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Mobile CRM: Why Does Your Business Need It

The world is changing swiftly, and as of late, it seems as though everything is centered on mobile devices. As a result, consumers are more tech-savvy than ever before. Business titans in every sector are racing to maximize the potential of this mobile sales app.

Unfortunately, the idea of mobility is still foreign to certain people. Numerous businesses are already investigating how they may incorporate this idea into their regular operations. Nearly all market leaders are exploring ways to maximize the benefits of this mobilization.

The sales department is the one area where a mobile CRM is an absolute must. In most cases, sales teams operate outside of the company. In some sectors, field sales is a need. Because of this, the mobile sales solution is really useful.

Lack of customization is a major issue when it comes to mobility. Each sales team operates somewhat differently, therefore it’s crucial that its members understand how to modify mobility in a manner that benefits everyone involved.

Mobility for a sales force goes beyond just having a few applications installed. It’s a novel approach of doing business that calls for extensive preparation and a shift in perspective. A mobile customer relationship management solution is a need that will benefit both salespeople and customers. In this manner, it becomes an integral part of the sales team’s daily operations, allowing them to work more effectively toward company objectives.

Solution for Mobile CRM: What to Expect and How to Implement It?

It will not be simple to adjust to mobile CRM. The management team of a business must begin by learning the dynamics of the sales team and how they operate. Tasks, responsibilities, and objectives for the sales staff should be broken out.

A sales manager has to be fast to make choices, adept at using technology to juggle several tasks, and equipped with everything necessary to ensure the success of their team. The tools allow users to constantly keep tabs on all negotiations, monitor their progress, and get updates.

Those in charge of sales should know how to harness modern tools to maximize productivity. Ultimately, it’s up to the sales staff to turn those leads into paying clients. They get in touch with these consumers either via phone, electronic mail, or in-person. There is one factor influencing the efficiency of sales teams.

Among these are administrative duties. The annual time spent on these types of activities by the sales team (meetings, paperwork, reports, etc.) has been estimated at 2000 hours. Time spent on these menial duties may be drastically cut with the help of a mobile sales CRM.

It’s crucial to choose suitable mobility alternatives in order to maximize the efficiency of the sales force and minimize any bottlenecks.

Organizational Benefits of a Mobile Sales Solution

When chosen carefully, a mobile CRM system may serve as a solid means of simplification and efficiency. A customer relationship management system may be used at every level, from initial planning to post-meeting follow-up. In this article, we’ll look at a few of the upsides that companies may use.

Higher Efficiency

Productivity gains are one of the most noticeable advantages of mobile CRM. The value of this customer relationship management system will be readily apparent to businesses. The sales cycle may be reduced since the whole process has been optimized. The sales staff may access all of the necessary resources, including the CRM and the process, via their mobile devices.

Proactively Sell Your Products

Not only can a mobile sales solution make the mundane administrative jobs more manageable, but it will also help you sell more stuff, and more effectively. The effectiveness of the sales staff is examined. You’ll be able to better assess your sales team’s performance and see trends in your data thanks to the mobile CRM.

With the help of mobile sales solutions, businesses can track and evaluate sales success in real time. Increasing sales is a positive side effect. Companies may utilize this information to provide their customers more relevant cross-selling suggestions.

Assistance to Customers in a More Effective Manner

Salespeople may start concentrating on improving customer connections while a mobile CRM takes care of mundane duties like data collection. The technology’ ability to automate formerly manual processes is quite helpful.

It’s because to them that sales representatives are able to spend less time on mundane tasks and more time cultivating meaningful connections with clients.

Enhanced Participation
All of this data will be available to the field agents when they go out into the field. The consumer they are about to speak with will be completely familiar to them. This will facilitate communication with the client.

A more rapid pace of follow-ups
A salesperson’s day often doesn’t finish until they’ve followed up with everyone they’ve spoken with that day. Customers’ data will be streamlined and placed in the appropriate folder mechanically by the mobile sales solution. Because CRMs can be connected with so many other systems, the post-sale process will be much more streamlined and straightforward.

Many advantages accrue to businesses that use mobile sales CRM.

We just released a blog post about lead generating. Identify the benefits it will bring to your company.

