firm
  • Weld inspection applications for a giant iron works company
  • Dairy farm and calf inspection
  • New car inspections after shipping

If the mobile application development project costs $500,000 USD to develop and deliver, then it only takes $167 per mobile user in savings and cost efficiencies to achieve a positive ROI if you have 3,000 mobile users, but $20,000 per mobile application user in cost savings and efficiencies if you have only 25 mobile application users. This makes it difficult for many MEAP and mobile application vendors to deliver a good ROI for small customized projects. Most mobile application or MEAP vendors focus on the $500,000 and higher projects. That leaves most enterprise mobility projects with limited options in the SAP ecosystem.

This is a challenge for mobile application vendors and the companies that require smaller customized mobility projects, but it is a big opportunity for mobile application and MEAP vendors that can figure out how to deliver these smaller customized projects cost effectively.

Some of SAP's mobility partners have solutions primarily designed to mobilize their own business applications, not custom SAP user requirements. It is the hundreds of smaller business processes that often fall between the cracks and cause the biggest challenges.

Sky Technologies is one of the Certified SAP mobility partners that provides a MEAP (mobile enterprise application platform) that can address the customized and often smaller business processes and mobility requirements easier than others. ClickSoftware is also vying for this role.

Related Articles:
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Author Kevin Benedict
Mobility Consultant, Mobile Industry Analyst and Web 2.0 Marketing Expert

**Full Disclosure: I am an independent mobility expert and Web 2.0 market expert and as such I work with, and have worked with, many of the companies mentioned in my articles.




Advice for Mobile Start-Ups: Working with SAP, Part 4

SAP can be like a giant aircraft carrier moving powerfully across the ocean. It is huge and heavy and if you are a swimmer in the ocean trying to make it change directions to suite your purposes, good luck. A more successful approach is to understand the direction the ship is going and jump on board. Sign on, offer them a hand and help them get there. Perhaps as you gain their confidence they will let you into the wheelhouse where you can learn about their intended strategies and influence future directions.

Mobile software companies and their entrepreneurs often feel their mobile technology and strategy is better than all others. They often feel driven by a messianic mission to carry their mobile technology message to the world, and then scream in frustration when others don't seem to "get it." I understand. I have screamed.

Mobility entrepreneurs are often focused on their specific mobile technology. Many have engineering backgrounds and believe they have solved a significant problem. The challenge they often face is not understanding the business of their potential partners, resellers and target customers. Let me provide the following scenario to demonstrate my point:

There is a large conference room with a long table. There are 2 mobility entrepreneurs, 12 IT managers for a large SAP customer, 4 sales and pre-sales folks from SAP, and 3 representatives from a large system integrator with a focused SAP practice in attendance. The mobility entrepreneurs stand up and present the "world's best" enterprise mobility technology to the attendees. When they are done presenting, lots of questions are asked; the entrepreneurs cover them all and leave to catch their flight home expecting a PO on the fax machine when they arrive. The PO never arrives. Why?

Here are some possible reasons:

  1. The SAP customer has a $14 million problem, and the mobile technology presented will solve only $675,000 of that problem. They need a complete solution, not a partial.

  2. The $14 million problem requires a full range of systems integration, business process design and SAP customization to fix. They want to fix this problem with one overall integrated solution, not many small solutions linked together. Complexity can kill.

  3. The SAP customer has three preferred SAP systems integrators – none have a practice around this particular mobile technology.

  4. The SAP customer is simplifying their IT infrastructure to reduce complexity and no non-SAP technology will be added unless it is approved by 17 business and IT committees. Who has the time to fight this battle?

  5. The IT Managers only want to learn mobile technology that will add to their resume and help them get their next assignment. The cool mobile technology that they just witnessed does not have its own category on the IT recruiters' websites. They want NAME power on their resume.

  6. The SAP system integrator does not support the mobile technology, so recommends some other mobile solution that they support and have trained experts on.

  7. The SAP sales team does not get quota credit on it, but they do on another mobile solution. If the sales person does not make their numbers they are fired, so they do not care which mobile technology is better if it does not help keep their job.

  8. SAP's Industry Principals and Solutions Managers also must be very selective as to the mobile technology they recommend. They would not want to recommend a product that was not on the SAP price list or Certified Partner list, unless there was no other viable choice or this product helped sell other SAP licenses that benefited the SAP sales team. Their priorities would be:

    1. SAP solution

    2. SAP price list solution (could be a partner's solution on the price list)

    3. SAP Certified or Innovation Partner

    4. Only in desperate times would a non-partner be recommended and then only if it helped sell more SAP products

  9. SAP pre-sales teams learn about many different technologies, but if it does not help their Account Executive make his/her quarterly numbers, it is unlikely to be introduced to the customer. However, there is an exception; if the solution, combined with an SAP solution helps close more revenue for the SAP Account Executive, then you have a winner.

