CRM systems provide companies with the tools to capture, organize, analyse and act on the information generated from working with customers.

To get the most out of the CRM, organisations need to take the next logical step, moving this valuable information from behind corporate walls to the employees in the field, the Sales and Services teams. 

It is here that information becomes useful—where customers and prospects value and demand it.

The high availability of information is essential to today's mobile teams who rely more heavily than ever before on in-depth and up-to-date information on their customers and prospects.

Win More Business—Faster

Mobile sales representatives use personal organisers, mobile phones, handheld devices and notepads to help them manage their day.

Valuable data remains locked in these ad-hoc silos, only some of which gets entered into the company CRM system. In critical moments when a salesperson engages with a prospect, mobile CRM provides the ability to access salient pieces of customer information that can help resolve bottlenecks in the sales cycle and win more business.

Improve Business Collaboration

The ability to access CRM data via mobile technologies enables workers to connect and interact with the office, as well as share critical data on customers, orders and inventory from the road.

By providing mobile sales and service teams with the proper tools, businesses can streamline operations while maximising customer satisfaction and loyalty. Seamlessly connecting the office and a high-performing field team optimises synergy and results in flawless execution, lower service costs and greater profits.

Bolster Productivity

Getting in front of customers is difficult enough therefore valuable customer face-time should be maximised.

If mobile professionals have access to all relevant information, they can go much deeper into the sales or service process in a single visit. Being better prepared on a customer call can make the critical difference to sales success and customer satisfaction.

Providing relevant data such as order status and recent service history on demand helps salespeople demonstrate account familiarity to customers and prospects, increasing customer satisfaction and helping win new business.

Also see

Mobile CRM | Marketing