How mobile CRM market is set to explode

Being mobile is not just about being on a mobile platform. Being mobile means you act and behave differently compared to sitting behind a desk with a big screen, a keyboard and a mouse at hand. Many CRM providers has tried to convert their web applications to mobile, with little success. Being mobile as a CRM provider therefore means designing your CRM software from scratch with mobile in mind. It also means building native for mobile devices, to be able to use all those mobile features as the device provider gives you.

A massive shift is taking place in the provision of customer relationship management software (CRM). According to Sage CRM, mobile technologies will explode by more than 500 % in 2016. Since the arrival of New Year we gathered information about mobile CRM predictions from different sources. We love to share those as follows:

  • Power of Data protection and accuracy: Data is what makes CRM work. In the coming year, businesses will only trust those CRM vendors that provide extra security to the critical customer data of the companies. Also, in today’s world, data change at a faster pace than ever before. The longer one waits to update CRM data the higher the percentage of inaccurate data will be.
  • Integration is very crucial: Integration possibilities with different web services & tools are an important decision-making factor when looking for a mobile CRM system. They are bridging the gap between the sales and marketing department, hence, improving the organization’s processes. With advancement in technology, CRM has matured to the point when it is more than just a simple system.
  • Higher user adoption: People have always been resistant to a change — to use different CRM system or to go mobile. But with increasing use and dependence on mobile technology, the companies using mobile CRM solutions are seeing far higher adoption rates. Another reason is that users frequently come across survey results — showing that organizations who have successfully implemented mobile CRM saw clear benefits and real business value.
  • More Vertical Market Focus: Mobile CRM is bound to diversify even further into more vertical market focuses. For example, the IBM–Apple partnership brings the Retention App, which targets the insurance industry. As more businesses move to mobile first, Choose Your Own Device, and Bring Your Own Device strategies this year, it only make sense for the IBM–Apple partnership along with established and start-up CRM vendors to launch new, vertical market–focused CRM apps to meet the demand.
  • Data Analysis: The integration of mobile devices, CRM, and big data is another trend to watch. Take, for example, the retail sector, where the convergence of mobile devices, CRM, and big data enable mobile marketing and mobile apps to provide better insights into the customer community to drive more sales. Another area in which the mobile, CRM, and big data integration is trending is around improving customer intelligence, providing sales teams with more actionable customer data, which can translate into improved customer sales and service.
  • Social integration: A customer relationship management platform that integrates social media gives you access to the same level of insight you have for more traditional channels, plus the ability to use social tools for communicating internally. You can monitor, track and benchmark your social media communications using familiar tools, dashboards and metrics.By adding the critical social media channel to your existing CRM systems , you can combine everything you already know about each customer, prospect and lead with new information about their social media activity. And when a customer chooses to contact you via Twitter or Facebook, you can track and manage the conversation in as much detail as you would for a telephone or email inquiry. You’ll be able to act faster, respond better and anticipate your customers’ needs.
  • Cloud – Cloud is already dominating the technology sector. With more and more companies, especially startups and SMEs prefer Cloud technology as their infrastructure may not support the demands of on premise system. For them, Mobile CRM is a blessing which not only helps the sales team with better detailing but also understanding the customer and his needs better.
  • Wearables : Wearables like Google Glass, smart watches are just the start of technology which will help us be in touch with our data and customers at any point of time. The rise in the demand of such devices is the proof that companies more and more are promoting and wanting to use Mobility and cloud in their practice.
    Mobile CRM is just one such example of technology which will help in a better sales pipeline and forecasting. It will help the company where the customers are and just not sit back behind their desks.Relaso Sales CRM is an app based mobile CRM solution that enables Sales managers to track deal updates from their mobiles, monitor site check-ins, task and meeting, sales pipeline and revenue.
    In addition, there are several on-mobile live reports to constantly keep track of and optimize sales team performance and identify bottlenecks, The Data Security is ensured with  secure Linux Servers, Automated Backups, Industry Standard SSL/TLS Technology. It can even work in areas with zero network connectivity.

How You can guarantee ROI for your mobile CRM

While building a business case for a major investment, whether it be for a new hire, new piece of equipment, or even a company acquisition, it is very crucial that you present the ROI which shows a rapid return for the investment.  And the same theory is true for software solutions such as Customer Relationship Management (CRM).  With more functionalities of Mobile CRM like automation and access to real-time information, businesses today have many more options to support strategic goals, communicate almost in real-time, and build long lasting and profitable relationships with customers.

