Benefits of Using a Mobile CRM

Building Relationships / November 26, 2014 / Kristie

We live in the age of information. Answers to questions we have are accessible everywhere and that’s the way we not only like it, but also expect it. We want to be able to find what we need, when we need it. The same goes for business information. What good is data stored on your laptop at home when you’re out of the office? When you’re running a business, time is money so if you can’t respond fast, you’re missing out on a piece of the pie.

Having access to your information at your fingertips allows you to be mobile while you work, no matter where that is. You can enter in new data as well as access that data at anytime, anywhere. Whether you’re in a meeting with a client, on the road, or away on a business trip, your information is always with you. This now opens the door for you to use your time away from the office to your advantage.
benefits of mobile CRM

With a mobile CRM you’re able to gain these 3 main benefits:

1. Improve Customer Experience

When you’re able to recall important information about a customer right away, the customer feels that you care more. The ability to refresh your memory of previous interactions from your iPhone or iPad before meeting with a client causes you to appear on the ball and professional.

2. Save Time

Often times the notes we take in a meeting don’t make it into the CRM on your desk. By having your CRM with you at all time, you’ve able to avoid double entry as well as missed information. In a report by CRM technology research firm Software Advice where they surveyed salespeople that use a mobile CRM, 53% responded that using a mobile CRM greatly improves the quality of data and another 29% said it moderately improves their data. Their findings also references a quote by Craig Rosenberg, editor of the Funnelholic and co-founder of the TOP, that explained that the main reason a mobile CRM improved the quality of data is because the problem is that “Most of the time the data just doesn’t go in”.

3. Increase Sales

The ability to increase sales comes from the result of saving time and improving the overall customer experience. The customers you have feel better taken care of which results in a stronger customer relationship, and the time you save allows you to gain and manage more customers.  You’re able to respond faster, make decisions sooner, and keep your business moving forward.

The new way to get ahead in business is not by working harder, but by working smarter. Using a mobile CRM is just one more way for you to get ahead of the competition and stay on top of your game.

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