Why Use Mobile CRM for Sales?

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When 56% of the traffic of the leading websites is from mobile devices, it only makes sense to have a mobile-first strategy for your business. Not only are customers using mobiles to access information from around the web, but mobile e-commerce is also skyrocketing. In 2015 only, the mobile e-commerce totaled $104.05 billion which represented a growth of 38.7% over the previous year. This makes it easy to speculate that the enterprises which are lacking in their mobile strategy will gradually give space to ones that are using Mobile CRM strategic advantage for business.

Today’s businesses have recognized the need to provide up-to-date information to the salespeople in real-time as more and more users expect a mobile-first experience. The one way in which you can build a mobile-first strategy for your business is by using a CRM platform. Using a CRM for Sales, Marketing and Customer Service is the norm and smart businesses are bringing the whole experience to mobiles. In this post, we will focus on how Mobile CRM assists salespeople in their day to day tasks and helps them spend more time with the customers selling to them rather than spending precious time on administrative tasks.

Top 5 Ways Mobile CRM Helps Salespeople

1. Salespeople Are Updated in Real-Time

Gone are the days when salespeople would commute to the jobs and log into their desktop systems to get the information. That too, at times, required manual tasks for getting up-to-date information. Today, using Mobile CRM apps, they can easily access all the information regarding leads, opportunities and potential deals on their mobiles and tablets. Not only this, but they also have the opportunity to update information to their CRM platform just as the activity occurs, making it easier for other teams to analyze the data in real-time. To boost the productivity of your sales team, you can also make the most of voice-enabled technology in the form of CRM plugins.

2. Meetings on the Go

Intelligent CRMs today give users the capability to initiate or attend the meetings using their mobile devices. They can simply use the click to call feature on Mobile CRM to call an existing or potential client. Similarly, no matter how distributed and remote the salespeople of your company are, they can easily be brought face to face on a single platform to collaborate with their team using Mobile CRM.

3. Increased Collaboration and Information Sharing

Integrated Marketing Communication is the key to giving today’s clients a valuable experience with your company. A single customer may be interacting with your Sales, Marketing and Support departments during the sales life cycle. This requires an integral information-sharing platform which can be utilized by every team at your workplace when needed.

For instance, in your Real Estate company, your marketing team has handled a lead online and nurtured it for long. Now, your assigned Sales agent for the area has to meet the prospective client face to face. He requires the entire customer-facing information on his CRM instantly before the meeting. A Real Estate Mobile CRM allows the marketing team to share this information quickly to the Sales agent who is on the go, helping him close the deal quicker. Similarly, once he closes the deal, he can update the CRM in real-time for others to know.

4. Activity Planning Dashboard on Mobile CRM

A successful Sales strategy involves salespeople who are always meeting clients and spending time selling rather than on administrative tasks. A Mobile CRM allows them to plan activities and see the tasks which they need to undertake daily. Calendar Integration with Mobile CRM helps them organize the day to day activities. This helps drive quicker decision making as everything can be analyzed at a single glance on the Mobile Dashboard.

5. Social CRM Management

Today, personalization is superseded by individualization. Now each and every client wants to feel valued and, for that matter, a good salesperson should equip himself with all the publicly available information about the client before approaching him.

This is also the idea behind Social CRM. Today, customers can not only approach companies via Social media but Sales and Marketing also want to track and respond to every query on Social Media, which becomes extremely easy when your Mobile CRM is integrated with Social media. You can track the social conversation in your Mobile CRM as easily as email or telephone inquiries and analyze the metrics in your dashboard.

Rolustech is a SugarCRM Certified Developer & Partner Firm. We have helped more than 700 firms with various SugarCRM Customization, Migrations and Integrations. Contact us today for your FREE Consultation Session. We will be happy to assist you!

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