In a previous post, we talked about the importance of mobility in sales. In said post, we mentioned three ways you can stay mobile in sales. And first on that list was having a mobile CRM.
What is a Mobile CRM?
A mobile CRM (Customer Relationship Management) is a tool or platform that employs all the CRM features on a mobile device: smartphone, tablet, or laptop. Through their internet-enabled mobile devices, sales and marketing teams can access the CRM through an app or web browser and work anytime and from anywhere.
Why Should You Have a Mobile CRM?
Everyone today is on the go. Everyone is mobile. Just consider these figures from this Digital 2019 report:
- Global internet users grew by 8.6 per cent over the past twelve months, with 350 million new users contributing to an overall total of 4.437 billion by the start of April 2019.
- There are now more than 5.1 billion people around the world using a mobile phone—a year-on-year increase of 2.7 per cent—with smartphones accounting for more than two-thirds of all devices in use today.
- Our addiction to mobile data shows no signs of slowing either with Ericsson reporting that monthly data consumption grew by an average of more than 4 billion gigabytes over the last quarter of 2018, to reach 25 exabytes per month.
Simply put, your CRM should be able able to adapt to this highly mobile and agile environment.
What are the Benefits of a Mobile CRM?
You get the low-down here, but basically, having a mobile CRM allows you greater work flexibility:
- You are more productive because you can do your work anytime, anywhere.
- You work in real-time and can attend to any sales matter immediately.
- You are able to manage clients better by responding to their concerns more efficiently.
- You are not tied down to your desk and can increase your number of sales calls.
- You save on travel and logistics costs and, more importantly, time.
What Should You Look for in Your Mobile CRM?
It’s an App: The Digital in 2019 report also shows that “smartphones now account for 68 per cent of mobile connections, with feature phones’ share of connections dropping below 30 per cent for the first time.”
In keeping with this trend, it’s ideal that your mobile CRM should have an integrated mobile app.
- Smooth Running: Your business relies on huge chunks of data, and so your mobile CRM should be able to handle this. It needs to be running efficiently and on real-time. You should have real-time access to everything and keep track of anything.
- Efficient Database: Access all the data, contacts, information quickly, with just a swipe of your finger.
- Easy-to-Manage Task Builder: It should be able to boost your productivity with an easy-to-manage task builder. Do a lot in one platform: make your to-do list, schedule meetings in Google calendar, and more.
- Lead Management: Manage all leads—see where they are in the pipeline, contact them, etc.—easily, all with one click.
- Power Dialer: You should be able to make calls directly from the app. Dial calls to leads or keep your call tasks ongoing, wherever you are.
- Instant Messaging: Send and receive messages via app instantly and easily, with an inbox and outbox that allow you to set a scheduled email (or save as draft) and view messages history so you can keep track of everything and anything.
- Real-Time Notifications: Get notifications on all activities or transactions as they happen. This way, you don’t miss out on anything—from new leads, opportunities, missed calls or messages, and more.
- Automation: Automate your everyday tasks, manage even the most complex processes, and just be more efficient overall.
- Artificial Intelligence: Why not? AI empowers sales representatives by providing them with their very own “personal assistant”—one that can be as mobile as they are. A mobile CRM with AI and machine learning just helps further boost your productivity.
- Seamless Integration with Web App: All edits and additions should be automatically synced with the web app so everything is up-to-date.
In today's competitive sales environment, you and your sales team should be equipped with the right tools. The key is to keep up with trends and to be on top of every situation—and a mobile CRM helps you accomplish these. Why not try one today?
Photo by bruce mars from Pexels
