A mobile CRM is a software that is deployed or installed in a mobile device—usually a smartphone or tablet—that connects to and utilizes the power of the core CRM system of a business from a usually remote location. This allow company reps and agents to access the wealth of information that their company has on-the-go and in a highly personal and familiar way.
In mid-2015, it has been found that more users are using the internet via mobile access compared to fixed desktops. Google weighed in as well, admitting that their search platform is used more in smartphones than on desktops. These are very healthy numbers and are a solid basis for businesses to ideally adopt and field mobile CRM applications for their employees.
It’s No Secret: Mobile is the Future
According to Cloudswave sponsored by business review site Cloudwave, sales agents are found to be 15% more efficient in their dealings while using a mobile CRM app, with businesses experiencing a 10% increase in cash flow. These numbers are astonishing but not entirely surprising—having sales agents harness the power of a full CRM while having a live field sale is an unbelievable advantage.
While the initial shift of the Internet allowed for remote selling with the buyer and seller never having to meet, sales agents now can even better the customer experience by bringing the business to the customer’s doorstep while still being able to fully service them from the business side due to having powerful remote applications at their fingertips. In a way, sales agents can resort to the traditional way of selling products by being physically present while still leveraging the perks of using a CRM.
Having access to the core CRM features outside the office also helps in avoiding agents from storing and following up on leads and sales at irregular intervals. One common mistake by CRM adopters is that because most of their sales agents cannot access their database and system in real-time, mainly because they can’t head to the office right away or they have to open up their laptops somewhere, the data on hand piles up and is not entered until the end of the day. This increases the chance of the data being forgotten in transition and lost completely—which can lead to a 79% loss in lead-to-sales conversion.