Swyft Mobile Integrated with Infusionsoft

In 2013 I made the decision to completely re-invent our company, Swyft Technology. We would take our proven cloud based platform adopted by large enterprise accounts and extend it to an inexpensive cloud-based mobile solution.
Having been in the mobile data space for almost twenty years, I have been in a position to observe the evolution of mobile offerings and the resulting capabilities. As software has advanced enabling more flexible feature rich mobile solutions, I realized that the primary beneficiaries of these solutions appear to be enterprise accounts. It was clear that SMB and smaller mid-market companies (1 to 999 employees) were an under served or even ignored market. One of our guiding principles in building a mobile solution for SMB was that it had to have the features and capabilities of a robust enterprise solution, yet be inexpensive, configurable and easy to set up and install. With Swyft Mobile, we have delivered on that 2013 vision. A robust inexpensive mobile solution, fully integrated with Infusionsoft, out-of-the-box.

The Infusionsoft customer profile that Swyft and Infusionsoft have jointly identified as great targets for Swyft Mobile are:

• Team or individuals on the go and away from the office
• Businesses with a requirement of full mobile integration with Infusionsoft (workflow, scheduling, forms)
• Clients with fleets
• Local service providers Some examples of local service providers currently using Swyft Mobile to maximize their investment in Infusionsoft
• Landscaping (business process from assignment of a lead to project planning and installation)
• Real estate firms - applicable to any agent sales model
• Carpet cleaners
• General contractors, roofers, remodeling and restoration
• Pool maintenance and repair
• Property maintenance and management

The key Swyft Mobile features that Infusionsoft clients find the most compelling and helpful to their business are:

• Contacts - search, view, edit, create and add notes
• Map View of closest prospects and customers (IS customers love this capability)
• Appointments - color coded calendar view, lists, details. Add new appointments and record results
• Advanced scheduling - set appointments by team, skill set, appointment type and availability (IS customers tell us this capability is HUGE)
• Infusionsoft Tags - configurable buttons to apply Infusionsoft tags to progress campaigns and action sequences
• Capture Results - record appointment outcomes and capture both standard and custom data fields
• Infusionsoft Opportunities - advance opportunity stage from the field, add follow-up notes and update next follow-up action (this requirement was driven by IS customers)

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