Mobile CRM

Everything You Need to Know About Mobile Sales Solution

Mobile sales solution

World is changing rapidly and lately everything is revolving around mobiles. Consumers are embracing technology like never before. The leaders irrespective of industries are trying to make the most out of this mobile sales solution.

However, mobility is still a new concept for some. Companies are trying to explore this concept and implement it into their everyday tasks. Almost all industry leaders are trying to utilize this mobilization to the fullest.   

The one arena where every company must have to implement a mobile CRM is sales. Usually sales teams are not limited to the organization. Sales people from some industries have to go out and work in the field. This is where the mobile sales solution comes in handy.

One thing fits all is not something that suits mobility. The working of each sales team is different and it is important for them to know how to adapt mobility in a way that it will help both the team and clients as well.

Sales team mobility is not about a few apps present on the device. It is a new business strategy and requires a lot of planning and change of mindsets as well. Mobile CRM system is a process that will help sales people, clients and is an essential requirement. It becomes a trusted partner for the sales team and helps them achieve their business goals in a much more efficient way.

Table of Contents

Mobile Sales Solution- How to Adapt it and What to Expect

Adapting the mobile CRM is not going to be an easy task. The organization management must start with understanding the sales team and the way they are working, the dynamics. They should breakdown the tasks of sales team, their responsibilities and goals,

A sales manager must be quick with making decisions, multitask with the help of technology, and should have all the required tools at their perusal to get the work done by their sales team. These tools include monitoring, tracking and staying in loop with all the deals all the time.

Sales managers should be in a position to make the most out of technology and get their team to work efficiently. The one thing that the sales team has to do is- convert the prospects into their customers. They approach these customers via phone, email, or face to face. There is one thing that impacts sales team performance.

One of those things is administrative tasks. According to a study, it has been proven that the sales team spends 2000 hours every year handling these meetings, administrative tasks, reporting, etc. With a mobile sales CRM, it becomes quite easy to reduce the time that has been spent on these low value tasks.

In order to increase the sales team productivity and reduce any bottlenecks in the sales, it is important to choose the right mobility options.

Advantages of Mobile Sales Solution for Businesses

The right mobile CRM system can be a reliable solution for organization. Right from the planning stage to in-person meeting, follow ups, everything can be done with the help of a CRM. Here we are going to discuss about some of those benefits that businesses can make the most of.

Improved Productivity

One of the immediate benefits of mobile CRM is productivity. Companies will immediately see how efficient and effective this CRM system is. The entire sales process is streamlined perfectly and the sales cycle will be shortened too. The sales team can access the material, CRM data and workflow right from their mobile and work accordingly.

Sell Smartly

Mobile sales solution will not only help with the monotonous administrative tasks, it also helps with selling the product smartly and even more efficiently. They analyze the sales team performance. The mobile CRM will provide in-depth insights which will help in identifying the data patterns, and understand sales team performance.

With mobile sales solutions, companies can identify the top sales performances and compare it with the rest. This will help in improving the sales. The companies can also use this data gathered for better cross selling recommendations for the clients.

Better Customer Service

While a mobile CRM handles most of the monotonous tasks like capturing client’s details, etc. the sales representatives can start focusing on building better client relationships. The task automation feature present in these systems are nothing less than a boon.

They help the sales reps with most of the repetitive work and allow them to maintain an effective relationship with the customers.

Higher Engagement

The field agents will go out with all the information at their perusal. They will know all the required details about the customer with whom they are going to interact. This will help in engaging with the customer.

Quicker Follow-Ups

An average day of a sales person doesn’t end without a follow up. The mobile sales solution will streamline the customer information and automatically put it in the required bucket. Post sales process will become quite simple and easy as the CRM can be integrated with multiple systems of a company.

The companies who usually use mobile sales CRM reap various benefits from it.

We have recently published a blog about lead generation? Know why your business needs it.

