How a Mobile CRM Benefits Your Business


A CRM system that works the same on mobile devices as it does on a computer can help your business and workers in many ways.

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“A satisfied customer is the best business strategy of all.” -Michael LeBoeuf

• Mobile CRM software is made for mobile devices and often has PC versions as well.

• One of the main reasons to use a mobile CRM is to make sure that your sales, marketing, and customer service are always working.

• When setting up a CRM, you should put offline needs, team, technology, and growth goals at the top of the list.This piece is for business owners and people in charge of the sales department who want to buy mobile customer relationship management (CRM) software.

Customer relationship management software (CRM) is no different. Most important business software tools these days come with mobile apps. In fact, mobile CRMs are active tools that are so powerful that you need to fully understand them to use them well.

How does mobile CRM work?

Mobile CRM is a term for CRM software that you can use on your phone, tablet, or other mobile device without losing any of the features or ease of use of the PC version. With mobile CRM, your sales, customer service, and marketing teams can use your CRM software from anywhere, at any time. Because of this, mobile CRM is great for salespeople who are on the go, for use at conferences and trade shows, for working from home, and more.

Increase in mobile CRM

Mobile CRM software is growing along with the mobile market app as a whole. Businesses have made it a point to make mobile apps for their software because more and more users want to use them on their phones and tablets.

Research shows that the market for mobile apps is projected to grow at a rate of 18.4% per year between 2019 and 2026. This huge CAGR is because people want mobile apps to be available.

CRM software is making this growth possible. Research predicts that the mobile CRM market will grow by 13% per year until 2029. A big reason for this growth is that the healthcare and banking industries use CRM a lot. Mobile CRM has also grown because there are now more flexible price models than there used to be. Companies have more control over how the money they spend on mobile CRM helps them with these newer types.

Today’s employees want to be able to use CRM on the go, and your customers probably want help around the clock. Because of this, mobile CRM isn’t just good for business, it’s the norm now.

What do the pros of mobile CRM look like?

There are many good things about mobile CRM, such as:

• Real-time CRM info. Like a CRM dashboard, a mobile CRM platform gives you the most up-to-date information about your sales pipeline, pressing needs, salespeople’s activity, and more.

• Data on the go. Mobile CRMs make it easy for you and your employees to get to your data even as you move from place to place or choose from a conference’s many programming choices. With a mobile CRM, your sales, marketing, and customer service staff can keep doing their jobs even when they are on the go or in a different place.

• Better ways to sell and serve customers. If a sales client asks your company a question and you don’t answer right away, you could lose a deal that you might have won. Also, if a customer contacts your company for help and gets a slow answer, the customer may feel like they aren’t being taken care of, which makes them more likely to shop somewhere else. With mobile CRM, you can avoid these problems because your team has quick access to the information they need to handle questions as they come up.

• Instant booking. Your team has full access to organizing tools with a mobile CRM, so adding things to the calendar right away is no problem. So, mobile CRM makes it less likely that sales will be missed.

• Analysis and reporting of info in real time. With just a few taps on your phone or tablet screen, you can look at current data and make reports.

• Changes to data and contacts. With a mobile CRM, your team can not only look at data but also change information wherever they are. With a mobile CRM, a member of your sales team who just left a good meeting and needs to update their prospect’s contact card right away can do so in a matter of seconds.

• Organizing and sharing files from afar. The teams in charge of sales, marketing, and customer service make a lot of paperwork fast. Members of these departments can organize and share these papers from anywhere and at any time. As a result, the team is better planned and works better together.

Things to think about when adopting mobile CRM

When putting together a mobile CRM for your business, keep the following in mind:

1. Consider the whole team.

CRM software is easy to judge by how much it helps your sales, marketing, and customer service reps do their jobs better. But if your CRM can make work easier for other teams, like HR or transportation, set up your mobile CRM in a way that helps these teams as well.

You should also think about how your mobile CRM can help all of your teams talk to each other. You can make this communication easier by using the tools in your CRM program to share information or send messages.

2. Know why you are using your mobile CRM.

Most likely, your main goal in using CRM software is to save your team a lot of important time. When you set up a mobile CRM system, you probably have the same goal in mind, but you should be more specific. That’s because mobile CRM has so many benefits that you probably can’t use all of them. Instead, you should decide which direct benefits your mobile CRM will help you get the most of.

For example, if the main reason you want to use a mobile CRM is to help your team so they can all work from home, focus on the dial-in features instead of the monitoring features. This makes it easy for your team to get together for calls even if they are never in the same room. Focus on mobile data access and reporting if your main goal with mobile CRM is to reduce the amount of work your team has to do when they return from work travel.

3. Look at the bigger view of technology.

When you think of mobile CRMs, you might picture employees using their own phones to access the CRM software. In fact, there are a few things that could go wrong with this picture.

For starters, using a CRM on a personal phone takes away the balance between work and personal life for workers. It’s also a matter of security, since a lost personal phone could put your company’s details at risk. There may also be problems with downloading because some mobile CRM apps only work on iPhone or Android, not both. And, of course, not all of the personal phones on your team are one or the other.

That’s why you should think about everything your team will use, not just the mobile CRM. This could mean giving everyone on your team a work phone or computer and only letting them use mobile CRM on these devices. It also means taking steps to make sure your CRM and the data it stores are safe. Your CRM should be safe and easy to use from endpoint to endpoint for everyone on your team.

4. Think about what your offline CRM goals are.

In an ideal world, you could always use your mobile CRM. Even though Wi-Fi is everywhere, not all places have constant access to the internet. As you look for an answer, you’ll need to think about how your mobile CRM works when it’s not online.

As you look for the right app, you should ask yourself: Can my mobile CRM help me record and analyze data without real-time updates? Can it store your workers’ updates when they’re not online so that they can be synced when they get back online? Both should be easy for a good CRM to do.

5. Keep your mobile CRM open.

When looking for a mobile CRM system, flexibility is very important. Flexibility isn’t just about how easy it is for employees to access the CRM at any time or place; it’s also about how quickly it can be changed and how much it can grow.

For example, if your business wants to grow internationally, your mobile CRM needs to be able to handle more than one language and more than one currency. It should also work well with your other tools and be able to grow with all of your departments.

You should always be able to use a mobile CRM that you can use today. More sales, marketing, and customer service tools usually mean more customers, which is why you’re using CRM in the first place.