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.

Ubuntu: How to Change Host name and Propagate to DHCP Server

How to change Hostname on Ubuntu

First find your current host name by typing:
hostname
Open /etc/hostname and change the host name specified there to the new host name.
sudo vi /etc/hostname
Now open /etc/hosts and locate the old host name in the file and change it to the new host name.
sudo vi /etc/hosts
Now restart hostname with:
sudo service hostname restart

How to propagate Hostname Change to DHCP Server and other machines

The chosen host name should be propagated to the DHCP server so that any other computer can refer to this computer by your new chosen hostname. To do that run the following commands:
sudo dhcclient -r ; sudo dhclient
Now you should be able to access this machine by its newly chosen host name from any other machine in the same network and served the same DHCP server.
An exception would be if a machine is configured statically or not configured to use the name server associated with this dhcp server.
Most routers today comes with DHCP server and an associated Name Server which can be configured as shown above.

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?

Why your Business needs Mobile 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 such 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, store 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 interfaces 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 make mobile CRM technology successful and why it fails

Mobile CRM is a key tool for sales reps and other customer-facing employees. Hence, it’s important to get it right. The tool boosts productivity, improve data quality and helps ensure that everybody is in the loop while out of the office. There are many factors to consider when deploying mobile CRM technology, of course.
Why Mobile CRM fails: Mobile CRM applications provides efficiency between departments, improve cross-sell and up-sell opportunities and increase customer satisfaction by providing convenient access to customer data throughout the complete CRM processes. This is not an easy task to implement CRM data and processes throughout the enterprise. In fact analysts at Meta Group estimate that up to 75% of Mobile CRM implementations fail. The many reasons could be defining priorities for different departments . Additionally, it is a daunting task to move data across different technical environments such as legacy systems, mobile apps, and public and private cloud architectures. The following points highlight the reason of failure.

  • Many mobile apps are  impractical because the (desktop) application is simply modified to a mobile device. Other mobile apps look very appealing, but not very smart because they fail to take advantage of the mobile devices core strengths. Another common problem is that businesses fail to recognize that mobility shouldn’t be applied only for CRM business processes but instead should focus on the particular mobility-driven use cases that deliver the biggest value to end users.
  • The major contributor for dissatisfaction are the following problems that makes use of mobile CRM unpalatable. • Duplicate records • Improperly assigned records • Field Accuracy.
      • Failure to migrate correct data: When businesses move to a new system, they usually try and take all of their data with them. This often includes long outdated information that is no longer relevant to the prospects or customers. That data sometimes make the system immobile, drain energy from the implementation staff, confuses users, and serves no real purpose.
      • Unable to Recognize the Problem: Sometimes businesses make critical mistake that they don’t understand the limitations of their existing Mobile CRM system or contact manager. They may be using to an outdated system, despite increasing costs and decreasing usefulness. When a mobile CRM system becomes outdated, it needs too many resources to manage. So, this is the time to move on to a better system.

    How to succeed with Mobile CRM: The best way you can succeed in mobile CRM market is to focus on the right CRM software. One of the best strategy is to make it case driven. It is a good idea to identify critical business processes that are accessed by mobile users. An effective mobile CRM strategy can be developed that way. Relaso Software developed a mobile CRM app, Relaso Sales CRM which incorporates all of the essential processes that a Business should have. The following tips may be useful to build a successful mobile CRM strategy.

      • Analysis Phase: One key thing to keep in mind for the analysis phase — and one that should prevail during the integration process — is that the mobile CRM system has to grow and evolve with business and technical changes in the organization. You should not only assess the needs of individual users and management, it is crucial to understand the business needs of the whole organization. Here, it is important to understand the difference between technical needs and the requirement of users. End users should get a clear perspective that the mobile device is to be used in combination with CRM applications and not as a replacement for a PC or laptop.
      • ERP Integration: Most of the crucial customer information like orders, invoices, credit memos, payments, RMAs, product availability, credit availability, shipping timeframes etc. are store in the back-office ERP solution. CRM systems that enables tight integration with ERP applications will provide a richer data experience and support more business processes for mobile CRM customers.
      • Users’ Experience People use computers and mobile devices in a different way. It is just not good enough to produce result by transferring a desktop application to a mobile device. Mobile devices are used to check information at a much higher rate, and in a reduced volume. Data has to be sorted on a more accurate basis so that search and navigation time are also reduced. Users prefer summarized data that focuses on the search terms rather than having huge volume of records produced on a tiny device.
      • Using Collaboration: Social networking Web sites like Facebook and Twitter have changed the way users access information, and this shift is extending fast to the enterprise. Mobile CRM software should enable enterprise users a way to share and follow relevant people and records in an environment that’s secure and trusted. Mobile access to one’s “feed” is an integral part to keep employees across the organization informed and productive irrespective of where they go.

