Mobile CRM 101 – The Basics
Author: Owen Andrew
Author: Owen Andrew
Mobile CRM is emerging into the mainstream as an excellent
method of relaying information between marketing and sales
personnel. Busy sales and marketing professionals on the road
can now communicate quickly and effectively through mobile CRM.
Mobile CRM refers to the use of a mobile device to conduct any
CRM related activities, including mobile phones, PDAs, and
laptop computers.
Previous to mobile CRM, sales professionals were limited in the
ways they could transfer and access information. This often
meant less access to updated information, more leads going
cold, and a less effective work methodology. Luckily, the
tables have turned and people are getting connected in new,
completely unique ways that allow for such applications as
mobile CRM. Here are some of the major capabilities of mobile
CRM and its most important components:
Remote Access
This allows users to access data such as contacts, leads, and
other information remotely from a mobile device wherever
they're at. This concept is new to CRM and is gradually forming
an integral part of the CRM system.
Total Customization
Businesses can show users the information they need to see any
way they want. This allows mobile professionals to manage many
tasks and activities far easier than before, and exchange
instant, updated information to help the smooth flow of leads
down the pipeline. This also allows companies to standardize
mobile CRM devices if they so choose. Since many companies
already offer perks like company laptops and cell phones, this
is just one way they have the ability to create the system they
want. The application software also allows a company to set up
its mobile CRM system in the way that works best for the
company.
Disconnected Access and CRM Management Over the Air
Even if a user isn't dialed in or online, they still have
instant access to information. Thus, if their computer
connection dies or they lose their phone, they have other
options for getting information, ensuring they get their job
done. Likewise, a user can get all the information they need
via phone; this ensures that users never need to plug in to
access administrative data.
Centralized System
This allows all the necessary information to be in one place at
the same time, enabling a company to manage users, devices, and
other applications from a single location. A central management
system allows a company further reach and control over its
employees and its customers. This in turn decreases wasted time
and man hours, allowing for a stronger, more efficient system
for generating and converting leads and sales. .
Since most mobile CRM systems are internet based applications,
the time involved in getting data is miniscule and has severely
cut down on the time it takes to get data. The central system
furthers this goal, and is usually created around an internet
application available to all authorized personnel. This might
mean that each user gets an account and a password with which
they access the database from their phone, laptop, or other
mobile device.
About The Author: http://www.salesforce.com is the world's
first on-demand application service and a giant in the field of
CRM. With over 24,000 customers, over 500,000 subscribers, and a
97% customer satisfaction rate, Sales Force continues to lead
their field. To find out more about them, please visit
Marketing Automation.
method of relaying information between marketing and sales
personnel. Busy sales and marketing professionals on the road
can now communicate quickly and effectively through mobile CRM.
Mobile CRM refers to the use of a mobile device to conduct any
CRM related activities, including mobile phones, PDAs, and
laptop computers.
Previous to mobile CRM, sales professionals were limited in the
ways they could transfer and access information. This often
meant less access to updated information, more leads going
cold, and a less effective work methodology. Luckily, the
tables have turned and people are getting connected in new,
completely unique ways that allow for such applications as
mobile CRM. Here are some of the major capabilities of mobile
CRM and its most important components:
Remote Access
This allows users to access data such as contacts, leads, and
other information remotely from a mobile device wherever
they're at. This concept is new to CRM and is gradually forming
an integral part of the CRM system.
Total Customization
Businesses can show users the information they need to see any
way they want. This allows mobile professionals to manage many
tasks and activities far easier than before, and exchange
instant, updated information to help the smooth flow of leads
down the pipeline. This also allows companies to standardize
mobile CRM devices if they so choose. Since many companies
already offer perks like company laptops and cell phones, this
is just one way they have the ability to create the system they
want. The application software also allows a company to set up
its mobile CRM system in the way that works best for the
company.
Disconnected Access and CRM Management Over the Air
Even if a user isn't dialed in or online, they still have
instant access to information. Thus, if their computer
connection dies or they lose their phone, they have other
options for getting information, ensuring they get their job
done. Likewise, a user can get all the information they need
via phone; this ensures that users never need to plug in to
access administrative data.
Centralized System
This allows all the necessary information to be in one place at
the same time, enabling a company to manage users, devices, and
other applications from a single location. A central management
system allows a company further reach and control over its
employees and its customers. This in turn decreases wasted time
and man hours, allowing for a stronger, more efficient system
for generating and converting leads and sales. .
Since most mobile CRM systems are internet based applications,
the time involved in getting data is miniscule and has severely
cut down on the time it takes to get data. The central system
furthers this goal, and is usually created around an internet
application available to all authorized personnel. This might
mean that each user gets an account and a password with which
they access the database from their phone, laptop, or other
mobile device.
About The Author: http://www.salesforce.com is the world's
first on-demand application service and a giant in the field of
CRM. With over 24,000 customers, over 500,000 subscribers, and a
97% customer satisfaction rate, Sales Force continues to lead
their field. To find out more about them, please visit
Marketing Automation.
