{"id":12228,"date":"2016-05-13T08:02:15","date_gmt":"2016-05-13T02:32:15","guid":{"rendered":"http:\/\/blog.taragana.com\/?p=12228"},"modified":"2016-05-13T08:02:15","modified_gmt":"2016-05-13T02:32:15","slug":"how-to-use-mobile-crm-to-optimally-manage-your-on-the-road-sales-team","status":"publish","type":"post","link":"https:\/\/blog.taragana.com\/how-to-use-mobile-crm-to-optimally-manage-your-on-the-road-sales-team-12228","title":{"rendered":"How to use Mobile CRM to optimally manage your on-the-road Sales Team"},"content":{"rendered":"<p>Are you a manager and your sales reps are on the road most of the time of the day? \u00a0Are you looking for\u00a0\u00a0real-time, crucial\u00a0company data for your reps while they are at client site? \u00a0Your prospect may ask the field person\u00a0about the status of his order, or his support \u00a0inquiry, or the specs of your latest company products. If you have the latest up to date information about all of the above, you are going to have an edge over your competitors. \u00a0The rep does&#8217;t have to get back later to answer all those queries.<br \/>\nAs a manager of a company, I realized that\u00a0owning\u00a0smartphones or handheld devices like tablets \u00a0can do away with the requirement of purchasing expensive devices like desktops and laptop. \u00a0In order to build a true mobile force,\u00a0companies should\u00a0\u00a0provide its workers the right mobile CRM solution that enables\u00a0\u00a0seamless integration of rich data. While today\u2019s mobile CRM solutions work on smartphones or other handheld devices, manager has to be\u00a0careful about the selection of apps because, sometimes, the integration of apps are device specific.<br \/>\nIn this article, I would like to share my own experiences about managing our\u00a0sales team using <strong><a href=\"http:\/\/www.relaso.com\/sales-crm\/\">Relaso sales CRM<\/a><\/strong> On demand mobile app:<\/p>\n<ul>\n<li><strong>Improves insight performance<\/strong>: \u00a0A sales lead generates huge amount of data. The information contains\u00a0online tracking data, social profiles, company information, account history, and more. All of this data helps\u00a0sales rep to personalize the sales process. However, they are not that effective unless you can extract more meaningful information from them. Usually Analytics is a difficult part to conceive for\u00a0sales professional. Nevertheless, with the increase amount of data, reporting has become a valuable tool. The Relaso Sales CRM mobile app displays 65 intelligent reports\u00a0\u00a0like Sales Pipelie, Invoice, Revenue, Expense report etc that helps me and my team for better decision making.\u00a0The Mobile CRM app provides my team the ability to access the lead database on the run\u00a0including the detail\u00a0information that is already available in our database. \u00a0They can also track the most recent activity and real-time notification for customer queries or purchasing.<\/li>\n<li><strong>Streamline the sales Process through better Teamwork<\/strong>:\u00a0\u00a0A mobile CRM is a perfect platform that helps your team to collaborate with other team members. \u00a0These interactions brings closeness among our team members. \u00a0With the help of the app they can\u00a0ask questions, give advice, request resources, and give updates. These type of communications boost the efficiency inside team. Additionally, \u00a0the sales people can ask their team members for\u00a0advice, information, and expertise on the go.\u00a0This way our sales team uses\u00a0collective knowledge of the team members to leverage their competitors in an collaborative atmosphere.<br \/>\nWith a good lead generating software like Relaso sales CRM, companies can build workflow management system for\u00a0new sales opportunities.\u00a0Without a good CRM system in place, it would have been difficult for the sales team to manage all the leads.\u00a0With \u00a0the automation of marketing technology, the mobile CRM app \u00a0can handle many crucial work\u00a0for Lead Generation which\u00a0produces better business result in the end.<\/li>\n<li><strong>User Friendly App:<\/strong>\u00a0In order to increase the productivity, the mobile CRM application has to be seamless across platforms and across devices. Sales professionals may not have enough time\u00a0\u00a0to go through the nitty-gritty\u00a0 of their CRM all the way on every device. The user experience is supposed to be\u00a0intuitive and straightforward.<br \/>\n<blockquote><p>According to Frank Falcone, Senior Product Manager, Microsoft Dynamics CRM, &#8220;an organization must look at how easily the mobile CRM solution integrates into their email and smart phones, and how friendly the product will be for employees.&#8221;<\/p><\/blockquote>\n<p>If the mobile solution\u00a0\u00a0is very complicated and \u00a0rolled out across the company without proper training, \u00a0the app should not be used in the long run because people don&#8217;t know how to use it.<\/li>\n<li><strong>Close more opportunities in less time<\/strong>: I noticed one thing after using the mobile CRM across our sales team. There are higher chances to\u00a0close a deal by lowering different steps required between the customer communication\u00a0and\u00a0logging the information\u00a0into CRM system. For instance, my sales rep is at client site for a meeting. It may be inconvenient for him to enter the details into his laptop. On the other hand, he may forget important part of the discussion by the end of the day to log to his system back office. That&#8217;s where mobile CRM plays crucial role.<br \/>\nThe same goes with\u00a0the salesperson who is\u00a0on the road or in a meeting . When \u00a0something changes regarding the sale in progress, quote or lead, he will be able to update them into his\u00a0mobile CRM on the go.\u00a0\u00a0Similarly, in case, the sales rep\u00a0meets any prospect, he can add them as contacts, book appointments and plan activities right from the app. The whole process will help them to follow up on a potential customer and they never lose an opportunity.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Are you a manager and your sales reps are on the road most of the time of the day? \u00a0Are you looking for\u00a0\u00a0real-time, crucial\u00a0company data for your reps while they are at client site? \u00a0Your prospect may ask the field person\u00a0about the status of his order, or his support \u00a0inquiry, or the specs of your [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":12237,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[5],"tags":[],"_links":{"self":[{"href":"https:\/\/blog.taragana.com\/wp-json\/wp\/v2\/posts\/12228"}],"collection":[{"href":"https:\/\/blog.taragana.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.taragana.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.taragana.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.taragana.com\/wp-json\/wp\/v2\/comments?post=12228"}],"version-history":[{"count":0,"href":"https:\/\/blog.taragana.com\/wp-json\/wp\/v2\/posts\/12228\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.taragana.com\/wp-json\/"}],"wp:attachment":[{"href":"https:\/\/blog.taragana.com\/wp-json\/wp\/v2\/media?parent=12228"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.taragana.com\/wp-json\/wp\/v2\/categories?post=12228"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.taragana.com\/wp-json\/wp\/v2\/tags?post=12228"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}