Roam by MyPointNow

MyPointNow Roam is a new Customer Action Management (CAM) tool, designed specifically to grow your business. Roam is built for people who really need to know what’s going on. Roam is designed to maximize efficiency in business-to-business markets. If your company specializes in business-to-consumer interaction check out MyPointNow Venture.

Bringing a brighter future to talented people.

It’s simple. You use MyPointNow Roam on your mobile phone, tablet or laptop. MyPointNow Roam connects you to important industry databases serving over 100,000 people just like you. It shows you everything you want to know about your day and then can remember all the important details during your day… automatically. It shows you where you're supposed to go, how to get there, remembers what you did there and how much you $pent there. So a week later, your call and expense reports are already done for you. It just does it.

For Owners, MyPointNow Roam shows you what’s going on in the key parts of your business. It connects outside people, inside people and managers, all live and automatically. Everybody can see everybody, so everybody knows what they're doing and when they're supposed to do it. Roam just does it.

For Managers, MyPointNow Roam shows a birds eye view of what’s going on, what people are doing and where. It automatically gathers customer satisfaction data, which leads to happy customers, more referrals and more customers. Roam just does it.

For Sales People, it’s like carrying your desk on your mobile device. It shows you where you're scheduled to be and where all your customers are. MyPointNow Roam remembers your expenses, including your mileage. It just does it… automatically.

Features

• Collaboration Tools - Locate team members, assign tasks, set reminders.

• Customer Finder - Find your customers, new customers and get directions.

• Expense Tracker - Record mileage via GPS, receipts and time on location seamlessly.

• Scheduling - Your calendar, team scheduling, in real time on any mobile device

• Finder - find customers via GPS, alpha-search, or from our 140,000 company database.

• Customer Database - Complete customer records, 100% secure at your fingertips.

• Contacts Manager - Access all your customers and complete history with them.

• Document Library - Access documentation on over 260 PHVAC manufacturers.

• Reporting - Create sales reports or expense reports during any interval for any team member.

• Desk-top Command Center - Have all these tools, plus more, expanded from your mobile device.

Bottom Line - Reduce overhead, eliminate paperwork, reduce administrative time, improve service and customer loyalty and sales.


MyPointNow Roam connects with other MyPointNow platforms including BoschWayToGrow, Fujitsu Toolbox, and Eternal Backoffice.