Four Key Facts about Mobile CRMs

CRMs are important tools for any business. They help with optimal day-to-day functioning and monitoring the processes. But most CRMs are shackled to one place and the people working out of that location. Mobile CRM is the answer to business demands that require live and accurate data for their current activities performed by their representatives who spend more time on the road than in an office. Earlier, this referred mostly to salespersons. But these days, we also have top executives of a business who spend 10 out of 12 months a year traveling to various countries to expand their business and regularly interact with clients. Mobile CRMs are not just important to track the productivity of such people, but their data also helps in planning other activities of the business.

Some of the key points applicable to mobile marketing CRMs are:

1. Sales progress

2. GPS tracking

3. Expenses

4. Reminders

1. Sales progress

Earlier, sales reps manually had to keep track of all their sales and upload the data in the company's books or software at the end of the day. It was a laborious process open to human errors. Mobile CRMs, on the other hand, allows for successful sales and related information like follow-up appointments to be stored dynamically.

2. GPS tracking

Marketing business need to ensure all their key target markets are covered adequately on a regular basis. This means keeping track of the places their sales reps visit and which need to be covered in the future. With the help of mobile CRMs, it is easy to keep track of the locations that are covered without manual intervention. This also helps in chalking out marketing maps for the future days. Real time tracking is effective of knowing how productive a company's sales reps are. Information collected via GPS embedded in the application is automatically fed into it, which can be used for analytical purposes.

3. Expenses

Apart from planning, another key feature of Mobile CRMs is that they help keep track of the expenses that are usually incurred by reps when they travel to make sales. This helps in identifying deviances - are there people who are deviating from the planned route and incurring more expenses than necessary? Are there routes that can be merged to minimize costs and allocate more people to a place and increase sales? Data stored in CRMs, which are basically like the other apps you install on your phone, related to routes can be analysed to plan such details for future campaigns.

4. Reminders

A day of a marketing representative is filled with appointments. New ones made with prospective clients follow-up meetings to chase an account, and meetings to help retain a business account or even upsell to it. It helps to have an application that can be used to store this information and automatically create a schedule calendar. When schedules of all employees are combined, it becomes easy to figure out which of them can be used for other or additional tasks.