Customer Service & Retail
Field Sales: Mobile sales tools let agents check stock, confirm pricing, create quotes, and place orders directly at the customer’s site, speeding up decisions and reducing errors while delivering a more confident, informed sales experience.
Field Service: Mobile service apps give engineers instant access to job details, service history, manuals, and parts availability, helping them diagnose issues faster, complete work on the first visit, and capture all job data on‑site.
Mobile sales: impact on customer experience and revenue
Mobile sales tools let field sales teams work with the same speed and accuracy as an in‑store or office‑based team, but directly at the customer’s site. They can check stock availability, confirm pricing, generate quotes, and place orders on the spot, which removes the back‑and‑forth that slows down traditional sales cycles. Real‑time product information and customer history help salespeople recommend the right items, avoid errors, and close deals faster. This immediacy builds trust, reduces missed opportunities, and shortens the time between interest and purchase.
Key advantages include:
- Instant order capture — no handwritten notes or re‑keying later.
- Real‑time stock and pricing visibility — fewer errors and fewer broken promises.
- On‑site quoting and approvals — faster decisions and higher conversion rates.
- Better upselling — access to product data and customer history supports smarter recommendations.
Improve communications
For more accurate dispatching and work order completion. Field service automation tracks each step of the service process, reporting it back to headquarters (often in real-time via a wireless connection) and even producing invoices and collecting for services rendered – at the front door.
Improve communications
For more accurate dispatching and work order completion. Field service automation tracks each step of the service process, reporting it back to headquarters (often in real-time via a wireless connection) and even producing invoices and collecting for services rendered – at the front door.
Increasing productivity of mobile workers
With access to customer records during a service call job are more productive. Many companies find that service personnel operating with mobile workforce systems can complete an extra call or more per day.
Automatically update ERP and CRM systems
Mobile service technicians can feed work orders, parts, time, labor, mileage, customer comments and other information directly to enterprise resource planning (ERP) or CRM systems to provide a competitive edge. Such information can be shared across the enterprise within minutes when transmitted over a wireless network, or within hours via dock or modem on a wired network
Automatically update ERP and CRM systems
Mobile service technicians can feed work orders, parts, time, labor, mileage, customer comments and other information directly to enterprise resource planning (ERP) or CRM systems to provide a competitive edge. Such information can be shared across the enterprise within minutes when transmitted over a wireless network, or within hours via dock or modem on a wired network
Speed up communications
With wireless configurations, the reduced time it takes the system to react or respond to an event, offers a competitive advantage. The organisation is aware of events occurring in real time and can make decisions to maximise resource utilisation or proactively deal with potential issues.
client
testimonials
“Portech is a great team. The support is perfect for our needs, very flexible and responsive. With remote access to servers and data, the Portech team can dial in very quickly and securely to help us service our customers”.
“They really understand our business model and requirements. This knowledge has been built up over several years, and we trust them to deliver new features and functionality to improve our business processes with the bespoke system they have developed for us”.
Graeme Hodges – Internal Operations Manager
VIMTO