You may consider the top capabilities as follows in order to guarantee ROI from your CRM implementation:

  • Mobile CRM boost sales productivity: According to a new Nucleus Research report, social and mobile access to CRM applications increased the productivity of sales people by 26.4 percent. Apart from this, mobile solution can help the CRM with broader corporate objectives. The software is quickly moving beyond apps with improved functionalities. The better visibility of the app allowed sales people to more readily identify accounts they need to contact on the basis of location and pipeline and helped managers keep better tabs on which accounts need to be managed proactively.
  • Choose features wisely: Focus your efforts on using more features that actually matter to your business, and less on the features that you don’t need. Many CRM systems aren’t customized to fit your business needs. Investing in additional features, integration or customization, automating critical workflows and business processes within your system can take it to the next level. All this will further help increase productivity and thus an increase in your ROI.
  • Get Social: Social networking is, perhaps, the biggest trend and change facing IT professionals. Clients expect to directly communicate with their brands and vendors, and companies must quickly respond via the same channels. “For years we have focused too much on the management of our customer relationships, and we now need to focus much more on the relationship part, we need to collaborate, we need to inject a sense of mutual benefit into everything we do with our customers,” said Gartner research director Jim Davies.
  • Analyze DataOrganizations that integrates mobile CRM systems and social networks not only satisfy customers’ desire to communicate over multiple channels, they also generate structured and unstructured data. If those data is associated with powerful analytic tools, the software solution is going to provide businesses insight into their customers, trend information, and valuable research document.
    These analytic tools can drill-down further into the  consumers’ information, either private information collected through interactions between company and client, or public data collected through the customer’s postings on social media sites such as Twitter, Facebook, and LinkedIn. Combining together, this information creates a holistic view of the clients, their likes and dislikes, giving businesses a better ability for effective marketing, product-development, and support offerings to customers’ specific needs.
  • Ensure that manager act on data: Sales managers will need to take a look of the information and reports from the mobile CRM like Realso Sales CRM. They not only analyze them, they should also act on them. For example, if they find that several leads are exiting the sales funnel at the demo stage, they should begin the process of changing the demo.If they find out that there are hundreds of leads that they are not in touch over a year, they should make a marketing agenda to nurture them and change processes that their sales reps follow. If they aren’t willing to take time to analyze reports or make changes based on them, they won’t be taking advantage of the power of their CRM.
  •  Consider ongoing maintenance costs: Sometimes you may overlook the ongoing maintenance costs for the software due to steep upfront costs associated with deployment of on-premises licensed software. You should also consider these.
    What is the annual vendor maintenance fee associated with the license? Is there enough support built into the vendor subscription fees, or  any extra charges for premium support? What ongoing application maintenance and user help desk support is required? How will maintenance costs grow over time? Is third-party maintenance a better alternative?
  • User Adoption:  User adoption poses a challenge after mobile CRM deployments. One of the main reason that CRM adoption fails due to the low user adoption. One of the best ways to achieve successful CRM user adoption is to define the roles for each team and its members within the project. Involve your team early, from the start till the end of the implementation process.
    Training part is equally important. Make sure that the users are taught how to use every part of the system, that they will be required to utilize in the CRM. Also, ensure that user adoption is encouraged at all levels of management.

Why every salesperson must have the following Smartphone Apps

When you started your business, managing your contacts might not be so difficult because you had a few number of suppliers and customers, and few enough team members that you could memorize their email addresses. However, things changes. Your business is growing and you have more people than before to keep track of. You need a Customer Relationship Management app which will help you tracking everyone. We’ve explored why you’d want CRM.

The time is right to find a great CRM tool for your team. The solution is going to help you for your small business, startup, nonprofit or large enterprise, or one for your role in sales, business development or public relations. One of the 4 tools in this list may suit your needs. Let’s find out.

Relaso Sales-CRM: Relaso Sales-CRM is a Mobile-first app based on Cloud Technology, optimized for managing sales team on the go. The key features include:

Lead Tracking: It helps Lead Generation, Capture of customer inquiry, Filtering and Grading the Lead and Lead Assignment. The solution also assists, converting Lead to actual customer through different qualifying process in addition to tracking multi-channel campaigns.

Opportunity and Pipeline Management: This module integrates Pipeline and opportunity Management very efficiently to improve your chances of winning a Deal. You will be able to forecast your revenue based on the previous performance of the Sales Pipeline.

Call Screen/ Recording: Your sales rep would know from the Call Screen the total revenue your client generated, total outstanding, scheduled tasks, meetings and latest notes during the call.

Location Check-in: When your sales people visit any client location, they can record their visit with this unique feature right from the app. You can also generate a Check-in report about the number of clients he visited during a period of time.

Comprehensible Reports on Mobile: The CRM solution also enables you to generate 12 different real time reports like Revenue, Sales Pipeline, time spent etc from the app. The report module gives you a holistic view about the customer behaviour to improve your business decision.

The other interesting feature included with this solution is Unified Communication. Call records, SMS/Text msg, Email etc – all of of the communication with your client are stored in one place to give you better context for future use.

The Invoicing with Payment module helps your sales team to do Invoicing and Payment right from the app. Your management can do Sales Forecast from the Real Time Reports of the app as well as from the Opportunity /Deal dashboard of the Web Interface.

Apart from this, other highlighted features include Schedule and Share Meeting, Task Management, Estimates, Expense Tracking and GPS map of Leads , Sales Person, Client on a Live map etc.

SeatGuru.com is a web as well as mobile app that features aircraft seat maps, flight shopping and a color-coded system to identify superior and substandard airline seats. It also shows information about in-flight service and airline specific information regarding Check-in, Baggage, Unaccompanied Minor and Traveling with Infants and Pets.

