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Driving Growth and Productivity: Top 4 Advantages of Mobile CRM

January 12, 2024
Digital Marketing Customer Experience CRM
Driving Growth and Productivity: Top 4 Advantages of Mobile CRM

Mobile accessibility has been a key driver behind the surge in the adoption of customer relationship management (CRM) solutions. The integration of accessibility features, such as cloud and mobile functionalities, has allowed enterprises easy access to customer data anytime, anywhere, through different devices. This, coupled with people’s growing reliance on mobile technology, is what continues to drive more and more companies to embrace mobile CRM.

Empowering teams

Mobile CRM simply means accessing CRM apps on mobile devices. Today, the majority of CRM solutions are equipped with features that enable smooth mobile access. This ability to access customer information without the need for logging into computers or laptops significantly boosts employee productivity. As per Forrester's report, utilizing mobile CRM software among teams has unequivocally led to a 50% increase in productivity.

50% of CRM users noticed increased productivity by using a mobile CRM.

Beyond the rise in productivity, mobile CRM also helps businesses bolster their sales and marketing initiatives to drive tangible results. Teams using mobile CRM have noticed a 69% increase in meeting their sales performance compared to non-mobile CRM users. This success is largely due to the support the mobile CRM app offers in the sales team's core activities, such as importing and managing customer data.

#1 Mobile CRM boosts the efficiency of importing data

Acting as a central repository for customer data, mobile CRM helps seamlessly link lead sources to CRM applications. This eliminates the need for manual data entry, ensuring that the customer database is automatically and regularly updated when new information comes in.

Moreover, mobile CRM enables the tracking and management of new and existing leads, providing valuable insights into their customer journey. Mobile CRM apps also include built-in tools like calendars, notes, reminders, and messages, simplifying the sales team's task of following up and engaging with leads. These integrated functionalities aid in efficient lead monitoring and time management for successful conversions.

#2 Mobile CRM offers teams increased flexibility

81% of CRM software users access heir data on various devices including laptops, desktops, smartphones, and tablets.

In addition to simplifying sales processes, mobile CRM proves invaluable to businesses, providing real-time access to customer data through multiple devices. Although laptops and desktops remain the most used devices for accessing CRM solutions, the flexibility to opt for multiple devices is deemed highly beneficial by businesses since 81% of CRM software users access their information on different devices, such as tablets and mobile phones.

Furthermore, the ability to access CRM apps across different devices equips CRM users with crucial information whenever, wherever. The readiness of information it provides helps improve the members' responsiveness to customer needs. Apart from this, the level of flexibility can help them access up-to-date information, enabling them to make timely decisions based on the latest insights.

#3 Mobile CRM reduces barriers to improving collaboration

With centralized access to comprehensive information, sales team members can effortlessly track and manage all customer data at any time and place. Mobile CRM solutions also enable team members to retrieve information effortlessly with just a few clicks of their phones. This streamlined approach helps them stay abreast of vital customer updates, even for those clients who may not have been closely monitored previously.

#4 Leverage desktop functionalities with mobile CRM

While it’s often believed that mobile CRM has limited capabilities, that’s far from the truth. In fact, it practically mirrors the capabilities of desktop CRM apps. Mobile CRM can generate detailed reports and analytics, enabling teams to identify trends in the pool of data they have. Moreover, it can generate comprehensive reports and charts based on this data, which can help when presenting reports and findings to other team members.

To add to that, teams can look deep into their sales pipeline with ease, allowing for a more refined optimization of their sales efforts. By categorizing and organizing leads, teams can strategize personalized approaches to successfully convert them into customers.