Applied Mobile

Applied Mobile

Applied Systems
CT Mobile

CT Mobile

Customertimes
+
+

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About

Access client and policy information on demand to improve customer service and sell business more efficiently. Keep client and prospect information current, synchronized and safe across systems to easily manage sales opportunities and enhance customer service. Applied Mobile® is the first insurance agent mobile application to bring client, policy and sales information from your agency management system to mobile devices, so you can stay connected on the go with a direct link back to the office. Carry convenient, on-demand access to client and prospect insurance information with you while on the go. View, add and manage sales opportunities directly from your mobile device, with information synced directly to applied epic for seamless connectivity. Ensure the most up-to-date information is available to all staff with activities and opportunities instantly added to the appropriate account in your agency management system.

About

Gain offline mobile access to Salesforce to enhance the customer experience. Integrate CT Mobile with the CT family of products to boost sales and improve the efficiency of your field teams. CT Mobile is purpose-built to improve sales cycle performance and help you prioritize customer success. Available online or offline, CT Mobile increases field team efficiency with AI integrations tailored specifically to your customers. Maintain access to the data in your Salesforce System whether you’re in or out of the network. Get the information you need to keep appointments on track, grant access to account, contact, contract, and special request data, and manage it all with just one click. Empower your field sales team by using additional functions on CT Mobile to automate and accelerate everyday activities. Increase sales efficiency and effectiveness by creating modules for presentations, retail execution, order management, and much more.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance companies looking for a Mobil App

Audience

Enterprises and companies in need of a solution to manage and access their CRM data even without internet connection

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Applied Systems
Founded: 1983
United States
www1.appliedsystems.com/en-us/solutions/for-agents/mobility/applied-mobile/

Company Information

Customertimes
Ukraine
ctsoftware.net/ct-mobile/

Alternatives

Net4things

Net4things

Net4Things

Alternatives

Crescendo

Crescendo

Sependa, Inc
Onsight

Onsight

Maxxor Business Solutions
Applied Epic

Applied Epic

Applied Systems
Inzant Sales

Inzant Sales

Inzant Australia Pty Ltd

Categories

Categories

Audit Features

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Retail Management Features

Commission Management
CRM
eCommerce
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management

Retail POS Systems Features

Barcode Scanning
Commission Management
Discount Management
eCommerce
Gift Card Management
Inventory Management
Loyalty Program Support
Pricing Management
Returns Tracking
Sales Tracking
Touch Screen

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

Salesforce
Applied Epic
BenefitPoint
Microsoft Dynamics 365
SAP Cloud Platform
Salesforce Agentforce Commerce
Salesforce Agentforce Service

Integrations

Salesforce
Applied Epic
BenefitPoint
Microsoft Dynamics 365
SAP Cloud Platform
Salesforce Agentforce Commerce
Salesforce Agentforce Service
Claim Applied Mobile and update features and information
Claim Applied Mobile and update features and information
Claim CT Mobile and update features and information
Claim CT Mobile and update features and information