When you book a flight, many airlines let you choose your seat. However, they do not inform you how far it is from the restroom, the size of the seat, and other factors that will guarantee maximum comfort. This is where seatguru.com comes in the picture. Not only it gives you the layout of airline jets from popular airlines,this tool also gives you comfort values, and other information, to make sure you get the perfect seat, on any aircraft, for the lowest prices.

The site is easy to navigate. On the homepage, you can take a look of the seating charts of popular airlines. You can view seat maps, comparison charts, and even compare seats, to ensure you find the right one. It’s Very easy to navigate, and find exact information you are searching for.

Tripit: You can organize your travel plans from one place with TripIt. It is available both as Web Application and Mobile App. Travelers just forward their purchase confirmation emails to TripIt and TripIt creates master itineraries with travel plans and other critical information automatically. It’s easy for travelers to print or access their trip plans from anywhere with this app. You also can share itineraries and travel calendars with friends in their TripIt network. Key Features includes:

  • Forward hotel, airline, car rental, and restaurant confirmation emails to plans@tripit.com to create an instant itinerary (If you use Gmail or Google Apps, it works automatically)
  • Access itineraries anytime, on any device (even offline)
  • Get directions and maps for each destination
  • Sync trip plans with your Google Calendar or Outlook
  • Add or edit plans manually—from the app or on tripit.com
  • Share some (or all) of your trip plans via email or social

DocSend: It is an analytical tool for your online Document that runs on Mobile as well as Desktop. DocSend gives the vendors all the data about all the documents they send online. It also tracks and reports number of views, location, operating system, the duration of each page view, etc. Now, every time you send a document to someone, you will be able to know if he or she didn’t look at it for weeks. So how does the Tool work?

You just upload a PDF file to DocSend, they will provide you a unique link for each person or group you want to share the document with. Copy the shared link with the individual or the group. Once they open the link you will start seeing numbers in your dashboard. Once one of your recipients opens the document, you will get an email alert.

What can be tracked?

  • Duration of each page view
  • Location
  • Operating System of the viewer
  • Device used by the viewer
  • Name of the person or group who viewed the document(You have to ask the viewer to provide this data)

When someone opens the document, you get instant notification. Update the document anytime you want, the viewer always gets the updated version even after sending the link before updating. You are not sure who you are going to share the link with? Don’t worry, DocSend allows us to collect Name, Email and company of a viewer because they need to fill up these details before viewing the document. Further,You can set expiration date and password also. This tool can be integrated with DropBox, Google Drive & Box planned for the future and they only support PDFs currently.

Why Mobile CRM is the New Trend for CRM industry

Traditionally, CRM is installed on Desktops and Laptops. Today you can even edit a document in your mobile or create a presentation, why not CRM? Naturally traditional CRM companies ventured in creating a mobile version of their software with limited functionality. What they missed in these first generation Mobile CRM was a whole new disruptive set of capabilities that become possible in the mobile platform that turns CRM on its head.

What is Mobile CRM: Mobile customer relationship management is a type of customer relationship management application that was designed to be executed, operated and accessed through mobile platforms. Mobile CRM enables organizations to add, edit and manage their interaction and relationships with current or prospective customers through mobile applications on handheld mobile devices, PDAs and tablet PCs.

Benefits of mobile CRM over regular CRM: Office based CRM systems are powerful tools, but once outside a computer environment the user is completely disconnected from the huge source of information provided by the CRM. Additionally, every computer within the business network requires the CRM Software to be installed directly on it and to be connected via network cables to all other computers. This would cause an extremely long roll out time for new CRM Software implementation apart from big expense.

Introducing mobile CRM to your sales operation can be a enormous change for the better. Your salespeople can update and synchronize information on the move, sharing real-time data from across the business. They are not engrossed with day-to-day task on desktop because a salesperson is carrying a tablet or smartphone with him. Besides, with the integration of cloud technology to mobile CRM functionality, you’re no longer synchronizing data with a local copy – you’re accessing live, centrally held information from whichever device you choose.

Another interesting workflow can be viewed as when an inbound lead is generated. With traditional CRM, when someone calls, you either remember it or take down the notes. Later on you enter the data in CRM at the office and then start creating a proposal for him. However, with mobile CRM, you can achieve this within a very short period of time.

How is mobile-first CRM different from CRM with mobile app / interface: Mobile first is a business strategy and that assumes smartphones, tablets and task-specific apps are employees’ primary tools to get the work done.

The traditional approach to business process assumes employees do most of their work at their desks, using PCs and large, powerful software suites. Often, mobile workers are accommodated by loading full versions of PC software onto smartphones and tablets, either through mobile desktop virtualization or porting applications to mobile operating systems. These strategies may not be effective, however, because mobile apps are usually more narrow in focus than their PC counterparts and desktop software programs are not designed for touch screen interfaces.

A mobile first strategy aims to address these problems. The approach accommodates desktop computing but does so in a way that fits the more task-specific, flexible work styles of the mobile era. For example, a desktop application that manages a company’s entire supply chain might be redesigned as several smaller apps, tailored to different groups of users.