  10. SAP customers are often on 5 year plans. These plans include upgrades, roll-outs, add-ons, customization, old product sun setting, mergers and acquisitions, etc. What does this mean to the mobile entrepreneur? It means your product needs a 5 year road map that aligns with SAP and the SAP customer's. If it does not, you are unlikely to survive the first round.

  11. Large software companies like SAP often consider potential partners as possible acquisition targets. Issues like are you private or public, customer base size, intellectual property ownership, market presence, etc, play into these considerations. If two partners have similar technologies, the one that is a better future acquisition target may be chosen for strategic reasons.
  12. The SAP customer may have outsourced their IT to a large service provider with their own recommended mobile solution.
  13. The SAP customer may have a large server deal with IBM, and IBM agrees to throw in a software solution for free if the annual support contracts are renewed...it happened to me :-(
  14. The biggest project and highest priority in the company is around route delivery improvement, and your project is mobile SAP CRM. The route delivery mobility vendor agrees to extend their mobile solution into mobile CRM and since it is a higher priority, you lose.
  15. The CIO will never get invited to speak in front of thousands at Sapphire if they choose your solution.
  16. Your user conferences could be held at Denny's.

In summary, a mobile solution needs to be viewed favorably by the SAP customer, SAP sales team and the SAP system integrator. Not always all of them, but most of them. It needs to align with most of their strategic visions, personal interests and compensation structures. The frustrating part of this list for many mobility entrepreneurs is that none of it has to do with "best" mobile technology. These are primarily business issues that relate to alliances, partnerships, self-interests, marketing, strategic directions and business models.

Since we live in the real world, not all of the players' motivations will be clear or have the same level of priority. Sometimes new technologies appear that do not fit these molds, but once you understand these underlying motivations it becomes more clear.

If you are interested in discussing these issues in more detail and/or learning more about my consulting practice please contact me.

Watch for Part 5 in this series - it gives hope back to the Mobile Start-Ups. You can follow-me on Twitter (see right sidebar) and by RSS.

Related Articles:

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Author Kevin Benedict

Mobility Consultant, Wireless Industry Analyst and Web 2.0 Marketing Expert

http://www.netcentric-strategies.com/

***Full Disclosure: I am an independent mobility consultant and Web 2.0 marketing expert and as such I work with, and have worked with, many of the companies mentioned in my articles.

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Mobile SAP CRM

In a recent analysis from Frost & Sullivan called, European Mobile Sales Force Automation (CRM/SFA) Markets, it is stated that mobile SFA is the largest application segment after wireless email, and this segment will grow close to 300% between now and 2013.

SAP seems to be making a big push in this area with mobile CRM partnerships with Sky Technologies (Certified SAP Partner, Certified SAP NetWeaver Partner) Sybase and RIM (Innovation Partners) in this area. What are the key areas covered by mobile CRM?

  • Activity management – Phone call, email, cold calls, what to do each day
  • Lead management – receive leads, contact, qualify
  • Opportunity Management – define, document and manage specific sales opportunities
  • Account Management – organizational charts, people, budgets, plans, needs
To me these are obvious needs for the mobile sales force. They work and travel in mobile environments so provide mobile tools that let them sell more product and make customers happier.

The future of mobile SAP CRM in my opinion is the combination of mobile SAP CRM and business intelligence. The ability to fully brief a traveling sales person on a customer’s account status, order history, shipments, credit status, financials, latest news and potential opportunities using text and audio files is very useful. Audio because many times a sales person is flying or driving and would benefit from having this information in audio format so they could listen to it.

In addition to the obvious account information, what additional kinds of mobile information do you think would be useful to integrate within a mobile SAP CRM?

For related articles please read:

The Future of Mobile and Route Sales Applications for Smart Phones, Part 2

This article is the second in a series on Mobile and Route Sales Applications for Smart Phones. You can read part one here.

In this recent article I described my need to know when the New York Times newspaper arrived at the local Starbuck's Coffee shop. I wanted an email or text message telling me that my paper arrived at 7:44 AM. Why? I wanted to buy a copy before it sold out. If it was sold out, I wanted to know the next closest location that may have one in inventory. This required some application integration and clever real-time notification systems, but it was very doable. The route sales/driver also would appreciate the above application as it would sell more papers and there would be less to pick-up and transport back to the warehouse for recycling.

In this second article in the series I want to focus on the use of business intelligence and business analytics as it relates to mobile applications. If you are driving a vehicle and/or using a Smart Phone, you do not want to be doing a lot of research and analytics on your small screen while driving. There should be a workflow already created in your central database application that you can simply activate through a request on your mobile device. This could be a series of queries, filters and reports that can all be activated and analyzed by the business analytics software in the central office. The resulting report of this analysis is your instructions and action steps as a sales person or route driver.

