Our website uses cookies to personalize content and analyze our traffic. By using our site you agree to our privacy policy.

Migrating Your Business CRM Software

Feb 01, 2018 | 4 Minutes Read

What's Inside

Listen To The Article:

Managing customers and prospects is the key to success for any sales manager. Many organizations have implemented and invested a customer management solution to achieve its business goals and ensure higher customer satisfaction. The recent evolution of technology in mobile devices especially tablets has given an upper hand to the business. They should consider taking advantages of the increased functionality of mobile CRM solutions. On-premise CRM systems are supportive, but they don’t offer full flexibility and scalability benefits as achieved through the Best online CRM solution.

Your sales team can equip with a CRM mobility solution which not only offers a degree of flexibility but also helps to boost sales, improve the revenue stream, and increase the productivity for your enterprise.

What is a Mobile CRM?

Mobile CRM, or Mobile Customer Relationship Management, is a CRM device intended for mobile devices including smartphones and tablets. By connecting CRM, you permit your sales group’s access to client information through a mobile CRM application or through an online browser with cloud CRM. A key advantage of utilizing versatile CRM is to permit your business power to get to continuous information while out in the fields meeting prospects and clients.

Why mobile CRM matters?

The mass migration of web users from desktop PCs to mobile phones is worldwide and general. The extent of internet traffic from mobile devices developed from 1% out of 2009 to 13% out of 2013, it’s as yet developing.

This changes the way you work together. Clients and customers both anticipate that information will accessible and refreshed progressively, not “when you return to the office”.

Your business teams require prompt access to the most recent business information from their partners around the world; your clients expect a mobile-first experience, and your IT department needs an approach to get over its mobile methodology.

The guarantee of mobile CRM is twofold, including mobile access to information as well as – and more fundamentally – the likelihood of utilizing your CRM as a stage on which to fabricate your whole mobile strategy, from branded customer-facing applications to conveyed customer service and support.

The Next Generation of CRM

Introducing mobile CRM with your business operation can be an emotional improve. Your sales representatives can refresh and synchronize data moving, sharing ongoing information from over the business. Every day sales tasks are liberating from the desktop, so a businessperson conveying a tablet or smartphone can:

•Dial into meetings with click-to-call.
•Plan the day with calendar integration.
•Open and share files.
•Access and update contacts, leads, and opportunities.
•Access dashboards.

In any case, the present mobile CRM platforms can do as such considerably more. Add cloud storage to mobile CRM functionality and you are never again organizing information with a local copy – you’re getting to live, midway held information from whichever device you pick. Distributed teams can share documents and foundation data and can refresh, share, and send proposals moving.

Custom applications can feed data specifically into your CRM back end, with new application discharges took off to your business group progressively. Each salesperson has the advantage of finish CRM information, analysis and client confronting material readily available, on any gadget. It is liberating them to invest more energy in sales and less on administrative tasks.

Getting Started with Mobile CRM

Before you start to actualize your mobile CRM, it is imperative that you define objectives on what you need to accomplish by having a mobile CRM and what your workforce needs with a specific advantage to exploit real-time data access. We outlined three exceedingly critical zones you should address before launching:

1. Internal Buy-in

Before you implement a mobile CRM app, it is significant that you get inside buy-in from the sales force. Your sales teams are the ones that will be using the smartphone application daily and in order to get their buy-in, you need to implement extensive in-house training on how to use the application in the form of user guides and training programs as well as explaining the key benefits of what they can achieve by working with the mobile CRM.

2. Mobile App Usability

Your sales force will once in a while require access to complete functionality on their CRM mobile application to all similar information and revealing they would access via their desktop. Begin by giving just fundamental access that the groups use on an everyday premise. For example, composing and sending an email, scheduling a meeting and additionally refreshing contact information.

3. Provide the Device

Individuals love getting things for nothing and one of the easiest approaches to get your sales team to embrace a smartphone CRM is to give the device itself to your sales force and include the application pre-installed. Although iOS, Android, and Blackberry support most CRM mobile applications, ensure that you check with the provider before offering it to your sales force.

Having a mobile CRM for your business is an added arsenal for the enterprise. It helps companies to stay ahead of the competition by providing excellent customer service. Access to CRM is not only just a valuable tool for the sales team. But for those who involved in business development too.

Finally, it also places an important role in refining customer satisfaction levels. Support teams, customer service agents, and senior management can all benefit from using the productive tools for their business. Mobile CRM solutions are the next big productive device. It is uniting as the best practice for improving business processes across enterprises today.

How useful was this post?

Click on a star to rate it!

Average rating 0 / 5. Vote count: 0

No votes so far! Be the first to rate this post.

  • Apple Icon
It really transcends everything we’ve done to date. Everyone who’s seen the app has loved it.

Cecil Usher

CEO, Music Plug LLC

  • Linkedin Icon
The team’s in-depth knowledge of user interaction and behavior resulted in an impressive UI/UX design.

Leonardo Rodriguez

Technical PM, Reliable Group

  • Linkedin Icon
They’re available to help us around the clock.

Fabien Mahieu

Co-Founder/Director Flexiwork, UK

Have a project requirement? Let's talk!

(doc, docx & pdf file. Max 20MB)