Mobile CRM may not be for your business: Mobile CRM, while useful for many business may not be suitable for yours. Here are the businesses which may not benefit much from Mobile CRM

  • Call Center: While Mobile CRM can be used by Call Center staff, most call centers have already invested in call center hardware and have a process built of employees working from an office setup. As such converting the staff to use Mobile CRM and work from anywhere may not be the best solution, at least not initially.
  • Retail CRM: Retails shops normally operate from fixed desks with computers. As such it may not be convenient to use Mobile CRM when the same can be available from their existing setup and may already be integrated with their payment system.

Why people ditch CRM and how Mobile CRM can solve it: CRM requires a large volume of data to be entered on a regular basis which makes it less than rosy proposal for many salesperson and as such long term adoption suffers. Well designed Mobile CRM minimizes data entry by capturing data automatically and intelligently from various sources. A mobile-first CRM like Relaso Sales CRM follows the following strategy.

    • Captures call details automatically against leads so you don’t make to note it in details.
    • Allows very easy multi-tagging of contacts, making them easy to classify and target for drip-marketing and follow-ups.
    • Integrates proposal building so a quick proposal can be sent even during call.
    • Even creates invoice or provides cash sales receipt.

So in essence whereas the old workflow would require the following:

      • Go to client site and explain product.
      • Send proposal after going back to office.
      • follow-up to close the deal.
      • Send invoice to customer.

With Mobile CRM, all of the above may be completed in a matter of minutes, at client site of while on-call.

Top 8 reasons to adopt Mobile Customer Relationship Management

There is a mass migration from desktop PC to Mobile platform in the last few years. As per the recent study, the mobile traffic grows from 1% in 2009 to 13% in 2013, and it’s still growing. Mobile CRM is the CRM tool that was designed for handheld device like Smartphones, Tablet etc. Now, users expect to access or update the information in real time, not when they get back to office. During the post PC era, organizations realized that they must run their critical business applications where they are the most effective. From marketing standpoint, this means running CRM applications on handheld devices that can be used while a mobile worker is still away with the customer.

If you integrate the CRM with your Salespeople, they can update the information on the move and they can also share the information with other employees of your company simultaneously. In other word, Mobile CRM can serve the purpose of daily task in easier way compared to the same ability on the desktop. However, Mobile CRM platform has matured a lot lately. If you add cloud technology to mobile CRM system, you are synchronizing data not only with a local copy – you’re accessing live, centralized information from whatever device you select. The distributed team can share the information in real time. They can also share, update and send business proposal on the run. The key features of Mobile CRM are as follows:

  • Sales Funnel Management (SFM): It is just like bottom up pyramid. Top of the funnel contains those people who are interested about your product due to advertisement or marketing campaign. Those people who have initial commitment about your product beyond basic information are branded as Lead. They go to the middle of the Funnel. A potential lead is someone who is ready to purchase and they go to bottom stage of the funnel. Every successful sales person requires to identify potential lead that can be converted to potential customer. The benefit of SFM is to identify and focus your effort on the right people rather than wasting time with those people who are not interested. A CRM tool like Relaso Sales-CRM integrates the SFM and keeps track of different customers and their specific requirements.
  • Lead Management: Lead Management is a process of managing prospective customers. The process helps businesses understand which strategy are generating the best leads, so that you can optimize your sales strategy to be more effective. Lead Management includes Lead Generation, Capture of customer inquiry, Filtering and Grading the Lead , Lead Assignment, Lead Nurture (Sorted Leads that need to be followed up). Relaso Sales-CRM System helps convert Lead to actual customer in addition to tracking multi-channel campaigns.
  • Deal or Opportunity Management: Opportunity Management is based on Sales Pipeline Management. The Sales Pipeline helps you figure out where the money is in your sales process. You’ill be able to understand at which stage any deal is, whether you have enough deals in hand to achieve your target and quota or certain deals need special attention. The Opportunity Management standardize your sales process and move forward your opportunity by utilizing optimization of sales pipeline overflow. It gives you guideline how to improve your sales process and improve your WIN rate. Relaso Sales-CRM integrates Pipeline and opportunity Management very efficiently to improve your chances of winning a Deal. You will be able to forecast your revenue based on the previous performance of the Sales Pipeline.
  • Check-in Report: Sometimes the sales people need to record their visit at a client site so that management knows the exact location of their visit. All they have to do is to hit the “Check In” item from the menu. Relaso Sales-CRM software has the very unique capability to record the number of visit of your sales people by using GPS. Additionally, you can generate a report to see the number of visit of a salesperson during a certain period of time.
  • Accounting: Pairing the Accounting module transforms your CRM system into an accounting CRM. It optimizes your business efficiency. Additionally, you will get a holistic view about all of your accounts and presenting the result in report form. Relaso Sales-CRM provides you the ability to generate invoice, record payment, direct and indirect expenses. Also, you will get a clear picture of different accounts by generating Invoice, Payment, Expense report etc.
  • Call Screen: Many times your salespeople may want to know total revenue your client generated, total outstanding, scheduled tasks, meetings and latest notes during a call.Relaso Sales-CRM integrates this feature with the module.
  • Real Time Reports: The intuitive interface of Relaso Sales-CRM allows you to share powerful reports with your team in real time. These CRM reports provides you the analytics to take informed decisions and achieve better business goals. There are 12 different reports like Sales Pipeline, Time Spent, Revenue, Payment, Check-in etc.
  • Additional Features of CRM: For segmentation and analysis, Relaso Sales-CRMmodule added the capability of tagging for contact, client, Opportunity etc. Additionally, you can also effectively use Sales-CRM module for setting up Tasks and Meeting with the client.