CRM on the Go: Obstacles and Options
Getting a mobile CRM up and running is not going to be simple. It raises problems that will need creative thinking to resolve. Okay, so let’s talk about the main problems and potential solutions.

Motivating the Group to Accept Change

Most individuals are afraid of change, and your company will be no exception. Getting everyone on your team to use a mobile CRM solution might be challenging. While customer relationship management (CRM) can make life easier for your staff, it might be a lot to take in at first.

There is only one way to fix this, and that is to have a detailed plan for putting it into action. The first step for businesses is to raise consciousness about the system, and the change must come from the top. Groups will begin sharing what they know about a subject in order to improve their collective expertise. With all the advantages these CRMs provide, it’s simple to win over even the most hesitant workers.

Protection of Private Information

This is a fresh and critical problem that requires fixing. The information is crucial and priceless for any company. Putting sensitive information onto the cloud might raise privacy and security concerns.

This is why most individuals want to keep their data exclusively inside their own private network. Scary for company owners is the prospect of migrating all of their customer information to a new customer relationship management system.

The only way for organizations to guarantee the safety of their data is to implement a reliable customer relationship management system. A streamlined migration from your server to the cloud is possible with a unified customer relationship management solution like Office24by7.

The correct customer relationship management (CRM) technology makes it simple for businesses of all sizes to centralize customer information, keep tabs on changes, and draw insights from that data.

Learning to Use New Technology

There is no quick fix for the time commitment that is digital transformation. Despite appearances, moving a sizable amount of data from one system to another necessitates not just a lot of time and bandwidth, but also a lot of work. In addition, workers have to be given time to adjust to new technology.

For some companies, training their staff to use mobile CRM effectively might take several weeks or months. Businesses have a lot of concerns about the time and money involved.

A silver lining does exist, however. Fact: The return on investment (ROI) for customer relationship management systems averages $9 for every $1 spent. Exactly, you’ve spotted the correct translation. If you execute it properly, the benefits will more than justify the investment of time and money.

Dependence on Electronics

For some company heads, this is the toughest obstacle they must overcome. Since they are used to doing things the old fashioned way, they won’t be able to suddenly start depending on technology. Data security, server problems, and other difficulties are among their top concerns.

In the event of a CRM outage, the situation may quickly deteriorate. In this case, picking the correct customer relationship management tool will be useful. Don’t settle for the first customer relationship management system you come across; do your homework.

You may have entire faith in CRMs like Office24by7. Our customer relationship management system (CRM) and staff are well-equipped to help you with the transition in its entirety and with any other CRM-related needs that may arise.

Administration of Integration

Practically everyone agrees that there are several advantages to using a customer relationship management system. Certain individuals, however, are concerned about the system’s holes. Most companies are concerned about CRM integration since it is the one possible gap.

Since modern businesses rely on a wide variety of platforms, mobile CRM connectivity is crucial. You may put your trust in Office24x7 and forget about any of those concerns. Our CRM may be simply connected to other systems.

Miniaturized Displays

The size of the display on a mobile CRM system is a source of concern for certain salespeople and companies. However, isn’t that the whole idea! You don’t need to worry about the display right now since you have the CRM with you everywhere you go. A mobile sales solution has all the functions, despite the smaller screen size, and is useful no matter where your salespeople are.

Essential Components for a Successful Mobile Sales Platform

There is a wide variety of CRMs available, each with its own set of capabilities. The brands must determine which of these capabilities are really necessary and then choose a customer relationship management system (CRM) that provides them all.

Let’s make sure your mobile customer relationship management app has all the essential functionality.

Deal Management on the Go

A salesperson, no matter where they happen to be, must have instant access, at all times, to complete and accurate data on their clients and potential clients. A complete picture of each contract and all of its associated information should be available in a mobile CRM system.

The sales data, including but not limited to-

-The number and kind of potential agreements
-Whose idea was it, and who owns the companies involved in these deals?
-To what point in time did the agreement come into being?
-Monetary worth of each transaction
-The remaining transaction actions
-How soon do you anticipate the deal to close?
With the aid of a mobile CRM, it should be possible to view and modify all of these transactions from any location. This eliminates the need to wait until they get to the office to change the information.

Additionally, real-time alerts may be facilitated by using a dependable CRM like Office24by7.

