Best Mobile CRM Solutions For Your Samsung, Blackberry, iPhone, Tablets, PDA & other Handheld Devices.
Are you a rep “in the field”? Do you need ready access to real-time, business critical company data while you are with a client, or while prepping yourself in the sales prospects car park? You know the client is going to ask you the status of his order, or his customer service query, or the specs on the latest gizmo of yours. And you know that having access to up-to-date info gives you a marketing edge over your rivals: no more having to say “Sorry, I’ll have to get back to you on that”.
As The Boss, you realize that using smartphones, cellphones or handheld devices like tablets can eliminate the purchase and use of expensive laptops for your sales reps. So you can reduce hardware costs, your sales cycles and improve productivity and sales lead management while you are about it.
Mobile phones, along with other mobile devices such as the tablet, have become integral in both our personal and professional lives, especially for those on the move. Businesses of all sizes seeking competitive advantage have realized the importance of mobile devices. Recent years have seen a significant boost in adoption of mobile devices as a tool for enhancing business productivity, simply put their benefits are hard to ignore.
Gartner predicts a continued and exceptional growth rate of 500% by 2014 for Mobile CRM, presenting a gold mine of opportunities from the CRM vendor’s perspective. To capitalize, vendors will have to pay more attention to usability and user experience and less to lip service, after looking at some of the CRM-to-Mobile integrations currently out there.
What are the features to consider in a mobile CRM solution?
Businesses seeking a truly mobile workforce must provide its workers the right mobile CRM, a set of extensive tools that is flexible and provide seamless integration. While today’s mobile CRM solutions work on smartphones and tablets powered by Android, BlackBerry, iOS and Windows, one can’t assume that what works well on computers will work equally well on mobile devices. Mobile devices also offer unique capabilities that may not be available in a standard computer, for example GPS data. It is imperative that the user experience be optimized for the specific use case scenarios.
Almost every leading CRM is now accessible over mobile devices, however the levels of integration varies between products, and differences sometimes lie even in the apps from the same vendor when they target device-specific features.
10 important points which will help in making informed decision.
Device support. The mobile CRM should be fully functional and be able to deliver significant productivity benefits to help manage business anytime from anywhere, across the range of devices your company uses.
Ease of deployment and use. From a technological viewpoint, some mobile CRM applications require no installation at all. Based on newer techniques of responsive design and HTML5, they can be accessed from any device on any browser. However, there are others that have native apps for various platforms, providing device specific features. Important to note Gartner’s prediction on increased adoption of HTML5.
Boost productivity. It goes without saying the mobile CRM should offer features that enhance personal and sales productivity, capable of allowing you to manage customer details, notes, opportunities, tasks and appointment scheduling. Fast navigation inside the application is also desirable. Equally important is the automatic rather than manual logging of calls and emails.
Social support. As social sales features are becoming increasingly important, the mobile CRM should allow reps to navigate through the customer’s social feed to gain insight and be able to determine if customer needs attention.
Working modes. The mobile CRM should provide persistent and instant access to data even in cases of no internet connectivity. In such a feature the application may cache the data when offline and then should be able automatically synchronize with the remote CRM server when connectivity is restored.
Security. Security is of utmost concern as your company data is at stake. Mobile devices go missing, so there’s a need for device management tools to be able to lock the mobile CRM or, if required, be able to erase the data from the application. A complete audit trail of the mobile should be maintained including location coordinates.
Image capture. It should be possible for users can to capture, attach, share pictures, documents, video, and voice recordings to the related CRM records.
Workflow notifications. The mobile CRM should be able to notify users of important events in such a way the notifications are never missed.
Search and retrieval. Records should be indexed such that users can search rapidly by simply typing the first few characters of the record. Advanced searches should be able to quickly drill down into the database.
Analytics. Users should be able filter and review charts, graphs on sales pipeline, sales cycle analytics, activity effort etc.
Here are some of the top-rated mobile CRMs with brief description to help you choose the one that suits the needs of your business. Most of the listed ones are free, however an account is required for App usage.
