Recognize this? Visiting a (potential) client and you cannot get your laptop to work or access the right data and records immediately, despite your preparations.
Luckily, most CRM platforms have a mobile app these days. Using a mobile CRM puts an end to these kinds of issues. Next to having immediate access to your records, there are more advantages to a mobile CRM (like the Salesforce Mobile App):
All data available on your phone
How great would it be to have all of your client’s data readily available without starting up your laptop, asking for the WiFi code or connecting with a hotspot? With a mobile CRM you just take your phone out of your pocket, open the app and all the data and tools you need are ready to be used.
The Salesforce Mobile App is plug-and-play
If you already have Salesforce then the Salesforce Mobile App is completely free. All you have to do is download the app (available for both Apple and Android) and log in. You can use the app and access your records immediately.
Different from the desktop version
The desktop version of Salesforce or any other CRM is customized for your, you guessed it, wide and large desktop. A mobile phone is much smaller and needs a different layout. Also, you might not even need every function available when you are on the go. The Salesforce Mobile App can be adjusted to your personal needs.
Most mobile CRMs are customizable. You, your Salesforce admin or consultant can adjust the Salesforce Mobile App exactly to your personal needs, or the needs of your sales or marketing team. Just delete what you do not need and add what is most important to you when visiting a client.
Can be used offline
For the most part, the Salesforce Mobile App can be used offline. So when you are visiting a farmer in the middle of nowhere, you still have access to his record and data. Important detail: in order to use the app offline you need to enable the caching. Take a look at the Salesforce website which functions can be used offline.
If you don’t have a mobile version of your CRM platform yet, then you have all the more reason to download and use the mobile version of your CRM. It might cost a bit of time to get started, but it will save you a lot of time in the long run.