Connect with a Click to Call

It’s a major pain to look for a number, copy it, and then type it into the phone. However, this is where a customer relationship management tool comes in handy. With the click to call function, placing a phone call is as simple as clicking a button.

So, tell me about this “click to call.” Some modern customer relationship management platforms, such as Office24x7, provide a click-to-call function. The user may make a call straight from their mobile device. Simply dial the customer’s phone with a click and talk to them using your company’s contact information.

After the conversation is done, they may quickly and easily modify the offer information in the CRM.

Accidentally Deleting a Text

There may be moments when you need to subtly communicate with your prospect. This is a breeze with our Office24x7 CRM. Registering with the DLT is simple, and after you have text credits, sending the message is a breeze.

You may even conduct a mass campaign if you want. By allowing for simple, anywhere-accessible client service, the mobile sales solution boosts business efficiency.

Geolocation Tracking

It’s a win-win for both the sales team on the field and the manager receiving the reports. Of the few mobile sales systems available, Office24x7 is one of the few that provides this functionality.

When a salesperson uses the CRM’s location feature, data about nearby customers will automatically populate from Google Maps. This makes it easy for them to go from one consumer to the next within the same vicinity.

If a salesman has a meeting canceled in a certain place, for instance, he or she may easily find other contacts who are already there and reach out to them. Simply provide the following details when saving a contact:

-Placement of the Addressing Line

When you do this, the contact’s location information will be updated in the database. It allows salesmen to make more calls from the same spot.

Greater Cooperation

It’s crucial to be able to transfer calls. If a client calls with a new question and the sales rep has no clue how to answer it, they may easily hand over the conversation to someone who knows. The call may be routed to a different division, the team leader, etc.

Email Administration

With a mobile CRM, you may send emails from anywhere. This email may be sent to anybody at any moment. Email and WhatsApp messaging services are available around the clock thanks to Office24by7. You will be able to transmit the ideas and bills even when you are on the go.

Insights in Real Time

A week’s worth of sales and your team’s performance may be tracked in real time. For both salesmen and managers, knowing how well their team is doing is crucial.

The sales staff may improve their efficiency and awareness of key indicators with this real-time information accessible on the go, right on their mobile devices. Using a variety of perspectives, your team may compile reports for upper management.

Here are some of the things you may learn:

-Approximately how many calls do the representatives make each day?
-What happened on each call
-I was wondering what percentage of emails are read but then promptly deleted.
-Salespeople: How Many Have You Closed This Month?

In addition, Office24by7 CRM offers a plethora of additional KPIs.

Ability to Work with Multiple Devices

What good is a mobile CRM if it can’t be used on all mobile devices or operating systems? It’s safe to assume that not all members of a sales force will use the same mobile device. Having a customer relationship management system that works across several platforms is crucial.

Currently, most of the most cutting-edge CRMs may be used on a wide variety of platforms. Any way you slice it, this is information that companies need to have before making a purchase.

Messages Sent Instantly

This is essential for you at this point. You can be certain that you won’t miss out on any sales-related updates thanks to the push notifications function. No matter where you are, you will always be up to date thanks to this function.

Easy to Use Layout

It shouldn’t be difficult for salespeople to learn and use the CRM. The primary purpose of a mobile customer relationship management system is to make their jobs simpler, and that is precisely what it should accomplish. The in-field sales force absolutely need a user-friendly interface. They cannot afford to disregard it.

It’s Crucial to Have a Mobile Sales Solution, and Here’s Why?

When it comes to mobile CRM software, you want to be sure it gives your sales team access to all the features they need, as well as real-time updates. They have the ability to interact with both the business and its clients. All of this can be done without the sales representatives having to stop what they’re doing and return to the office.

The mobile CRM solution facilitates effective communication between the sales, marketing, and support departments. Advantages include universal access to client information with low hardware and software requirements.

Accounts and sales pipelines for clients may also be managed by the group. Managers who get reports are able to organize meetings, monitor wait times, and assess the efficiency of their staff and sales representatives. With this new capability, sales professionals will be able to do business from any location.

In what Ways Can Sales Representatives Maximize Their Use of Mobile CRM?

Those in sales should make the most of their mobile CRM. They will gain greatly if they use the technology to meet their specific needs. It’s clear that there are several ways in which salespeople may benefit from mobile CRM tools. Let’s analyze why and how a mobile sales system might benefit your company’s outside sales force.

