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Mobile CRM and A Brand New World of Better Sales and Business Management

Mobile CRM has lofty promises to offer. Besides getting fast and easy mobile access to business related data, using your CRM platform to build your entire mobile strategies and customer support services is the reason why next generation sales tasks and sales operations have started depending on mobile CRM.

Daily sales tasks such as opening and sharing files, accessing leads, opportunities and contact, carrying out meetings, sales force, dashboard access and sharing files carried out by a salesperson are freed from the clutches of desktop operations. All thanks to synchronizing information on the move.

Coca Cola and its Mobile CRM

Mobile CRM platforms are able to perform numerous tasks that frees up time for sales teams. Custom apps can load information in CRM back ends. Coca Cola Enterprises (CCE) has started using mobile CRM to bring efficient initiatives throughout its sales, operations and administrative services. Increased efficiency and improvements in customer service and beverage sales have been witnessed by CCE as pulling customers on board has become easier and administration offerings broader. An app has been launched by CCE on Sales Cloud and the Salesforce Platform. Currently the app is being used by a few hundred people in Great Britain and 300 more in the Netherlands. The aim is to help field sales representatives to spend more time with customers. Increased information flow, customer-focused approach, channelized deployment, multi-contact and improved development cycle has been CCE’s vision. More exchanges on mobile devices have led to more customers. CCE plans to open up more apps around the world to open up more customer contact channels.

Huge Shift to Personalized Customer Experience

You can integrate your existing CRM system with mobile devices and have social media access. This will lead to superior personalized customer experiences. Shift to mobility will involve numerous platforms as there are tablet-based browsers, location services, mobile apps, emails and social networks used by customers. Combining CRM with mobile and social networks will add new dimensions to your business capabilities and reach.

Information, Query and Response on the Move

A mobile CRM platform can be accessed by customers as well as your subject matter experts, sales executives and managers. This will lead to immediate access to queries and round-the-clock implementation of response and problem solving from anywhere and from any device. Customers will easily contact you and you can track each and every case with ease, benefiting greatly from your CRM platform.

Mobile CRM Apps

Customer relationship management is currently a hotspot as suggested by Gartner – ‘Global CRM spending hit $23.2 billion in 2014, up 13.3 percent from $20.4 billion in 2013.’

Other Software surveys (carried out by Software Advice) indicate – half of all existing CRM users reportedly access CRM systems using Smartphone, while 45 percent use tablets.

Users are increasingly becoming fond of mobile CRM apps which will implement growth of CRM apps and a growing mobile CRM marketplace. Here is a list of few Mobile CRM apps that are huge favourites in the marketplace:

Box.net Mobile

This app will allow you to view all your content online in the format of files and folders. Widgets can be developed to share your files across blogs and web pages. This app is available for Android, iPad, iPhone and BlackBerry. Files can also be viewed full-screen presentation modes. They can also be viewed in more than 100 formats. Folders can be transformed into a webpage.

Zoho Mobile CRM

This app has numerous mobile CRM features operable across iOS and Android. Users can leverage their devices’ geolocation capabilities to make sales calls. Managers and colleagues can check in besides geotagging sales calls. Nearby customers or colleagues can be located using “near me” option.

Sugar Mobile

Sugar mobile is a popular mobile CRM app that operates on Apple iPad, Android and iPhone. Users can log calls on their mobile devices via the app. Simplified interaction and information access is an inherent quality of this app. Changes made in the system data is updated in real time. Google map location can be used in tracking any location/address. Syncing of devices is not necessary in carrying out all actions within the app. Daily activity screens can be personalised in order to receive updates on upcoming events and sales calls.

HubSpot

This app focuses on inbound marketing which helps companies “get found” across the web. Leads are converted to businesses. Available for Android and iPhone, HubSpot greatly helps in businesses to improve their marketing investments by offering analytics. Users can track leads, visitors, customers and progress in generating new visitors with the help of HubSpot Analytics. Multiple accounts can be managed in the app. Users can analyse performance of their email campaigns.

Salesforce Chatter

This app has been announced as the most successful product launch ever, by Robin Daniels, director of product marketing at Salesforce.com (NYSE: CRM). Currently the app is reportedly used by more than 80,000 companies worldwide. This is the company’s first cloud based social enterprise that has Facebook and other social networking site leverages. Individuals, employees and sales teams follow recent data, activities and people. All information gets stored in the cloud and can be accessed through mobile devices. Chatter has successfully reduced meetings and emails as employees have become more productive.

ForceManager

Users can manage deals, check account details, view calls, access all previous interactions with customers, track visits and emails on a single screen. ForceManager is a CRM app that is operable on BlackBerry, Android, Windows and iOS. This is an efficient app that is beneficial in tracking and accessing sales data in pipelines.

Oracle Mobile Sales Assistant and Oracle Mobile Sales Forecast

These two apps effectively connect sales individuals using their respective Oracle CRM on Demand applications. A cloud customer service, RightNow Technologies was acquired by Oracle to improve the app’s overall mobile CRM capabilities.

Batchbook

This is social CRM program that is suited for small sized business. The app provides mobile access to social networking contacts. CRM functionality is basic where users can create forms and feeds directly into the Batchbook database. Changes are synced with the core Batchbook account.

Sybase Mobile Sales for SAP CRM

The app has been developed to provide easy accessibility data to sales individuals. Data can be accessed from any mobile device.

Resco MobileCRM

Doron Eskinasi, owner of Professional Software Development Corp claims, “The MobileCRM iPhone app is the first one I have been able to use and get access to all my features except for email.” He being a developer of CRM applications states how, “The app synched all my data to the iPhone and I am able to access it at ease.”

This is a sales force app that helps people in field services to access data from Oracle Siebel, Microsoft Dynamics CRM or from other platforms through Windows, iPhone and Android powered devices.

Users preferring mobile CRM will let mobile CRM app marketplace to grow substantially. Productivity, heightened interactive qualities in business operations and boost in sales figures are inherent qualities of mobility in CRM. This will usher growth in mobile CRM territories.