Mobile CRM, or Mobile Customer Relationship Management, is a CRM tool designed for mobile devices including smartphones and tablets.
By connecting through mobile CRM, Business can let their sales team to access to customer data through a mobile CRM app or through a web-based browser with cloud CRM.
By adding cloud storage to mobile CRM functionality, organizations are able to access live, centrally held information from whichever device they choose. Distributed teams can share files and background information and can update, share and send proposals on the move.
Sales professionals travel, meet with clients, attend events, and work remotely some or all of the time. They use multiple devices like cell phones and tablets to stay connected and conduct business when they’re not in the office. That’s why access to customer data from anywhere on any device is no longer a “nice to have” feature your CRM application may or may not provide. It’s a necessity.
The Benefits of a Mobile CRM
Being able to access your CRM via smartphone or tablet makes your sales staff much more efficient. Travel time or downtime between appointments can be used to enter data, review notes, or send a follow up.
Having the right information available at the right time can mean the difference between closing and losing the sale.
Improves Data Quality:-
A CRM system available on a mobile device allows for near real-time data entry. Sales reps have all their information available when they need it while sales managers have complete data to review.
Allows You to Choose Any Device:-
A CRM application designed to accommodate multiple devices, operating systems, and screen sizes allows and eliminates the need to make sure everyone is using the same hardware and software. Users can bring their own device and stick with the hardware and software they prefer.
Increases CRM Adoption Rate:-
One of the biggest challenges with any CRM implementation is getting your team to use the system. If users can only access your CRM app during certain hours and from one location, they’re less likely to use the system or see its value. Availability on multiple devices reduces friction for users and increases your adoption rate.
A CRM system that goes anywhere and works on any device makes for a more effective and more successful sales team.