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Using Internal Apps to Prevent Customer Churn

Low customer churn is critical to business success, and is especially urgent during a recession when new customers might be harder to come by. Research indicates that 63% of consumers will abandon a product or service after just one poor experience, underlining that strong customer retention relies on strong customer satisfaction, regardless of the state of the economy. Equipping employees with the tools to build their own custom internal apps is one way businesses are lowering their customer churn by maintaining high customer satisfaction, while also streamlining internal operations to better serve customers throughout the sales and support cycle.  For example, sales and marketing teams are often closest to the customer experience, yet are also often the least well-equipped to improve their own processes with custom app solutions. With the help of no-code development platforms, all process owners (including non-technical employees) can create internal apps that are custom-built to company-specific, team-specific, and even project-specific requirements. Businesses find that internal processes can be improved by the process owners themselves; in addition, data collection and sharing can be digitized for greater accuracy, so the customer ultimately benefits from a smooth experience. Let’s take a closer look at three ways companies are using internal apps to improve customer retention over time: Stay informed Keeping all team members on the same page is critical to reducing customer churn — and to earning the trust of new customers. Internal apps can help teams work together and to present one external voice to the customer by streamlining communications through commenting and workflow reporting. For example, multiple teams working with the same customer or client can add notes to an internal app to ensure that anyone who touches the account fully understands its history and can quickly get up-to-speed without disruption to the consumer.  To maintain a pulse on customer satisfaction, many businesses extend their custom internal apps to identify warning signals for customer dissatisfaction by allowing the app to correlate consumer behavior with information around churn. With no-code development, process owners in sales and marketing can create internal apps that alert them to changes, as triggers can be built in to notify team members when key performance indicators dip into the churn danger zone. Know your customers Customer health scores are critical to maintaining internal tools that predict churn. However, because companies rely on a litany of metrics to create these unique scores, finding an off-the-shelf solution for data collection and analysis can be quite difficult.  No-code platforms are stepping in to allow people and teams to build reliable models that keep data clean in a way that’s customized specifically for them, which results in more accurate trend data over time. Outdated data input systems like pen and paper or digital spreadsheets that introduce human error can be replaced with customized apps that allow for the automatic flow of data from apps like Salesforce or Marketo. The equation behind a customer’s ever-changing health score is honed over weeks, months, and even years, and custom apps are able to flex with these changes while keeping data secure and streamlined. Deliver on time Point-of-sale is only the beginning of the customer journey. Whether it’s goods, services, or a brand promise, businesses must follow through on prompt delivery to maintain customer trust. This is particularly relevant in industries like retail and manufacturing, where inventory management can be a complex task and customers need the ability to track their purchases even before they leave the warehouse. To help simplify and streamline delivery, businesses are turning to customized inventory control apps to track assets, capital, and output.  For example, with no-code development, floor managers can create inventory tracking apps that integrate with barcode and optical character recognition (OCR) scanners, cloud databases, and data visualization to track products in real time. With continual tracking in place, both the company and the consumer can access the exact location of inventory to better ensure an on-time delivery.  Inventory apps can also help reduce manufacturing carrying costs, eliminate waste and delays, and increase worker productivity by providing valuable information on the efficacy of processes and managers. Apps compatible with barcode scanners can record work-in-progress inventory over time, and the accumulated data can be used for anything from cost-benefit analysis to workforce optimization to reducing a product’s time-to-consumer. Preventing customer churn starts with accurate data, and relies on well-informed employees, streamlined processes, and long-term analysis to improve retention. By adopting no-code platforms, companies can greatly increase their ability to prevent customer churn by providing employees with the tools to discover, build, and maintain customer relationships that last far beyond the first sale. Do you have ideas for an app to prevent customer churn? Build your app for free on AppSheet today.

