The Ultimate Guide to Mobile CRM
Mobile CRM is a way for businesses to manage their customer relationships. The CRM experience can be used on tablets, smartphones and other devices with an internet connection. It allows marketing, customer service members and sales teams the ability to have access to key information whenever they need to. Once they access it from wherever they are, they will be able to manage the information in real-time.
The Importance Of Mobile CRM
Most people who access the internet do so through their mobile devices instead of desktop computers. This has led to people wanting real-time access to information from anywhere they happen to be. To match this growth, CRM programs need to be able to do the same. Mobile CRM lets users gain instant access to business data from wherever they may be and at any time. Essentially, it allows users to run their businesses while on the go.
Benefits Of Mobile CRM For Employees
One of the main benefits that employees gain from using mobile CRM is they are no longer tied to their desks or office. They can do business from anywhere they are working. Field agents are able to work while out taking care of tasks and fulfilling work orders. Sales team agents are able to work from different offices or while out on location with clients.
Just a few short years ago, employees needed to make multiple trips to their offices to keep up with their work. These days, they are able to be much more productive. Working remotely offers employees the ability to be more efficient. Some companies have boasted an extra hundred or more hours of work annually from their employees because of the use of mobile CRM technology.
Benefits Of Mobile CRM For Customers
Employees are not the only ones that can greatly benefit from CRM mobile technology. Customers of the businesses that use this type of technology will be able to access account information in real-time. Customers will be able to get the best service available to them whenever they need it. Mobile CRM offers customers access to vital information and updates. Mobile CRM can also help those not working directly with clients. The technology can help employees effectively manage schedules, generate reports, perform data analysis and organize important data files in a single secure location.
Overall Benefits Of Using Mobile CRM
Using mobile CRM software on tablets, smartphones and other internet-enabled devices can allow users the benefits of traditional functions of desktops and laptops. Along with the old benefits, users will be able to access all information in real-time from their devices using cloud computing. Essentially, users can run their businesses right from their phones.
Benefits Of Mobile CRM For Remote Workers Away From Their Desks:
•Make plans using a calendar integration method
•Ability to dial into work meetings using a click-to-call action
•Gain access to leads to update their contact information and add notes
•Open files to share instantly
•Can access dashboards from anywhere
•Manage, track and respond to customer service claims
•Access to data in real-time
Automatic updates allow salespeople the ability to have complete access to analytics, CRM data and customer information at their fingertips from any device. No member of a team will ever be left out of the loop. This means team members will be able to move forward with their clients, customers and prospects with the utmost confidence.
Quality mobile CRM applications will also come equipped with extensive features built in for security such as VPN and multi-factor authentication requirements. New features and security updates can be automatically installed without users having to manually upgrade or re-download the application. Businesses that are looking to be more productive and efficient need a mobile CRM application put into play. Their business, the employees and customers can all greatly benefit from CRM technology. Life is busier than ever before and the ability to stay connected in real-time is crucial.
