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In today’s fast-paced business world, one thing is crystal clear: staying connected with your customers is an absolute must. And that’s where a mobile CRM comes to the rescue.
In this blog post, we’re going to dive into what mobile CRM is all about, why it’s a game-changer and the top five benefits it delivers to businesses.
Whether you’re running a startup or a seasoned corporation, mobile CRM is the tool that can supercharge your customer connections and sales.
So, let’s jump into the world of mobile CRM.
Mobile CRM stands for Mobile Customer Relationship Management. When businesses refer to mobile CRM, they generally mean an app designed to track customer interactions and nurture customer relationships on the go. For a mobile CRM to work effectively, both tracking customer data and nurturing relationships are equally important.
According to its definition, a mobile CRM system has three core features:
Adults spend over 3 hours each day on a mobile device according to eMarketer. If the average person works 9-5, then these 3 hours could potentially account for approx 30% of one’s working day. Mobile devices have become an important part of our lives.
In 2016, access to the web via mobile devices finally overtook desktop usage according to StatCounter.
“Sales reps saw productivity increase by 26.4% upon adding mobile access to their CRM application.”
That’s why it’s so important to have a mobile CRM. It gives you instant access to your client and lead database even when you are not in the office.
Here are the top three reasons why having a mobile CRM is important:
A mobile CRM helps you stay connected with leads and customers on the go. It is an essential app in several situations:
Field sales reps, real estate agents, or insurance brokers are among the first ones to benefit from having a mobile CRM app. They often have client meetings outside the office and need to access customer info and take notes quickly from their mobile phones.
If you run a home service business, you likely have several technicians (repair technicians, plumbers, or electricians). They provide on-site services. That’s why your technicians also need access to some customer-related data from their phones. For example, job details, or service history, or any other notes.
For home service businesses, having a mobile CRM not only saves time but also improves customer experience.
Any business with frequent in-person client meetings will benefit from a mobile CRM. Especially consultants, lawyers, or marketing professionals who meet new and existing clients regularly.
Consultants need to prepare for in-person client meetings that often happen outside of their offices. A mobile CRM helps quickly save notes after every meeting and set follow-up reminders.
Mobile CRM lets companies interact with their customers using mobile devices (phones and tablets). It helps businesses keep track of customer information, communicate better, and provide a great customer experience.
A mobile CRM allows you to manage sales quickly and stay connected with customers and prospects. According to Forbes, sales reps spend 50% of their working day selling remotely. This statistic highlights the value of a mobile CRM.
Having access to real-time data helps sales reps sell smarter and find new opportunities while aiding them to make faster decisions.
With a mobile sales CRM, sales teams can easily view and manage their sales pipeline and move deals through each pipeline stage helping you to reach targets even on the go.
High-performance sales teams are keen to use software that enables them to be more prepared for meetings, more responsive to customers, and sell more.
Mobile CRM is what sales reps need.
“Businesses witnessed 10% increase in cash flow by using a CRM mobile app.”
With the ability to be able to update and receive new leads from anywhere, this ultimately leads to better customer retention and shorter sales cycles.
A mobile CRM helps salespeople get things done and sell more on the go.
Being able to update information on the go is key to maximizing your time.
Notes and contact information at your fingertips
You can easily access your contacts and organizations, track your call results, and notes history, and view and update your sales pipeline. This gives you the extra confidence to personalize your outreach: you have all the information before a sales call or meeting.
Having the ability to update the most relevant information about a lead at any time also allows you to make sure that all important data is logged in.
Call, send SMS and access maps on the go
With a mobile CRM, a salesperson can quickly search for a contact and then call that person directly from within the app (see Speed Dialer). After completing the call, the user can easily log that activity and then schedule a follow-up activity.
They can also open up Google Maps if you have an address saved for a contact, perfect for when they are on the road and need to do a site visit.
With a mobile CRM, you can also send emails without having to leave the app. A copy of that email will be stored in your CRM account for future reference. It works as a refresher on past conversations while giving you the confidence to communicate with customers on the go.