How to reap the benefit of mobile CRM for small business

According to Gartner, smartphones, tablets and mobile apps are pushing for the change in the area of customer relationship management (CRM) faster than social media: 30 percent of sales organizations issue tablets as main device for their salespeople. Mobile CRM offers numerous benefits for small business. Apart from integrating mobile users into core business, the system improves the timeliness and quality data added into the system. Improving data means more customer records will be added to the system and the data is supposed to be accurate and complete. The major benefits of Mobile CRM are highlighted as follows:
The Gartner study further reveals: 38% of the Marketing people think Data Synchronization is the biggest requirement, 36% of the above group said that Mobile CRM solution should have native apps so that it can provide easy-to-use use, intuitive user experience on smartphone or Tablet. However, working offline is the biggest consideration for 26% of the people because they sometimes travel on airplane or work on wi-fi tablets only.  A CRM software like Relaso Sales-CRM that was rolled out, keeping in mind of the small Business Enterprises satisfies all of the above requirements. This is On-demand, Cloud based CRM solution, specially designed for the Mobile users.
On Line Payment and Invoicing CRM is an important part of sales process for many years. That’s why Relaso Sales-CRM integrated Invoice and Payment management with the Mobile CRM app. You can view Estimate, Invoices, payment and Expenses right from the App. The Web Interface also provides you infograpics like Projected vs Actual Revenue and Profit, Opportunity or Deal vs Sales Pipeline etc for better Data Analysis.
Would you like to make better business decisions, optimize processes and pursue new opportunities? Welcome to the world of Business Intelligence. In today’s world, your prospect can get in touch with you on phone, Text, chat etc . Unified Communication feature enables you to contact them instantly through any channel. Relaso Sales-CRM gives you that ability. It also provides you 12 different reports like Payment, Revenue, Estimate, Sales Pipeline etc for better Business Analysis.
Lead Management is the generation of consumer interest or inquiry into products or services of a business. It further describes the process of capturing and generating interest in a service or product in order to develop a sales pipeline. Once you capture a lead, you can upgrade it to a Contact or Customer through different qualifying processes. Relaso Sales-CRM is an intuitive app that helps you capture a Lead through Phone Call or SMS. You can also generate the Lead from Email and Bulk SMS campaign from the Web interface.
Opportunities or Deal is considered the most important sales records for the Sales department to generate real revenue for the company. It should provide you the functionality to manage your sales processes or Sales Pipeline so that you can give better service to each potential customer and close more sales. Relaso Sales-CRM enables you to track all of the opportunities and view the important details of the deal. The Opportunity modules shows you the sales status, the estimated sales probability in each sales stage and the reason behind the final Sales Status (Win/Lost). You will also be able to do Sales forecast for the upcoming year/quarter.
Imagine a Mobile CRM that provides you the Call Screen/Recording option so that you can see total revenue your client generated, total outstanding, scheduled tasks, meetings and latest notes during a call in addition to record the call and write a note while talking. Relaso Sales-CRM integrates this unique  Call screen feature with the apps. You will also be able to “Edit Contact Details” or “Take Note” while on call.
I can bet that your sales people love it if they get an idea about nearest business based on their location while visiting a client. Relaso Sales-CRM added this nifty feature, Location Check-ins with the apps. Your salespeople can also record their client visit right from the same feature and you, as a Manager, can generate a report by the end of the month or week  that shows number of client visit of your every salesperson.
If you are focused on Sales, Relaso Sales-CRM service is all about providing your salespeople with the information they need to do their job from any smartphone they like to do, and has native apps for each handset. The mobile app is built for salespeople who need to work through complex sales process, and they can do this with minimum complications.