About Mobile CRM

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We live in a mobile world.
Are you part of it?

While not all companies deploy sales mobility, those that do, outperform those that do not across a myriad of measures, including overall team attainment of quota, lower sales turnover, as well as better year-over-year growth around revenue, customer renewals, deal size and CRM adoption

- Aberdeen Group Benchmark Report

Not that long ago, someone leaving their house in the morning usually only had two things they couldn't forget – their wallet/purse and their keys. Today, a mobile phone, often along with another mobile device such as a tablet, is also an essential 'take everywhere' item.

The advantage of this to your business is that it's easier than ever to create a truly mobile workforce. But you still need to give your mobile workers the tools they need. And for any business using CRM, with sales people and other employees often on the move, that means mobile CRM.

What is mobile CRM?

Mobile CRM lets your mobile or remote employees use mobile devices such as smartphones and tablets to access, update and interact with customer data wherever they are. The best mobile CRM solutions let mobile workers do everything they could do with CRM at their desktop, with the addition of advanced mobile CRM features.

Who can use mobile CRM?

With the ability to easily define security and other access preferences to individuals and groups of users, anyone who needs to interact with customer data can use mobile CRM. This includes sales managers and executives, field service technicians, executives, CEOs and other mobile workers.

What are the benefits of mobile CRM?

If you're trying to address: CRM user adoption, sales productivity, sales effectiveness, timelier follow-up of leads or improved lead conversion rates, gaining a competitive edge, or even reducing the cost associated with sales staff turnover, then you've got a reason to further explore how mobile CRM can support your objectives. Why MobileAccess?

What to look for in a mobile CRM solution?

It's not too difficult to find a tool that will "get CRM on my phone", but that's a far cry from a solution that is designed for the optimal user experience, with appropriate security and organizational manageability. When choosing a mobile CRM solution, you need to consider factors such as employee buy-in, ease of deployment, ease of use, security, user experience and advanced feature set. Read Why Mobile CRM?

What devices work with mobile CRM?

Today's mobile CRM solutions work on BlackBerry smartphones and tablets, Android phones and tablets, iPhones, iPads, Windows Phones and other web-enabled mobile devices. But don't assume that means simply taking a CRM form, and pushing it to a phone. The user experience should be optimized for the use case scenarios, and to reflect that a mobile device (smartphone or tablet) is not a desktop computer.

Mobile devices also offer capabilities unique to the device, and that aren't available from a computer monitor, such as the ability to capture photos, voice recordings, and GPS data, and upload that into a CRM system – all on the fly. View Mobile Devices.

Want to find out more about the benefits of Mobile CRM? Download a free copy of 'Aberdeen Group Benchmark Report - Sales Mobility: Quotas Untethered'