Definitive Guide to Create a Successful Mobile CRM Strategy

World is changing at a fast pace lately. Mobile phones are playing quite an important part now. This is the reason why mobile CRM is a must have. When consumers are walking towards technology, there is no point for organizations to not adapt it right!

This sounds well and good but why companies need a mobile sales solution. Sales isn’t limited to a desk job. In almost every industry including SaaS, the sales team must need to go out to meet the clients, engage and get them to purchase the product/service.

While being on field, having a mobile CRM at their perusal will help the sales team in getting work done in an easy manner. However, having the CRM isn’t going to cut it. The sales reps should have a proper CRM strategy that will help in closing more deals.

In this blog, we some important mobile CRM strategies that you must follow.

Know Your Requirements

This should be the first thing that you have to focus on. What is the point of mobile CRM? Why does your business need it? The answer for this question changes from one business to another. However, we are going to list some important questions that will give you better insights into your business requirements.

• Are your sales team going on field right now? Does your business need a mobile CRM on priority!
• Will it shift your sales and marketing strategy to another level and up the game?
• Can it help with the optimization of the processes that are present in sales and marketing activity?
• Is your sales team ready to adopt this strategy!

These business requirements keep on changing from one business to another. However, there are some use cases that are similar to every business.

• Access to CRM from anywhere at anytime.
• Increase in the efficiency
• Reduce in the administrative costs
• Reach out to customers via various channels

Understand the Benefits

Whenever we talk about mobile CRM, the first benefit that will pop in anyone’s brain is mobility, security, functionality and the convenience it offers. Sales people can use various features and functionality right from their smartphone or tablet.

Some of the benefits that sales reps can get from mobile CRM are

• Join meetings from anywhere at any time.
• Share the files on the go in between the team
• Get direct access to the CRM dashboard and reports from their phone.
• Integrate calendars
• Schedule meetings
• Respond instantly to the customer issues
• Access the lead information and update it on the go

When there is a chance to update the data immediately and access it from anywhere, the sales reps will have an edge in closing the deals. They know the information in real time and this will ease out a lot of work on their end.

Apart from this, security is something that one can laud about mobile sales solutions. There is multi-level security and requires authentication which is an easier and better option.

Phase Wise Rollout

The one mistake most businesses make is introducing a new tool to all the employees at once. This can create chaos among the employees. They will be overwhelmed with the new tool, its features and this can result in a dip in productivity.

Hence, the first thing companies should do is conduct a phase wise roll out as per the hierarchy. Start from the managers, then team leads followed by the team members. When you do this, the supervisors will make their team understand the working of a tool and this way the knowledge will be shared between all the members.

It is important to consider how the employees are going to accept this new tool and then push it onto them in a subtle manner.

Get All Employees on Board

When we talk about CRM, marketing, sales and support teams are the only ones that come into mind. It is given that these people are going to get their hands on the mobile CRM. However you have to ensure that the other employees can also access the tool.

Post pandemic, the employees are not limited to the four walls present in their office. They now are looking for an option to work remotely from anywhere they want. If you are someone who wants to give this flexibility, then provide the CRM to them.

CRM is a great tool for inter-department communication. Hence, getting it on mobile will aid your employees.

Mobile CRM is going to be an investment for an organization. It is important for companies to think through this, understand how important and reliable a tool is and then get their hands on it. Apart from that knowing the requirements will help in choosing a tool that goes with it. So, be clear about your requirements.

Note them down if needed and invest in a software like Office24by7 that will help your business grow.

The main goal of Office24by7 is to assist the organizations to simplify the various operations of different sectors like HR, Accounts, Marketing, Administration, Support, Sales, and Communication.