You should be able to know and do the following:
  1. What products generally sell the best the last half of October in this location? Don't make me guess or spend half a day researching. Just tell me the results and how many units you should sell. If there is a promotion, rebate or sale on these specific products tell me.
  2. If a store has sold out of a product line, and there is inventory in a nearby store or delivery VAN that is not selling, tell me so the inventory can be shuffled. (See related article)
  3. What is the profile of my best customers? What prospects match that profile in the part of the sales territory where you are travelling today? Give me the route and best sales approach so I can stop by for a quick sales call.
  4. I want my customers to appear on a map. I want LBS (location based services) shouting out to me instructions on what the customer has purchased, what they are likely to purchase, and what promotional campaigns I should be sharing with them. As you have limited time with each customer, you need to be using your time most efficiently to generate the most sales and profits.
  5. The business intelligence software in the central office, should be advising me as to what combination of products are most likely to appeal to a customer at this time. Don't make me research through my catalog and inventory. Prepare a list that can be quickly printed off on a mobile printer in the vehicle.
  6. If a competitor is running a national or regional promotional campaign, tell me. Tell me how we can compete effectively against it. Don't make every sales person try to come up with their own unique strategy and plan. Keep your sales people face-to-face with customers and prospects and using the company's best messages and programs.
  7. Don't force me to learn and remember every sales, discount, rebate, marketing and promotional campaign in advance. Provide me with the list that is relevant to each specific customer only. Let's be efficient with our time. Don't talk about a promotion on Prune juice if the customer's store doesn't carry it.
  8. Provide the route sales person with a list of retail locations (on a map with push pins and best routes) carrying your competitors products and then provide them with a good competitive proposal. Again, make it easy.

All of these points are simply ideas as to how CRMs (customer relationship management) applications, business intelligence software, business analytical software, marketing and promotional management software, mapping/GPS and inventory management software all integrated together with pre-configured workflows can quickly produce, in real-time the information most needed by a mobile sales and/or route delivery person. This information can be packaged and synchronized out to the sales person's Smart Phone.

If you would like to discuss this topic in more detail please contact me.

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Author Kevin Benedict
Independent Mobile Strategy, Sales and Marketing Consultant
www.linkedin.com/in/kevinbenedict
http://mobileenterprisestrategies.blogspot.com/
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The Future of Mobile and Route Sales Applications for Smart Phones, Part 1

I can see multiple mobile applications and technologies converging rapidly to provide some very interesting scenarios for mobile and route sales people. Consider the following scenario.

A mobile sales person or route sales person is driving through an unfamiliar territory. She stops in a parking lot and activates an application on her Smart Phone that identifies her location and requests visibility into the location of all current and past customers, and any known sales prospects. Her application, using Google Maps provides a map with color coded "push pins" showing the exact locations of each. Tapping on any push pin identifies the street address, name, product and account history.

The mobile sales person only has 2 hours to spare, so selects a priority filter. The map updates and removes non-selected accounts. She then selects the option to have route optimization activated from her current location in the parking lot. She gets the optimal route provided to her. She then selects an option for account "Talking Points." This option queries the central office to identify all products the accounts have purchased in the past, (accounts are represented by the color coded push pins on the map) and any product updates, upgrades, warranties, trade-ins, discounts, account issues or complimentary products that she should mention on the visit. As she begins to drive, all of this information is described to her using the voice option. This allows her to safely drive to the next location while learning all about the account.

This kind of mobile Smart Phone and central server application would provide huge efficiencies for a mobile sales representative or route sales person. The central server application, using a CRM, business intelligence and business analytics with GPS, route optimization and LBS (location based services) technologies to make the life of the mobile sales person so much easier.

For SAP users you can see the value of using NetWeaver and the Data Orchestrator as the synchronization and integration engine.

The scenario described above is not rocket science. The technology exists in many different applications, but it is segmented. Adding business intelligence, mapping and GPS technologies to basic CRM functionality can be extremely powerful. If you add to that business analytics, product catalogs, marketing and promotional campaign data, then you have a system that can advise the mobile sales or route sales person as to what is likely to be most interesting to the client. Wrap all of this integrated technology and data into a mobile handheld or Smart Phone application and you can revolutionize route and mobile sales.

Again, if you are an SAP user you can see the role of NetWeaver, Data Orchestrator, Business Objects, CRM, etc.

The bottom line is to increase sales and reduce expenses through increased productivity that will generate more sales and higher profit margins.

Part 2 or this article series can be found here.

If you would like to discuss this topic in more detail please contact me.

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Author Kevin Benedict
Independent Mobile Strategy, Sales and Marketing Consultant
www.linkedin.com/in/kevinbenedict
http://mobileenterprisestrategies.blogspot.com/
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Interviews with Kevin Benedict