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How to best utilize a mobile CRM system and its data


You should know that utilizing a mobile CRM (Customer Relationship Management) solution will only work if you and your team can truly rely on it. The key to a successful mobile CRM deployment is that everyone using the system knows the CRM is there to help people do their jobs better and faster.

Do not keep using your old address book app to manage contacts, and your notes app to write down what was said during a call. Once you have a CRM, use it for that. If the CRM is the place you list everything about your customers, it’ll quickly become a core part of your work. If a CRM system is too much for what you need and you want something easier and more intuitive, opt for a contact management solution like Covve.

Companies need to ensure their employees are adequately trained on the mobile CRM solution. Some will just use mobile CRM solutions as a glorified notebook or address book. The IT team must ensure that the users in the field know how to utilize the product to its full capabilities.

Remote users should be able to do a complete range of required tasks for their organization with mobile CRM, such as providing pricing components in real-time to customers, order taking or service billing.

Then, you’ll want to integrate your mobile CRM with other tools like that can add new contacts to your CRM automatically, or log calls, meetings, and more to your contact profiles.  It’s automation like that, whether built-in or from another app, that lets you rely on the CRM to be the one place that has all your contact info.

Ok, so you have now successfully implemented a successful mobile CRM deployment. Now what? This is when data collection and CRM analysis start.  It is a continuing and iterative process that ideally over time business decisions are refined, based on feedback from earlier analysis, and consequent decisions.

The subject of CRM data analysis is far removed from the scope of this article, but there are many tools out there that offer fully packaged, out-of-the-box software tools that plug directly into your CRM system, and perform the analyses automatically.

A lot of these tools are easy to use and provide real-time insights. They constantly ingest data and update the analysis, allowing you to immediately see evolving trends and just in time updates. They are built on best practices, and are constantly evolving based on feedback from customers like you.

This is when the real work of making new leads and closing new deals begins. Mobile CRM apps like Pipedrive, Zoho CRM, Hubspot, and other address book apps like Covve assist you in making order out of the chaos of your interactions with your customers. You can now focus on your customers, closing new business, and moving forward!

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