Case Study: Applied Measurement & Controls achieves mobile CRM access for sales teams with W-Systems wMobile

AM&C finds wMobile’s cell phone-CRM interface to be a savvy sales solution for their sales team

Applied Measurement & Controls (AM&C), a manufacturer’s representative serving industrial customers across New York State, needed a way for its road-based sales team to access CRM information after leaving the office. The company already used GoldMine CRM with integrated quoting and reporting tools, but had no mobile access for salespeople in the field. W-Systems was brought in to provide wMobile, a cell phone-friendly CRM interface.

W-Systems implemented wMobile so AM&C’s sales staff could securely view and update GoldMine records from phones, tablets, and laptops, with email, calendar, notes, dialing, and mapping all tied back to the customer record. The rollout was smooth, and the team quickly saw value: emails sent from phones were captured in customer history, notes were immediately available, and appointments could be set on the go. The result was faster response, better customer management, and improved support for client development and retention.

Applied Measurement & Controls

Kim Cruise

CRM Manager & Webmaster