Customers are driving growth and transforming their sales teams by adopting better ways to manage their sales function with the help of an intelligent Mobile CRM solution. Businesses seeking a truly mobile workforce must provide its workers the right mobile CRM, a set of extensive tools that is flexible and provide seamless integration. While today’s mobile CRM solutions work on smartphones and tablets powered by Android, BlackBerry, iOS and Windows, one can’t assume that what works well on computers will work equally well on mobile devices.
Organize your decision-making process around the tips below and you will be well placed to make an informed decision about your new mobile CRM. Alternatively, use the tips to assess the performance of a system already in place.
- Requirements: It may seem obvious, but it is impossible to choose correctly without determining what your company’s requirements are. Ask yourself which departments need to use a CRM platform and how many users there are likely to be. For companies intending to utilise their CRM primarily as a sales tool, a simple out-of-the-box deployment accessed only by sales, marketing and customer service is probably adequate. However, if you require extensibility to other departments, check with potential vendors if such options are available. Another area to investigate is the possibility of integration with applications already in place. For example, an investment bank is likely to need a complex, tailor-made solution with customized forms and connectivity with various external systems; a small family business, however, can probably make it without such complexity and the associated costs.
- Cloud vs. On-premise: If you analyse these two options, be sure of your reasons. On-premise is a good option for those companies who are concerned with data security and willing to pay more in advance in order to avoid a greater total cost of ownership later. However, a start-up with a low budget may go for the cloud because the initial cost is much lower. If your company is likely to evolve and require changing functionalities, making adjustments is easier with the cloud option, but at the same time offers less capacity for integration with other systems.
- Scalability: It should be one of the most sought after features. It is nice to have a good estimate about the expected number of users because it will be high but fairly stable in a midsize or large company, however, in case of a start-up, it keeps on changing as the time progresses. A cloud solution allows for such flexibly because the number may go up or down with individual licences. You should opt for a vendor that enables a swift change to an on-premise solution in case the size of your company abruptly changes.
- Predictive Analysis: Analytics provides you the ability to filter and review charts, graphs on sales pipeline, sales cycle analytics, activity effort etc. With the maturity of big data and analytics, systems today can leverage existing data and identify customers’ future needs before they even know it. By integrating these capabilities into a mobile CRM like Relaso Sales CRM, the system can assist sales teams in identifying opportunities. Mobile CRM applications are also becoming more helpful as they provide insight into products that suits customer’s need. This is powerful because it shows clients that their needs are considered ahead of time.
- Social CRM Feature for better customer engagement: With the integration of Social CRM, you can combine everything you already know about each customer, prospect and lead in terms of their social media activity. And when a customer chooses to contact you via Twitter or Facebook, you can track and manage the conversation in more details in comparison with telephone or email inquiry. You’ll be able to act faster, respond better and anticipate your customers’ needs.
Additionally, You can monitor, track and benchmark your social media communications using different tools, dashboards and metrics. Customer service, marketing and sales can benefit from a holistic view of each individual customer, and can also use of social tools to communicate among themselves. 
- Data Integration: Sometimes you may require to integrate your mobile CRM data with other sources of information. The nature of your business will tell the connectivity you require and some of these options may be available readily out-of-the-box. The theory is applicable for widely-used software such as marketing or accounting program. In other cases, a customization may be required.
- Workflow Notification: The mobile CRM should be able to notify users of important events in such a way the notifications are never missed. Smart alerts feature lets administrators instantly notify users of important workflow events to speed up business processes. This includes notifications about new customer leads, customer service responses, pricing approvals, expense authorizations, credit approvals, work assignments, and pretty much anything you can imagine.