How AppSheet Employees Use AppSheet to Power Their Business

We're proud to be the team behind AppSheet. But our pride comes not from building, selling or marketing the platform, but from using it. No one on the sales or marketing team at AppSheet has an engineering background. Yet when we join the company, our first task is to create an app with the platform and present it to the rest of the team. Understanding the process as a citizen developer is one of the most important aspects of our work. To that end, we've created a number of apps to power our work at AppSheet headquarters. A sort of "perfect circle of efficiency", if you will. In this post we're highlighting a few apps our team has created that helps make our day-to-day easier. We've created over a dozen apps so far for the AppSheet business. These apps are bundled together in what's called the "AppSheet Suite". These apps cover support, operations, project management, content creation, and more.  One of our most oft-used apps is the Employee Directory. It contains the contact information for every employee in the company. The list can be viewed by department (Engineering, Sales, Marketing) and can be edited as we add new faces to our team. You can make your own version by copying our sample app using the button below:   Another popular in-house app is the "Project Planner". Our Product Marketing Manager uses it as a way to organize daily tasks, including short and long-term objectives. The app displays the status of projects and their timeline to completion, color-coded for convenience. Employees can also add new tasks or share it with others who can leave comments. Our marketing team has found this app to be very useful when we are working on pushing out content, scheduling strategy meetings and interacting with our customers. It's broad enough to be used by almost any company with these goals.   The "Time Tracker" app helps our team keep on top of multiple customer projects at once and how much time we are spending on each one. Through the app we can filter by customers or by tasks, and see a simple display of how much time we've spent working on that project. This can be especially helpful for any company that juggles a number of clients or bills them by-the-hour for services.   As our company grows, we've been using the "Out of Office" app more to keep track of our team members' daily schedules. Whether they're working from home or out on vacation, they can note it in the app for all employees to see. The app tracks vacation time taken by employees, and shows upcoming vacations. Employees can add new entries by date using the drop-down menu, and classify them by the type of leave they're taking (paid, unpaid, sick leave, etc.) If needed, the employee can also add any notes to explain the absence. This is especially helpful for companies where some or all of the employees may be working remotely during the week. The real-time updates make sure everyone's on the same page (and no one is getting work calls during their vacation!). AppSheet is a business that has been made more efficient through the use of no-code apps, just like our customers. Our team is made up of citizen developers who embraced a new platform and have created their own apps to help them be more efficient at their jobs. We think this is the future of business in the digital age, and we're proud to share some of our most popular in-house apps with you. 

