With over 50% of the world’s population connected by mobile, the message is loud and clear—the impact of mobile technology has become indispensable in our lives. And professionals like salespersons depend on their smartphones to engage with customers, access business information, manage their calendars, send emails, etc.
CRM software is essential for businesses to increase sales, improve customer relationships, and more. Earlier, perfex solutions was primarily optimized for the web, leaving salespersons tied to their desks to perform any sales action. But, with technological advancements, this is no longer the case. The need for salespersons to access information on the go, anytime, anywhere, led to the rise of mobile CRMs.
Mobile CRMs are no longer just nice to have; they’re an absolute necessity for salespersons to work efficiently. In fact, according to a Forrester Research Survey of more than 1000 European organizations, mobile CRM leads to 74% increase in customer satisfaction and an 84% increase in sales and employee productivity.
Here 7 ways to use mobile CRM for each step in your sales process.
Perfex CRM enables you to run your business from your phone more efficiently. Let’s see how you can run your sales process in a few swipes for a sales rep who is always on the move.
Get Notified
Anytime you’re assigned a contact, get notified with push and in-app notifications. Click on the notification and directly head to the contact’s record in your mobile app.
Degree view of Your Contact
Go to the Activities tab on the contact’s profile and get context into who the contact is and what they’re looking for. Your mobile app lets you view your contact’s profile entirely.
Email or Call your Contact
You can view your emails and compose them directly in the app. Choose from email templates, attach files, track, and even schedule emails without switching apps. You can also call your contact using Fresh caller by tapping the phone icon. If you’re not able to make calls, don’t panic. All you need to do is make sure you’ve integrated Fresh caller with the perfex mobile app.
Create a Deal
Ready to add a deal to the contract? Perfex CRM makes it easy to do that directly from your mobile. There are multiple ways to do this. But here’s my favorite way.
Meet your Contact
When it’s time to meet your contact in person, set up an appointment from the Perfex CRM mobile app and get reminded when your meeting is due. Navigate through Google maps or get an Uber ride from the app. Once you’re at your meeting, check in from your location on the app, an easy and fast way to log your sales activities in the CRM.
Send the Proposal
Attaching files is made accessible in the Perfex CRM app. You can choose an attachment from your Perfex CRM files, upload one, or take a snapshot with your camera.
Mark your Deal as Won
Head to your deal record and switch the deal stage to Won (and celebrate!). Now, if your deal is automated using workflow to move into the following pipeline, it’s instantly visible on the app itself.
Conclusion
At Perfex CRM, we didn’t invest our time creating just a mobile version of the web CRM. We wanted something better, something robust that enables salespersons to fully perform their activities across all devices and not be chained to their desks. Most importantly, we were sure about making our mobile CRM easy-to-use, because anything else would be effectively useless in the palm of your hand.
I’m sure you agree.
Now that you’re confident why you need a mobile CRM and an easy-to-use one too, it’s time to take matters into your hands. Download the app.
