Mobile CRM Checklist
Mobile Customer Relationship Management (CRM) is designed for mobile devices such as smartphones and tablets and there are many benefits that come with using such a tool. Connecting through mobile CRM allows your sales team to access real-time customer data through a mobile CRM app or through a web-based browser with cloud CRM. For your sales team meeting prospects and customers out in the field, streamlined access to their critical sales information is no longer a luxury; it’s a necessity.
The right CRM app lets you capture and deliver the information your team needs immediatley with minimal effort, thus increasing your productivity without increasing the workload. Critical information should always be a finger swipe away. Ideally, your mobile CRM checklist should include immediate access to the following features:
- Lead information
- Calendar
- Contact list, with user-defined fields to get exactly what you need in seconds
- Tools to capture notes and updates easily
- Methods to call, message or email contacts straight from the app
- Task management tools to collaborate with the rest of your team
These features empower salespeople by allowing them to always be prepared. Mobile data capture ensures that every customer conversation with updated details is recorded while it’s still fresh in your mind. A mobile CRM app equipped with simplified data capture and call logging tools guarantees that each team member contributes accurate customer information to your shared database.
Everyone wanting to conduct their business dealings efficiently needs a CRM system tailored to their individual business needs. Access to CRM on-the-go is no longer considered optional. There are a lot of Mobile CRM benefits through which customer service agents, support teams and even senior management can all benefit by using this productive tool.
