Track Down Prospects On The Go With BWise Mobile

Imagine this scenario:

You’re out in the field, between appointments. It doesn’t make sense to drive back to the office before your next appointment starts, so you have some time to kill.

Most sales reps would take a break…

...the most successful reps would use that extra time to connect with more prospects.

With BWise Mobile, it’s easy to bring the prospecting power of BWise with you when you leave the office.

To access BWise Mobile on your phone, simply visit www.businesswise.com on your favorite browser app. Click “Login” from the navigation menu at the upper right of your screen, and select “BWise Mobile.”

mobile site.gif

Enter the same username and password as you use for the BWise web app, and you’re in!

BWise Mobile is almost as powerful as the BWise web app, so there are lots of ways you can use it to find and connect with prospects.

Today, we’d like to highlight 3 specific ways you can use to use BWise Mobile to track down prospects while you’re on the go:

1. Search By Building

Let’s revisit the scenario described above. You’ve just finished an appointment, and you’ve got some time to kill before you’re next one starts.

Why not drop in on some of your other prospects with offices in the same building?

Just pull up the Profile Page of the prospect you just met with, then click on the building name under the address:

building search.gif

BWise Mobile will automatically create a “building name” search, instantly providing you with a list of all the companies in that building, complete with suite numbers and decision-maker contact info.

2. Search By Location

Other good prospects might have an office in a different building just around the corner.

Again, from the Profile Page of the prospect you just met with, scroll to the bottom and click the “Find Like Companies” button:

  First, click "Find Like Companies" at the bottom of a prospect's Profile Page...

First, click "Find Like Companies" at the bottom of a prospect's Profile Page...

  ...then search for other companies within a defined radius.

...then search for other companies within a defined radius.

From there, you can search for companies within a specific radius of (1) your current location, or (2) your prospect’s address.

3. View A Saved List

Of course, sometimes you just want to find your best prospects, not just the ones closest to you.

And while you can search for prospects on the fly with BWise Mobile, it’s a lot easier and faster when your best prospects are already searched, sorted, and at your fingertips.

With BWise Mobile, you can instantly access any Lists you’ve created and saved in the BWise web app.

Just create a Query based on your target criteria in the BWise web app, and save the results as a List. Maybe you want a list of “Companies With Over 50,000 Square Feet,” or “Major Local Public Companies,” or just a list of your “Top Prospects.”

Whichever Lists you’ve saved in the web app, you can find them in BWise Mobile by tapping the “Criteria” field on the Search screen and selecting “Lists”:

  First, change the search criteria to "List"...

First, change the search criteria to "List"...

  ...then select "My Lists" to display lists you've created in the BWise web app.

...then select "My Lists" to display lists you've created in the BWise web app.

Once you’ve called up your list, just tap a company name and your prospect’s Profile Page will appear, once again complete with decision-maker contact info, recorded activities about your previous engagements, and more.

Next time you’re in the field and have some time to spare, take out your smartphone or tablet and fire up BWise Mobile. A little extra prospecting can go a long way toward edging out the competition for more leads and sales.

As always, if you ever need anything, we’re here to help—just email us at support@businesswise.com.