Mobile CRM lets your mobile or remote employees use mobile devices such as smart phones and tablets to access, update and interact with customer data wherever they are. The best mobile CRM solutions let mobile workers do everything they could do with CRM at their desktop, with the addition of advanced Mobile CRM features.
As a society we have come to expect—and frankly, demand—that information be available to us when and where we need it.
With the growth of mobile workforces and home office workers, real-time access to information is no longer a “nice to have” but is something that is critical in order for an organization to remain competitive.
More than just streamlining internal processes, mobile CRM is also about improving the customer experience. The ability to view past buying trends, determine the status of an order, or see the date of the last item purchased, all while in the field, leads to a much more satisfying experience.
Imagine for a moment that you are a sales professional on a customer call in Atlanta, GA. The night before your meeting you check the office-based CRM system from your hotel room to get up to speed on the latest customer status report and to refresh your memory on the customer’s account. Confident that you are prepared for the meeting, you turn in for the evening.
The next morning, you arrive at your meeting and from your car you check the office-based CRM system one more time to ensure you are equipped with the most up-to-date information available. You see that there has been an alert added to the customer’s account, and based on the information, you realize that it might be useful for your customer if you were to provide them with the latest marketing and sales collateral for your new Widget 3.0. So you access the documents from the system and email them to your customer.
Your meeting goes exceptionally well, and afterwards, before you drive your car back to the hotel, you take a few minutes to update the customer’s account with your notes from the meeting, which are saved in the office-based CRM system, immediately allowing seamless communication and connectivity across all channels of your organization.
No longer tied to the HO, your working life is improved, your employer sees efficiency gains, cost savings and better management information in real-time, while your customer gets an enhanced sales experience.
A mobile CRM provides sales team with on the fly access to important information such as account history, products recently purchased and the most up to date pricing information. This will help your sales person plan and prepare for a meeting on location, or remind him to follow up with a prospect while on the road. Mobile CRM’s are also a great tool to collect information at the source. Reducing the number of steps between the original source of data (a conversation with a client) and the collection of the information (log it into the CRM) reduces the chance of failing to update the CRM.
By having all the required information at their fingertips, sales people are no longer wasting time looking for contact information or trying to recall what was the last conversation they had with their prospect. This enables the sales rep to spend more time having meaningful conversations and ultimately selling.
One of the consequences and key advantages of implementing a mobile CRM is the shortening of the sales cycle. Closing sales with fewer interactions allows a sales rep to dedicate more time to prospecting or working on “new opportunities” therefore increasing their earning potential. Since each business is different when it comes to its sales cycle and unique requirements, a mobile CRM can be customized to offer critical information on the spot such as inventory availability, current pricing models and any other information your team may need.
When salespeople are on the road and attending multiple meetings, a mobile CRM can not only be used to keep data organized it also serves as a platform to submit orders as soon as they are agreed to, instead of delaying them until the rep returns to her office. The sooner an order is placed; the sooner the final product or service is ready to be delivered which in turn translates to shorter delivery times and more satisfied customers.
A typical prospect is not just a company name and telephone number. To get the full value from data, people need to have access to the meaningful information that directly applies to their role in the company. Senior Team can access real time sales reports from reps that are on the road. They can set alerts to be informed when a new deal is closed and remotely provide valuable coaching to their reps on the field. Instead of waiting for monthly or quarterly reports, management can have on demand access to all sorts of information and address any problems before they arise.
Today’s Mobile CRM Solutions work on smart phones and tablets, Android phones and tablets, iPhones, iPads and other web-enabled mobile devices. But don’t assume that means simply taking a CRM form, and pushing it to a phone. The user experience should be taken care of and optimized, and to reflect that a mobile device (smart phone or tablet) is not a desktop computer.
Mobile devices also offer capabilities unique to the device, and are not available from a desktop computer, such as the ability to capture photos, voice recordings and location data through GPS and upload that into a CRM system – all on the fly.
To learn more about how Mobile can change a business life and improve productivity reach out to Mobio Solutions