Daylite is a native iPhone and iPad app that syncs with your Mac so you can keep working even without Internet. See your appointments, calls, and to-dos from the Home Screen. Capture, tag, and filter your contacts to quickly find what you need. View a timeline of calls, notes and emails for each client. Track business opportunities with visual pipelines. Check off tasks. Create tasks on the fly and set reminders. Assign tasks to other team members back at the office. Daylite syncs with all your Apple devices so you and your team are up to date– whenever, wherever.
amoCRM offers full-featured mobile CRM for android, iphone and tablet. Access lead and contact profiles—complete with event feed, tasks, and one-tap call, email, and chat. It also comes equipped with caller ID, a business card scanner and keeps you on task with to-do notifications.
Capsule launched their mobile application in April, 2011. This powerful app runs on iPhone, Android phones and BlackBerry. A local database is created when you logon to your account via mobile for the first time and everything including contacts, task list, activities etc. is synchronized. The mobile version has some very useful features, one of them being that when you type the name of a contact in Notes/Description, the application automatically suggests a link to the contact. You can also use Water, a powerful 3rd party iPhone app, to access your Capsule contacts, opportunities, cases, and tasks. A recent feature added to Capsule mobile gives you the ability to manage your calendar and tasks from the app itself, rather than just view them.
WORK[etc]’s native CRM apps for Android and iPhone allow you to work with greater flexibility, providing the tools needed to manage your business on the go.The WORK[etc] mobile app allows you to manage, make changes to, and create new items across your CRM projects and billing, direct from your smart phone. This includes functionality for contacts, calendars, timesheets, to-do’s, projects, support, sales leads, expenses, and even G Suite, with emphasis on an easy-to-use and intuitive design.
RapidFunnel takes the old-fashioned CRM to a whole new level! This super-easy to use, mobile-first App helps improve customer engagement and sales/employee productivity, while also delivering an incredibly clear vision of overall company activity. Available on iOS and Android across all devices and also on the web, this highly rated App functions like a “marketing agency in your smartphone”. RapidFunnel comes set up with your company colors and branding. All company resources (videos, product PDFs, coupons, training materials etc.) are loaded and available to send instantly via email, text or on social – at the touch of a button. Intelligent analytics track prospect engagement and show your sales team who is most interested, for the easiest follow up ever. Get your whole workforce involved in growing the company! Use built-in Rewards and Gamification features to motivate, incentivize and reward your employees for sharing the company story and watch your ROI grow. People listen to people they respect and customers referred by a company advocate have a 37% higher retention rate. RapidFunnel is fun to use and turns everyone into an advocate for your business, allowing them to share professionally from anywhere they have a wifi connection!
A beta version of the mobile CRM that works on iPhone, Android and compatible with most mobile devices is available. With the help of this mobile CRM, reps who are on the move can quickly check the last few notes saved about that their client, they may even check client details. It is even possible to update tasks and executing sales action, however, while doing it would be required to create the next action as soon as the current action has been marked complete. The mobile version allows adding contacts, also accessible is the list of contacts and the action stream listing all actions to be taken. The mobile version has a very limited feature set. As this is the mobile version of the web based application, Internet connectivity is essential and there is no offline mode. There is no feature to access reports or charts or metrics of any kind.
For Infusionsoft, there are 15 different mobile apps, and counting, which can incorporate into your CRM in order to send/receive text messages, receive feedback via SMS, build optimized mobile landing page campaigns, discover what people care about (by analyzing how they use your website, desktop software or mobile app), or simply connect with iPad, Androids and other tablets.
Salesbox is a mobile first CRM, which until recently had been a mobile only CRM, available exclusively for iPhone and iPad. Ask any tech guru or IT practitioner, and they’ll tell you mobile is the next big thing. As a matter of fact, in terms of mobility, functionality and productivity, mobile version of a desktop app usually can’t hold a candle to mobile first app. Mobile native apps such as WhatsApp and Waze have already radicalized our daily lives and we believe it’s just a matter of time before mobile native CRMs do the same for businesses. And this is where Salesbox comes into its own.Salesbox is a mobile first CRM, and until recently it had been a mobile only CRM, available exclusively for iPhone and iPad. Ask any tech guru or IT practitioner, and they’ll tell you mobile is the next big thing. As a matter of fact, in terms of mobility, functionality and productivity, mobile version of a desktop app usually can’t hold a candle to mobile first app. Mobile native apps such as WhatsApp and Waze have already radicalized our daily lives and we believe it’s just a matter of time before mobile native CRMs do the same for businesses. And this is where Salesbox comes into its own.