Mobile CRM Challenges and Solutions

Mobile CRM implementation is not going to be easy. It comes with a set of challenges that need a solution. Let us talk about the primary challenges and what can be done.

Encouraging Team to Adapt to the New Technology

Most of the people are terrified of change and that is what will happen with your organization too. It becomes quite tough to get your entire team onboard to use a mobile CRM system. While CRM will ease the work of your employees, it can be quite overwhelming for the workforce.

The one way to resolve this issue is by having a clear roadmap on the implementation. Creating awareness of the system is the first thing that organizations have to do and this awareness should start from the top. Teams will start learning about the things from one another and upskill themselves. With various benefits that these CRMs bring to the table, it becomes quite easy to get reluctant employees onboard.

Data Security

Now this is a new and an important challenge that needs to be addressed. For every business, the data is quite important and valuable. Putting that data out in the cloud can be concerning.

This is the reason why most people prefer to have the data stored in their local network only. Opting for a new CRM system means transferring all the data to it and this is scary for business owners.

The one thing that businesses can do to be assured of data security is choosing the right kind of CRM system. A unified CRM system like Office24by7 will ensure a smooth transition from your server to the cloud.

With the right CRM platform, it becomes easier for everyone to store and organize the data, track it and get the actionable insights.

Takes Time to Adapt to the Technology

Digital transformation is a time taking process. The process may sound easy but transferring a huge chunk of data from one platform to another requires huge bandwidth and time as well. Apart from that the employees also need some time to adapt to the latest technologies.

It may take weeks or months in some cases for the employees to understand and make the most out of mobile CRM. This time and cost is something that bothers businesses a lot.

However, there is a bright side to this. Do you know that for every $1 a business spends on the CRM, the ROI is $9. Yes, you read it right. It may consume some of your time and money, but the returns are completely worth it given that you are implementing it the right way.

Relying on Technology

This is the biggest challenge for some business owners. Relying on technology is not something they can do just like that as they are habituated to the traditional methods. They worry about the data security, server issues and many more.

If the CRM goes down for even sometime, the situation can go worse. This is where choosing the right CRM will come in handy. Do not just opt for the CRM that you find on the top page, do enough research about it.

Office24by7 is one such CRM on which you can completely rely. Our CRM and team as well are equipped with the best features and knowledge which will aid you with the entire transformation and can support you with other CRM related things.

Integration Management

CRM brings in a lot of benefits to the table and almost everyone knows it. But there are some people who are worried about the gaps present in the system. The one potential gap that most of the businesses are worried about is CRM integration.

Businesses use different kinds of platforms to work around, this is where the mobile CRM integration plays an important part. However, you don’t have to worry about all of them when you are relying on Office24by7. You can integrate our CRM with different tools easily.

Smaller Screen Size

Some salespeople and businesses as well worry about the screen size of a mobile CRM system. But, isn’t it the point here! You have the CRM on the go and you cannot worry about the screen here. Despite the smaller viewing size, a mobile sales solution is loaded with all the features and comes in handy wherever your salespeople are.

Must Have Features in the Mobile Sales Solution

There are different CRMs in the market offering various kinds of features. It is important for the brands to analyze and understand which of these features are a must have and pick a CRM that offers everything.

Let us check about the must have features that must be available in your mobile CRM solution.

Mobile Deal Management

For a sales professional, it is important to have all the required information related  to the prospects and customers at their fingertips irrespective of your location. A mobile CRM system should be able to provide a 360-degree view of every deal along with its data.

You should be able to view the sales history such as-

  • What all deals are present in the pipeline
  • Who has created these deals and who are the owners
  • When the deal was created
  • Value of each of these deals
  • All the other activities of the deal
  • What is the estimated closing date

With the help of a mobile CRM, one should be able to access all these deals from anywhere they want to and update them right on the spot without any hassle. This way they don’t have to wait till they reach the office and then update the details.

A reliable CRM like Office24by7 will also help you with the real time notifications.

