Taking Action in Real Time

Sitrion ONE - Rapid Mobile App Development

As General Manager, revenue is always at the top of my mind to keep our region healthy and growing. The first thing I do every day, well actually several times a day, is log into our CRM and see our forecast. How are we doing  this quarter? Any big changes? Is the pipeline growing at the right momentum? I’m sure this isn’t a surprise, and I also know I’m not alone in our organization of people who look at this on a regular basis.
For me what tends to happen is I glance at the system a few times during the day, and then every few days I sit down and really drill in and talk to my team about what’s happening. I would do it more often but the chances of me being at my desk free from calls or other work in order to look at the details is a bit rare. And this mostly happens at night or on the weekends when others may not be available to discuss it so I flood their inbox with questions.

Looking is one thing but reacting makes the difference 

Recently we added a connection to our sales forecast into my Sitrion ONE mobile app. I can see in real-time without logging into our CRM, and more importantly, I can see changes or trends that we’ve set as triggers to have a conversation. From there I can start the conversation. That’s it, no navigating systems, no email, no waiting until people are available. I see the information and react.

Push not pull 

I wonder how others handle workflows around sales activity. Does your organization have a rule at which stage the rep has to have a quote approved? Does that happen seamlessly - or in the frenzy to close a deal, is it ever missed? For me that concern is gone; I can set alerts that notify me of certain changes in opportunities and not worry that I missed something or worry that we are disconnected on a deal.

ONE… and done

Our marketing team came up with this catchy phrase for our campaigns around ONE and I smile every time I see it. It is a clear representation of how ONE has changed my day and allowed me to be more productive. One app and I can approve things, look up information in multiple systems, or even ask questions. It really is the one place I visit every time I check my phone. Sixty seconds on my app and I’ve completed a handful of tasks that previously would not have been completed until I returned to my office.
I always like to say, time is super important to me. But let’s face it, time is important for everyone – so shouldn’t we all offer this same path to productivity for our employees?

Stefanie Lightman, General Manager, North America and APAC

Stefanie Lightman brings more than 20 years of experience in technology marketing, business development, and strategy to her role at Sitrion where she is responsible for all customer-facing activities for North America and APAC. Stefanie is passionate about turning great ideas into real revenues showcasing the advantages a clearly defined strategy and strong alignment between sales, services and marketing can bring to an organization.


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