Mobile CRM

Mobile CRM

After many years when business applications on cellphones existed, but were too bulky, too slow, and didn’t include enough features for dependable business use, mobile phones today are finally powerful enough to provide efficient business solutions. If you have a new smartphone in your pocket, it’s not rare that it will be as powerful as your desktop sitting in your office. Today most information technology growth is coming from the mobile sector. Mobile CRM is paving the way for improved sales and servicing to be more efficient on the road. Having real-time access to account information is no longer a luxury. Nowadays it’s a necessity and critical to remain competitive in the business world.

Salesforce CRM in the palm of your hand

Salesforce CRM in the palm of your hand

With new iOS, Android and Windows phones being so powerful, it only makes sense that developers are taking advantage of potential for powerful business applications in the CRM realm. Angie Hirata, Worldwide Director, Marketing and Business Development at Maximizer Software Inc. said “When you combine today’s environment of mobile and remote workers with demands from customers and prospects for near real-time response, it is clear that companies need a solution that offers flexibility in how staff access customer information.” Mobile CRM allows access to virtually all information accessible on your desktop. On the Salesforce 1 mobile CRM (pictured below) you can customize the app to display the most important and relevant categories of information first to give you fast access to information like groups, tasks, opportunities and leads.

For businesses that have sales teams who are constantly on-the-go, the use of mobile CRM will be a complete game changer. For businesses that are stationary today, mobile CRM may go as a luxury that is rarely used. However, mobile CRM can allow businesses to do new things they have never done before. It has removed the need to be in front of a computer to access and input important information. Businesses will find it’s easier than ever to move out of the office and be selling and servicing products on-site. According to Derek Warburton, Vice President of Sales for TenDigits Software, makers of CRM MobileAccess, “By mobilizing your sales force, you boost the efficiency of your office-based staff, who are now spending less time on the phone answering questions from employees in the field, and of your mobile workers themselves, who now have a more streamlined workflow, less paperwork and real-time access to accurate customer information.”

Applications like Evernote Business are integrated right into the Salesforce1 Mobile application

Applications like Evernote Business are integrated right into the Salesforce1 Mobile application

Salesforce1 mobile and other mobile CRMs are offering an unparalleled mobile experience. In some ways, the experience on a mobile CRM can be richer than the desktop experience. Some mobile CRM’s can take advantage smartphones, which are equipped with cameras and microphones to capture and store important information like a photograph of a broken item needing servicing or a voice recording of important notes from a meeting. In the Salesforce1 mobile platform, custom applications can integrate with Salesforce’s native application.

With just a few taps on your phone, you can be pulling up the latest sales figures or checking the newly updated notes on the client you are about to meet, mobile CRM will play a very important role for certain businesses. Below is a quick demo video from Salesforce showing the power of their mobile CRM platform.

Scott Thomas