How CRM accessibility on mobile devices can be liberating for professionals who prefer to be out there in the field.

1. sales@appjetty.com
CRM Mobile Apps: What
Freedom Feels Like
Customer relationship management is a cyclic
process. And like everything else, the process
evolves over time. There’s always going to be a
new problem to solve and new technology to
solve it.
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2. sales@appjetty.com
Today, a major portion of the sales is based on
reviews. Ironically, this form of word of mouth is
quickly becoming an important decisive factor.
This means you must get it right, every single
time. To get positive reviews you must make sure
that you don’t miss a single follow up or have a
single bad call.
If you’re reading this, you are probably a part of
this process. And you must be aware of the
current predicament. Sales are happening
globally, 24x7. That means you need a solution
that is accessible, on the go, 24x7.
Do you see what I’m getting at?
We know that CRM software such as SuiteCRM
and SugarCRM have helped you take control, in
the troubled seas of today’s market. And they will
continue to do so through your Sugar CRM or
SuiteCRM mobile app.
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3. sales@appjetty.com
The CRM solved a major problem in marketing
and sales. As the markets became broader with
the advent and expansion of the internet, a lot of
the old methods and tools did not scale
congruously. Having a CRM solved a lot of the
problems that arose, with a single solution.
The CRM is indeed a great solution for the
traditional business model. But in contemporary
enterprises, a significant portion of the sales,
marketing, and support teams works remotely.
These departments need to be mobile. But, in this
aspect, the CRM ­ their primary resource is
deficient by design.
So, how does a CRM mobile app change the
way this works?!
• Remote access and data synchronization:
First, it helps your teams and departments
connect in a better way, coordinate their
efforts and work in synergy.
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4. sales@appjetty.com
A sale might happen by chance but a resale
happens when the marketer grabs the
attention of the customer, the salesman
explains the intricacies and the customer
service representative makes the customer
feel at home.
It is of utmost importance that the three
departments have their actions aligned with
the company vision. It is equally important
that there is effective communication between
them wherever necessary. Particularly in
terms of data sharing.
Having access to the CRM remotely provides
synchronized information that is available
across all devices. It helps avoid long, to and
for calls that are otherwise unnecessary.
• Real­time data analysis: Data is also
available in real time. This means that you
can take decisions based on solid numbers.
Quick and easy.
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5. sales@appjetty.com
The CRM mobile app presents the data in the
form of graphs and charts, which makes it easy to
analyze. The pictorial representation helps better
understand the different metrics and their
comparisons.
It ensures that everyone has a thorough
understanding of the facts and figures. And the
discussions are about the next step, instead of
trying to make sense of the raw data.
• Automated activity log: Users can log and
review all activities. It is helpful when you’re
dealing with lots of different people and
cannot individually keep track of every
interaction. Features such as check­in allow
you to make a record of a client visit with a
single tap.
This also allows the team leader to keep track
of the human resource.
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6. sales@appjetty.com
• File management: File management in the
SuiteCRM mobile app makes document
sharing easier. In cases where you log
information in form of photographs through
your smartphone camera, the app is an
indispensable resource.
There will be occasions when you need to refer to
or share documents. You can do that and a lot
more with the app.
Imagine having to do all this on a computer,
every single time a prospect or a customer needs
assistance. Cumbersome, isn’t it? Thank the
engineers for coming up with this solution.
Most features of the SuiteCRM mobile app
function offline, which means you don’t have to
rely too much on the internet connectivity. You
can even search for the record you need from the
dashboard itself.
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7. sales@appjetty.com
Additionally, you get the convenience of a user
interface that is easier to navigate along with app
exclusive functionality that integrates the
smartphone use cases with the SuiteCRM mobile
app.
• As mentioned above, you can use your
smartphone camera to take photos that you
can directly upload to the CRM through the
app. This is useful when, for example, you
need to upload a photo of the client. With
your SuiteCRM mobile app, you can do this by
using your phone directly.
• You can import your phone contacts to the
CRM and set up a new contact in a few
seconds.
• You can use the CRM planner to schedule,
track, and manage your activities.
• You can send messages and emails directly
from the CRM application and even attach
files wherever necessary.
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8. sales@appjetty.com
A typical CRM can sometimes disappoint with the
vast difference between its scope and function.
The SuiteCRM android app overcomes this
challenge and offers an experience that is
liberating and satisfying. It leads to more
productive and goal­oriented teams while
ensuring customer satisfaction at the same time.
The shift from CRM to the app doesn’t take much
conscious effort or time as the app itself is
intuitive. The app uses the necessary modules of
your CRM. Meaning, anyone who is familiar with
SuiteCRM can pick it up in no time.
There are a countless number of products that we
use every day. Some of these products are good,
some of them are terrible. But there are very few
products that excite us. And somewhere deep
down our hearts, we crave that excitement.
And we experience that excitement when we
come across a product that is everything we
expected it to be.
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9. sales@appjetty.com
When the design is sleek and the navigation is
smooth. Ownership is pleasurable. Greed is good.
So, does it excite you? Because fun, as it may be
to think about it, experiencing it, is a different
thing altogether.
View Source:
https://www.appjetty.com/blog/crm­mobile­
apps­what­freedom­feels­like
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