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Mobile CRM 101 The Basics

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. Here are some of the major capabilities of mobile CRM and its most important components:

Remote Access
This allows users to access data such as contacts, leads, and other information remotely from a mobile device wherever they're at. This concept is new to CRM and is gradually forming an integral part of the CRM system.

Total Customization
Businesses can show users the information they need to see any way they want. This allows mobile professionals to manage many tasks and activities far easier than before, and exchange instant, updated information to help the smooth flow of leads down the pipeline. This also allows companies to standardize mobile CRM devices if they so choose. Since many companies already offer perks like company laptops and cell phones, this is just one way they have the ability to create the system they want. The application software also allows a company to set up its mobile CRM system in the way that works best for the company.

Disconnected Access and CRM Management Over the Air
Even if a user isn't dialed in or online, they still have instant access to information. Thus, if their computer connection dies or they lose their phone, they have other options for getting information, ensuring they get their job done. Likewise, a user can get all the information they need via phone; this ensures that users never need to plug in to access administrative data.

Centralized System
This allows all the necessary information to be in one place at the same time, enabling a company to manage users, devices, and other applications from a single location. A central management system allows a company further reach and control over its employees and its customers. This in turn decreases wasted time and man hours, allowing for a stronger, more efficient system for generating and converting leads and sales. .

Since most mobile CRM systems are internet based applications, the time involved in getting data is miniscule and has severely cut down on the time it takes to get data. The central system furthers this goal, and is usually created around an internet application available to all authorized personnel. This might mean that each user gets an account and a password with which they access the database from their phone, laptop, or other mobile device.

Salesforce.com is the world's first on-demand application service and a giant in the field of CRM. With over 24,000 customers, over 500,000 subscribers, and a 97% customer satisfaction rate, Salesforce.com continues to lead their field. To find out more about them, please visit www.salesforce.com .


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