Mobile CRM App is nothing but just another version of CRM solution designed to provide a complete CRM experience on tablets, smartphones, or any internet-enabled devices. Through efficient mobile CRM app sales, marketing and customer service teams can efficiently
access to the latest information about their customers in real-time.
An operational mobile CRM software helps your sales force to achieve higher productivity, performance and quality in a smarter and faster way.
A mobile CRM software tops the laptop or desktop computer CRM because besides delivering all the functionalities of a computer, it also has the added benefits of on-the-go access via cloud computing.
What are the benefits of mobile CRM apps?
Mobile CRM is well suited for remote workers as they can:
- Use the integrated calendar to plan their work
- Find the click-to-call feature to dial into meetings
- Update leads, contacts and opportunities
- Access dashboards on the go
- Track and respond to customers’ queries
Did you know every mobile CRM app should have certain features to empower the salespersons with vital capabilities?
Here are the 5 features of mobile CRM app you must look for:
1. Custom Push Notification, Voice Recording Facility
Mobile CRM apps with custom push notifications and voice note facilities can improve your workflow. With the push notification feature, you’ll not miss any information related to your sales. Such a feature will allow you to receive real-time updates and reminders in mobile CRM. This functionality will let you instantly get notified the moment you create new contacts or assign activities. You will also get a notification when tasks are due or if you win any deal. Also, a voice recording facility allows a salesperson to store all the call data and they can use it for future reference.
2. Offline Access, Online Data Sync Functionality
The major challenge of an outside sales associate is not being able to communicate correctly and on time. Sometimes data connection might get lost, or your mobile might run out of battery life.
But if your mobile CRM app is facilitated with offline access features or online data sync mode, you can update vital records, create and assign tasks and view reports. If there is a loss in connectivity, the app will allow syncing in the background when the connection is restored.
With such advanced features an associate can improve his/her workflow; during any occasion of downtime, he/she can productively contribute to the CRM.
If you are looking for the best mobile CRM app, Zoho’s mobile CRM app is equipped with offline access and updates to CRM data. Once online, the app automatically syncs without further input.
3. Geolocation Tracking with Custom Map Filters and Route Planning
Geolocation is yet another most essential feature of mobile CRM. This feature saves your time and also enables you to make most out of your field visits. The feature works conveniently, enter your current location and the map will fetch the contact information of your prospects situated in that specific area.
Using it you can reschedule any canceled meeting or utilize the custom filters to maps and visualize sales territory according to particular criteria. In addition to that, geolocation enables sales agents to map routes between client locations with real-time traffic alerts, place leads and opportunities as pins, along with other mapping tools.
4. Email Tracking & Management Feature
In CRM, emails are the most effective way to communicate. So, it’s incredibly crucial to maintain and track emails to drive sales success. A mobile CRM, rich with email tracking and management system, will give you complete control over your email.
With this feature, you can:
- Schedule emails and reach your clients at the right time
- Discover and streamline all the received and sent emails in one place
- Insert templates directly and send persuasive emails without any delay
- Track inaccurate emails and make necessary amendments
- Directly attach deals to the email communication
- Find and refer to email threads to identify the context of your communication with clients
5. Integrated Marketplace in Mobile CRM Apps
One of the most significant features of a mobile CRM app can be an integrated marketplace that would allow the users to go a long way toward bridging gaps in functionality. Such a function might include SMS templates, bulk SMS sending, message automation workflows and several such features. Sales executives who are engaged in extensive outside projects can make more of such feature-rich mobile CRM.
When you want to achieve your sales target, a mobile CRM app is the best option. But it’s quite natural you won’t know how to choose the best one. Hence, we have presented some of the necessary features that would surely support the remote working environment. Through a feature equipped mobile CRM, you can maintain your sales pipeline efficiently from anywhere. Mobile CRM app is the best way to establish your presence and target buyers of a particular region and helps you create insightful reports.