Although, every company has not yet integrated mobile CRM, it’s gradually becoming in-dispensable tool for salespeople and other CRM users. The ease-of-use and the availability of Mobile CRM on the go offers many benefits and allows users to work more efficiently and accurately.

Top Six Features of mobile CRM that You absolutely need to maximize ROI for your Business

“Mobile CRM” – it’s a fairly new term. However, this tool is increasingly getting important to marketers, developers and product managers. With the ability to access Mobile CRM, sales teams improve productivity by 15 percent and gain much needed mobility. Mobile CRM solutions help field workers maintain access to enterprise data, no matter where they are. CRM mobile apps sometimes miss features required in the desktop version, which makes them unsuitable for the traveling salespeople who use CRM on the go. Since, more and more people are bringing Bring-your-own-device at work, more companies are looking for CRM solution , designed for mobile environment. This article highlights the Six key features of mobile CRM.

Business Level security: Today, one of the most major components for CRM initiative is mobility. There are so many security aspect involved like app design and architecture, the device, network factors, the system in place for mobile app management, the user’s habits and practices. The Mobile CRM should address all of the above areas. There are plenty of security concerns for remote access, considering the fact that the sales team may be using personal mobile devices for access. For instance, one key thing can damage your total sales process in case of a data breach in the middle of the sales pipeline. You want the best security measures for your CRM app irrespective of the fact that you run a small or big company.

Integrating Analytics with the app: This is very crucial for a company to utilize real-time analytics and right metrics for earning a better result. Your marketing campaigns is going to like the power of insights drawn from analysis of real user behavior and profile data. Relaso sales CRM is a Cloud based on demand mobile app that integrates a fully featured, seamlessly integrated, advanced analytics, powered by Relaso Reports. You can choose a total of 56 reports from 11 categories like Time Spent, Invoice, Payment, Revenue and Expense reports etc. You can also search a report category by name using the Search icon. Additionally, you have ability to view different infographics in real time on the web like Deal Vs, Pipeline Stage and Status, Realized revenue vs Projected revenue and Profit etc.

Data Synchronization: At some place, it is difficult to establish wireless connections. But Sales Reps may need to access and review a specific data set or make changes or updates information based on their recent activities. Relaso Mobile CRM app allows users to work offline, then automatically synchronizes data bi-directionally once a connection is established. With a mobile CRM application, remote workers should be able to access vital corporate information, anytime, anywhere, directly from their handheld devices, ultimately, making them more productive and efficient business processes.

Lead Generation and Follow up: If sales lead is rightly tracked and nurtured, that can provide a revenue generating opportunity. However, you have to have the right process and tools in place so that these are successful result of sales planning. For this reason, any company considers lead management as one of the core activities for their sales and marketing process. Lead Generation is associated with Lead Capturing, Lead Qualification and conversion of Lead to potential customer. An online sales CRM like Relaso Sales-CRM is built for small teams that helps you capture, track and organize leads through an easy to use visual interface. You can also import your existing Contacts and Leads in bulk from your Spreadsheet, Facebook, Linkedin etc. At the end, your team is ready to hit the road.

Email Campaign: Email campaigns are the core area for customer nurturing and sales generation. A good Mobile CRM software system will allow your business to not only create directed and targeted email campaigns, but also track responses and organize the data. All email interactions are kept on the CRM database, so any necessary updates for information can be readily made for every prospect and customer. The integrated emarketing system of your CRM will tell you who is looking at what, and why they are or are not clicking through on your email campaigns. You should go for a CRM that lets you create the right kind of report for the particular purpose of your specific sales measurement needs.

Integration of Social CRM: Gartner predicts the social media revenue to increase by over 34 billion in 2016. Social CRM makes it possible for a business to collaborate effectively with others, outside the line of formal authority, to achieve organizational goals and to resolve issues. With Social CRM, you can follow people, post status updates, respond, share; manage groups or even post files/links. CRM applications that have social features make your business much easier to engage in conversations with your customer and/or target audience outside of the regular communications from a website or email conversation.

Solopreneurs & Small Business Owners, Does your Business need Mobile Personal CRM?

Have you ever thought whether you need CRM for your small business? There are many things to be considered when you go for a small business CRM solution. Opening a business is the dream of many people. Starting your own company is a wonderful foundation for growth, but it comes with some stresses. They include restricted resources, price constraints, poor management and a slow take off. However, you can ease the problem by utilizing effective CRM software. Many businesses are using small CRM solution successfully to speed up their projects. It simplifies Marketing and Team Collaboration.

