FileMaker Pro, a user-friendly, secure, cross-platform relational database application and engine, has gone through numerous upgrades and feature updates since its debut in 1985. Yet despite its adoption across all industry sizes and most sectors, many firms are not taking advantage of highly valuable capabilities. Two we will cover in this article are mobile and online productivity.
Sales Lifecycle Tracking From Your Mobile Device? Yes.
With FileMaker Pro, we’ve helped one client’s workers ranging from salespeople to service personnel enter and track expenses and income, work details and more, directly from their mobile device or tablet. One specific example is sales lifecycle tracking. From updating a contact database with new details after an offsite prospect meeting to reporting on the solutions discussed and tracking their journey through the sales pipeline, FileMaker offers a seamless experience.
Expense Tracking and Customer Reporting From Your Mobile Device? Yes.
We also help clients harness the value of FileMaker Pro’s mobile functionality with anywhere personnel management. Offsite or hybrid workers can check their schedules, enter time and update their personnel details directly in their phone or tablet from any Internet-connected location.
FileMaker Pro’s extreme customizability enables firms to build complex reporting modules that empower workers to track expenses incurred in the field. Customized modules can empower field workers to report back on services they performed for customers, mileage, time expended, and any follow-ups or special requests required to complete the service.
Furthermore, since FileMaker is industry agnostic, these benefits extend to business professionals and other workers in an unlimited array of industries. From healthcare to retail, marketing and advertising, nonprofit publishing and beyond, firms that wish to increase their remote worker efficiency rely on FileMaker.
Interested in learning more? As a FileMaker Platinum Partner, solution reseller and platform hosting specialist, IT Solutions can help your firm make the most of this workplace innovation platform. Consultants Beth Latta and Mike Ahern will custom-match your needs to FileMaker’s capabilities.
They deliver FileMaker solutions ranging from apps to manage all varieties of business data to manual process automation and beyond. Both these pros have decades of experience with FileMaker, and they would love to work on solving your complex data tracking and reporting challenges.
To learn more or to book an exploratory consultation, email Jim Higgins jim.higgins@itsolutions-inc.com, call 866.PICK.ITS (866.742.5487) or contact us.
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