The Benefits of Using Mobile CRM Apps


On smartphones, tablets, and other internet-enabled devices, mobile CRM (Customer Relationship Management) provides a full CRM experience. It allows sales, marketing, and customer care representatives to view and manage critical data in real-time, no matter where they are. Not only can a well-designed mobile CRM app increase your productivity, but it will also enhance data quality and ensure that more workers meet their quotas. They do this by simplifying the user interface and including the most crucial functionality, such as contact management, activity tracking, task management, account finder, and pipeline push alerts.

Importance of Mobile CRM

Employees in the office are no longer "tethered" to their workstations; instead, they work on the move. Members of the sales team travel between offices and locations to meet with potential clients. Even when they are not in the office, field agents want access to schedules and work orders.

Even occupations that required an employee's presence in the office just five years ago are made more productive when they have the opportunity to access their work remotely. Employees who use mobile devices for job-related purposes get an extra 240 hours of labour each year, according to research.

This happens due to mobile smart devices provide consumers the flexibility to work from anywhere they choose. Departments throughout your whole firm may access the same data, regardless of whether they are in the same building or even the same nation, creating a more collaborative work environment by overcoming platform compatibility difficulties.

The advantages of mobile CRM

More precise data − One of the complex aspects of using a desktop CRM is that you are not always in front of your computer. Your company is dynamic, and meetings occur frequently. If you're not in the workplace, you're at a disadvantage in several ways

It's possible that your perceptions of the customer's specific circumstances aren't as accurate as you think.

  • Inability to maintain real-time contact information and deal flow.
  • There may be gaps in crucial product and service information.

Increased productivity and efficiency − With a regular CRM program, how does your typical workflow look? If you're like most people who use them, you'll have to do a lot of data input afterward. When you're prepared for meetings, you'll also need to take notes. With a mobile solution, this is simply not a problem. You'll be able to spend less time examining data and more time focusing on completing the business because all of the critical information is available in your CRM software.

Better Customer Retention − According to research, a five percent improvement in customer retention can result in a profit rise of anywhere from 25 to 95 percent. This is because marketing and service costs are reduced, and current customers are more likely to provide referrals that convert into paying customers more quickly. Your sales personnel can provide better support to current clients using mobile CRM software. They may create reminders for when to contact consumers again, choose which customers to call depending on the items they need to sell in the quarter, enquire about their needs, and remain in touch with essential customers proactively to keep connections strong.

Increased productivity and efficiency − With a regular CRM program, how does your typical workflow look? If you're like most people who use them, you'll have to do a lot of data input afterward. When you're prepared for meetings, you'll also need to take notes. With a mobile solution, this is simply not a problem. You'll be able to spend less time examining data and more time focusing on completing the business because all of the critical information is available in your CRM software.

Increased client satisfaction − This comes after a period of rising output. You won't be caught off guard since you have access to client information. You'll save time by not having to copy or review a lot of notes before meetings. Building and maintaining a relationship with a potential customer and making them feel appreciated is one of the most difficult aspects of sales. With a mobile CRM, you can add a human touch to the equation.

Product information that is easily available − No one expects us to be machined, and no one expects us to be. Although you can (and should) recall your product's main selling points, there are situations when you just cannot. Memory is frequently faulty in humans. A better strategy would be to memorize the most critical aspects of your offering and rely on your CRM program to fill in the gaps. As a result, you'll be able to swiftly respond to your prospect's most pressing inquiries while still having access to your mobile CRM software should you require more extensive information.

Sales cycle is shorter − Having to reschedule meetings or calls because you can't get information when you need it is one of the reasons for a prolonged sales cycle. This isn't ideal, especially when your customers want you to know all there is to know about your product.

A mobile CRM overcomes this constraint by providing you with the information you require regardless of your location.

Imagine you've been working on a hot lead for weeks, if not months. They phone out of the blue and say they're ready to seal the transaction, but they need a rapid summary of everything you've talked about and the parameters you agreed to. There's only one problem.

You just ended a meeting with another customer and are about to leave the office. If you don't have access to a mobile CRM, you may have to tell them you'll call them back in a few hours or send them the information via email.

You may call back in a few minutes with a mobile CRM app. Open your app before the call, pull out their contact information, make a mental note of any specials or discounts you've offered, and call them back to complete the transaction.

Issues are resolved more quickly − Customers increasingly want speedy replies and fixes to their problems, regardless of how they contact a company - social media, email, live chat, or phone. According to research, many customers expect to be contacted within an hour of filing a complaint.

Because everyone has access to the relevant client information while on the road, mobile CRM software allows you and your team to handle issues faster, they may use their mobile devices to respond to concerns even when they are not in the office. Business executives may also utilize straightforward dashboards to discover the most prevalent problems that customers are having, conduct a root-cause analysis, and take action to remedy them in real-time.

Employee Productivity Has Increased − When compared to standard CRM software, a mobile CRM can boost employee productivity by up to 15%. This is because they can quickly and easily prioritize activities, add and remove tasks with ease, receive notifications about items on their to-do lists, and finish these chores even when they are not at their desks.

Your team may also use CRM software to collect data and make it available to important stakeholders inside your firm. What's the end result? There will be no confusing messages for consumers, and there will be less rework, which will have a direct influence on your company's production. A mobile CRM also boosts the productivity of business executives by allowing them to assign non-core work to others and track their progress.

Your sales team will be held more accountable − Holding your sales force responsible gets difficult if your company does not have a CRM. When questioned about their sales funnel, they repeatedly mention the same customers. Despite this, orders are not fulfilled. When confronted, they provide reasons that are easily debunked. However, you are helpless and unable to do anything. Your sales crew will be more disciplined if you use a mobile CRM solution. They can keep track of activities even on the move. They don't have to go to the office to update these data, nor do they have to "forget" to do so. Without having to be present physically at work, you may keep track of your team's daily and weekly performance.

Updated on: 12-Aug-2022

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