Sneek Peek: Flywheel Mobile

Sneek Peek: Flywheel Mobile

We’ve been getting a lot of demo requests for our brand spanking new mobile app, but we’ve been keeping it under wraps.

Until now. Here’s a sneak peek at the brand new Flywheel Mobile:

Here are some things we’ve accomplished with Flywheel Mobile:

Helpful home screen.

We’ve designed a clean home screen that gives you access to notifications, a quick list of customers/leads, and a sales map. No more clicking a bunch of times to get the obvious things.

Push notifications.

In the past, if you were mobile it was tough to keep track of what you need to do to make a difference each day. Flywheel Mobile uses push notifications to let you know when you need to call a customer. No more digging through the CRM to figure it out.

Fast access to customer dashboards.

We added a direct link to the customer health dashboard. With one tap you can see activity history, sales forecasting information, and prior order history from your phone or tablet.

Flywheel Mobile has the ability to show dashboard charts full screen and do some filtering on the fly.

Automated call logging.

Yep, that’s right, we are killing call logging drudgery.

On our Android app, both incoming and outgoing calls get automatically logged against CRM contacts (it won’t copy personal calls into CRM, unless you enter your Grandma in CRM as a contact).

In iOS, all outgoing calls launched from Flywheel are logged. Sadly Apple doesn’t allow apps to automatically log incoming calls. Boo. We’ve asked them to change their tune, we’ll keep you updated.

Can I see?

You bet. We’re giving Flywheel Mobile to beta customers, and we’d be happy to show you a demo. Drop us a line to learn more.

How we intend to End CRM Drudgery

How we intend to End CRM Drudgery

If there’s one thing I’ve learned the past 10 years selling and servicing CRM for customers, it’s that most salespeople pretty much hate CRM. They hate it because it doesn’t help them do the job they were hired for – sell products and serve customers.

Instead, it forces them to enter endless data – calls, meetings, follow up tasks, updating leads/opportunities, sales forecasts and the list goes on. The problem is none of this helps them. It just burns time.

It’s so bad that PC Magazine found that the average rep spends 15 days a year entering calls alone.

That’s insane.

Fortunately, two trends will finally change things:


CRM is finally going truly mobile. I’m not the old-fashioned database-style scrolling through records. I’m talking about heads-up notifications and actionable information that helps them do their job. Modern phones also have the capability to automate call logging/follow up and watch for next steps. This is already happening in small ways but will continue to accelerate.

The bottom line is today’s sales professional is rarely pecking away on a keyboard at a desk. They need their phone to be their sales assistant. Information must be at their fingertips – available without cumbersome text searching. We believe that mobile-first sales tools are the only future for CRM software.

In fact, the Wall Street Journal has proclaimed “The End of Typing”:

Instead of typing searches and emails, a wave of newcomers—“the next billion,” the tech industry calls them—is avoiding text, using voice activation and communicating with images.

Data Science & AI

Artificial Intelligence is no longer just in Back to the Future. New data science technology turns data into intelligence that can be used to serve customers well. We believe data science and artificial intelligence will change how salespeople serve customers. Gone are the days of “digging for deals”. The new world will provide salespeople with data-driven notifications that can detect when the right time is to reach to customers and make a difference.

AI can even be a helpful assistant to help you get things done. Here’s some recent work Google has been doing:

How Flywheel Helps

At Flywheel, we’re dedicated to giving mobile and data-driven technology to the manufacturing sales professional. Flywheel today is already taking advantage of both tools, but they are a shadow of what is possible. We believe we already have the best out-of-the-box tool on the market today for manufacturers, but so much more is possible.

If you’d like to learn more about why we are on a mission to End CRM drudgery, drop us a line!