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What is Mobile CRM? – Accessing and Updating Data Quickly and Efficiently in Real-Time

Mobile CRM is a customer relationship management tool for mobile devices such as a tablet or smartphone. Regardless of location or mobile device, mobile CRM has changed the way businesses operate. It provides information in real-time to those who need it when they need it and can provide an organisation with a competitive advantage.

Mobile CRM provides field-based employees and remote workers with the opportunity to share data, update sales opportunities, access working schedules and follow up activities so that they can quickly and efficiently work whilst out on the field. Without a mobile CRM strategy in place, field-based employees would have to wait until they are back in the office to update the CRM system.

Does your business need a mobile CRM strategy?

The use of mobile devices within an organisation has rapidly grown in recent years. Real-time information has become the minimum expectation from business software and is critical for a business to stay competitive. Mobile technology has enabled businesses to stay connected with field-based or remote workers.

If your business has a cloud-based CRM system, connecting your sales team or field based employees to your CRM system is straightforward. All they need is access to a web browser through their mobile device.

Most commonly, mobile CRM is used by sales teams and field based technicians. It has changed the way customer data is accessed and used and has become an important tool for organisations and customers demanding information there and then.

Mobile CRM software can represent more than accessing a CRM system over the internet. It’s a great starting point for a business to implement a mobile strategy to include mobile apps. For example, an asset management app with the data synchronised with the CRM system.

What are the benefits of mobile CRM?

Mobile connectivity helps businesses to drive company performance and reduce the time field-based employees spend on administration. It opens a world of opportunity for organisations to access data quickly, efficiently and in real-time.

The common benefits of mobile CRM include:

  • Access live information regardless of location or device
  • Share and update files such as orders, contracts or proposals
  • Integrate calendars for follow up meetings etc.
  • Access and update sales lead activity and meeting notes
  • Improve field-based employee productivity
  • Enhance data management in a secure environment
  • Reduce sales cycles

For more information on how mobile CRM can improve your customer relationship management processes, download the brochure below, or call us on +44 (0) 330 99 88 700.

Codeless CRM Brochure

Codeless CRM Brochure

Learn how Codeless CRM can be deployed 'as is' or as a starting point for a flexible, reconfigurable and customisable 100% fit CRM application.

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