Mobile CRM is basically the same old CRM except that you can execute CRM functions and access data while on the move. To state further, mobile CRM enables better communication between employees behind the desk and those in the field. Field operatives can view contacts, customer information, reports, and forecasting data and thus take appropriate decisions. They can also accept work assignments and keep the executives in the support office up-to-date with the latest data.
Sales professionals can access data in real-time, so it is always the most current, up-to-date information available. If you need to know about a client or lead, you can find what you need to know immediately via phone, laptop, PDA, or other mobile device.
The information flow is two-way. Salespersons can access databases and at the same time the information that they captured is relayed back to the central database which gets updated and stays current. Mobile CRM is web-based and with its browser-based interface it can be run on a number of devices such as PDAs, pocket PCs, mobile phones, etc as well as different operating platforms.
Leads don’t get cold because there will always be someone to pick up the slack. Mobile CRM also makes it easier to ensure the lead gets nudged down the pipeline gently but effectively and ends up in the correct place.
Mobile CRM allows you to access information in the central database from anywhere in the world at any time, provided you have access to a mobile device that works.
Mobile CRM can be used online and offline. If the internet doesn’t work or the connection has failed, you can get on your mobile device; if you lose your phone but have your laptop or PDA, you’re covered. Thus it provides an almost fail safe way to get the information you need, when you want it.
Professionals are no longer confined to the office; they can leave for an appointment or business trip and still remain totally connected to the workplace and their clients.