How can you use mobile CRM apps to streamline your sales team's workflow?

Mobile CRM apps can significantly streamline a sales team's workflow by providing on-the-go access to critical customer data and sales tools. Sales reps can update and retrieve client information, manage leads, and track sales opportunities in real-time. Mobile apps allow for immediate responses to customer inquiries, reducing lead response times. Integration with email and calendar apps ensures that appointments and follow-ups are never missed. Moreover, mobile CRM apps facilitate data entry, reducing administrative workloads and enabling reps to focus more on selling.

This is a very handy tool specifically for unorganised small businesses like Plumbers, Gardners, HVAC repairing, Fridge repairs, Television Repair shops or for on call service industry. They can manage the clients calls and their data along with generating invoices while on the move. I have even seen used case where a field person generates the invoice for additional items used. You can actually allocate jobs and geo fence it for a person to be in certain region to see the details of the job. Mobile CRM also helps in capturing the on field data and sharing it with back office. It can also be used for after sales customer satisfaction surveys too. You can also manage your warranty on the service provided with the help of the mobile CRM.

The best part of a Mobile CRM is GeoTagging part, where in you can bind the field staff using the CRM to access the relevant data and take specific instructions on specific location. Allocation of job to field engineers without coming to office is one such use case scenario. It not only improves the planning but also the priority of job.

This is very handy tool for any field agent as mobile CRM plays a crucial role for input data in terms of photos or videos while on field and sending it back to the back office for estimation or other details. You can also retrieve data from the system to get the exact status of the lead. Another fine example is uploading the bills and receipts which are supposed to be submitted to the accounts Dept while on a Trip. you can take a snap of it and upload it. Getting signatures via mobile device can help you confirm things on spot from the customers. IT's a need of the hour to have a mobile CRM for your business.

Your company's GTM data model, framework manifest in the mobile & web app of CRM. If the data model is robust & the mobile app is intuitive, the workflow of sales team becomes seamless. As a sales person, you'd like to receive real time notification of trigger events of your ICP in your mobile CRM feed. Also, this might only be useful if you can act on it in time. So, in-app rather than waiting to get onto web app.

Social CRM Integrating social channels into CRM platforms has become the in-thing for businesses. By viewing CRM and social media data in a single place, businesses can understand customer sentiment, which can revolutionise how businesses present solutions to their customers. Also combining generative AI with CRM allows companies to automate business processes better, develop more personalised communications, and provide customers with the most helpful answers to questions. In CRM systems, generative AI is designed to be assistive to humans, not work unattended.