Mobile CRM is emerging into the mainstream as an excellent method of relaying information between marketing and sales personnel. Busy sales and marketing professionals on the road can now communicate quickly and effectively through mobile CRM. Mobile CRM refers to the use of a mobile device to conduct any CRM related activities, including mobile phones, PDAs, and laptop computers.
Sales professionals can access data in real-time, so it is always the most current, up-to-date information available. If you need to know about a client or lead, you can find what you need to know immediately via phone, laptop, PDA, or other mobile device.
The information flow is two-way. Salespersons can access databases and at the same time the information that they captured is relayed back to the central database which gets updated and stays current. Mobile CRM is web-based and with its browser-based interface it can be run on a number of devices such as PDAs, pocket PCs, mobile phones, etc as well as different operating platforms.
Leads don’t get cold because there will always be someone to pick up the slack. Mobile CRM also makes it easier to ensure the lead gets nudged down the pipeline gently but effectively and ends up in the correct place.
Even if a user isn’t dialed in or online, they still have instant access to information. Thus, if their computer connection dies or they lose their phone, they have other options for getting information, ensuring they get their job done. Likewise, a user can get all the information they need via phone; this ensures that users never need to plug in to access administrative data.
Mobile CRM is amazingly easy to use and takes much of the stress off of professional sales people. It allows them to stay in touch and get new updates. Mobile CRM is especially conducive to sales professionals who travel a large part of the time. Because you can use any mobile device, traveling isn’t difficult, and it’s far less stressful. If you suddenly remember something you have to find or look up, forget a client’s information, or any other number of scenarios, mobile CRM can be the way you solve the problem.
Professionals are no longer confined to the office; they can leave for an appointment or business trip and still remain totally connected to the workplace and their clients.