Businesses these days are always on the cusp of customer improvement processes and productivity enhancement. Adopting Mobile CRM (Customer Relationship Management) is one way of doing so. But what does Mobile CRM really entail and how can it add to the growth of your business? This article breaks it down for you, step by step.
What is Mobile CRM?
Mobile CRM is thus a medium through which companies can run their customarily computer-bound CRM systems on the go. It is a cloud-only application but also works on smartphones, tablets, and other mobile devices. This allows you access customer information using your business owners, salespeople, and other support personnel anywhere and at any time without the need to crash back into the confines of an office computer.
Think of having all your important customer info in a pocket which will ensure integration between you and your business no matter where you are, from a meeting, conference, or even a vacation.
Why Is Mobile CRM Important for Business?
Historically, the process of managing customer databases was almost entirely dependent on archaic desktop computers. As a result, this same setup required the human resource to report and work from an office all week. The rise of the smartphone and mobile technology has allowed businesses to stay in contact with customers and track records in real time. A few of the reasons why a Mobile CRM is beneficial include:
1. Access from Anywhere, Anytime
MSCRM gives your team access to everything from wherever they are situated. Even if a meeting is being held with a client, or while even traveling, keep a check on your sales progress, queries of the customers, and even new tasks can be created in a very orderly fashion. This is a big benefit because it allows the business to keep productive no matter where the team is actually located.
- Example: If you are in sales meeting with a potential client, you can actually check their previous orders, preferences, and other relevant details right from your phone.
2. Improved Customer Service
Use Mobile CRM to serve quick answers, where one has to be gentle about it. If customer service teams are armed with Mobile CRM, accessing in real-time the histories of different issues faced by different customers will allow quicker solutions.
- Example: Whenever a customer calls in a problem, the service team can access the details about them and fix the problem in no time; an incredibly quick customer service experience.
3. Sales Management Efficacy
Mobile CRM allows salespeople to watch the leads, sales pipeline, and performance in real time. This assists in goal clarity and enhances one’s chances of orderly activity. It also sets reminders for follow-ups and when there are important meetings.
- Example: A sales rep can check all the scheduled calls and tasks for the day to catch up on how many deals are closing in real-time.
4. Productivity Boosting
Mobile CRM helps employees deliver faster and better by allowing them tools that steer their productivity. Updating the customer record, planning a meeting, or answering customer emails is only a matter of simple and quick tap within a unique user interface.
- Example: A company owner can check the sales data while waiting in line for coffee or on a commuter train. This way, he saves himself from sticking to his team’s office.
5. Real-time Figures
Running on Mobile CRM, businesses have a solution for managing real-time data and also producing reports as quickly as instant. This leads the team a rational decision on location at that time.
- Example: In the event of a salesperson seeing a drop in sales numbers via the app, they can act to correct it immediately rather than wait till the end of the day.
6. Enhanced Collaboration
This is a rather lovely advantage that mobility CRM tools could add to encourage the coworkers to work together while managing the project. Businesses can achieve these goals only through file sharing, tasks sharing, and also leads sharing: a little empowerment for everyone!
- Example: A marketing manager and a sales rep can seamlessly communicate via a mobile app about a client’s preferences, so they are both on the same page with respect to the approach to making a sale.
7. Mobilized Communication
Working from mobile CRM shall help your team communicate a lot better with your clients. The employees shall be able to directly add particular data to the customer profile, send emails to customers, or make calls right away from their CRM while working with mobile applications.
- Example: A salesperson using CRM can place a call directly to a client or else email a proposal straight through the CRM app without needing to switch between platforms.
8. Economic Value
Mobile CRM helps in savings in many departments, i.e., reduces the need for loyal PA; consigns traveling expenditure; reduces paper-based recordkeeping; helps save space; and brings processed data real-time to the helpers in so many other cost-saving prospects. By automating some of the features and tasks involved in CRM, businesses are better oriented toward growth.
- Example: It is economically sustainable for a small business owner to use the CRM for digital planning of appointments, tracking activities of sales, and developing reports, without a need to buy papers.
9. Excellently Map Customers
Mobile CRM allows one to manage the flow of leads appropriately. Having obtained the information about leads, salespeople can convert many more of these into customers while operating on the move.
- This lack of simple data entering severely affects businesses when considering the property of turn-over and enhance ability. for instance, a lead may be raised from an email inquiry; therefore being added to the system by the sales representative in a mob.
10. Seamlessly Integrates with Other Tools
The Mobile CRM system is so integral to business management that it is automatically integrated with other business tools, like email, social media, and project management applications. Depending on the program, these systems are configurable to allow seamless integration for the complete sharing and instant updating of information.
- Example: A salesperson books a client meeting on the CRM that automatically gets updated on the calendar, thereby eliminating the possibilities of scheduling conflicts.
Statistics from the Real World
Salesforce reveals that companies using Mobile CRM systems see a 14.6% increase in sales productivity.
- HubSpot reports a 30% increase in customer retention for CRM adopter businesses.
- A survey conducted by Gartner spoke of CRM-driven businesses, which reported an increase in sales revenue of approximately 26% year after year.
Mobile CRM Features you Cannot Do Without
- Contact Management: Keep all your contacts, customers, and leads in one place.
- Task and Event Scheduling: Schedule your calls, meetings, and follow-ups direct and upfront from the CRM icircle.
- Sales Tracking: Tracking sales progress and performance in real-time.
- Reporting and Analytics: Access reports on up-to-the-minute sales, customer behavior, and others.
- Customer Interaction: Email, phone, and social media: interact with clients personally in the app.
How to Select the Best Mobile CRM for Your Business
Some of the factors to decide which Mobile CRM is most suitable are:
- Ease of Use: Client can use the system without excessive training.
- Integration: The CRM should also be able to assimilate existing tools such as email, calendars, and project management efficiently.
- Scalability: Pick a CRM that is inclined to scale alongside your business. Adding data and users as your team continues to grow should reinforce the CRM further.
- Customer Support: Check the strength of the CRM provider and its preparedness to support you should anything go wrong.
Wrapping Up
Mobile CRM is a game-changer for businesses of all sizes, providing many of the requested benefits, including an increase in productivity, better customer service, and improved sales management. Thanks to mobile CRM apps, any company can manage sales pipelines and stay connected with their customers, based on actionable current data wherever they are. With more and more businesses moving to digital solutions, Mobile CRM now holds the tag of a must-have tool to retain the hold over competition.
Investing in Mobile CRM will improve your business efficacy while creating customer satisfaction.
