CRM software has remained essential to business, but with the technologically advanced world we live in, mobile customer relationship management platforms are becoming increasingly relevant. Desktop CRM software helps maintain a smooth relationship between a business and its customers, but without mobile accessibility, it limits customer interactions to the desktop and restricts employee usage.
On the other hand, mobile CRM software is developmental, and more often than not, is missing features that are essential to CRM software. Desktop versions are complete yet inaccessible, while mobile CRM platforms fall short when it comes to including all the necessary features.
With this dilemma in mind, let’s discuss the most essential aspects of mobile CRM software to ensure you avoid missing crucial features when choosing a mobile-friendly business solution.
Key Features of Mobile CRM Software
1. Software as a Service
Traditional on-premise software can have limits regarding how many computers can download the software, whereas SaaS software is stored in the cloud and can be used on many devices or computers. SaaS platforms also allow for no-delay data updates and real-time communication with team members. When a company chooses Saas, employees have the ability to work on customer relationship management wherever and whenever is convenient.
2. Mobile Contact Management
A mobile contact management feature also allows a business to create individual customer profiles with social and professional aspects. You can even use a contact management system to record communication between employees and clients, which can give insight into overall company performance. However, some mobile contact management versions offer only a simplified version, which may restrict users from performing the same tasks available on a desktop. When buying software, make sure the mobile contact management feature offers everything that your business might need.
3. Mobile Task Management
This function can also organize tasks and has the option to include only necessary people on the tasks, ensuring there is no confusion regarding who is responsible for completing a task and guaranteeing that all assigned tasks will be completed by the correct people. The software also has the ability to break large, complicated tasks into simplified to-dos. Employees can complete any of these tasks from their mobile devices.
4. Notes
5. Offline Access
This feature is essential to field workers who do not always have a strong internet connection, yet still want to be able to complete their work at their convenience. The flexibility of offline access is a game changer in the mobile CRM software market, and it is important to choose a mobile CRM platform that incorporates this capability.
6. In-App Communications
With this capability, users can give instant feedback or ask questions, instead of having to leave the app to send an email or text message. Push notifications are also available to ensure that users are receiving the fastest assistance possible. This not only makes customers feel like their voices are being heard, but adds a social aspect to customer relationship management software.
7. Mobile Analytics
Keeping these essential features in mind, investing in mobile CRM software is a smart decision. This software can help your company stay organized, communicate with clients, interpret data, store contacts and personal information and much more — guiding your company toward success in in our mobile-dominated world.
Looking for more information on CRM trends? Check out the 6 CRM Software Trends To Watch Through 2016 and our free, unbiased report on the Top 10 Mobile CRM Software.
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