Why Your Business Should Leverage Mobile CRM

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.