Critical Factors To Employ A Successful Mobile CRM Software Solution

In the recent years, we have seen a tremendous increase in mobile applications and theirusage. Due to rapid advancements and significant growth in mobile technologies, thecompanies are realizing the need of various mobility software for attaining higher value andbusiness profits. Mobile CRM Software has emerged with various benefits to the organizationsand helped them in simplifying the business tasks as well as saving operational cost and time. The mobile CRM software enables enterprises to explore business through their workforce onfield like sales and service teams to access critical data through their smartphones and tabletson the move. For instance, the huge retailers can benefit from a mobile phone retailmanagement system and can access critical business information like order details, operationalstats, performance reports etc. on their hand-held devices round the clock.With such significance attached to a mobile CRM system, the organizations need to considerthe following critical factors to employ a successful mobile CRM solution.

➢ Support Any Device OS

The usage of a diverse range of mobile devices by the workforce poses a significant challengeto the IT department for deploying enterprise mobility solutions. An ideal CRM solution allowemployees to use any mobile device like an iPhone, iPad, Android, Windows based phones ortablets. It should be flexible to support any OS to carry out seamless transaction and providethe same look and feel to the user’s on their device that they carry.

➢ Off-Line Functionality

For every customer centric business the access to critical information like customer data,product information, documents etc. at the right time has become very crucial. The salesprofessionals, service teams and business managers use mobile CRM solution on their hand-held devices every time on the go to access critical information regardless of time and mostimportantly wherever needed. They should be designed in a way such that users can alwaysaccess the right information at the right moment be it online or off-line. This improves thecustomer interactions, business decision-making and the overall productivity.

➢ Provide ERP Support Integration

The field professionals not only need access to critical information but also need support forvaried aspects like product information, sale offers, promotions, service request, order statusetc. Therefore selecting a system that supports ERP integration for iPhone and email isimportant.

➢ Security

Mobile CRM data is a very critical data for any company. It includes confidential information onthe company’s customer relationships, partners, suppliers, product details, sales data etc. Suchinformation is accessed by many employees through out the organization and hence needs tobe highly secured. With field professionals travelling all around and facing severe securitythreats, mobile CRM applications must make sure enterprise level security through validation,encryption and central policy based control.

➢ User Friendly

The mobile CRM applications are highly user-friendly and easy to use. They are easy tonavigate and respond promptly to any queries with little or no training to the user.