Tag Archive for: Mobile CRM

For any small business, the process of selecting a CRM system can be intimidating. Businesses must carefully evaluate their own requirements, ask serious questions of various vendors, and identify the key features of CRM tools that will be most important to their organization before moving forward. If you’re a small business in the process of searching for a Customer Relationship Management system, to help you, we’ve created a list of four things that you should look for.

Simplicity and Ease of Use

As a small business, one of the top CRM features you should look for is simplicity and ease of use. Simply put, if your salespeople can’t figure out how to use the CRM software quickly, chances are they won’t use it.

Moreover, the more complicated it is to learn, the more time and resources you’ll have to invest in training. With a CRM that is easy-to-use, your salespeople will be able to find information quicker, which would give them the ability to reach out to more clients.

Ease of Integration

A top feature to look for in CRM is integration. The software should integrate seamlessly with your ERP system and all your other sales tools. It’s much nicer to have access to all of your marketing and sales information at once, without having to constantly flip back and forth between windows.

Commercient SYNC, the #1 data integration platform for business, makes it possible for you to see your ERP data in your CRM. The app keeps you up-to-date with the changes made to your ERP and CRM system simultaneously, as it syncs data in real-time. Additionally, it helps you keep all your salespeople on the same page and same reporting mechanisms by filling your CRM system with data from your ERP system.

Commercient SYNC supports CRMs such as Salesforce, Zoho CRM, and Microsoft Dynamics 365, and ERPs from SYSPRO, Sage, QuickBooks, Epicor, and much more.

Mobile Access

Another feature you should look for in CRM is mobile access. If you have salespeople working in different location, a CRM that allows remote and mobile access is a great option. If your team can’t access what they need from their tablets and smartphones, then it is not a good investment.

When your salespeople are on the road and meeting with customers, your salespeople should have easy access to important data about those customers’ accounts. With mobile access, your salespeople will be able to update and access data easily no matter where they are located, and they’ll be able to provide your customer’s with premier service on the go.

Flexibility and Customization

It’s also important that you choose a CRM system that is customizable and flexible. If the CRM you choose does not support your company’s processes, then you won’t get the full value of your investment. The HubSpot CRM, for example, allows you to add custom fields, select and organize contact columns, filter records, and save custom views easily, among many other features. Plus, you can connect your ERP to HubSpot CRM and over 800 apps with our IoT Pulse.

You also need to choose a CRM that can scale or grow with your business. Your organization may be small now, but based on your goals and performance, it may grow much bigger as time goes by.

If you’d like more information about how you can integrate your new CRM solution with your ERP system using Commercient SYNC, let’s talk.



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.

#1 Salesforce

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.



Mobile CRM is undoubtedly becoming the future of CRM. Salespeople who work remotely or use multiple devices to stay connected and conduct business when they’re not in the office can now have access to customer data from any location and from any device. This is why it’s wise to invest in mobile CRM. In this blog, we’ll help you understand what mobile CRM is, and then shed light on some reasons why you should consider leveraging it.

What Is Mobile CRM?

Mobile CRM is software that is installed on a mobile device, such as a smartphone or tablet, and allows mobile or remote employees to update and interact with customer data wherever they are. Essentially, with mobile CRM, customer data can be at your fingertips anytime and anywhere. It enables your salespeople to do everything they would from a laptop, but with fewer swipes and clicks.

Increase CRM Adoption Rates

One of the biggest challenges in deploying any new software system is getting your team on board with using the new system. Essentially, with implementing CRM, you have to make sure your salespeople want to use it.

The good news is that with mobile CRM, your salespeople can access your company’s CRM system right through their multiple devices which makes it easy for them to find and access what they need whenever they need it. In this way, they are more likely to see the value of CRM, thus making them more likely to want to use it. According to Forrester, organizations using mobile business apps achieve a 62% increase in usage and adoption of CRM applications.

Choose Any Device

Most of your salespeople have a desktop or laptop, and very likely they have a tablet and smartphone. Mobile CRM is designed to adapt to all of those devices, including: iPhones, iPads, Windows Phones, BlackBerry smartphones and tablets, Android phones and tablets, and other web-enabled mobile devices. This makes transitioning on and off the field easier.

Also, since mobile CRM is used on any phone or tablet, each device may offer different capabilities, such as the ability to capture photos, voice recordings and GPS data. All that data can be uploaded into a CRM system, which can be done on the fly.

Boost Productivity

When your salespeople are on the road and attending multiple events and meetings, a mobile CRM can help keep data organized. It also serves as a way to submit orders as soon as they are agreed upon, instead of delaying them until they return to the office. Additionally, it allows your salespeople to have access to information they need, getting real-time updates, and being able to change records as soon as something happens.

Also from Forrester, organizations using mobile business apps notice a 74% improvement of business process efficiency. By having CRM with them all the time, your sales team will be able to avoid double entry, as well as missed information. This gives them more time to sell.

With a mobile CRM, productivity can be boosted by having sales reps keep in touch with a higher number of prospects while on the road. Also, you can choose to connect your ERP system to mobile CRM apps like HubSpot and Insightly using Commercient IoT Pulse which will help you automate your business processes.

