The importance of customer relationship management has grown exponentially in the past two decades. Hence the use of CRM software. Almost every business with more than 5 employees is using some kind of CRM to manage their clients and prospects.
We all know the importance of CRM and how useful it is to improve the efficiency of a business. But this era is more focused on Mobile CRM. According to a study, mobile CRM can improve your overall efficiency by 15%.
In this article, we’re going to checkout 5 solid benefits of adopting a CRM, and things you can do on the go:
Points of Perform In A Snap With Mobile CRM:
1. Contact management
Contact management is one of the most important features of any CRM. This feature needs to be perfect because everything starting from deals to a simple activity is assigned to a particular contact.
With mobile CRM, you can browse the information of each and every contact on the go. Important things like name, company information, emails, social profiles, phone numbers, company contact information can be easily found on your mobile screen.
Contact management is important because you never know when you’ll need a particular piece of information. With mobile CRM, everything related to a person or his company can be easily found. So, you can make calls or send an email and start connecting.
2. Access information on the go
During the commute, you don’t have to wait to reach to your desktop or laptop to access any information. Mobile CRM shows everything important starting from contact information to deal pipeline.
It becomes really important some times when you need a piece of information very urgently and you’re not on your desk. Mobile CRM becomes a blessing during such times.
3. Make, receive, transfer & record calls on the go
One of the biggest advantages of having a CRM is built-in calling. You can make calls right from your CRM without paying extra bucks to a virtual phone system. We should note that not all CRM comes with this feature. A built-in virtual phone system lets you get the phone number of your choice and make calls internationally.
With mobile CRM, you can also forward calls to colleagues, and manage teams with greater efficiency.
With that, you can also record incoming and outgoing calls. Call recording helps you in so many areas of sales and marketing. It is a great way to teach fresh sales executives on how to start a conversation, ask relevant questions, handle tone, and close deals.
Apart from that, recorded calls are proof when you need to cross-check a detail or verify some data. These recordings can be very useful in legal matters as well.
4. Deal management
With mobile CRM, you can effectively manage all your deals and their status. You can check closed deals, verified deals, proposals sent, demos scheduled, deal values, etc. You can also filter deals by uses, date, and their stage.
Mobile CRM prioritizes the deals to focus at the moment, so you can put your energy in the right direction.
While on call, mobile CRM allows you to take notes, create activities, appointment scheduling, and assign them to relevant deals.
5. Meet the nearby prospects
So many CRMs offer this feature when the app shows the nearby prospects on the map. Let’s just say you’re downtown for a meeting, expecting it to be like an hour. But the prospect got converted in just half-hour.
If you would like to schedule other meetings close to your location, mobile CRM can fetch the nearby prospects. As a manager, you can also track Geolocation of your team members to have a look at what deals they’re working on.
6. Assign tasks on the go
If you’re managing a team of sales reps, assigning tasks to the right person is an everyday business. But it’s really important. Tasks should be assigned right on time so that deals keep moving in the pipeline.
With mobile CRM, you can efficiently assign tasks to the right person on the go! This small feature helps with the deal flow and enables you to maintain the sales velocity.
7. Integrations to your favorite apps
It is indeed tiresome to jump back and forth between apps to get the data you want. And all the best if you’re planning to do that on your phone!
Integration is a smart way to get what you want and bring the necessary data on a common platform. Zapier kind of revolutionized the whole integration industry, so with a few Zaps, it makes lives a lot easier for businesses, especially sales and marketing teams.
Now, CRMs have the capabilities to connect with apps like G Suite, QuickBooks, Shopify, InvoiceNinja, MailChimp, WordPress, ClearBit, Slack, and much more!
By integrating your CRM account with these apps, you can easily bring the data to a common platform, and save a lot of time and effort.
8. Shared Team inbox
The shared team inbox is a wonderful way to bring remote teams on a common space. With a shared team inbox, your team members can follow the on-going conversations with the clients or prospects.
Let’s say you have a team of 5 sales reps working remotely in different parts of the world. Obviously, the time zone would be different for each representative, and you have a worldwide audience.
With a team inbox, reps can follow the previous conversation and respond according to their availability, so the customers don’t have to wait.
This would be a great tool for support executives as well. The support is a crucial part of any business and making customers wait is no good sign!
Other benefits of using a mobile CRM
- Improved sales force productivity.
- Drastic improvement in conversion and sales.
- Better insights on communication behavior.
- Insights on individual sales rep performance.
- Lead tracking and nurturing.
- A better view of sales pipelines.
- A faster work culture.
- Ability to provide constant customer support
Bottomline
Apart from these 8 benefits, mobile CRM offers something much more – mobility. Businesses are growing head over heels, especially startups. There’s a cut-throat competition everywhere and customer support is something that’ll set your business apart. Mobile CRM allows you to provide constant customer support and build better customer relationships.
