Busi­ness ben­e­fits of us­ing Mo­bile CRM

The DQWeek (Chennai) - - EDIT - Au­thored By : LIMESH PAREKH

The num­ber of mo­bile users around the world has in­creased tremen­dously as com­pared to the num­ber of PC users. Mo­bile pen­e­tra­tion is far more than the PC pen­e­tra­tion, hav­ing a mo­bile CRM helps its users in more ways than can be en­vi­sioned. More­over Mo­bile is more util­i­tar­ian and eco­nom­i­cal as com­pared to PC or a Lap­top. Of course, there are iPhones and ex­pen­sive android phones which are much costlier than en­try level lap­tops, but there are ba­sic phones avail­able at eco­nom­i­cal prices. Mo­bile is more AVAIL­ABLE as com­pared to PC

Also, con­sid­er­ing that CRM is pri­mar­ily for Sales & Ser­vice (or sup­port), the Mo­bile CRM is more con­ve­nient. Be­cause, most of the time, sales­peo­ple, and ser­vice staffs are on the move rather on the desk.

Most im­por­tantly sales rep­re­sen­ta­tives see Mo­bile CRM as more of an en­abler and force mul­ti­plier than just a re­port­ing tool. That makes CRM adop­tion much eas­ier and faster.

Mo­bil­ity fea­tures like Geo-Tag­ging or auto call/SMS log­ging which is loved by Sales Ex­ec­u­tives as well as Sales Man­agers. TEN BUSI­NESS BEN­E­FITS OF MO­BILE CRM 1. Con­ve­nient than PC

Of course, Mo­bile is much more con­ve­nient to use as com­pared to PC. Longer bat­tery life, handy, al­ways with you. Par­tic­u­larly with the ad­vent of in­ex­pen­sive and pow­er­ful smart­phones, there is a par­a­digm shift in how we con­sume in­for­ma­tion and do busi­nesses. 2. Rel­e­vant in­for­ma­tion, any­time, any­where

Mo­bile CRM is never like Web/PC CRM. Be­cause there is the scarcity of screen space, the in­for­ma­tion is much more rel­e­vant. It is as per­sonal as pos­si­ble at the same time as much as it is busi­ness and en­ter­prise ready. Real-time no­ti­fi­ca­tions, add that ex­tra flare to the us­age of CRM and in­crease its ef­fec­tive­ness to a sig­nif­i­cant level. 3. Mo­bile Dash­boards.

Dash­boards on mo­bile give that cru­cial in­sight on what needs at­ten­tion. Ur­gent and im­por­tant things are pre­sented much eas­ily on mo­bile CRM dash­board. Things like up­com­ing meet­ings, sales fun­nel, and over­due ac­counts make the life of a sales per­son very easy. 4. Auto Call/SMS Log­ging

Mo­bile CRM soft­ware pro­vides au­to­matic call/SMS log­ging. It elim­i­nates the need for data en­try and up­dat­ing the CRM for ev­ery ac­tiv­ity that is done by Sales Ex­ec­u­tives. These Mo­bile CRM Apps don't log all the Calls/SMS, but when you call some­body for the first time, it asks you whether you want to reg­is­ter it - "Al­ways, Yes, No, Never." It makes sure that CRM does not log per­sonal calls. 5. Im­prove data Qual­ity

Since the user doesn't have to wait till reach­ing the desk for up­dat­ing the CRM data, data qual­ity gets im­proved in­stantly. Ex­am­ple: Wrong phone num­bers or email IDs or even ad­dresses can be cor­rected on the go, im­me­di­ately. 6. Sin­gle Click Meet­ing En­tries

Mak­ing records of a meet­ing or Min­utes of Meet­ing is one of the most hated task, which is re­quired to be done by Sales Rep­re­sen­ta­tives. Mo­bile CRM makes it in­cred­i­bly easy by al­low­ing sin­gle click meet­ings, which will log Ge­o­graph­i­cal Lo­ca­tions and time au­to­mat­i­cally. It also al­lows at­tach­ing au­dio and im­age files as Min­utes of Meet­ings. 7. Geo Tag­ging and co­or­di­na­tion

Geo tag­ging can dras­ti­cally in­crease the ef­fi­ciency of the field force as well as the back of­fice co­or­di­na­tion staff also. Ex­am­ple: lead from the web­site can be as­signed to near­est Sales rep­re­sen­ta­tive im­me­di­ately, and Mo­bile CRM no­ti­fies Sales Rep by email / Mo­bile No­ti­fi­ca­tion. Thus the lead can be fol­lowed up im­me­di­ately, re­sult­ing in more clo­sures. 8. Im­proves CRM adop­tion

Mo­bile CRM nat­u­rally in­creases CRM adop­tion be­cause of eas­ier oper­a­tions and sim­ple user in­ter­faces. Also since re­port­ing of ac­tiv­i­ties can be done im­me­di­ately from any­where, Sales reps love Mo­bile CRM. 9. Nearby, Geo Search

Geo tag­ging al­lows Sales reps to search peo­ple near them. Ex­am­ple: Sales rep can fig­ure out all the Com­pa­nies/Per­sons with up­com­ing deals lo­cated near him. It can be a great time saver tool. 10. Au­dio / Im­age Notes.

Mo­bile CRM al­lows at­tach­ing au­dio and im­ages as notes to meet­ings, con­tacts, deals or any other mo­d­ule. It serves a great pur­pose, as it is in­cred­i­bly easy to dic­tate a note as com­pared to writ­ing some­thing. Of course at­tach­ing a pic­ture will be worth typ­ing one thou­sand words.

Don't imag­ine con­tem­po­rary CRM with­out a Mo­bile App, it is use­less. Con­clu­sion

Limesh Parekh, CEO of En­jay IT So­lu­tions says, “Do­ing busi­ness with­out a proper CRM would be dif­fi­cult. It would be im­pos­si­ble to imag­ine us­ing CRM with­out hav­ing an ac­com­pa­ny­ing mo­bile App to the same. How­ever, one thing to be kept in mind, Mo­bile CRM is not same as open­ing your Web CRM in your mo­bile browser. Mo­bile CRM is a na­tive Mo­bile App, which may have sim­i­lar looks and theme like the Web CRM but the phi­los­o­phy of a mo­bile CRM is much dif­fer­ent from a web CRM” He added.

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