There are a number of benefits mobile CRM tools can offer your business. These include:
- Real-time CRM data: Mobile CRM platforms give you the very latest information about your sales pipeline. They also give you the latest urgent needs, salesperson activity and more, just like a CRM dashboard
- On-the-go data: As team members move from location to location or navigate myriad programming options at a conference, mobile CRMs remove any data-accessing limits. A mobile CRM allows your sales, marketing and customer service employees to keep doing their jobs while they’re not in the office.
- Better sales processes and customer service: If a sales prospect contacts your company with a question, an untimely response could turn a likely deal into a lost one. Likewise, if a customer reaches out to your company for help, a slow response may make the customer feel ignored; then, they’re more likely to shop elsewhere. With mobile CRM, you avoid these struggles. Your team has the information and quick access to handle inquiries as they happen.
- Instant scheduling: With a mobile CRM, your team has full access to scheduling tools, so instant calendar additions are no problem. As a result, mobile CRM reduces the likelihood of missed sales.
- Instant data analysis and reporting: You can use CRM analytics to review data and compile reports with just a few taps on your screen.
- Data and contact updates: In addition to analyzing data, your team can update information with a mobile CRM. If, for example, a member of your sales team just ended a promising meeting and needs to immediately update their prospect’s contact card, they can do so in seconds with a mobile CRM. [Read related: How CRM and the Sales Funnel Work Together]
- Remote file organization and sharing: Sales, marketing and customer service teams quickly generate piles of documents. Members of these departments can organize and share these documents from any location at any time. The result is a more organized, cohesive team.