Click to Call

Checking the number of a deal, copy and pasting it onto the dial pad is quite a hassle. But a CRM can help you with this. The click to call feature will make it easy to make a call with just one click.

So, what is this click to call? Click to call is a feature that is offered by advanced CRM systems like Office24by7. This enables the user to call directly from their mobile itself. With a single click the call will be placed to the customer and they can interact from their business number.

Once the call is over, they can update the deal related details on the CRM with ease.

Dropping a Text Message

At times, you might need to drop in a message to your prospect. Our Office24by7 CRM can do this with ease. You just need to register with the DLT and have the text credits, you can send the message with ease.

If you want to run a bulk campaign, you can do that too. The mobile sales solution basically makes it easy to reach out to the customers no matter wherever they are.


This is nothing less than a boon for both field salespeople and the reporting manager as well. There are very less mobile sales systems that offer this feature and Office24by7 is one among those.

The CRM is integrated with Google maps and when your salesperson enables their location, they will get to know about the customers in and around that location. This way they can move from one customer to another in the same area with ease.

For example, if a meeting in a particular location is canceled, then the salesperson can just check other contacts who are present in that location and contact them. One just have to save the contact with following information-

  • Address Line
  • City
  • State
  • Country
  • Zip

Once you do this, the location will be saved in the database and the location will be updated for that contact. Field salespeople can use this feature to contact more customers fro one location.

Better Collaboration

It is important to have an option of call transfer. If the customer reaches out with any new doubt and the salesperson doesn’t have any idea, they can immediately transfer the call to another salesperson who has experience and can answer it. The call can also be transferred to another department, the team lead, etc.

Email Management

Send emails on the go with a mobile CRM. You can send the emails to anyone at any point of time with ease. Our Office24by7 can help you with sending emails, WhatsApp messages. This way you can send the proposals, invoices on the go.

Real Time Insights

Know how your team is performing, know about the sales that have been done in a week with the real time insights. It is important for both salespeople and managers to know how their team is performing.

By having these real time insights available on the mobile itself, the sales team can perform better and know about their metrics. Your team can also create the reports using multiple insights and share it with the management.

Some of the things that you can know are-

  • How many calls does the reps make?
  • Outcome of each of those calls
  • How many of the emails are opened and ignored?
  • How many deals does the reps close in the past month

Apart from this there are various other metrics that are available on Office24by7 CRM.

Device Compatibility

What is the point of having a mobile CRM if it is not compatible with some devices or the OS? Not every sales team and rep will have the same mobile right? It is important to have a CRM that is compatible with various devices.

Most of the latest advanced CRMs are now compatible with different OS and mobiles. Either way it is important for businesses to know about this before they make a purchase.

Push Notifications

You need this. With the push notifications feature, you won’t miss any information related to the sales. You will get real time updates and notifications no matter where you are with this feature.

Intuitive Design

Understanding and working with the CRM shouldn’t be a hassle to the salespeople. The mobile CRM is created to ease their work and that is what it should do. An intuitive design is a necessity for the field sales team. It is not something that they can ignore.

Mobile Sales Solution is Essential- Here is Why?

A good mobile CRM software will provide sales reps with the access to all the functionalities of CRM whilst providing them with the real time updates. They can communicate with the company and customers as well. The sales reps can do all of this while they are on the go.

With mobile CRM system it becomes easy for sales, marketing, support teams to collaborate seamlessly. The best thing about this is minimal hardware and software costs whilst everyone will have access to the customer records.

The team can also manage client’s accounts and sales pipeline. The reporting managers can schedule meetings, control queues and analyze both employee and rep performance as well. Sales staff will get the ability to sell from anywhere.

How can Sales Reps Make Most Out of Mobile CRM?

Sales reps can make the most out of their mobile CRM. It is important for them to leverage the technology according to their requirement and they will reap benefits out of it. Mobile CRM technology aids reps on multiple levels. Let us see how and why your field sales team need a mobile sales system.