RV Apps: How an RV Dealer Digitizes its Operations and Customer Service

Spencer Jones dropped out of his coding program because of AppSheet and doesn’t regret it. “I was learning to do stuff much faster with AppSheet than with coding in school,” he says. Spencer’s company, Access RV in Salt Lake City, Utah, now relies on the three apps he created. It’s become an irreplaceable part of their business.  Inefficient Operations Spencer’s father started out buying RV’s and renting them to tourists wanting to see Yellowstone. 24 years later, Access RV is now a full-service dealership, helping hundreds of customers a year explore the natural beauty of the West. Courtesy of Spencer Jones Before he discovered AppSheet, Spencer says the company was struggling with inefficient processes and operations. They started implementing a new pay system, which meant a lot of paper forms to go through. “Every night I had to collect all these papers and get my office agents to help me. We’d sit down and tally up on a spreadsheet on the computer… and we would be here an extra hour or two hours every day doing that.” Spencer was thinking about hiring more help until he saw an ad for AppSheet while going through a Google Spreadsheet. “I hopped on… it took me a while to figure it out. I realized the app just needed my raw data. And as soon as that happened my whole world opened up.” Operational Efficiency and Better Customer Service Summer is a busy time for the company, and the three apps Spencer developed have changed the game. One app covers Sales, another Parts and Service, and the third deals with Rentals. There can be around 50 to 60 employees during the peak of the season, and the apps make sure nothing falls through the cracks. Spencer says the 3 apps work together as a unit, sending information back and forth to each other through each stage of the renting, selling and servicing process. The sales app keeps track of all the new products coming in from manufacturers, as well as those sold to customers. The rentals app keeps track of customer appointments and everything they will need for their trips. It’s also the time clock for employees. When a vehicle is rented or sold, the parts and service app gets notified and can make sure each vehicle is running smoothly. Courtesy of Spencer Jones And that’s just the basics of what the apps can do. Spencer’s favorite feature is the email reminders for appointments, insurance, and trip details. He says AppSheet has transformed a process that used to take days or even weeks. Access RV employees used to personally call more than 1,500 customers during the summer months to try to set up appointments. Now, AppSheet handles it, day or night. If the customers don’t respond, the app is set up to send them email reminders until they do. Before hitting the road, Access RV and the customer both inspect the vehicle, looking for any wear and tear that other adventurers may have left behind. The app will then email the customer that report as soon as the inspection is finished. That way, the customer knows they’re not on the hook for any prior damage. “People like that communication, and they like how it’s instantaneous, it’s very professional, it’s not a carbon copy that you’re folding up and giving to them... then they go on a rafting trip and it goes in the river. Having the app just makes us look very reliable.” And once the customers are on their trip, the app keeps working to make sure they’re safe and happy. “They call and have a question we’re able to get back to them immediately. It’s totally changed our customer service dynamic.” Simplify Other Companies’ Processes Spencer says the apps have made a world of difference for him and his employees. No more overtime, no more spreadsheets… and far fewer problems. “Everyone in the company uses AppSheet… From housekeeping to the guy cleaning out the sewage tanks all the way up to the owners of the company when they do their weekly meeting to see how the company’s running.” Courtesy of Spencer Jones Spencer has used his app-making skills to help other companies see the same success. So far he’s created AppSheet apps for an HVAC company to help them keep track of service requests, a productivity tracker app for a medical supply company, and a customer invoice and inventory app for a pest control company. Spencer’s experience shows how many different types of businesses can see their efficiency and organization increase with AppSheet. As he says, “It has created a mini unlimited work force that never stops working, for way less money.” Rather than hiring more workers, AppSheet can simplify complicated processes and spreadsheets, making the workday shorter and the experience better for all involved.

Sales Apps: How PEGAfrica Utilizes Apps to Manage Customer Relationship and Field Sales Reps

    Operating an organization can be a real challenge. But doing business in an environment with limited infrastructure and widespread poverty takes that challenge to a whole new level. That’s the situation in West Africa, where PEGAfrica sells solar home systems on credit to off-grid villagers. And it’s why we wanted to make our business tools as user-friendly as possible. AppSheet allowed us to do that. The Challenge PEGAfrica customers and prospects live in villages throughout Ghana and Cote d’Ivoire. So our salespeople need to go door to door to sell our product. In the past, PEGAfrica used WhatsApp to provide sales team members information about their territories and their customers’ repayment records. But they didn’t always get, or couldn’t find, the information they needed. Getting the sales staff to share information about their customer and prospect visits was an even bigger mountain to climb. We asked our sales people to send us information about their sales calls. But most of them had a hard time composing and sending emails, and phone calls were too much work. It was clear we needed an easier way for people in the field, and our support and management staff in PEGAfrica offices, to log and share information. The Journey We expressed that need to Bankable Frontier Associates. And BFA offered to build a sales app for our Ghana operations. BFA said it would use AppSheet to build that app. I liked the idea of using a mobile app to support our sales effort. In fact, I was so excited about it that I spent the next weekend exploring AppSheet. In that short time, I was able to create a simple sales app on my own. The experience was so easy I decided that BFA could help PEGAfrica develop the app internally. The Solution PEGAfrica launched the Ghana sales app early this year. Today 81 direct sales reps in Ghana use it and 40 more will be added in the next 3 months. The app provides salespeople with information about customer locations, prospects, and more. Salespeople can use the mobile app to get information about commissions. And they can see which of their customers are not paying their loans, so they can solve the problem before it affects their salaries. The ability for our salespeople to get current lists of blocked customers has been especially helpful. Before we adopted AppSheet, salespeople would get frustrated when they lost money or weren’t allowed to sell because their customers weren’t paying, saying they didn’t know which customers had problems, so they couldn’t fix it. The AppSheet app makes that information easy for salespeople to find. It also allows salespeople to easily input information about sales calls. What’s great about bringing all this functionality into a mobile app is that we can learn what challenges our sales force has in using the app. Then we can iterate the app to address those challenges. We also created a few apps related to that sales force app. We have a sales force manager app, which is available to 52 users. Nine users employ our area sales manager app. And we have four users on our country manager app. These apps help us determine if our sales staff members have received their budgets, how much money they’re spending every day, how many prospects they’ve visited, how many sales they’ve made, where those sales are located geographically, and more. That helps PEGAfrica be more strategic in where we send our salespeople and how we use other resources. We even build apps to create and manage customer accounts. And now we’re working to bring sales apps to our people in Cote d’Ivoire. Our credit teams in Cote d’Ivoire and Ghana are also using apps built on the AppSheet platform. The apps alert them when customers are due for a visit. When credit team members collect money, they input the payment amount into the app and when the payment is received, everybody can see it in the backend. The app also shows credit team members how close they are to meeting their collection goals – and receiving commissions. Using the app is so much easier than using WhatsApp Excel scorecards and sending the credit team SMS messages. That was very clunky. Ease of Use Creating apps with AppSheet was simple. Anybody can do it. In fact, we will have an intern building the next one. I used to think only companies with big budgets could afford their own customized apps. But AppSheet made it possible for PEGAfrica. That’s pretty cool.   Nate Heller is Group COO of PEGAfrica. PEGAfrica provides solar home systems on credit to households in West Africa. Using a unique financing approach, called ‘pay-as-you-go’ financing, PEGAfrica enable customers to replace their perpetual spending on poor-quality polluting fuels, such as kerosene, with solar energy that quickly becomes an asset the customer owns. To learn more about PEGAfrica's business model and the role "unbundling" plays in innovation in technology, read this blog.