As per the latest data collected by Trackvia, CRM software:

  • Boost a sales agent’s revenue by 41 percent
  • Enhances customer retention by 27 percent
  • Lower the marketing and sales costs by 23 percent

Small Business CRM requires ease of access: Instead of using different software for each team to log into, team members will be able to access anything they need from a centralized location. Online CRM software uses the cloud technology for centralization. This enables the salespersons to access the data at any place, anytime. If you have smartphone or tablet, you can install business CRM software app on your handheld device. Relaso Sales-CRM is similar type of mobile-first app that works on cloud technology. Web application works as a supplement to the mobile app. You can track your sales progress remotely hassle-free.

Business Intelligence: Is your CRM is just an enhanced version of Data Entry tool? Or it is intelligent enough to send a quotation or invoice very quickly. In fact, you can send them to your client easily during a call with the help of Relaso Social CRM. In today’s world, your prospect can communicate with you on phone, Text, chat etc . Your CRM should have Unified Communication feature so that you can contact them instantly through any channel. Relaso Sales-CRM gives you that ability.

Call Screen/Recording and Invoice Generation: Your salespeople may want to know total revenue your client generated, total outstanding, scheduled tasks, meetings and latest notes during a call. While on call, he may be interested to send a note or add the caller. The Call Screen feature of Relaso Sales-CRM makes your job much easier.

Location Check-in: As a salesperson, you can do the following with this feature:

  • Have an idea to see the nearest customer based on your location.
  • you can check-in to record your meeting with the client.
  • Get a street view of your of a business from Google Map before you reach there.
  • Your manager can generate a report by the end of the day or month about your number of client visit.
  • Relaso Sales-CRM incorporates this nifty feature with the CRM tool.

Mobile-first app: A good CRM can also be viewed as Mobile-first app ideally. Mobile-first app is a business strategy that assumes that Smartphone, Tablet etc are the primary tools to get your daily work done. It should capture your day to day data and provides you intelligent analytical capability. Relaso Sales-CRM is such type of Mobile-first app.

Accounting: This is an important attribute for CRM system. The integrated operational module maximizes the efficiency by giving a holistic business view. The online CRM assists you in tracking all important accounting transactions with useful reports. Relaso Sales-CRM integrated the Accounting module with the CRM system so that you can generate Invoice, payment, expense and estimate from the app.

Lead Generation: Lead Generation is associated with Lead Capturing, Lead Qualification and conversion of Lead to potential customer. An online sales CRM like Relaso Sales-CRM is built for small teams that helps you capture, track and organize leads through an easy to use visual interface. You can also import your existing Contacts & Leads in bulk from your Spreadsheet, Facebook, Linkedin etc. So your team is ready to hit the road.

Sales Pipeline and Deal/Opportunity Management: Your salesteam uses opportunities to determine a potential sale for a specific customer. A newly created opportunity adds this potential sale in the sales pipeline and therefore puts it on purview of the sales manager who is supposed to be responsible for the progress of the opportunities. You can get an idea about the progress of an opportunity through different stages of Sales Pipeline like Qualification, Negotiation etc. A CRM system like Relaso Sales-CRM provides you with all of the above features.

CRM Reports: The main purpose of CRM reports is analytical capability. It gathers information from different channels and gives you 360 degree view about the customer behavior so that you can plan your marketing strategy accordingly. Relaso Sales-CRM integrates 12 different reports like Sales pipeline, Revenue, Payment , Time Spent for client meeting or Phone call etc.

In conclusion, if you run a small business, implement a CRM system to increase its sales and marketing activities. An intuitive CRM system allows your team to collect important data, the storage of this data, and enables you to analyze the data in a way which will be useful to the company.

Why Mobile First app is so crucial for business

“Mobile First” is a design approach that puts focus on designing the layout, navigation and content of a website before designing the desktop versions for larger screens. The reason for this is that mobile devices provides mobile user’s requirements on the most basic level compared to desktop displays where you can concentrate more on the content and how the site is used, rather than just making a design that is incredible. Experts suggest that you might want to do the phone layouts first, then the tablet layouts, then the desktop layouts, in that order.

Why is mobile first becoming a popular strategy? Mobile devices are getting to be primary means by which users are accessing Web sites and the number of people using sites on mobile devices is expected to triple within the next year. The way people get into the web sites on their mobile devices is another reason that mobile first is getting popular day by day. The limited screen of mobile devices motivates designers and developers to focus on the most important pieces of content. Thus, mobile devices provide users with a better overall experience in terms of shopping, playing games, and making purchases.

Luke Wroblewski focused on three areas in his blog why Web Application should be designed for Mobile First:

  • Mobile is Exploding: Although, people can access the web through mobile devices for years, today’s smart phones are driving different kind of networked applications and Web content. If you build mobile first applications that ensures companies have an experience available, to this extremely fast growing user base considered to be the next big computing platform.
  • Mobile Forces you to Focus: Mobile devices require software developers to concentrate on only the most important data and actions in an application. That is prioritization on your part. So when a team designs mobile first, the end result is an experience focused on the key tasks users want to accomplish by sidetracking the extraneous part of general interface that litter today’s desktop-accessed Web sites.
  • Mobile Extends your Capabilities: New mobile application platforms are introducing interesting features that keep many PC-based web applications behind. Building mobile first allows teams to use the full features to create rich context-aware applications rather than limiting themselves to an increasingly dated set of capabilities.

