Mobile CRM Software

As companies strive to become more customer-centric, the need to be connected to the client and to customer data at all times has become a necessity. Whether on the road or at the office, marketing and support staff need to have access to their customer information at all times. This is even more critical for sales reps, field service workers, and other customer-facing personnel who travel off-site. These employees need to have round-the-clock access to accurate data that enables them to acquire and support customers as efficiently as possible. As a result, there has been an explosion in the growth of mobile CRM software applications. According to a study from Forrester Research, almost half of all businesses have already deployed or plan to deploy mobile CRM software.

What Is Mobile CRM?
Mobile CRM software applications are powerful solutions that allow field workers – such as sales representatives, service staff, and support teams – to access and interact with customer information any time, anywhere. Mobile CRM software can be used through the iPhone, iPad, BlackBerry, Android devices, and other smart phones and tablet computers. Mobile CRM enables users to retrieve and update customer-related information from back-end systems, manage opportunities and jobs, process orders, check inventory levels, and much more just as easily as if they were in the office.

A mobile CRM solution is a tool that keeps field-based personnel fully connected to all enterprise data sources, even when they’re on the road. By using mobile CRM, businesses can provide their “on the go” and remote employees with vital customer information, increasing the flexibility and effectiveness of their sales and service personnel.

Some of the key features of today’s most popular mobile CRM software solutions include:

• Multi-Device Support – Mobile CRM solutions let users access data virtually through any handheld device so that they can quickly and easily access customer data.
• Data Aggregation – Mobile CRM software can help businesses aggregate all customer data, even if it’s across a number of different business software technology systems. This helps businesses maintain a complete view of customers that is consistent across the sales and marketing databases, as well as help desk, accounting, and other business software.
• Complete Contact Management – Mobile CRM software provides user with end-to-end management of all clients, prospects, and other contacts. Additionally, users can efficiently organize related opportunities, meetings, calls, and other activities for comprehensive contact history tracking.
• Activity Logging – Mobile CRM software makes it easier for employees to stay up-to-date on current company activities. The software can also be used to hold remote meetings and discussions that can be shared with all stakeholders. Mobile CRM makes it easier for businesses to log activities as they happen.
• Calendar and Schedule Management – Traveling staff members often have a hard time keeping up with their frequently-changing schedules. That’s why mobile CRM solutions provide comprehensive features to effectively coordinate and manage their calendars.
• Automated Order Processing – When sales reps travel from one customer site to the next, they don’t always have time to check in to the home base between visits. For these situations, mobile CRM software can be used to automatically create, process, and route any sales orders to ensure rapid fulfillment.
• Job Ticket Tracking – Field service reps are always on the go, yet they still need to keep others informed on the status of their jobs and activities. By using mobile CRM, field reps can use their mobile devices to enter any updates or outcomes of their service calls into the central database.
• Data Synchronization – Mobile CRM allows users to work offline when there’s no wireless connection available and automatically sync their data bi-directionally once a connection can be established.

Some of the greatest advantages of mobile CRM software are:

• Increased efficiency and productivity of field staff.
• Improved face-to-face interactions between clients and employees.
• Enhanced flow of information and collaboration throughout the entire organization, even among workers who are on the road.
• Increased accuracy and timeliness of information through the ability of all field workers to make instant updates to data at any time.
• Reduced sales and service costs through remote automation and the facilitation of faster, more informed decision making.