How AppSheet Helped a Dental Laser Company Improve Its Sales Operations and Reporting

      BIOLASE Inc. is a medical device company that develops, manufactures, markets, and sells laser systems to dental clinics. Its solutions enable clinicians to repair and restore patients’ dental conditions, reducing pain and anxiety in the process. The company is in the business of providing state of the art technology. So, taking and transmitting customer orders using pen and paper didn’t align with the innovative image BIOLASE wanted to convey. Additionally, the company’s field sales people and executives were already using their mobile phones to get work done, said Robert Malak, the company’s manager of financial planning and analysis (FP&A). Unfortunately, the spreadsheets that Malak (who also helps with sales operations such as prospecting, reporting, and tracking) created didn’t render properly and were hard to read on their mobile phones. It was clear that BIOLASE needed a more efficient, high tech, and mobile-friendly solution. The company found that in AppSheet. “A friend of mine recommended AppSheet,” Malak said. “Using AppSheet, anybody can develop an app and potentially replace their spreadsheets with it.” BIOLASE has only two full-time IT team members, and they didn’t have time to work on apps, so Malak took on that job himself during evenings and weekends. “It ended up kind of being a fun thing,” he said, “so I didn’t mind putting in the extra hours just to see where we could take the technology.” To date, Malak has created a handful of apps using the AppSheet platform. One of those apps is an order-taking app. It prevents sales reps in the field from having to write out customer orders, and then send them in using dental office fax machines. “We were looking for a way to do orders remotely instead of the old pen and paper way,” he said. “We were in 2017 at the time. And decided that we should have technology working for us, because we are selling technology.” Malak built the BIOLASE order app with AppSheet’s no code development platform. That app now shows all of the BIOLASE products and connects with the tax service provider BIOLASE uses to access the needed tax information. It’s also integrated with the Square Credit Card app, so BIOLASE can accept full or partial payments at the time of the sale. AppSheet also enables BIOLASE leadership to easily review data on their mobile devices. “If you’re in the FP&A field and you’re still sending only spreadsheets out, technology is moving fast enough to the point where nobody wants to look at those spreadsheets all the time when they’re mobile,” said Malak. “Our CFO is out on the road all the time, and he wants to pull them up on his phone.” “If you can figure out a way to translate that data into something that looks good on a mobile phone,” Malak added, “you’re going to advance yourself, your company, and your career.”

