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Mobile CRM Software PDF Print E-mail
Written by Ray Lam   
Saturday, 05 July 2008
Mobile CRM is emerging into the mainstream as an excellent method of relaying information between marketing and sales personnel. Busy sales and marketing professionals on the road can now communicate quickly and effectively through mobile CRM. Mobile CRM refers to the use of a mobile device to conduct any CRM related activities, including mobile phones, PDAs, and laptop computers.
by RayLam


Mobile CRM is emerging into the mainstream as an excellent method of relaying information between marketing and sales personnel. Busy sales and marketing professionals on the road can now communicate quickly and effectively through mobile CRM. Mobile CRM refers to the use of a mobile device to conduct any CRM related activities, including mobile phones, PDAs, and laptop computers.

Previous to mobile CRM, sales professionals were limited in the ways they could transfer and access information. This often meant less access to updated information, more leads going cold, and a less effective work methodology. Luckily, the tables have turned and people are getting connected in new, completely unique ways that allow for such applications as mobile CRM.

A central data center allows you to access all the information all the time. No one person has longer access to a file or case; you can look at it simultaneously without slowing anything down. And if a client id shifted to you suddenly, you have access to all their information in a matter of minutes. Thus, mobile CRM is an extremely effective, efficient ancillary to your normal CRM system.

Leads don't get cold because there will always be someone to pick up the slack. Mobile CRM also makes it easier to ensure the lead gets nudged down the pipeline gently but effectively and ends up in the correct place.

Companies that have deployed mobile CRM report a reduction in paperwork and redundant data entries; however there are issues that are preventing mobile CRM from truly taking off. Broadband is still not ubiquitous although Wifi, WiMax, and VoWLAN are helping to overcome the connectivity problem. Another challenge is getting employees to successfully navigating the learning curve associated with any new technology. Security is another issue. Data encryption, strong passwords, placing the mobile CRM server on separate virtual LANs, etc are some of the things that need to be done to ensure data protection; however these should not come at the cost of productivity or speed of execution of an activity.

Mobile CRM can be used online and offline. If the internet doesn't work or the connection has failed, you can get on your mobile device; if you lose your phone but have your laptop or PDA, you're covered. Thus it provides an almost fail safe way to get the information you need, when you want it.

Professionals are no longer confined to the office; they can leave for an appointment or business trip and still remain totally connected to the workplace and their clients.

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