Complete Sales Transparency

Earlier, sales and marketing were two important arenas of business that kept as a secret for most of the time. There was no transparency and businesses used to maintain it like that only. But things have changed drastically and now there is no ambiguity.

Businesses started having better communication among the employees. They all can interact at one place and discuss all the required things. A mobile CRM can improve interdepartmental communication, better relationships with clients, and management can always stay on top of it by observing everything.

It keeps everyone on the same platform giving them access to the internal process of a business. The staff start understanding their responsibilities in a better way and customers also enjoy getting customized service.

Unlocks the Complete Potential of an Enterprise

Almost all the businesses have both internal and on field sales teams. The CRM solution is very important however when one is doing the outside sales, they need the right tools that will help them in reaching out to the customers in a better way.

The mobile sales solution streamlines the way every rep is working and will have all the data up to date. Choosing the right CRM is the only thing that businesses should focus on. Once you get a reliable CRM like Office24by7, the entire work will become a breeze.

Step by Step Guide to Create A Successful Mobile CRM Strategy

Having a mobile CRM is not going to cut it, you should also need a successful mobile sales solution strategy that can help you in making the most out of technology. Here is our step by step guide for creating a successful mobile CRM strategy.

Know Your Business Requirements

So, the first thing that you need to know is why does your business need a mobile CRM? Well, every business will have a different answer for this question. We are listing some questions that you must answer in order to curate a strategy.

  • Do you need a mobile CRM right now? Does your present business situation demand it?
  • Will it drive innovation and become a game changer in your sales and marketing strategy?
  • Can it optimize the processes that are involved in your sales and marketing activity?
  • Will it be convenient for your sales and marketing team to use it!

The business requirements change for every business. It is important for a company to estimate the value that they will derive when they implement a mobile CRM system. Some of the common business use cases for this CRM on the go are-

  • Any time availability
  • Increased efficiency
  • Reduced administrative costs
  • Connect and reach out to customers via different channels

Know the Benefits from It

Mobility, functionality, security and convenience are some of the benefits that one can gain from a CRM solution.The salespeople can make use of features and functionality of a CRM software from their smartphone or tablet itself. The businesses can be run on the go and it is quite essential. 

Mobile sales CRM will allow the reps to

  • Join conferences and meetings
  • Share and access the files
  • Get access to CRM dashboard and the reports
  • Respond to the customer issues
  • Integrate calendars
  • Schedule meetings
  • Access and update the leads information
  • Access the automatically updated data at anytime

When the details are updated automatically, it becomes easy for reps to understand the requirement and work accordingly. They are always in the loop and do not miss any of the vital information.

The best part of mobile CRM is that they are highly secure and has multi level authentication. This eases various things.

Phase Wise Rollout

It has been a common practice to introduce the CRM phase wise among the employees and organizations should follow this for mobile CRM too. Having a CRM on mobile for your entire marketing and sales team might sound good but it can be overwhelming for the employees.

So, the businesses should start by introducing it to the top and dial it down. Once the CEOs and other top management understands its use and get habituated to it, the managers should be brought on board followed by reporting managers and executives. This way the leaders will help their team to understand it.

The phase wise rollout will make the adaptation of CRM easy. The teams will understand and work with the CRM without any hassle.

Implement it for all the Employees

Marketing, sales and support teams are at the forefront of an organization and they are the ones who face customers. So, it is already given that these people will be using the mobile CRM. However, that is not it  It is important for other employees of your organization to have it.

These days, especially post pandemic the employees are not confined to the four walls of your office. They have got the flexibility to work from anywhere and get the work done. In such cases, it would be beneficial to provide them with the mobile CRM software. The software will eliminate the boundaries and make it easy for employees to have cross department communication.

Right Tools Matter

The best thing about the latest CRM platforms is that they are coming with a mobile sales solution. This brings CRM on the go and helps them with accessing the contacts, customer details and other important  CRM information.

We are going to list the top mobile CRM that are present in the market right now in our next sections. Make sure to read them.

How Does a Mobile Sales Solution Impact Customer Satisfaction?