Transparency in all aspects of the sales process

In the past, businesses often hid the details of their sales and marketing strategies. It was always like way; companies never used to provide their financial information. However, the situation has evolved dramatically, and there is no longer any room for doubt.

There was a noticeable increase in companies’ internal communications. They’ll be able to meet once and for all to talk about what has to be discussed. Management can always be on top of things with a mobile CRM, and internal communications and client partnerships will both benefit.

It ensures that all employees are using the same tools and has given them visibility into the company’s inner workings. Employees get a deeper comprehension of their roles, and consumers appreciate the individualized attention they receive.

Activates an Organization’s Full Potential

The vast majority of companies have inside sales departments in addition to outside sales representatives. While a comprehensive customer relationship management (CRM) system is crucial, successful outside sales representatives also need effective communication tools.

Using the mobile sales solution, any sales representative can operate more efficiently and with the most recent information at their fingertips. Selecting the best customer relationship management system should be a company’s exclusive objective. Once you have a solid customer relationship management system in place, such as Office24by7, everything else will be a breeze in comparison.

You need more than just a mobile customer relationship management system (CRM) to maximize the benefits of technology in your business. Please follow this detailed guide as we walk you through the process of developing a mobile CRM strategy.

Learn What You Need for Your Company

You should start by asking yourself why a mobile customer relationship management system is necessary for your company. In such case, you’ll have to ask a variety of various companies. Here we provide a set of inquiries that should be addressed throughout the strategy-building process.

1.Does the time seem appropriate to use a mobile customer relationship management system? Is it essential for the company’s current state of affairs?
2.Can it revolutionize your business’s approach to marketing and sales?
3.Does it have the potential to improve your marketing and sales operations?
4.What about the ease of use for your marketing and sales staff!

Every company has its own set of requirements. Businesses should calculate the ROI of a mobile CRM solution before making the investment. Common business scenarios that benefit from using mobile CRM include-

-More productiveness
-Savings in administration expenses
-Maintain many lines of communication with consumers.
-Consider Its Positive Effects

A customer relationship management system has several advantages, including mobility, functionality, security, and convenience. Salespeople may access the features and capabilities of the CRM software from their mobile devices. It’s crucial for company owners to be able to manage their companies while on the go.

With the use of customer relationship management software, salespeople may use their mobile devices to

-Attend meetings and conventions
-Access and share the documents
-Access the CRM control panel and all associated reports
-Resolve problems experienced by customers.
-Merge schedules
-Set up get-togethers
-Gain access to and update the data on leads.
-You may get real-time access to the constantly updated information.
-Reps can quickly grasp the need and get to work when all the specifics are immediately updated for them. They never feel left in the dark or unaware of anything important.

The most valuable feature of mobile CRM is its multi-level authentication and high degree of security. In a number of ways, this simplifies things.

Initiation in Stages

Typically, businesses would roll out CRM to their staff gradually, and the same strategy should be used when introducing mobile CRM. While it may seem like a good idea to provide your whole marketing and sales team access to a CRM through mobile, it may quickly become a burden for the staff.

So, companies should start with the C-suite executives and work their way down. Managers and executives should be brought on board when the CEO and other senior management comprehend its usage and get used to it. In this approach, the leaders can ensure that their team fully grasps the concept.

Rolling out CRM in stages will make it more manageable for businesses to implement. The CRM will be easily understood and used by the teams.

Have all your workers start using it immediately

The marketing, sales, and support departments are the public faces of every business. This population will undoubtedly make use of the mobile CRM. But that’s not all; it’s also crucial for the rest of the staff at your company to have access to this information

In this day and age, and particularly in the aftermath of the recent epidemic, workers are free to work from wherever. They may accomplish their jobs from any location that suits them. It would be helpful to equip them with the mobile CRM application in this situation. The program will take down the walls and make it simple for workers to talk to one another across departments.

Utilizing Appropriate Equipment is Crucial

The most recent customer relationship management (CRM) systems are equipped with a mobile sales solution, which is a huge plus. This allows them to take CRM with them wherever they go, giving them instant access to all of their connections, as well as information about their customers.

In the following sections, we will provide a list of the best mobile CRM currently available. Please read them thoroughly.

