With number of CRM vendors offering the mobility option, it is believed that the CRM apps download on app stores is expected to witness 500% growth rate to nearly 1,200 during this year as compared to 200 in 2012, claimed research firm Gartner.
In the advisory industry, the growth displays the advisers’ increased usage of cloud based software that can be utilized on any device and not just on a desktop. Advisers who make use of the mobile CRMs claim that they are completely dependent on their smartphones and also other devices such as tablets to check their contacts, opening of new accounts, capture of details, streamlining of workflows and communicating with the back office from any place possible.
The CRM should play the role of a central repository in carrying out communications with the clients. A mobile CRM is a great tool for finding customer contact details while on the move, taking notes in meetings away from the office, keeping a close watch on the task lists, making data entry in the customized fields and also share workflows.
It is believed that since mobile CRMs are considered as a new technology, advisers find it difficult to understand the complete functionality of CRMs. Companies implementing mobile CRMs; it becomes essential for the advisers as a possible way to counter numerous threats.
But, there are various advisers who are not willing to go completely online, irrespective of what mobile CRMs they use. Many advisers demand for mobile CRMs with functionality that enjoys the potentiality to take notes in a CRM post meeting.
Apart from entering of notes facility, security has emerged as one of the most important concern for the advisers. Although, most of the mobile CRM vendors provide security measures and data encryption, at the end the responsibility lies on the advisers to take care of the client details.
Hence, if you are planning to bring on board a mobile CRM, then it is advised that you opt for the vendor who is offering the desktop CRM tool to your organization as it will help in understanding the varied functionalities in an easy manner. A mobile CRM is an extension of the desktop CRM or cloud CRM