When it comes to field sales, a mobile CRM is something that will enhance the overall customer satisfaction. These CRMs provide the sales reps with all the required information that has been updated in real time. This way the reps will get access to all the customer information, their past purchases, issues they have raised, etc. The sales reps can use this to make their customer interactions even better.

We have listed five ways in which a mobile CRM can help businesses.

Staying in Touch

The field sales reps can get in touch with the employees from wherever they are with their phone. They don’t need a laptop or desktop setup to get their work done. This way customer satisfaction can be provided on the go.

With push notifications, the field reps can immediately address any problems that customers are facing. This will increase the response rate which eventually have an impact on the overall customer experience.

Unified Communication

The reps interact with customers on different platforms. There are times when one customer interacts with the reps from different platforms depending on their convenience. There is social media, chat bot on the website, messaging apps, emails and calls- customers have all of these options before them.

Depending upon the time and situation they are in, customers prefer any of these platforms. In mobile CRM, all of these interactions are present in one place. This way, the reps will know the earlier interactions of customers and they interact accordingly.


When a field sales rep is out there to sell something, they will have all the required customer data in hand. This data will help them in providing a personalized experience. Who doesn’t love a personalized touch right.

Top Mobile Sales Solutions Available in the Market

Let us take a closer look at the best mobile CRM in the market that you can rely on.


Office24by7 is one of the best mobile sales solutions that is present in the market right now. It is proven to be the right partner for both the sales and marketing team of an organization. If you are looking for a CRM platform that can help in picking your campaign right off the market, then Office24by7 can be your partner.

The best thing about this CRM is it is simple to use, powerful, flexible, and has integration features. You can blend this software with your existing sales processes. It is robust CRM and works on desktop, laptop, tab and mobile.


  • Easy access to the CRM database so that you can check them on the go
  • Geolocation tracking
  • Click to call
  • Precise scheduling
  • Collaborate on the go
  • Customize the reports
  • Analytics
  • Contact management
  • Followup reminders


Freshsales have always been a reliable software for field reps. It helps them with managing the massive number of leads and the process is quite simple. You can track the leads, capture, distribute and nurture them. It also provides analytics, which can help in pulling out the data and curating reports.


  • Plan the day and manage work for an entire day
  • You will get the information related to contacts, deals and accounts
  • Schedule and setup quick meetings
  • Book Uber cab from within the app to reach meeting locations
  • Push notifications

Zoho CRM

Zoho is one of the best lead and contact management software that a business needs. It has a myriad of features and is quite powerful. You can streamline the sales operations, automate workflows, assign tasks, access and analyze any important data.


  • Sales figures are provided right at your fingertips
  • Instant access to the CRM information
  • Get real time dashboard information
  • Manage and plan the day


PipeDrive brings in a lot of benefits to your business. Some of those benefits are efficient sales management, properly organized leads, quicker deal closure, proper statistics and reporting, customization.

This feature-filled CRM is fast, easy to use and completely robust.


  • You get an overview of the tasks and todo lists
  • Set reminders and notifications
  • Add meetings and notes
  • Take sales pipeline wherever you go
  • It will also work offline. The last sync data can be viewed without the need of the internet.


SalesForce without a doubt is one of the most popular and capable CRM solutions out there. It is powered by advanced automation technology and helps in maximizing the CRM data and streamline the processes.

You will be able to track all the information, interactions and other lead related activity at one place.


  • Get real time dashboard with reports and sales performance
  • Join meetings, take notes on the go
  • Easy to collaborate

Check our latest blog about inbound marketing here. It is a necessity for every business so make sure to read it.

Wrapping it Up

Always make sure to get your hands on a mobile sales solution that helps in scaling up your business. Want something like this? Then Office24by7 is here for you. Our mobile CRM is best in class offering amazing features that suits every business and helps all the field sales reps out there.

Get in touch with us by filling the form or contact us on +91 7097171717, meanwhile you can also shoot us an email at