Mobile CRM: 6 Advantages for a mobile-enabled sales team
10 min read
Vlad Kovalskiy
November 19, 2021
Last updated: April 5, 2023
Mobile CRM: 6 Advantages for a mobile-enabled sales team

After the digitization of the business world comes mobilization in the sense that, in recent years, the mobile phone and other smaller devices like tablets have become an extension of the work computer and office. Thanks to the revolution in the workplace, continued innovation in technology and the increase in remote work, mobile CRM has become more and more essential.

Mobile CRM gives you access to valuable data without having to turn your computer or laptop on and revitalizes the way you connect with customers, close sales, and grow your brand. To say that mobile CRM is the next generation of CRM is an understatement and here are the 6 advantages of a mobile-enabled sales team.

What is mobile CRM?

A sale, a good one, at that, can happen anytime, anywhere. However, having someone whip out a laptop in front of you mid-conversation can douse the fire of a sales opportunity. To revolutionize how you sell, you need to get your sales team all of the up-to-the-minute tools and technology.

Mobile CRM, simply put, lets salespeople, especially those working in the field and remotely, access customer accounts and other sales data using their mobile devices. This allows them to seize every opportunity that they stumble upon to make a sale for the company.


What to look for in a great mobile CRM

There are a lot of them out there for you to choose from but if you really want top-of-the-line, great working, results-yielding CRM, you need to be on the lookout for the following qualities:

●      Easy to use – Your mobile CRM should be the exact same copy of your CRM if you were to access it using a computer. You can't have your salespeople fiddling with their devices and installing apps when they should be negotiating.

●      Simple interface – The allure of mobile CRM relies on the simplified menu that needs fewer swipes and taps.

●      Efficient – A good tool should not have to rely on the hardware or internet speed to yield great results. You want your mobile CRM to be as efficient as you are.

●      Intuitive design – A great mobile CRM feels like your CRM. There shouldn't be a distinction in the function and feel between your mobile CRM and backend CRM.

With those in mind, let's take a closer look at the 6 advantages of a mobile-enabled sales team.

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1. Improved teamwork

One of the top things to come from the mobile CRM is the better synergy between your remote and field sales team and other departments as well as the staff working on premise. Information and data can be accessed online, verified, and utilized to close a sale on the spot. You won't have to wait until you're back in the office to huddle about a detail that you require to finalize a deal.

Your sales, marketing, and customer service teams can meet right then and there on matters pertaining to a sale, enhancing teamwork and the experience of closing a deal together. You can then enjoy the pizza party back in the office.

2. Increased sales

Having the necessary tools, information, and data literally at your fingertips could mean the difference between a closed deal and a lost deal. It goes without saying that easy access to customer data and accounts, the company's special offers and deals, and the marketing team's leads and plans through the use of a mobile CRM will increase your company's sales.

The less time your sales team spends in searching for the information that they need to close a sale is more time spent in actually closing a sale. They have more time interacting with customers, qualifying prospects, and perfecting their pitches. As a company, you will also have more time to make your sales, marketing, and customer care plans even better.

3. Better customer service

With a mobile CRM, you can be proactive instead of reactive when it comes to the needs and concerns of your existing customers. Ready access to their accounts, customer profile, and agreements. Since you also have your knowledge base at your fingertips, you can provide solutions without wasting time looking for or consulting about them.

A CRM mobile app also enables you to pick up on emerging customer issues faster so you can devise a solution before it becomes a full-blown problem. Once you have everything sorted, you can build another entry for your knowledge base that everyone in the organization can use in the future.

4. Increased productivity

Enjoy an impressive increase in your employee's productivity with a mobile CRM because they can very easily organize tasks based on priority, get notifications whenever, wherever, and complete projects even when they're not in the office. Your mobile sales team can also capture and share valuable information with the team to reduce rework and redundant interactions.

With CRM suite mobile, you also have the capacity to create tasks straight from mobile messages so you give your team the opportunity to complete them as soon as possible, giving them more freedom over their time and tasks. You can also delegate and track the progress of tasks even when you're not at your desk.

5. Improved quality of data

With traditional CRMs, salespeople will have to wait until they're back in the office in front of their computers to feed every piece of data they've collected in the field like meeting notes, customer requests, appointments and follow-ups, and other updates to a customer's or prospect's profile. The result? It increases the likelihood of errors. There are even times when one person would even totally forget to enter any information at all or make updates, for that matter.

Mobile CRM systems not only make the gathering and retention of data better, but they also improve the sharing and storing of data. You can then allow access to your teams to these data, knowing full well that their accurate and reliable for use.

6. Enhanced team management

When sending people out in the field or allowing remote work, the concern is always team management. How do you maintain or, better yet, improve it? There's always that need to keep track of everyone and make sure they're doing what they're supposed to and that work is getting done.

With mobile CRM software, you not only have access to reports on tasks and projects, but you also have a clear view of your team's efficiency so you can coach on behaviors that need to be worked on. You can also view your team's calendars and task lists to see who needs and deserves a break – or a raise.

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Our gift to you

If after reading this article you've decided a mobile CRM software is the way for your business to go, your next question might be: “How much will it be?” Bitrix24 gives you the freedom to access and enjoy everything mentioned above at no additional cost. With Bitrix24's mobile app, you can literally run your business and CRM right out of your pocket.

When you use Bitrix24's mobile app, you not only have access to your CRM on any mobile device, you can also consult your knowledge base, conduct or update business processes and visit your cloud storage for any file or document you might need on the go. Sign up for free today and let Bitrix24 take your business to the mobile superhighway.

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