To what extent does a mobile sales solution influence the happiness of your customers?
Improved client satisfaction is one of the many benefits of using a mobile customer relationship management system in field sales. When using a customer relationship management system, sales representatives may access up-to-the-minute data. In this approach, salespeople may access detailed information on customers, such as their purchase history, service requests, and more. The sales team may utilize this information to better serve their customers.

Listed below are five ways in which a mobile CRM might benefit a company.

Continued Communication

Phones allow field sales agents to communicate with staff members no matter where they may be located. They can get their jobs done without the use of a computer. In this manner, we can ensure the delight of our customers wherever we happen to be.

Because of push alerts, field agents may quickly respond to client issues. There will be a greater number of responses, which will improve the quality of service provided to customers.

Communication Integration

Sales staff engage with clients through several channels. There are occasions when one consumer connects with the salespeople from several platforms based on their convenience. Customers may reach out through social media, a website chat bot, messaging applications, emails, or phone calls.

Customers have a preference for any of these channels depending on their needs at any given moment. In mobile CRM, all of these interactions are available in one spot. This manner, the salespeople would know the prior encounters of clients and they engage appropriately.


A salesperson on the field will have all the necessary information about the clientele they’re trying to reach in their possession. Having access to this information will allow them to provide a more customized service. Who doesn’t appreciate a unique touch now and then?

Best Mobile CRM-2022

Let us take a deeper look at the top mobile CRM on the market that you can depend on.


The mobile sales solution Office24by7 is among the finest available. It has been shown to be an effective companion for a company’s marketing and sales departments. Office24by7 may be a reliable partner if you’re in need of a customer relationship management system that will aid you in selecting the most effective campaign from the available option.

Benefits of this customer relationship management system include its ease of use, robustness, adaptability, and integration capabilities. That program can be integrated with your current sales procedures. It’s a powerful customer relationship management system that can be accessed from any device.


-Easy access to the CRM database so that you may check them on the move
-Capturing precise geographic positions
-Click to call
-Tight scheduling
-Communicate and work together while on the go
-Customize the reports
-Contact management
-Followup reminders
Since its inception, Freshsales has been a trusted piece of software for sales professionals in the field because to its intuitive interface and ability to streamline the management of an otherwise daunting volume of leads. Leads may be followed up on, captured, distributed, and nurtured. It also offers analytics that may be used to extract data and organize reports.


-Day-to-day planning and management of tasks
-You will get data on contacts, transactions, and accounts.
-Quickly arrange and schedule meetings
-To get to your destination, you may use the app’s in-built taxi service, Uber.
-Alerts that are sent out automatically

Zoho CRM

When it comes to lead and contact management, Zoho is one of the greatest options out there. It’s packed with useful functions and packs a serious punch. All relevant data can be accessed and analyzed, processes can be automated, assignments can be assigned, and the whole sales process can be streamlined.


-The data you need to track sales is easily accessible.
-Real-time data retrieval from the CRM
-In-the-moment dashboard data updates
-Daily scheduling and management


PipeDrive offers several advantages for your company. Effective lead management, streamlined sales processes, dependable data collection and analysis, and tailored reports are just a few examples of the many upsides.

This customer relationship management tool is lightning quick, intuitive, and feature-rich.


-In this way, you can see the big picture of everything that needs doing.
-Requirements for reminders and alerts
-Don’t forget to record your schedule and thoughts in your notes.
-Distribute your sales funnel wherever you go.
-Offline use is possible as well. There is no requirement for an internet connection to access the most recent data sync.


Without a question, SalesForce is among the best and most well-known customer relationship management systems available today. It uses cutting-edge automation technologies to help you make the most of your CRM data and optimize your operations.

All of your leads’ data, interactions, and progress can be monitored in one convenient location.


-Get a live dashboard displaying sales data and results
-Participate in conferences, and jot down notes
-Quick and simple to work together
-Read the most recent entry in our inbound marketing blog here. Every company has to read it, therefore do so as soon as possible.

In Conclusion

Always seek for a mobile sales solution that may assist in expanding your company. So, you want to have a similar thing, right? Then you need the assistance of Office24by7. In terms of mobile CRM, we have the greatest solution for businesses and field salespeople anywhere.

Fill out the form below, give us a call at +91 7097171717, or send an email to