Another important feature of a mobile CRM is push notifications and in-app messages.
They can be highly effective if they are sent at the right time and contain relevant information. For example, OnePageCRM uses push notifications to remind users of time-sensitive actions.
Salespeople are busy nurturing leads and closing sales, these notifications are spot on. They are sent at the right time (when an action or follow-up is required) and only include the information required such as contact name and the action due.
If a team member assigns you a task or a contact, or mentions you in a note, a push notification will be sent to your mobile device.
Having a mobile CRM can reduce data entry immensely.
You can use voice typing for notes, add contacts whilst at a sales conference and tag them, or import contacts directly from your address book, really handy if you have connected with prospects at recent events or networking meetings.
It takes 30 seconds, eliminating a huge task when you return to the office.
A large sales team can find themselves following up with the same people twice or maybe not following up at all. This is mainly due to customer information not being updated in real-time often leading to extra admin work. Time can be wasted checking if other colleagues have reached out and when.
Sales reps are on the go and out of the office the majority of the time.
In large sales teams, it can be difficult to get everyone into a meeting to discuss their sales activity and overall business sales strategy. A mobile CRM allows everyone the ability to view other team members’ activity.
This is very useful if you are unable to meet in person or have a conversation. From their mobile CRM, sales reps can view any notes, calls, and deals associated with their team members’ contacts.
If you’re just out of a killer meeting and want to inform another team member of how it went, simply add your notes in the Add Call or Add Note section and include @Brian (for example) and Brian will then get a notification of the details of that note. Thus, eliminating the need to call/email them separately.
It’s great when there’s seamless communication between different apps. Especially between your web CRM and its mobile app.
While you’re working from your computer, find a contact you want to call and click on the Call via cell phone button.
You’ll get a notification on your mobile CRM straight away and see this contact popping up on your phone screen:
With this feature, you don’t need to search for the contact’s phone number manually, your mobile CRM will automatically find it and bring it to your attention.
Once you finish the call, quickly type your notes and save them in your CRM.
Now that we’ve dived into how a mobile CRM can make your team’s life way easier, it’s time to get down to the top 3 mobile CRM solutions.
With our mobile CRM, you can use key OnePageCRM features wherever you go.
This mobile CRM is very simple and syncs seamlessly with the desktop version, ensuring that your data is always accurate.
Key features of this mobile app:
Pricing: Free for OnePageCRM users. The pricing for OnePageCRM starts at $9.95 per month.
Besides mobile CRM, our handy Business Card Scanner can help you quickly gather leads.
Just snap a pic of a business card, and this mobile feature will instantly grab the contact info, creating a new contact in your CRM.
No more dusty business cards cluttering your desk or left forgotten at hotels by accident!
This simple mobile CRM solution works perfectly with your OnePageCRM account.
Key features of this mobile app:
Pricing: Free for OnePageCRM users. The pricing for OnePageCRM starts at $9.95 per month.
We’ve also built an AI-powered Route Planner that automatically maps out the best routes for you.
It seamlessly syncs with OnePageCRM’s mobile CRM app, calculating travel time using the latest traffic data and considering average meeting times.
Key features of this mobile app:
Pricing: Free for OnePageCRM users. The pricing for OnePageCRM starts at $9.95 per month.
A mobile CRM helps your team be more prepared when it comes to sales pitches and meetings, be more organized, and be in constant contact with customers and prospects, focusing you on the sale and ensuring you react to follow-ups in a timely manner.
By incorporating a mobile CRM today you will ensure sales reps have the tools they need readily available to achieve their overall sales goals when in front of potential customers.
Working on the go is becoming increasingly common in sales, so you need a CRM that can keep up with you. Here’s what one of our customers said after using OnePageCRM’s mobile app:
“I use my Cell phone for 90% of my business. To be able to put the information in from my phone is PERFECT. Thank you, Roger”.
The mobile CRM ensures you focus on taking action while you’re on the go. Try it out for yourself!
This is an excellent product that helps users to work in a more effective way and eventually improving the app, as well as the user experience.
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