Mobile CRM: The Ultimate Sales Tool in Your Pocket

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It cannot be denied that we live in a massively technology-driven age – both in business and our personal lives. Businesses want their employees to be able to work on the go, improving productivity and decreasing the amount of time wasted merely travelling.

Even organisations that retain traditional office spaces are creating more open plan, free flowing spaces that often incorporate approaches such as ‘hot desking’ and Bring-Your-Own-Device (BYOD). If more proof that society and, in turn, business is becoming more mobile is the fact that, for the first time ever, mobile internet use is set to overtake desktop internet use this year. 

Mobile phones and tablets are fast replacing laptops as the main means of accessing information on the go. Over 70% of business executives claim to use their mobile phone as their primary communication tool with 64% of B2B decision makers using their phones to access emails.

If mobile devices are fast becoming business essentials, does it not make sense to implement your company’s most important knowledge base – its CRM – into it as well? Most of the major CRM providers now offer a mobile offering of their system with Microsoft going one step further by providing Microsoft Dynamics CRM Mobile free of charge.

Your CRM ought to be at the heart of your organisation, acting as that all-important lifeline for quick access to crucial information – from a customer’s purchase history to their renewal date and everything in between. Providing your sales people access to this information at meetings allows you to pitch more effectively to clients. No longer does your sales rep need to resort to “I’ll have to get back to you on that” because they’ll have everything at hand to close the deal.

Mobile devices also offer your reps the ability to research and prepare for on-site meetings whilst travelling, freeing up their time in the office to remain on calls. But a mobile CRM’s use extends way beyond simply relaying information to mobile sales reps; it can also be used to store the data they obtain. Real time additions to your CRM from sales people onsite should help minimise the amount of incorrect data inputted as it will be directly from the source, so to speak.

Mobile CRM and the Cloud

Your mobile CRM goes hand in hand with the ability to connect to the cloud. Cloud computing is the impetus that has pushed mobile technology to the next level. Removing the burden from your servers on to external ones dedicated to hosting information has pushed the industry towards more mobile solutions.

Not only does having your CRM in the cloud mean that you can access your data remotely from any device connected to the website, but it also means that equipment costs can be cut in-house. Cloud computing also put security and safety on the provider’s shoulders, meaning that you can concentrate on using the technology without any of the downsides.

Research into mobile CRM has shown that it can increase sales productivity by as much as 26% over those simply using an in-house CRM – and mobile CRM apps are set to explode by 500% on last year. Now is the optimum time to go mobile before your competitors storm ahead. Can you really afford to be left behind?