Increases Sales

A mobile CRM provides salespeople with immediate access to important information, such as account history, products recently purchased and the most up to date pricing information. This means that your salespeople can spend less time searching for information they need, and more time interacting with customers. This will lead to building healthy relationships and closing more deals.

Research by Innoppl Technologies shows how 65% of sales reps who work at companies that have adopted a mobile CRM have achieved their sales quotas, as opposed to just 22% of sales reps from non-Mobile CRM enabled companies. With mobile CRM, you’re able to respond faster, make decisions sooner, and keep your business moving forward. And that’s not all, you can also choose to integrate your mobile CRM with your ERP system using our SYNC data integration app, which will also help you increase sales.

For more information on how you can connect your mobile CRM to your ERP system, contact us today.

El CRM móvil es sin duda el futuro del CRM. Los ejecutivos de ventas que trabajan de forma remota o usan diferentes dispositivos para permanecer conectados cuando no están en la oficina pueden ahora acceder a la información de los clientes desde cualquier lugar. Por ello, vale la pena invertir en un CRM móvil. En este blog, te ayudaremos a comprender por qué te conviene aprovechar este recurso.

¿Qué es un CRM móvil?

Es un software que se instala en un dispositivo móvil, como un smartphone o tablet, y que permite a los empleados acceder a la información de los clientes desde donde se encuentren -sea que estén fuera de la oficina o trabajen a distancia. En otras palabras, un CRM significa tener información clave al alcance de las manos.

Incrementa la tasa de adopción del CRM  

Uno de los principales desafíos de usar un nuevo sistema es convencer a tu equipo de trabajo de adoptarlo. Al implementar un CRM, debes asegurarte de que tus empleados lo usarán. La buena noticia es que con un CRM móvil, tus ejecutivos de ventas pueden acceder al sistema CRM de tu empresa desde cualquiera de los dispositivos que utilizan día a día. Al tener la información que necesitan a su alcance todo el tiempo, es más probable que quieran usarlo al ver el valor que aporta un CRM en el cumplimiento de sus respectivas metas. Según Forrester, las organizaciones que usan aplicaciones móviles empresariales incrementan en un 62% el uso y adopción de sistemas CRM.

Elige cualquier dispositivo

Los miembros de tu equipo de ventas tienen al menos una computadora de escritorio o laptop, y lo más probable es que también tengan una tablet o smartphone aparte de sus computadoras. Un CRM móvil está diseñado para adaptarse a todos los dispositivos: iPhones, iPads, teléfonos móviles Windows, teléfonos y tablets Android y otros.

Esto facilita la transición entre el uso de un dispositivo u otro. Además, dado que un CRM móvil funciona en cualquier dispositivo, cada uno de ellos ofrece características útiles como toma de fotografías, grabaciones de voz e información GPS, para actualizar la información de ese contacto o cliente en el CRM -desde cualquier lugar.

Aumenta la productividad

Si tus ejecutivos de venta pasan mucho tiempo fuera de la oficina asistiendo a reuniones y eventos, un CRM móvil les ayudará a mantener organizada la información y a ingresar órdenes justo cuando el cliente lo decida, en vez de esperar a llegar a la oficina. Además, permite a tu equipo de ventas tener acceso a la información que necesitan, cuando la necesitan, obteniendo actualizaciones en tiempo real y con la posibilidad de cambiar el historial del cliente tan pronto como suceda algo.

Al tener el CRM con ellos todo el tiempo, tus ejecutivos de venta podrán evitar problemas como datos duplicados e información perdida. Eso les dará más tiempo para dedicarse a lo que hacen mejor: vender.

Con un CRM móvil, la productividad aumenta al tener a tu equipo de ventas atendiendo un número mayor de prospectos dentro y fuera de la oficina. Otra cosa que puedes hacer es integrar tu sistema contable o ERP con aplicaciones móviles CRM usando IoT Pulse de Commercient para automatizar procesos.   

Suben las ventas

Un CRM móvil brinda a tu equipo de ventas acceso inmediato a información como historial de cuenta, productos comprados recientemente y la información de precios más actualizada. Esto significa que ellos no tendrán que dedicar tanto tiempo a buscar esos datos en diferentes sistemas, y podrán reutilizar ese tiempo interactuando más con prospectos y clientes, construyendo relaciones de confianza y cerrando más ventas.

Una investigación de Innoppl Technologies demuestra que el 65% de los ejecutivos de venta que trabajan en empresas que usan un CRM móvil han alcanzado sus metas de ventas, mientras que el resultado fue de 22% para aquellos ejecutivos de ventas cuya empresa no ha incorporado el uso de un CRM móvil. Este recurso te permite responder más rápido a las inquietudes de prospectos y clientes, tomar decisiones más rápido y mantener a tu empresa en constante crecimiento.

Eso no es todo: también puedes incrementar tus ventas integrando tu CRM con tus sistema contable o ERP mediante la aplicación de integración de datos SYNC.

Para mayor información, contáctanos hoy (recibirás asistencia en español si así lo prefieres).