Ready to go mobile?
“Don't underestimate the cost to your business of paperwork and idle time: whether in sales, service or both, mobile CRM can allow an organisation to see quick results and a fast return on investment”.
The use of portable customer and prospect management technology – or ‘Mobile CRM’ – is not a new concept, nor is the idea of accessing emails and calendar items. In fact the latter is considered the status quo in a world where executives operate in an environment where they require – and expect – to communicate anytime, anywhere and in any combination of verbal, written or visual media.
Recent research, development and improvements in mobilisation technology allows organisations to extend their CRM culture and technology to the road and beyond – creating a virtual office
Sales
The ‘bread and butter’ of CRM is around providing a tool to assist sales teams through the automation of administrative and repetitive tasks in a selling cycle. Extending this concept out to field staff’s handheld devices allows for real-time note taking (even voice recording) during or after client calls and appointments, with live updates into the central CRM system back at the office, meaning that colleagues and other parts of the business have access to the latest information and updates as they happen.
The reverse is also true: if there are unpaid invoices or the accounts department reveals a bad credit check, this is good information to have before signing a client.
Service
Companies that manage service requests can manage their response through mobile technology. Whether this is in a professional services or trade service context, deployment of the right staff aids a timely and appropriate response, and happier customer-base.
Management
Managerial staff and leadership can also access their key business metrics and reporting from the office and, of course, remotely on the handheld if required. This provides a snapshot of the business or their mobile team’s activity and performance in real time, as well as other key business metrics.
FAQ’s
How will mobile CRM save me time?
Utilise travel time for administrative tasks. Action emails and phone calls while out of the office or travelling, and maintain a record of these on the base CRM system.
How will mobile CRM make me money?
Enable more client face time for sales staff by reducing their administration. More face time = more sales calls.
Enable service staff to not only respond in a timely manner, but arrive informed on the account provide a more efficient, personalised service. Satisfied clients = higher retention ongoing revenue streams
