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Mobile CRM basics

By September 4, 2020August 18th, 2021SuiteCRM

Mobile CRM, or Mobile Customer Relationship Management, is a CRM tool designed for mobile devices including smartphones and tablets. By connecting through mobile CRM, you allow your sales team’s access to customer data through a SuiteCRM Mobile CRM app or through a web-based browser with cloud CRM. A key benefit of using mobile CRM is to allow your sales force to access real time data while out in the fields meeting prospects and customers.

Who can use mobile CRM?

With the ability to easily define security and other access preferences to individuals and groups of users, anyone who needs to interact with customer data can use mobile CRM. This includes sales managers and executives, field service technicians, executives, CEOs and other mobile workers.

Benefits of mobile CRM:

Mobile CRM has long promised to answer the question of how to keep field salespeople connected and up to date with company and customer records. Using mobile CRM, sales representatives have simple, easy access to information through wireless devices. Experts like Sheryl Kingstone have touted the benefits of mobile CRM for years.

“I think it’s finally showing its real value,” said Kingstone, CRM program manager at Boston-based Yankee Group Research Inc. “When companies are looking to use a mobile device to share and extend a corporate network, you don’t want to cram everything on a device. You want to make sure you’re standardizing the experience. The complexities are still there, but companies now understand what they’re working with ahead of time.”

What to look for in a mobile CRM solution?

It’s not too difficult to find a tool that will “get CRM on my phone”, but that’s a far cry from a solution that is designed for the optimal user experience, with appropriate security and organizational manageability. When choosing a mobile CRM solution, you need to consider factors such as employee buy-in, ease of deployment, ease of use, security, user experience and advanced feature set.

5 Strategic Advantages to Using a Mobile CRM Software:
  • Access to Crucial Information:

A mobile CRM provides sales people with immediate access to important information such as account history, products recently purchased and the most up to date pricing information. This will help your sales person plan and prepare for a meeting on location, or remind him to follow up with a prospect while on the road.

Not too long ago, being away from the office equalled a complete information blackout. Now with a mobile CRM, productivity can be boosted by having sales reps keep in touch with a higher number of prospects while on the road.

Mobile CRM’s are also a great tool to collect information at the source. Reducing the number of steps between the original source of data (a conversation with a client) and the collection of the information (log it into the CRM) reduces the chance of failing to update the CRM.

  • Increase in Sales:

Research by Innoppl Technologies shows how 65% of sales reps who work at companies that have adopted a mobile CRM have achieved their sales quotas as opposed to just 22% of reps from non-Mobile CRM enabled companies.

By having all the required information at their fingertips, sales people are no longer wasting time looking for contact information or trying to recall what was the last conversation they had with their prospect.  This enables the sales rep to spend more time having meaningful conversations and ultimately selling.

Source: Innoppl Technologies

  • Shortening of the Sales Cycle:

One of the consequences and key advantages of implementing a mobile CRM is the shortening of the sales cycle. As mentioned above, closing sales with fewer interactions allows a sales rep to dedicate more time to prospecting or working on “new opportunities” therefore increasing their earning potential.

Since each business is different when it comes to its sales cycle and unique requirements, a mobile CRM can be customized to offer critical information on the spot such as inventory availability, current pricing models and any other information your team may need.

  • Production and Planning are Faster:

When salespeople are on the road and attending multiple meetings, a mobile CRM can not only be used to keep data organized it also serves as a platform to submit orders as soon as they are agreed to, instead of delaying them until the rep returns to her office.

The sooner an order is placed; the sooner the final product or service is ready to be delivered which in turn translates to shorter delivery times and more satisfied customers.

  • Improve Information Insight:

A typical prospect is not just a company name and telephone number. With the plethora of information each sales person collects, information overload can overwhelm a sales team and affect its performance. To get the full value from data, people need to have access to the meaningful information that directly applies to their role in the company.

Senior Managers can access real time sales reports from reps that are on the road. They can set alerts to be informed when a new deal is closed and remotely provide valuable coaching to their reps on the field. Instead of waiting for monthly or quarterly reports, management can have on demand access to all sorts of information and address any problems before they arise.

Having a Mobile CRM is no longer optional. Access to CRM on the go is not just a valuable tool for sales people and those involved in Business Development.

Customer service agents, support teams and even senior management can all benefit from using this productive tool.

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Nasir Khan - CRM Author

Nasir Khan - CRM Author

Deployed robust sales, marketing and customer support automation systems and implemented industry best practices/processes across verticals such as BFSI, Manufacturing, Real Estate, IT, ITES, eCommerce, Education etc.,