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August 31, 2023
Written by SableCRM

How mobile friendly is your CRM?

How mobile friendly is your CRM?

| SableCRM |

Are you using a CRM (Customer Relationship Management) that is mobile-friendly?  Ensuring that your platform is mobile-friendly is highly recommended in today’s business world. Here are a few reasons why:

Accessibility: Most professionals, sales representatives, and especially technicians are on the go, visiting clients, attending meetings, and traveling. Having a mobile-friendly CRM ensures that they have access t0 crucial customer data, can easily update information, and perform their job functions from their smartphones or tablets, enhancing productivity and responsiveness.

Real-time Updates: Up-to-Date information is critical when servicing your clients needs.  Ensuring that your CRM allows users to update customer data, add notes, and log interactions in real time, especially when they are away from their desks.

Enhanced Collaboration: Each person within your organization plays a critical role in supporting your clients.  A mobile-friendly CRM enables team members to access and share customer information, leading to better coordination and more effective communication……leading to a better customer experience.

Improved Customer Service: Customer service is the key role that every employee plays in regards to customer retention.  Employees can provide better assistance when they have access to up-to-date customer information on their mobile devices. This enables them to respond to inquiries, resolve issues, and offer personalized solutions quickly.

Flexibility and Convenience: Mobile-friendly CRM apps allow users to work at their convenience, whether they’re at home, on the road, or in the office. This flexibility can lead to increased user adoption and engagement with the CRM system.

Capture of Real-time Data: Mobile-friendly CRM’s can take advantage of features like location tracking and camera integration to capture real-time data from the field. This can be useful for logging customer visits, attaching photos, and other location-specific information.

Competitive Advantage: Businesses that provide their sales and customer support teams with mobile-friendly CRM tools can gain a competitive edge. They can respond faster to customer needs, close deals quicker, and provide a more personalized experience.

User Satisfaction: Employees today are accustomed to using mobile apps for various tasks. Providing a user-friendly, mobile-optimized CRM can boost user satisfaction and engagement with the system.

If you are not utilizing a mobile friendly platform today, you are missing out on productivity, improved customer service, employee satisfaction, and a host of other business efficiencies that can take your organization to the next level.