Critical Factors To Employ A Successful Mobile CRM Software Solution In the recent years, we have seen a tremendous increase in mobile applications and their usage. Due to rapid advancements and significant growth in mobile technologies, the companies are realizing the need of various mobility software for attaining higher value and business profits. Mobile CRM Software has emerged with various benefits to the organizations and helped them in simplifying the business tasks as well as saving operational cost and time. The mobile CRM software enables enterprises to explore business through their workforce on field like sales and service teams to access critical data through their smartphones and tablets on the move. For instance, the huge retailers can benefit from a mobile phone retail management system and can access critical business information like order details, operational stats, performance reports etc. on their hand-held devices round the clock. With such significance attached to a mobile CRM system, the organizations need to consider the following critical factors to employ a successful mobile CRM solution.
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Support Any Device OS
The usage of a diverse range of mobile devices by the workforce poses a significant challenge to the IT department for deploying enterprise mobility solutions. An ideal CRM solution allow employees to use any mobile device like an iPhone, iPad, Android, Windows based phones or tablets. It should be flexible to support any OS to carry out seamless transaction and provide the same look and feel to the user’s on their device that they carry.
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Off-Line Functionality
For every customer centric business the access to critical information like customer data, product information, documents etc. at the right time has become very crucial. The sales professionals, service teams and business managers use mobile CRM solution on their handheld devices every time on the go to access critical information regardless of time and most importantly wherever needed. They should be designed in a way such that users can always access the right information at the right moment be it online or off-line. This improves the customer interactions, business decision-making and the overall productivity.
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Provide ERP Support Integration
The field professionals not only need access to critical information but also need support for varied aspects like product information, sale offers, promotions, service request, order status etc. Therefore selecting a system that supports ERP integration for iPhone and email is important.
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Security
Mobile CRM data is a very critical data for any company. It includes confidential information on the company’s customer relationships, partners, suppliers, product details, sales data etc. Such information is accessed by many employees through out the organization and hence needs to be highly secured. With field professionals travelling all around and facing severe security threats, mobile CRM applications must make sure enterprise level security through validation, encryption and central policy based control.
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User Friendly
The mobile CRM applications are highly user-friendly and easy to use. They are easy to navigate and respond promptly to any queries with little or no training to the user.