People are talking about it, you have read about it, but you might not be convinced about switching to a mobile CRM app yet. We will look at 7 reasons why you will gain from changing from the traditional system you have been using. But first, let’s take a look at what a mobile CRM app is.
What is a Mobile CRM App?
A mobile CRM allows sales teams to access their sales system or platform via a tablet or smartphone, even a smartwatch. You have full CRM capabilities and full access to marketing, sales, and customer care data whenever or wherever you want. Considering how often your sales team is on the road, it’s already clear how access to this data from any device is going to facilitate their jobs. And there are plenty more benefits!
7 Benefits to Using A Mobile CRM App
- Your system isn’t tied to the office
It’s silly to even imagine your sales team going out on the road without all of the details of their clients and sales. They aren’t going to remember everything and its impractical to have to call or email with every question. They need access to CRM. A salesperson without access to the CRM is like a boxer without gloves.
A mobile CRM, as the name implies, is mobile and it can be assessed immediately. Team members can check important details before heading into a meeting, show clients digital catalogs, and much more, improving professionalism and efficiency.
- Lower maintenance costs
Traditional CRM systems are usually built on software platforms and on-site servers like NAS or database servers. These can take a long time to install and may require hiring additional staff to implement the system and train your employees on how to use it. Add this to the cost of maintenance and upgrades, it becomes rather expensive. A mobile CRM is a SaaS (Software as a Service) that is far cheaper.
- More employees will use it
Traditional CRMs are difficult and rather awkward to use, nobody really wants to use it. The result is, an expensive system that the whole office dreads and rarely uses. Mobile CRMs are smarter, sleeker, and far easier to use. Coupled with the fact that it is mobile, there will be a far higher adoption rate. Senior team members and the non-tech-savvy staff will be motivated to use mobile CRM.
- Better insights for management
Today is all about data. As your team switches to mobile CRM apps, there will be much more raw data and top-quality data too. Data can be uploaded from any location the team is working in, even locations with places with little coverage. If this can be done on the field rather than waiting until back at the office, data will be fresher in the mind and more accurate. It also means that managers don’t have to continuously call for updates.
- A more competent team
Real-time data allows the sales team to do their jobs better. If they happen to forget a contract, they can access it through the mobile CRM and the client can sign digitally. Mobile CRM systems come with geolocation services that are capable of redirecting team members if there is traffic, improving punctuality. Mobile CRMs will also provide managers with insight on tools that sales teams need to be able to do their jobs better. These things all lead to closing more sales and increased profits.
- Bring Your Own Device (BYOD)
The majority of mobile CRMs are incredibly flexible and can be used on Android and Apple with no compatibility issues. You can use them to access Google Maps, and clearly visualize documents and images on both Android and Apple. These small details further encourage people to use it.
- Integrating your mobile CRM with other business apps
One thing that could potentially put people off is if your existing apps didn’t run smoothly with a mobile CRM. Luckily, this is not the case. Mobile CRMs will work in conjunction with existing business apps. For example, the information from an email from Gmail or Outlook can be viewed from the mobile CRM, saving sales teams from having to repeat the message.
In Conclusion
As with all change, it takes a little time to get everyone on board. But the benefits far outweigh the struggles of change. If your team sees your positivity, they will soon follow and appreciate the ease of use, the access to information, and the increased sales in no time.