AppSheet: A Must-Have Tool for Entrepreneurs

Courtesy of The Wright Gardner Just about every entrepreneur can relate to the feeling of acquiring a small business, and realizing its technology is stuck in the pre-internet era. This is something that my team experienced firsthand when we purchased The Wright Gardner last year — a San Francisco-based company that designs, sells, leases and maintains interior plants for clients throughout northern California. Immediately after closing, my team and I went to work understanding the nuts and bolts of the company’s operations. We quickly found that our paper-based systems, while functional, were inefficient, and presented serious risks to the company. We quickly moved to modernize our systems by migrating data into the cloud and implementing G Suite, Asana, Slack, and a few other simple management applications. With Google, though, we ran into a challenge. We were using Sheets as our main database for processing critical data like client information, schedules, and service logs. While Sheets is great for some things, it doesn’t scale well. It’s also fragile, and not mobile-friendly. Try manually entering data into a spreadsheet over your phone. It’s not fun. We started looking for ways to make it easier and safer for employees to enter data into Sheets. And this is how we discovered AppSheet. With AppSheet, I was able to design a simple and user-friendly app that our workers could use to input and modify operational records in Sheets. It’s made our operations much faster, more intuitive and secure, and has drastically reduced the administrative burden we put on our team members. What’s great, too, is that I designed the app in no time at all. While it did take some time to build our data framework, the process of designing the app only took a few hours — and I’m not even a developer! While I have some experience in Java and C++, that doesn’t mean I had the time, energy or desire to build a solution from scratch, and then maintain it. As a business owner, I just wanted an affordable and reliable app that we could use to run our business. And that’s exactly what I found with AppSheet. Here are some ways that we are using AppSheet on a daily basis: Scheduling: Scheduling and coordinating our service visits was a big challenge for us at first. Before AppSheet, we had one person who basically devoted half of their time to scheduling — at least 20 hours per week. Now, we schedule three times as many people in 15-20 minutes. Communicating: We continue to expand, onboard new team members, and evolve our organizational structure. As we grow, it’s vital for everyone to have a directory with current team member information. Now, we store organizational and team member information right inside of AppSheet for easy access. Customer information: AppSheet also allows our employees to quickly access and update client information, providing a single point of truth that drastically reduces the incidence of costly mistakes and allows us to automatically error-proof our operations. This has been essential in managing a larger book of business with the same core staff and with fewer mistakes. What I love most about AppSheet is that, as a Main Street entrepreneur (see my article on this: From Unicorns to Main Street: Why Small Business is the Next Big Thing), I could use AppSheet to digitize and operate almost any imaginable business process for any type of business. AppSheet provides the tools required to collect, process, disseminate, and act on business data and to easily implement robust and scalable business processes in a mobile app. Make no mistake about it: AppSheet is a must-have tool for entrepreneurs, and I couldn’t imagine running our business without it today.   About Nick Haschka Nick Haschka is the CEO of The Wright Gardner (TWG), a San Francisco-based interior plant company offering sales, leasing, and service of interior office plants, flowers, and horticultural decor to a wide variety of commercial office and real estate clients throughout Northern California. He's also a co-founder of Cub Investments, a private equity partnership that acquires and operates successful small businesses undergoing a generational change-of-ownership. Visit or Follow Nick on LinkedIn

