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What is CT Mobile?
Transform customer engagement by obtaining mobile access to Salesforce even when offline. By integrating CT Mobile with the CT product suite, you can greatly enhance your sales efforts and increase the efficiency of your field teams. This application is specifically designed to optimize the sales cycle, allowing you to concentrate on achieving customer success. With CT Mobile, your field team's productivity is elevated through AI-powered features that cater to your unique customer requirements, all while ensuring you can access critical data from Salesforce at any time, irrespective of your internet connection. This guarantees that you remain on track for your scheduled appointments with all the necessary information at your fingertips. A simple click grants you access to essential details such as accounts, contacts, contracts, and special requests, thereby simplifying your workflow. By taking advantage of the additional features within CT Mobile, your sales team can automate routine tasks, thereby expediting their daily operations. Moreover, you can further enhance sales effectiveness by developing tailored modules for presentations, retail execution, order management, and many other functionalities, which ultimately leads to improved outcomes for your organization. Such a holistic strategy not only maximizes efficiency but also ensures that your team is consistently well-informed and ready for any situation. In doing so, you create an environment where customer satisfaction can thrive and business objectives are more readily achieved.
What is Applied Mobile?
Ensure that client and policy information can be accessed whenever necessary to improve customer support and optimize business workflows. Keep client and prospect data updated, synchronized, and secure across multiple platforms, which facilitates the effective management of sales opportunities and enhances interactions with customers. Applied Mobile® is recognized as the leading mobile app specifically designed for insurance professionals, providing direct access to client, policy, and sales data from your agency management system on your mobile devices, thereby allowing you to stay connected while away from the office with a quick access link. The app offers the advantage of having instant access to insurance information for clients and prospects while you're on the go. You can directly view, create, and manage sales opportunities right from your mobile device, with all information automatically synced to Applied Epic for seamless connectivity. Additionally, ensure that all personnel have the latest updates, as activities and opportunities are recorded in real time within your agency management system. This feature not only enables agents to address client requests swiftly but also contributes to building stronger connections and promoting business expansion. Ultimately, leveraging such advanced tools can significantly enhance the efficiency and effectiveness of your operations.
Integrations Supported
Salesforce
SAP Cloud Platform
Salesforce Agentforce Commerce
Salesforce Agentforce Service
Integrations Supported
Salesforce
Applied Epic
BenefitPoint
Microsoft Dynamics 365
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
Pricing not provided
Supported Platforms
SaaS
iPhone
iPad
Supported Platforms
SaaS
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
Customertimes
Company Location
Ukraine
Company Website
ctsoftware.net/ct-mobile/
Company Facts
Organization Name
Applied Systems
Date Founded
1983
Company Location
United States
Company Website
www1.appliedsystems.com/en-us/solutions/for-agents/mobility/applied-mobile/
Categories and Features
Audit
Alerts / Notifications
Dashboard
Mobile Access
Workflow Management
CRM
Calendar/Reminder System
Document Storage
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Task Management
Territory Management
Mobility
Not specified
Order Management
Not specified
Retail Management
CRM
Reporting/Analytics
Retail POS Systems
Sales Tracking
Sales Enablement
Contact Management
Document Management
Lead Management
Territory Management
Sales Force Automation
Campaign Management
Contact Management
Customer Database
Lead Management
Opportunity Management
Territory Management
Categories and Features
Mobility
Not specified