Mobile first Boost up Sales: Sales is directly related to customer satisfaction and experience. It is good idea to work with Marketing to ensure that sales materials are produced in a mobile-friendly manner. In addition, it is better not to adopt sales tools that can’t be accessed via mobile — 36.6% of salespeople said that a solely laptop/desktop setup is unsuitable for field activity. Almost three-quarters (73%) of sales executives report that they achieved ROI by using tablet or mobile solutions. Companies using mobile apps and sales systems reported a 26% increase in win rate

Mobile First approach to Business Intelligence: Since, BI user base is shifting continuously, fewer people will be accessing BI content from their PCs and they will be retrieving the information from their smartphones and tablets. That’s why companies must consider the Mobile First approach not only for their websites, but also for their BI applications. There are several benefits of Mobile Business Intelligence:

  • You can visualize data with current reporting via native or Web-based applications .
  • Using mobile devices, users can access real-time data and get alerts immediately when there is changes in trends and data. You can provide quick response this way.
  • Many mobile BI tools comes with a graphical user interface (GUI) to mobile devices. With smart navigation and customized dashboards, these products play an important role for making critical business decisions on the run.

Relso Sales CRM is an intuitive cloud based mobile app that also runs on offline mode. It is very helpful for the sales rep on the go so that they can store the information in offline mode and synch it with the cloud when internet is available. The app integrates some useful features like Lead and Deal Management, Sales Pipeline and Sales Forecast, Accounting, Task and Meeting Management, Email Integration and Real Time Reports. The data is stored in Secure Linux Servers with Automated Backups and Industry Standard SSL/TLS Technology.

In conclusion, things have changed dramatically in the last few years. Now, building a web product is becoming an increasingly backwards way of thinking. Designing for mobile first not only prepares you for the huge growth potential in this space, it enables you to focus and innovate at the same time.

How to create the real value of social CRM

Social CRM is all about engaging social customers into your CRM process. It is important for an organization to create its own social community. Company can incorporate it into CRM process because social CRM will allow an organization to enhance  broader control over community direction and content. In other word, it builds a customer fan base. Social Medial helps company get close to the existing as well as potential customers. In doing so, it boosts efficiency, reduces cost and increases revenue. The real value of SCRM comes when an organization improves user experience by utilizing the process. The following points further elaborate the real value.

As per telecom major BT, 40% of the customer feedback comes from Twitter. Latest study of J D power associates says, 43% of branded social media engagement by consumers ages 18-29 are customer service-related, as opposed to the 23% that are marketing-related.

SCRM tools help you track, monitor and benchmark social communication. However, you may not have time and resources to address all of the  issues. In that case, you have to be smart enough to prioritize the issues and address the pressing one. The real benefit of SCRM tools , in a nutshell, are:

  • Deeper Customer Engagement:   The key  for this achievement is Sales Force Automation.  Your existing as well as potential customer may transmit digital signals via tweets, comments, reviews. Aggregating them at a central location and finding meaningful introspection are the important areas  to improve the the customer relationship. Many companies offer sales force automation and CRM application tools to make the job easier.
  • Using Content to optimize conversion: Since, a company publishes different type of contents,  it is critical to know which content is converting users for Registration, Lead Generation or Direct Sales. SCRM helps determine what kind of content is the driver to generate maximum number of conversion.
  • The highlights of SCRM customer service workflow is:
    1. Keeps track of internet posting for relevant post.
    2. Initiate customer service process by using those relevant posting .
    3. Other employees can collaborate about any issue or feedback.
    4. Customers can respond publicly or privately.
    5. Integrates it with other system to provide a holistic view of the customer base.
  • Sharing the perception with the other departments: You can analyze and aggregate  those customer communications, throws some insight and share it with other department like Production, marketing etc. SCRM tools handle this type of workflow very efficiently.  As the interactions grows larger, it is going to be increasing difficult for normal human being to address those issues in a timely manner. SCRM tools address those problems.
  • Your social media message should be in sync with your branding

“The consumer wants to feel like they are talking to a real person, but you want to be sure the tone on your social sites is still in line with your company,” says Chris Apaliski, the social media director at Dallas-based digital marketing agency Magic Logix

