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Five Reasons Your CRM Deployment Needs Enterprise Mobility

If you’ve been paying any attention at all to the rapidly changing world of enterprise mobility, you know that if you don’t have a mobile tool you’re already behind. Mobile CRM apps will grow 500% this year and it’s no longer a nice-to-have capability but a sink-or-swim necessity for your sales team.

If you’re still on the fence, or debating whether or not a mobile CRM app is right for you, we’ve outlined 5 essential reasons you need to move mobile to the forefront of your CRM deployment strategy.


#1: You Need to Access Your Data When You Need it

With a solid mobility tool, your sales staff has the ability to access the important information they need at any time. Mobile CRM apps can help your team manage an account from the first moment of contact to the signature on the statement of work.

A mobile application makes preparing for a meeting on the road an effortless activity, allowing your sales team to pull up records and initial communication with a client in one tap. Beyond acting as a valuable resource prior to the meeting, Mobile CRM apps can serve as a presentation tool when you are one-on-one with clients. With your data in the palm of your hand, you have the ability to show your customers the exact products and services you’re selling.

A fundamental goal in implementing a CRM tool in the first place is to capture good data about your customers. Creating a tool that allows your team to enter the details of the meeting and the next steps for a client immediately after the event, ensures that you are receiving the highest quality information. Deploying a mobile CRM application creates the best circumstance for collecting the most accurate data about your potential and existing clients.

#2: You Need to Reinforce Brand Standards

When you’re in the field meeting with a client you want to be able to display your service offerings in a way that will help drive the sale. It’s likely that your customers are peering over your shoulder and looking at the presentation tools you’ve brought along with you. Building a mobile CRM application that is in-line with your brand standards allows you to bring your most powerful sales tool to any meeting, anywhere. Your goal is to delight your customers. One way to do this is to build an application that presents your products and services in the most effective way possible. Use your CRM to facilitate a collaborative conversation about what you have to offer and how you can offer it.

#3: You Need to Put Your Apps Where Your People Are

Do you want your sales team chained to their desk inputting information into your CRM system or do you want them in the field meeting with clients? We’re going to take a wild guess and suggest that you would choose the latter.

Deploying a complex CRM system might work for users sitting in front of their computer all day, but it simply doesn’t translate to your team out in the field. We encourage all of our customers to invest their time and resources into offering a mobile CRM application that allows their sales staff to spend more time selling and less time sitting.

Some businesses think a mobile CRM solution might not work for their users because they don’t always have cellular connectivity. Great news, perpertual data connectivity is not required for businesses to deploy an effective mobile CRM solution. It doesn’t matter if your team is in a basement, a field, or in a building without a solid Wi-Fi connection. Businesses can leverage offline capabilities in a mobile CRM app so that any data updates can be stored offline and will automatically sync when the device finds a connection. With a mobile CRM application you can say goodbye to the “I didn’t have service” excuse forever.

#4: You Need to Acknowledge Different Form Factors and Screen Sizes

DynamicsmobileOn your desktop, you have the screen real estate to perform lots of different actions. You can open multiple windows and drag documents across multiple monitors. When creating a CRM primarily for desktop you have a lot more flexibility on your system design and you might expect a little more effort from your users.

However building a mobile application makes simplifying your system mandatory. Users need to be able to navigate the system in mere inches. This requires that you narrow down your fields and pinpoint the most valuable information. You have to approach the construction of the app from a tappable mindset. What happens when you subtract fields and functionality? You increase the likelihood that your users will adopt the tool.

The less data they are required to collect not only increases adoption rates, but simultaneously increases the likelihood that you will receive the quality data you are looking for.

#5: You Need to Meet Rising Expectations

Remember that statistic projecting mobile CRM growth of 500%? If this enormous number doesn’t get you moving, you can safely assume it will motivate your competitors. And while right now your focus might be on mobile apps for your internal users, you cannot stop there! Everyone - your sales staff, your customers, your prospects, and your leads - expects you to offer mobile capabilities.  We’ve moved beyond the days of printed presentations and product catalogs. Eventually you will need a full-blown mobile experience for each of these different what are you waiting for?!



Topics: Enterprise Mobility