Customer relationship management is a crucial part of any business. And because everyone, not just customers is on the go, your CRM needs to be able to go with you no matter where you are. In fact, more than three quarters of the CRM users are accessing the software from multiple devices, with 48% of users accessing via a smartphone, and 48% accessing via a tablet. How can going mobile with CRM help your business?
Crucial Information at Your Fingertips
Mobile CRM gives you access to crucial information when you need it most. If a valued client or customer has a major problem and needs your assistance, you can use your mobile CRM to access their account on the spot.
When there’s a problem that needs resolving, you can find out when they made their last purchase and which sales or customer service staff members they talked to along the way. You can also see what has already been done so you know where to start working on a resolution.
If your sales team has an off-site meeting with an important client, the mobile CRM provides them with immediate access to information they can use.
Increased Potential for More Sales
A 2012 study from Nucleus Research showed that after adding social features and mobile access to CRM applications, salespeople became 26.4% more productive. Nearly ⅓ of respondents said their productivity increased by more than 20%.
You never know when you’re going to meet someone who could be of value to your business. Simply standing in line at the coffee shop and striking up a conversation with someone in line near you could lead to a potential sale. With a mobile CRM, you can input contact data and notes from your meeting immediately, so you don’t potentially miss a vital connection.
Maybe you’ve been working to win over a client for months and that client just happens to call while you’re away at lunch. Your mobile CRM gives you access to all the information you need to keep a productive conversation going, and you can leave notes for other staff members to keep them up-to-date. This is especially important if you have to pass the contact to another staff member to close the deal.
Shorten Your Sales Cycle
Research shows 65% of sales reps working with companies who’ve adopted a mobile CRM achieve their sales quotas faster, compared to just 22% of sales reps using a non-mobile CRM.
Your mobile CRM allows you to close sales with fewer interactions so you can dedicate more time finding and qualifying new leads. Plus, you can customize your solution to include the critical information your business needs, such as pricing models and inventory availability.
Use your mobile CRM to search for past customers and prospects that you may have previously lost business to, but you already know and have qualified. Reconnecting with those cold contacts can help you shorten your sales cycle because you don’t have to spend time with introduction and qualifying.
Faster Production and Planning
Because your mobile CRM goes with you and can be accessed from your mobile phone with an app, or anywhere there is an Internet connection via mobile web, you can get more done – you are no longer chained to your desk at work.
Instead of putting in an order after you get back to the office, you can use your mobile CRM to place an order at the conclusion of your important meeting. This results in faster delivery times to the customers, which results in higher customer satisfaction.
Studies have shown, just a five percent increase in customer retention can lead to an increase in profits of anywhere between 25% and 95%, and 80% of your future revenue will come from just 20% of your customers, so keeping customers happy is key.
Your CRM is already useful to you in the office – and using mobile CRM can make it that much more useful and valuable. To find out more about how our mobile CRM can help your business grow, sign up for a free trial today!
At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.
