Jennifer Karpus-Romain

CRM On-the-Go: Using Mobile Devices

Blog Post created by Jennifer Karpus-Romain on Jul 18, 2017

Customer relationship management (CRM) software is a fantastic way to house all your customer data to best serve your clients. For the most efficient use of your CRM, you need your whole team to use the system. With a lot of your sales team in the field, having a CRM that is easily-accessible on mobile is key.

Companies may overlook the need for mobile-access, but it’s crucial for success. Years ago, the office setting was sitting at a desk. Employees had both their computer and their desk phone in arm’s reach at all times. But that is not the world we live in anymore. While the office computer is still important for some, an outside sales rep can conduct most of their business with just a tablet and a smartphone.

Consider how your team works when setting up your CRM. When a company doesn’t have a mobile version of their CRM, or if the mobile version they have isn’t very good, this creates two centers of gravity. For optimal success, you need your CRM to be the sole hub of your business.

It’s not enough for your CRM to be a part of your business, it needs to be the nucleus. Download our white paper to learn how to make it happen.

Increase your CRM user adoption rate by streamlining the process for team members. Don’t make your sales team take extra steps to input data into your system.  An employee in the field would have to juggle two completely different processes to accomplish tasks that should be simple. Ease their process by making it accessible in their most-used tools.

A mobile user should always have easy access to all the tools and resources they need to do their job. Establish a workflow that removes any stumbling blocks from the mobile experience, and include mobile interface optimization into the CRM implementation itself. Tools like text-to-speech and automatic call logging can also help to simplify and enhance the mobile experience.