Best Mobile CRM Software for Customer Relationships on-the-Go
2024-07-31
In today’s fast-paced business world, keeping good relationships with customers is highly valued. As technology progresses, more and more companies are opting for remote setup or field operations. This change has made applications more accessible via mobile phones. When it comes to staying in touch, mobile CRM software has been very useful for both customers and employees. Â
The Importance of Mobile CRM Software
With cell phones, we have become completely dependent on them. At first, people used it to stay in touch with each other. Now, though, it is more than that. It has also been seen that most people who use the internet have switched from desktop computers to mobile phones. This is, of course, the convenience it provides.Â
Earlier, companies used standard CRM systems. But now that times and needs have changed, people are starting to use mobile CRM. Due to the portability of mobile CRM software, even the smallest enquiries or tasks no longer necessitate a trip to the office. The main reason for making CRM for Field Sales is to make things better for customers.Â
CRM vs. Mobile CRM?
The following table shows the differences between traditional CRM and mobile CRM:
| Feature | Traditional CRM | Mobile CRM |
| Online Access | Usually needs to be connected to the internet | Offline access is possible with data synchronisation |
| Real-Time Updates | Most updates do not happen in real time | Offers updates and alerts in real time |
| Flexibility | Less flexible because of the need to stay in one place | Very adaptable; lets you work from anywhere |
| Accessibility | Only allows desktop or on-premises access | Gives you instant access to customer data |
| Device Dependency | Utilises desktop computers or certain terminals | Works with iPhone, Android, and other phones |
| Task Management | It may be hard to manage tasks | Allows managing tasks while on the go |
| Data Entry | Usually done at the office or certain terminals | Lets you enter data and make changes in the field |
| Integration | Integrating with other systems can be complex | Smooth integration with mobile apps and tools |
| AccessibilityÂ
to Information |
Access to data about customers may be limited | Gives you instant access to customer data |
| Cost | Setup costs can be high at first | Typically cheaper because they are mobile |
What are the benefits of using Mobile CRM software?
While we are discussing the importance of CRM software with mobile apps, there are many benefits that come along with it. Here are some key benefits of implementing mobile CRM software solutions:
Ability to Work Offline
The fact that mobile CRM can work without an internet connection is one of its best features. With offline access, customers can keep working even when they do not have access to the internet. CRM’s offline features for technicians and field sales representatives make their work even easier. While working offline, field technicians can accessÂ
- Customer information
- Update records
- Capture dataÂ
It is best to use this feature in places with limited or no internet access.Â
Real-time Data and Insights
Traditional CRM software does not have a way to sync data in real time like mobile CRM does. CRM’s analytics and reporting tools give us useful information aboutÂ
- Sales patterns
- Customer behaviour
- Pipeline health
This feature lets companies make decisions based on data and quickly change their strategies.
Improved Engagement with Customers
One important thing about CRM software is that it helps you connect with your customers. With mobile CRM app features, employees can get information about customers right away. Additionally, they have the ability to update records, which enhances the quality of customer engagement.Â
Another important part of having a mobile CRM system solution is being able to deal with customers. This means that customer service representatives can quickly fix problems because they can see the full case history of each customer right away. By allowing faster access, problems can be fixed more quickly, which reinforces relationships with customers.Â
Enhanced Effectiveness and Efficiency
Sales mobile CRM software streamlines the whole process by cutting down on administrative tasks and making everything run more smoothly. Â
Sales teams can manage opportunities, keep leads up to date, and keep track of sales activities all from their phones, so they do not have to do any data entry or paperwork by hand. Teams can prioritise tasks, set up follow-ups, and work together easily with task management features. This makes them more productive and speeds up sales cycles.
Convenience and Portability
Field technicians, customer service representatives, and sales teams can access important business and customer data from anywhere, at any time, with CRM for Field Sales. With this mobility, teams can be productive while they are travelling, meeting with clients, or working from home.Â
Mobile CRM gives employees real-time access to customer profiles, sales pipelines, and service histories. This lets them make smart decisions and quickly respond to customer questions and opportunities.
Selecting the Best Mobile CRM Software
AntMyERP takes into account the needs of your team, the needs of your industry, and the ability to grow when choosing mobile CRM software for your business. When compared to competitors, AntMyERP’s Cloud-Based CRM stands out for its features, usability, integration options, pricing, and customer support. If you want to know how the product works with your current processes and what the user experience is, try out a trial or demo.
AntMyERP also helps with services such as AMC management, Warranty management, After-sales Service Management, Return Material Authorization, etc.Â