Mobile salespeople spend most of their time in email, but it's not always the best way to keep track of customers and leads.
In particular, because the iOS email app organizes messages in chronological order, important messages from or about clients are often buried under irrelevant work messages or spam. Salespeople find themselves jumping back and forth between a mobile CRM app and their email inbox to figure out what's up with a particular client -- not a great workflow when you're on the road.
Credit: Tylr MobileThe WorkinBox inbox.
WorkinBox replaces the standard mail app on iOS and organizes messages based on information stored in a company's Salesforce system. For instance, all incoming mails related to a single client are automatically grouped together, whether they come directly from the client or were forwarded by somebody else, like a colleague or boss. Salespeople can sort their inbox by opportunity size, and low-priority messages not related to sales are automatically moved down on the list. (WorkinBox is meant to be a full replacement for iOS Mail, so it pulls in all email messages from the user's work account -- it simply displays them in a more organized fashion.)
WorkinBox can also sync updates back to Salesforce, send pre-set messages so users don't have to type a new email from scratch, and bring in attachments like sales invoices or marketing collateral so salespeople don't have to pick up their PC to respond to an urgent request.
Founder Ryan Nichols told us, "The challenge is that none of those guys are tackling the elephant in the room for mobile sales productivity, which is email."
Meanwhile, he says, companies like Mailbox (recently acquired by Dropbox), which propose to improve the email experience for consumers, have a much more difficult chore ahaed of them: "Prioritization is really really hard to handle in a general way."
It's an interesting start, but there's still a lot more to do. For instance, WorkinBox does not have a calendar function, which means that salespeople will still have to jump between apps to keep track of sales calls and meetings. At launch, the app is only available on iOS, and so far it only connects to Salesforce on the back end, although Nichols tells us he expects to connect to other enterprise apps as well.
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