Whether they are traveling to meet with clients or going to a team training, salespeople are constantly on the move. Therefore, they need the right tools which can help them sell and close deals faster, from virtually anywhere. This is why mobile access to sales systems has become a necessity; businesses today need CRM apps that are designed with mobile in mind. To help you and your business, we’ve created a list of three great mobile CRM apps that your salespeople can use while they are on the road.
As the world’s number one CRM, Salesforce is no stranger to helping salespeople stay successful on the road. The Salesforce mobile CRM app allows your sales team to review and share data in real-time across your business, collaborate with team members instantly and manage leads, contacts, accounts and opportunities right from their mobile devices so they can be successful on the road. It keeps all your CRM data current from anywhere so that your salespeople can keep going, even while they’re offline.
The best part is that can easily integrate it with your ERP system using Commercient SYNC. It means that you can have the best of both worlds. With SYNC, your sales and customer service teams will always be kept in the loop on customer orders, invoices, sales, inventory, ship to and bill to addresses and more, between your ERP and Salesforce.
Additionally, it helps you prevent the duplication of data and handle custom objects in Salesforce. Check out a list of the ERP’s we connect with Salesforce on our SYNC Integrations for Salesforce page.
#2 Zoho CRM
Like Salesforce, Zoho is another great mobile CRM app that your salespeople who are always on the go can leverage. The app works for iPhone, iPad and Android devices, and allows your salespeople to immediately access data from Zoho CRM wherever they are.
A sales team member can make quick business and record-keeping decisions, and even team collaboration. It also allows you to work in the offline mode to add, modify, or delete records which will be saved locally and synchronized with your Online Account, when you connect to the network.
You can also integrate your Zoho CRM with your ERP system using Commercient SYNC. It allows you to streamline operations, while improving the visibility between your front and back office teams and gives your sales and customer service teams the ability to monitor and provide intelligent, informed, and real-time feedback through Zoho. Check out our SYNC integrations for Zoho.
#3 HubSpot CRM
Another great mobile CRM app that your salespeople can use while in the field is HubSpot CRM, and is available on tablets and on smartphones. It allows you to keep valuable information at your team’s fingertips, and tracks customer interactions automatically, providing valuable insights into customer behavior, and making it easier to know when to follow up.
Unlike a lot of other CRM systems, HubSpot is free. It also automatically logs emails with your contacts, and helps sales teams navigate and chart opportunities by tracking email conversations, contacts, companies, deals, and tasks — all in one seamless package.
You can connect it to your ERP system, including Sage Live, Acumatica, etc. using our IoT Pulse app, which helps you automate tasks between your ERP and HubSpot CRM. For instance, you’ll be able to send out emails instantly when customers input a new order, or generate a new invoice.
Interested in connecting your CRM to your ERP using Commercient SYNC data integration or IoT Pulse apps? Contact us today for a demo and take advantage of the premier support offered by our qualified specialists.