3 Tips to Increase Sales Using an App Builder

Respected fly fisherman A.K. Best once said, “The fishing was good; it was the catching that was bad.” Does that sound like your sales strategy?  You have great products, a consistent social media presence, and eye-catching marketing materials, but your sales numbers are coming up a bit short. Where do you go from here? Technology is influencing the way customers are educated and how they purchase items; it only makes sense that it is also impacting those in sales and how they are conducting business. Custom app builders are making the process of closing a deal, organizing customer information, and analyzing sales reports more effective and efficient. Here are some ways that you can use a mobile app creator to expand your customer base and increase your profit margin. 1) Know Your Numbers - Knowing the ins and outs of your sales is the first step to success. If you’re a food truck entrepreneur, you wouldn’t sell hamburgers in front of a Catholic church during Lent or snow cones in December. Predicting what your customers want and when they want it is of utmost importance. For example, “A big part of what makes J.Crew the most compelling American retail — and dare we say it,  fashion — success story of the past 10 years is [marketing executive Mickey] Drexler’s uncanny ability to pick up on market trends and patterns incredibly quickly, consult data to back up his observations, then bring those trends to the masses’ explains Kara Burney on TrackMaven. “It’s perhaps the core reason he was able to transform a once-promising, long-struggling catalogue business into a powerful arbiter of taste.” Creating your own spreadsheet app can help you get a clear picture to help you predict your future sales by tracking recent transactions and A/B testing results. For example, you can run specials and compare product price points against number of product sold to see which variation brings the highest return. A detailed sales report will also provide critical information as to what consumers are buying so you can stock in demand items and sell less successful at a discounted price. If you are a restaurateur or someone who visits a wholesale center to buy product, having this information on your mobile device can aid in your decision making process as you shop for the day’s menu or for a trending item that will keep your customers coming back for more. 2) Targeting Your Audience - As an entrepreneur or part of the leadership team, it is probably impossible to do everything on your to-do list. Regardless of the size of your company or your budget, it is necessary to determine what the biggest ROI is for both time and money spent. A lead tracking app can help you visualize where your clients are coming from and what months are most profitable. If you are in an industry that depends on being mobile as you purchase product from vendors or as you travel to various sites, an app can keep you updated as to what your clients are looking for or what gaps may be in your inventory. For example, a car salesman may be at a government automobile auction and need access to recent sales and current profit margins to establish what his clients are looking for and what they’re willing to pay.   3) Timing is Everything - Like many things in life, timing is everything when presenting     your sales pitch. If you’re fumbling with merchandise samples, struggling to calculate numbers or unsure of any of the facts, your credibility will undoubtedly be compromised from the buyer’s orders perspective. An app can help you to easily display pictures of your products, create accurate cost estimates, and even guide you with facts and charts to help support the integrity of your presentation. When you’re ready to close the sale, it is imperative to have all the tools at hand such as an order capture app to place the order or a signature capture app for the customer to sign required documentation. With mobile technology, you’ll never lose that important work order, client phone number, or contract. When you are knowledgeable and organized, you can stay ahead of the competition. App builders help you to do that by customizing your data input and providing you with the tools to analyze, predict, and follow through so that you can grow your customer base and profit margin.

