Mobile CRM

Mobile CRM (Customer Relationship Management) delivers a full CRM experience on smartphones, tablets, and other internet-enabled devices. It enables sales, marketing and customer service teams to access and manage key information in real time, wherever they are.

Why mobile CRM is important?

The mass migration of internet users from desktop to mobile devices means people now expect real-time information to be available from anywhere.In fact, the proportion of global internet traffic coming from mobile devices grew from 0.7% in 2009 to 52.99% in 2017, and the numbers continue to grow.

A CRM needs to be able to match this growth.

A mobile CRM allows users to access important business data no matter where they are. In a sense, it allows them run their business on the go.

Benefits of mobile CRM?

With mobile CRM software, mobile devices such as tablets and smartphones can deliver all the classic functionality of a system hosted on a laptop or desktop computer, but with the added benefits of on-the-go access via cloud computing. In effect, users should be able to run their business from their phone.

  • Plan using calendar integration
  • Dial into meetings with click-to-call
  • Access and update leads, contacts and opportunities
  • Open and share files
  • Access dashboards on the go
  • Track, manage, and respond to customer service cases
  • Access to up-to-date data at all times