5 Benefits of a Mobile CRM

5 Benefits of a Mobile CRM

We've all experienced it: visiting a (potential) customer and, despite your good preparations, you were fumbling with your laptop and didn't immediately get hold of the right data. What can a Mobile CRM improve here?

Fortunately, most CRM platforms also have a mobile app, so this eliminates this kind of hassle. But a mobile CRM (such as Salesforce's, for example) has even more advantages:

All customer data in the palm of your hand

How nice is it to be with a client and have all the necessary data in the palm of your hand? With a mobile CRM, you don't have to unpack your entire laptop, ask for WiFi or connect to a hotspot first. You just grab your phone (or iPad), open the app and you have all the data and tools you need.

In addition, you can add notes and data right away and you don't have to process this in your CRM at the office, again saving time!

Salesforce's Mobile CRM mobile app is plug-and-play

If you have a Salesforce environment, Salesforce's mobile app is part of it for free. All you have to do is download the app (suitable for both Android and Apple) login, and you can get started with your mobile CRM right away!

Different from the regular version

On the desktop version of your Salesforce environment or another CRM, every feature is available and your dashboard probably fits nicely arranged on your entire screen. On a mobile screen, of course, less fits and when you're out and about you don't need every feature either. You can completely customize the Salesforce Mobile App to suit your needs.

Customizable

So the Salesforce mobile app is easily customizable. You yourself, your Salesforce admin or consultant can customize the app to your needs. Remove what you don't need on the go so quickly and add what is most important to you when you are visiting a customer.

Offline use

The main functions of the Salesforce Mobile App do not require an Internet connection, so should you be visiting, say, a farm in the middle of nowhere, the app can still be used. The condition is that caching must be enabled within the app. Check the Salesforce site to see which features are available offline.

Don't have a mobile version of your CRM environment yet? Then now you have plenty of reasons to get started implementing it. It may take a little extra time, but in the end it will also save you a considerable amount of time.

Colin Hammer

Colin Hamer is a Software Engineer at CaseNine. He is responsible for various Salesforce projects at clients.