Mobile CRM helps organizations look for business via their workforce on field such as sales and service teams, for accessing important details through their mobile devices such as smartphones and tablets despite being on the move. It also helps the top management such as the top level executives and senior managers to review important business details such as order information, operational statistics, performance reports, etc.
A mobile CRM tool which comprises of such essential significances, organizations need to consider the following important factors for employing a successful mobile CRM solution –
- Supporting diverse devices
It is a common phenomenon that no two employees use the same mobile device and it act as a major challenge for the IT departments during the deployment of enterprise mobility solutions. One of the best mobile tools should permit the employees to make use of diverse mobile devices such as iPhone, iPad, Android, Window based Phone or tablets, Blackberry, etc. It should be flexible enough to offer support any device’s operating system for carrying out seamless function. It is always a better idea that instead of providing a common layout for all mobile devices, it is better when they adapt themselves according to the look and feel of the device the users carry.
- Good functionality
Accessing the client details, product information along with the documents during the right time has emerged as an important factor for any sort of client centric business. It has been found that sales professionals and business managers also consistently use mobile CRM tool on their devices.
Mobile CRM offers access to the client data or other details during anytime, anywhere. It should be developed in the manner that all users are able to access the right information whenever needed, which later helps in client interactions, business decision making processes and also improves productivity levels.
- Offering access to support integration
The field sales executives require not only access to the client information but at the same time, they also need varied other support aspects such as product information, sales offers service requests and reviewing/checking the status of orders. Hence, it is important to choose such a mobile CRM which supports integration with a series of other systems such as Google, etc.
Moreover, it is considered as a better option to select such a mobile tool that is able to maintain flexibility with the ever evolving device landscape.
- Importance of security
Mobile CRM should play the role of any organization’s asset as it comprises of confidential details about the clients, partners, suppliers, sales and product information, etc. These details are accessed by the different employees of the company such as sales reps.
Mobile CRM needs to make sure that enterprise level security is maintained via validation, encryption and central, policy based control.
- User friendly
Mobile CRM have to serve the purpose by being user friendly apart from being easy to operate while accessing the data. If the app is not easy to use and can’t be accessed easily, it won’t be of any use. It also needs to be easy to navigate and should quickly respond to any of the queries, with less training to the users. The user interface of mobile CRM creates a big effect on the users and should also be in accordance with any company’s process and workflow.
- Better user functionality
A mobile CRM is helpful in increasing the business sales opportunities and also enhance the lead generation by interacting with clients during anytime, anywhere with the help of a single touch point. It is of great use for the users when they are consistently updated about the activities. A mobile CRM help the employees to bring revision in their visit reports, make changes in the findings and up-dating the clients.
As opting for CRM software is considered as a significant decision that majorly impacts the operations of any organization, hence choosing software with options for mobility acts as an added advantage.