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Customer Relationship Management Q&A

  •   Are there any aggregate spend solutions for mobile platforms, so that reps can enter information while on the road?

    Answered April 15th, 2010 by Expert: Lindsay Duncan

    There are CRM solutions in the marketplace that can track promotional spend, even provide alerts when spend limits are being approached. This functionality is also available on mobile devices. Once documented, the data can be fed directly from the CRM solution into an aggregate spend solution to aggregate, process, and report the data to satisfy federal and state legislative requirements. That information can also be used internally for analysis of promotional spend for planning purposes.

    Look for a CRM solution that:
    • Captures and allocates expenses to all or selected call participants
    • Captures the nature and purpose of the spend in accordance with US compliance laws
    • Sends a warning when a spend threshold has been reached (if expenses are fed into the system)
    • Seamlessly integrates with an aggregate spend solution

    And of course, choose one that enables the user to access that same functionality on a mobile device.

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