  • Monitor the conversations among your customers: You can immediately respond to an issue of the customer by monitoring social interaction rather than waiting for their turn to submit support issue ticket.  “One of the best ways to solve a problem is to anticipate it before it is presented to you,” says Adam Root, CTO and cofounder of marketing software developer target HipLogiq, parent company of social media apps SocialCompass and SocialCentiv.
  • Loyal customer should be rewarded:  Those customers who exclusively talk about your brand should be lured with some discount code so that they can have long time association with your company.  You can also send them handwritten Thank You note to reward them for their positive feedback.
  • Unified Customer Communication: UC is a marketing tool for integration of Real Time communication services like Chat , Video Conference, VoIP with non-Real type communication like Email, SMS etc into an unified platform. For example, one can receive an email message and choose to access it through cell phone or voicemail. This feature is integrated with most of the Social CRM tools.
  • It takes quite a while for the company management to choose right Social CRM software because the business goals of different companies are not the same.  James Wong, CEO of CRM software provider, Avidian in Redmond, Washington, agreed with this. “If you’re new to CRM, it might make sense to say what is my one end goal and then try to build the CRM around that goal,” said Wong.The system offers a set of tools to boost your sales and helps effective marketing campaigns. It includes Sales Pipeline, Deal Management, Sales Forecast, Lead Management, Invoice Generation, Email Integration, Contact Management, Real Time Report Generation, Task Meeting Management, Unified Communication etc. Relaso Sales-CRM is such a tool that was uniquely designed to address all of the above features, keeping in mind small and medium enterprises.
  • In the end, it is quite impossible to do social CRM without social media. The best way you can build brand image is to create, grow and control the social media community with the help of Social CRM tool.

Why mobile CRM for small business fails

The use of customer relationship management is a well-known strategy in both business-to-consumer and business-to-business organizations. Mobile CRM can save organizations time and resources, build their customer loyalty and increase their sales target. If you don’t take proper strategy, however, it can be a huge disadvantage and waste of money. There are several reasons why implementing a customer relationship management (CRM) solution may not produce the desired results. Here are few disadvantages of mobile CRM software.

    • Poor Return on Investment: Integrating CRM data and processes with other systems sometimes becomes a big and unwise venture that results in cost overrun and longer duration for management to see positive results. Adopt a strategy of continuous change, allowing the effects of small completed projects on the business to become clear so that the lessons can be incorporated in the next project. You should primarily focus on revenue generation and cost savings by working towards specific goals.
    • Data Synchronization: The same mobile technologies, that offers so much promise just a few years ago, have since failed millions of mobile workers. Regular Data Synchronization problem leaves these workers frustrated, uninformed and alienated from vital CRM information which could signify the difference between business success and failure. There is a better way to keep mobile workers and their laptops in sync with the latest CRM data stored on the company server so that synchronization does not pose threat any more. I realized from my experience that mobile workers only have to synchronize the specific information in order to achieve his or her job. In doing so, synchronizations take minutes, not hours.
    • Design of Mobile CRM: The most difficult part of getting ready for mobile CRM is to understand the differences between mobile and regular screens and the way users use their mobile devices. In general it is not wise to try to transfer your desktop CRM screens directly to a mobile device. It doesn’t work because of differences in screen size and the way mobile users apply their devices. The menus are the most important part of CRM application so that you will need to redesign the screens for smartphones and small tablets. One of the important design consideration is redesigning the screens in order to split up the menus in an efficient way. Even if you can accommodate all the menu buttons on a screen, it is generally not a good idea because the touch screen selection takes up so much space.
    • Processing of Power: Mobile devices are optimized for low power consumption, not for processing speed or memory capacity, so they simply do not have the performance of most desktop or laptop units. It becomes important when you consider speed of updating and processing. An application which is quite fast on a desktop PC can perform very slow when transferred to a mobile unit.
  • Technical Support: In order to use your CRM system effectively, you need good technical support and all CRM providers may not be able to give it. If they don’t back up data on a regular basis, for example, you could lose everything. Some web-hosting companies have also been known to use or sell sensitive customer information. Customer and tier-one support teams are often focused on issues specific to their product or service rather than the product’s role in a larger network or technical environment.
  • Data Loss: One of the main concerns with mobile CRM is the risk of compromise of customer Data. It happens often because of the fact the majority of organizations are going to Bring Your Own Device (BYOD) strategies. BYOD has become a trend of the company. However, not many companies understands the risk. Devices are lost very often. It’s up to the organization to make sure that what percentage of corporate data on that device are secure. However, a cloud based on-demand mobile solution like Relaso Sales CRM can address this type of problem because user data is synched and encrypted with the centralized server all the time unless user is off line.
  • Privacy: Any type of mobile strategy comes with a privacy issue. Privacy of customer data, corporate data, and the users’ personal data in case of a BYOD strategy. Businesses must develop strong policy in terms of how privacy for all parties should be maintained, and then use it to build mobile device-management strategy. Then, the new strategy should be clearly communicated to users and enforced on continuous basis.
  • Failure to have a Strategy: Maybe you’ve deployed your Mobile CRM system and you’ve created roles and profiles, migrated the correct data, setup workflow automation, put webforms on your website, setup lead assignment rules and scheduled your sales pipeline reports. The next thing comes the challenge how you will get your team used to it. My be you didn’t think about that part. You thought your job was done. Setting up your CRM and deploying it, is just the first step of your strategy. Your CRM implementation continues after deployment. Remember, it’s a long-term strategy. Questions should come in your mind like what ongoing CRM training will you make available to your team or how will your CRM system support your current sales, marketing and customer support processes?