The Benefits of Mobile CRM

Mobile CRM lets businesses keep sales team and staff members connected to their customers even when away from the office. Imagine being able to call a customer while caught in traffic, when stuck at home due to bad weather or while at a business conference. Mobile CRM solutions understand that in the modern business environment a business should never be out of contact with its customers.

If any branches or employees in a company work in customer service and related fields the ability to quickly access and respond to customer inquiries, request for assistance and complaints can go a long way towards ensuring the customer is happy with the level of service they receive. Such practices also build loyalty and ensure a customer that a company values their money and relationship.

What exactly is Mobile CRM?

Mobile CRM uses web-enabled devices in order to allow employees' instant access to client files from any location. Laptops with wireless capabilities, Blackberry devices, iPhones and cell phones are used in mobile CRM, these programs can be fully interactive allowing them access to the same information they would view from the office. With web-enabled devices, employees can quickly update customer information, take orders at a customer meeting, look up information on a customer complaint, schedule appointments and automate services to save time.



What do employees gain with mobile CRM?

Mobile CRM offers enormous value to employees, both those who work in the office and field based representatives of your companies' products or services. Mobile CRM is ideal for scheduling or rescheduling a service call and providing staff with a quick update of what has changed. It can also be used to allow staff to track inventory when out of the office, and review a record of a customers contact with the company. Invoicing, task scheduling, calendar and event options are options with most mobile CRM platforms.

How to Choose a Mobile CRM Platform?

Before choosing a platform businesses should take time to investigate the options available to them, especially if they already have a platform in mind that they want to use. Though support among CRM platforms for the iPhone are expanding at present only a handful currently have support for the iPhone. Blackberry platforms are already widely circulated, since Blackberry is presently the most used Smart Phone device among business users. Many of these programs offer the speed and synchronization needed to make mobile CRM a success. Allowing real-time access to information and designed to be user friendly.

Companies have to take care that they choose a mobile solution that is secure from unauthorized users. Though free programs may offer great speed and access to accounting information on customers unless this platform offers advanced encryption and user authentication features, customer information can be compromised. Platforms that provide instant updates and alerts are also valuable to employees, especially those who routinely work in the field. With an update log, employees can instantly be notified of a rescheduled meeting or find out that customer orders have been placed on hold. They can also find out which items in inventory are temporarily unavailable without ever having to call the office.