What is mobile CRM and why is it important?

Mobile CRM or mobile customer relationship management is an application that can deliver CRM experience on tablets, smartphones, and other devices. It helps marketing, sales, and customer relationship service teams access information in real-time.

Mobile CRM is important because almost everybody these days use smartphone or tablets on a day-to-day basis. Mobile CRM is becoming a necessity for several companies to make their sales process more effective and efficient. Mobile CRM can help access instant information about the clients as and when required.

What is a Cloud-Based Mobile CRM

A cloud-based mobile CRM implies to a customer relationship management where the CRM tools, CRM Solution and all the customer-related data is stored on the cloud. End-users can access this information with the help of the internet. 

With cloud-based mobile CRM, you can get CRM seamless access from anywhere, promote collaboration, get scalability and flexibility, integrate with other apps, incorporate data backup and get automatic updates regularly. With mobile CRM, you can ensure an improved data management as you can get quick insights into what’s happening in your business arena. 

Key Features of Mobile CRM For Android & IOS (iPhone)

Deal management 

All sales professionals should have the crucial information about their customers on their fingertips irrespective of the fact that they are in office or not. A mobile CRM hence provides a holistic view of each and every deal and all the data related to it.

Text message

This feature lets you text your customers about the new offers and discounts. The mobile CRM can send texts directly to their contact list. You can send promotional texts, remind them about meetings and send greetings to your potential customers as well. 

Built-in phone

Most mobile CRM Solution applications come with a built-in feature for calling. One can directly call their contacts using the business number from the CRM. Get work done with just one click. Add notes related to deals and create activities in seconds.

Collaboration with call transfer

All good mobile CRM Solution applications allow collaborative productivity. It can also transfer calls from one person to another for assisting the clients in a better way.

Geolocation tracking

Schedule a meeting in seconds with a mobile CRM application. With the geolocation feature in mobile CRM, it is easier to find contacts who are nearby, whenever a meeting is rescheduled or cancelled.

Email management 

Email is an important mode of communication when we talk about sales. Hence, tracking and maintaining mails is crucial to drive sales success. A mobile CRM has lots of features and will give its users full control over all the emails.

Real-time insights

Get an access to key metrics anytime anywhere. It is essential to boost your sales no matter wherever your numbers stand. It is important to work and know where the extra work is needed.

High-level security

Any software contains valuable information which might be prone to cyber threats. Data stored remotely increases the risk and various security concerns. But with a mobile CRM Solution, there are no risks whatsoever. 

Device compatibility

A mobile CRM should be compatible with multiple devices. Be it a smartphone (android, iOS, windows) or a tablet, a mobile CRM that is not compatible with any type of mobile device is of no use.

Push notifications

Get real-time information and timely updates in mobile CRM. Automatic reminders will be shared regarding the new contacts created, activities assigned, and deals closed.

Mobile CRM Importance and Benefits for Field Sales Operations

Improved Productivity of Salesforce

When the sales teams get immediate access to crucial information, their performance automatically increases. No matter where they are, sales professionals can access account information, stay connected with one another, view customer history and log activities.

Increased Sales

With mobile sales CRM software, sales professionals can now spend less time to track down information about customers. This leaves them with ample time to do what they do the best – convincing prospects.

Better Communication

With mobile CRM, sales managers can stay informed wherever they are. They can even access information about everything online. These insights let them to be more proactive and take actions wherever required.
Faster Access to Material: A sales profession can send information related to promotional marketing, products, pricing guidelines, brochures, and much more. Mobile CRM eliminates the need to deliver information in person or via emails. The instant sharing of data helps sales reps save a lot of time and efforts.

Live Lead Records

With mobile CRM, sales reps can check past records of communications with a customer in just a click on their smartphone. This real-time information is a great tool for reminding the sale executives of what had previously been discussed with the customers.

Less Paperwork, Faster Processing

Mobile CRM can handle all types of document like agreements, forms, quotes, etc. electronically. A sales rep can create as well as send quotes to customers, deliver order forms and add agreements into the CRM. 

Modules of Mobile CRM Solution

Lead Management

Add and manage leads with lead management software. With this module, one can ensure that each and every lead is automatically stored into the system through emails, web forms, and chat.

Task Management

Create, assign and edit tasks with task management module. This module helps in effectively allocating and distributing of tasks inside an organization. This basically increases the productivity of the employees. 

Contact Management

Add and delete contacts with contact management module. Contact management module helps in recording details of the customers and track their interactions. This helps businesses improve their service and sales.

Sales Management

Manage the company's relationships with customers. Sales management module helps in contact management as well. Get past details about the customers with sales management module.

Customer Feedback Management

Address customer feedback with customer feedback management. Manage the company's interactions with customers with customer feedback management.

Time Tracking Software

Track time is taken to perform each task with time tracking software. This helps track each and every activity in the organisation.

Employee Monitoring Software

Monitor all the employees through employee monitoring software. Know where they are, what tasks they are working on, which customers are they addressing and much more.