Mobile CRM

Mobile CRM

More and more professionals are taking their work outside of the office and into the field. In a world where both customers and the sales force are highly
mobile, Mobile CRM is key in order to enable the salesforce. The mobile application is and will continue to be the future of conducting business for
those on the go..

A research analyst at Gartner states, “Buyers of CRM continue to focus on investments that promote customer retention and enhance the customer experience, and they are increasingly interested in technologies that encourage development of customer communities and social networks”. The use of mobile CRM applications accomplishes just that. The ability to access and edit contacts, activities and opportunities on the go is not only an asset to any sales team, but critical in today’s competitive marketplace. These mobile apps allow a company to get even closer to their client by providing on the go service that would otherwise be unavailable if a web platform was the only option

Mobile CRM – increasing adoption.

One of the most important aspects of being sales professionals is mobility. Estimates state that about 75% of organizations are already using tablets as
sales tools. This number is only going to increase. Due to this trend, Smartphone applications allow a company to not only provide better customer
service and enhance relationships, but also increase productivity and effectiveness within an organization. Mobile CRM is critical to this.

If a sales executive is able to click on a contact, map out where he/she is, email or call the contact, and update activities via their Mobile CRM on their smartphone, they are greatly increasing their productivity by saving time and effort. This efficiency decreases the use of email. Mobile CRM also offers the ability to update your activities from the app. This increases the ability to record accurate notes as well as decreasing the possibility of forgetting something from the meeting. The time saved by being able to work as you go, allows for more meetings, more activities, and, in the end, more deals closed.

If you are a salesperson, then it is time to make that smartphone live up to its name. Make the phone that has become a part of your everyday life work for
you. If your company does not already have a Mobile CRM platform, then there is no better time than now to jump onboard. When searching for a CRM system, make sure that they have a mobile CRM interface, as this will be crucial for maximum productivity and efficiency for you and your team.

Remember, when choosing a Mobile CRM platform and the main application, to make sure that they are automatically synced. No matter where you update the
information, whether it is you smartphone, tablet or computer, you should be able to access the most up to date information. Also, having a mobile
application that does more than just CRM, for example, edit, manage, events, view email broadcasts, etc, is going to be an asset to not only your sales
team, but to other departments in your organization as well.

Since integration and data sharing is key to any successful business, an app that does more than
just customer relationship encourages all departments to make use of their smartphones as an all-around effective business too.

ProAptivity can help with Mobile CRM

ProAptivity are an independent CRM solutions provider with over 30 years’ experience in helping clients successfully onboard user-customisable CRM solutions. We focus on the implementation, training, and support of highly customised CRM software solutions. Our CRM software supported by our training provide customers with the tools needed to deliver successful business process management.

Fundamentally, we help organisations embed CRM best practice throughout their organisation. This helps organisations become more competitive, customer focused and ultimately more profitable.

If you need help in understanding why my business needs CRM, maybe some of our video’s or  eBooks could help! Alternatively visit Maximizer CRM for more information. You can contact us today on 0330 223 6362 or via email at Contact us today for a free CRM consultation that will assess if your business is CRM ready.

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