Maulik Shah

3 Features That Your CRM Mobile App Must Have!

Blog Post created by Maulik Shah on May 22, 2018

Sales activities do not keep confined to corporate workplaces anymore. And neither are sales executives. It is quite common to see sales professionals working in subways, coffee shops, traffic, parks and in the most unconventional places. Accelerating the targeted sales figure each time, getting handsome commissions, and closing huge deals gives an unmatchable thrill to sales executives and keeps them motivated.

 

Well, although you may pride in the fact that your sales team is tech savvy and is painting the town red; they do need to update customer data and other details in their CRM. And that is not possible if they do not have the CRM software in their fingertips. This the idea of a CRM mobile App stemmed up. Several CRM users make the most out of these apps to handle customer relationships on their fingertips.

 

If you are planning to have a CRM app for your company, it must include certain features. Let us know about these features in detail:

 

Task Assignment & Collaboration

Sales processes in huge organizations can be prolonged and intricate. And if you run one of such companies, it is imperative to have a feature that enables you to work in collaboration. Some CRM apps have features that confine the access to the data pertaining to them and the collaborative functions are enabled on the website app.

 

During such times, if you have a SugarCRM system, you can make use of SugarCRM Plugins that provide you with activity feeds wherein you can address your colleagues and assign them with different tasks. You can also look for team messaging apps to solve your purpose. By doing so, you can enable seamless communication throughout the team.

 

Route Planning & Geo Location

As we all know, sales executives do not keep confined to one place. They need to visit different clients and plan their routes accordingly. Now, to make sure that they do not spend a lot on energy resources while visiting clients, a geolocation feature can come of help. Using it, sales agents can map routes between different client locations using real-time alerts. One can also apply custom filters and view different sales territories based on different criteria.

 

A feature like this not only saves energy resources but also saves a lot of time. Sales executives can prioritize their appointments effectively and undertake different sales activities without any glitches. They can also mark opportunities as pins.

 

Offline Access and Online Sync

Working from remote locations is quite a common deal for sales executives. Often during such times, updating records becomes impossible. A superior quality mobile app should provide users with the facility to create and assign tasks, view records, and update them even when internet connection is absent. Once the connection comes back, the sync should happen seamlessly.

 

For example, if one of your team members is working from the subway inside a tunnel, it does not mean they have to stop working in the absence of internet connection. They can keep working and as and when the internet comes back, the data synchronization happens with ease.

 

Conclusion

While looking for a CRM mobile app, it is quite likely that you might find several apps that are available for free. However, you need to ensure that it is compatible with your CRM system. For example, if you are looking for a SugarCRM mobile App, you can make a list of features you would want them to have and you are sure to find a suitable one. We wish you the best!

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