In the challenging economic climate, it remains crucial that businesses uncover and create ways to differentiate themselves from the competition. Given the importance of managing existing customers and new opportunities effectively, a relevant mobile CRM app for your smartphone or tablet could be just the way to do that. You’ll be better connected, have better insight into your planning and real-time access to your business information – improvements stimulating higher productivity and greater efficiency.

A mobile app puts you in a stronger position to view critical customer information in the time frame required for an effective response. You can make use of an intuitive, simple and user friendly interface providing you with real-time overviews of the information you need to manage your relationships effectively.

Valuable, but what are the most important CRM details for representatives, account managers and freelancers? What makes a mobile CRM app a relevant, valuable tool that can positively influence productivity and give revenue a boost?

Complete insight into your planning
Which customers or leads are we going to visit, how long will I be en route to a visit, who’s going to be sitting at the table and what exactly are we going to talk about? Do various systems or registers need to be compiled to give a complete overview of what’s happening at the customer and ensure you have the answers you need? It would of course be brilliant if all this CRM data was easily available in one centralized location. With a mobile CRM app, that scenario becomes a reality.

From your smart phone you’ll be able to see directly in your agenda which meetings are planned, linked directly to the right account, the right contact person, the right project, the right sales opportunity and the relevant quotation.

You’ll also want to be able to click through easily to more detailed account information and further design how the account and contact information is linked. You might also want to zoom in to see what these people have been saying in their latest tweets. That’s how you know exactly what’s keeping your customers busy.

With a socially enabled CRM app, the traditional 360 degree view of the customer can be enriched with relevant, helpful information from outside the CRM system itself. Valuable in a world where being ‘connected’ becomes more and more important in almost every aspect of our lives.

Real-time access to your CRM system
It’s a result for the sales professional when he can make decisions out on the road based on the full range of relevant information. Is there a running complaint procedure on incomplete implementation at the site? Are there invoices that haven’t been paid, and if so, why? Are there other sales opportunities open or unanswered tenders in play? Is there other relevant information entered elsewhere in the system that needs to be included in any meeting preparations?  Having this kind of information to hand before an appointment starts can make a real difference to the outcome of the meeting.

Furthermore, a sales executive needs to be able to link back directly to the rest of the organization quickly and easily while at a customer or prospect visit. In an ideal world, the sales person makes a report based on the meeting and saves it under the account documentation in the system there and then – while he’s still sitting there with the customer.

Or the signed quotation can be immediately uploaded to the CRM system so that initial discussion around planning and implementation can take place at the same meeting. In short, technology that supports real-time co-operation across the business, speeds work activities and leads to higher productivity and efficiency.

Improved performance within reach
Complete insight into your planning and real-time anywhere access to your CRM data? This is no longer something for the future wish list. The possibilities are now out there and accessible. Explore the options and turn your CRM system into a tool that can genuinely start to drive better performance from all your users and in turn the business as a whole.


Original post: The Biz Box