Mobile Sales: How to Organize Your Info on Just One App

There’s something about salespeople that separates them from others in the workforce; it may be their unwavering passion for their product, their need to connect with another human being to share how their product can greatly improve one’s life, or the characteristic that salespeople are ready to make a sale anytime, anywhere. Additionally, those in sales are continually on the go and need a tool to help keep both their products and their customer information organized. A self-serve mobile app can be that tool regardless of industry or tech experience. Realtors, interior decorators, repairmen, home care managers, and caterers are just a slice of the mobile professionals that meet their customers where they’re at. Being disorganized can hinder customer relations if a phone call is not returned, the right product isn’t delivered, or if you forgot to bring critical forms to seal the deal. The Importance of an Updated Contact List Regardless of your field, you’ll need to create a contact list of both current and potential clients. You’ll probably have their names, phone numbers, and email addresses in your spreadsheet, but also consider adding notes pertaining to their background information. For example, if you are a realtor and you met a couple who is looking to move, you may want to include in your notes that they have three kids in elementary school and want a four bedroom, three bath home. As you peruse listings and you find a kid friendly home with those specs, you can double check your notes for that follow-up call… And speaking of follow-up calls, it is important to consider that 80% of sales require 5 follow-up calls after meeting and texting after contact leads to a 112.6% higher lead to engagement conversion. Additionally, companies that nurture leads make 50% more sales at a cost 33% less than non-nurtured leads. The importance of using your app to track leads and follow-ups clearly cannot be underestimated. Creating a Mobile Catalog Many times mobile sales also involve product catalogs or an eCommerce storefront. NeoMam Studios, creators of infographics, found that visuals are processed 60,000 times faster in the brain than text. Having great pictures of your product as you visit with customers is not an option. It is virtually impossible to carry every piece of jewelry or type of flooring with you when you visit a client, but you can carry all of the information on your app with pictures of your inventory to show the buyer. Additionally, your app should have an order capture feature; if you don’t act when the customer is ready to buy, then you’ve probably missed your chance. As you get new inventory in, you can review past customer preferences in your notes section and follow up with your clients showing your latest products that are in line with their tastes or style.        Caleb Johnson, sales representative for a San Francisco Bay Area heating and air conditioning company, uses his service log app when visiting clients in their homes. “On my mobile device I can give my customers three different price options that are broken down by type of heating or air conditioning unit. They can see what each option costs, what government rebates can be applied, and check out financing plans.” Displaying Reference Materials Every client is different, so it helps to have a variety of tools in your arsenal. Keeping them organized in a mobile app can make your presentation seamless since there aren’t a lot of papers to sort through. You may want to reference positive press articles, statistics on satisfied clients, or graphics displaying how your product is more innovative, cost efficient or offers more features than the competition. On Site Tools A customized app can also provide crucial make-or-break data to seal the deal. Having access to a company calendar can allow to to inform your customer exactly when a serviceman can fix the roof or air conditioning. A quote calculator or payment plan timeline can soothe a client’s worries over the exact amount the product or service would cost with additional financing options. A shared product list can allow mobile sales reps to find out if there is enough product in stock to start the project right away (like for a flooring project). Having the information at your fingertips helps you to make the best case possible for your client to choose your company. Synchronizing your customer information, product information, and important tools such as online ordering and quote calculators can keep you organized and polished. When all of your information is in one place, you can sort, categorize, and present your product in the best possible way that appeals to your customers.

How Custom Mobile Apps are Dramatically Expanding the Client Base for this UK Consulting Business

Smarter Business Processes (SBP) is an organization based in the UK that provides consulting for businesses that wish to improve their processes using cloud-based software. According to the company’s website, “we all need to work smarter and more efficiently yet utilise the strength of our teams to achieve their maximum potential, yet many businesses do not have the tools to provide the intuitive collaboration and file sharing necessary to achieve these essential requirements.” As recommended Smartsheet consultants, Smarter Business Processes provides optimization, consultancy, expert training, and remote support to Smartsheet clients in the UK, Europe, and the USA. Having worked so closely with Smartsheet, SBP owners Richard and Gwen Rymill found out about AppSheet through one of their Smartsheet contacts who said, “You need to know about AppSheet!” Richard and Gwen were immediately drawn to the features offered by AppSheet. Though Smartsheet was effective in accomplishing many of the functions clients required, there were other necessary features Smartsheet couldn’t offer. By connecting Smartsheets, Google sheets, and Excel sheets to AppSheet, the team at SBP found they could now provide clients with a whole range of additional functionality based on mobile devices, including conditional logic, signature capture, geo location mapping, data security, and much more. With this new set of tools, SBP began offering mobile app development to its portfolio of consulting services. The customer response has been very exciting, as Richard says “these are all solutions our clients need.” SBP’s app building consultants are building apps to simplify and augment all kinds of operations, including construction project management, inventory management, engineer work logging, and timesheet tracking, among others.   According to Gwen, “discovering AppSheet has been a game-changer for us and enabled us open up a whole new marketing campaign, targeting a much wider audience of business users not previously in dialogue with us.” Richard and Gwen recently participated in an AppSheet-hosted partner webinar-- check it out to learn more about the business and its offerings. If you’d like to connect with the team at Smarter Business Processes, you can do so here! For a guide on successfully launching business apps at your organization, click here.