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Ten benefits of Mobile CRM

There are more Mobile users than PC. Mobile penetration is far more than the PCs. So obviously benefits of Mobile CRM are much more than a PC based CRM.

More over Mobile is much handier and economical as compared to PC or a Laptop.  Of course, there are iPhones and expensive android phones which are much costlier than entry level laptops, but there are basic phones available at economical prices.

Mobile is more AVAILABLE as compared to PC

Also, considering that CRM is primarily for Sales & Service (or support) Mobile CRM is more convenient. Because, most of the time, Sales People, and Service staffs are on the move rather on the desk.

Most importantly Sales Representatives see Mobile CRM as more of enabler and force multiplier than just a reporting tool. That makes CRM adoption much easier and faster.

Mobility features like Geo-Tagging or auto call/SMS logging which is loved by Sales Executives as well as Sales Managers.

Ten benefits of Mobile CRM

  1. Convenient than PC

    Of course, Mobile is much more convenient to use as compared to PC. Longer battery life, handy, always with you. Particularly with the advent of inexpensive and powerful smartphones, there is a paradigm shift in how we consume information and do businesses.

  2. Relevant information, anytime, anywhere

    Mobile CRM is never like Web/PC CRM. Because there is the scarcity of screen space, the information is much more relevant. It is as personal as possible at the same time being business and enterprise ready. Real-time Notifications, add that extra flare to the usage of CRM and increase its effectiveness to a significant level.

  3. Mobile Dashboards.

    Dashboards on mobile give that crucial insight on what needs attention. Urgent and important things are presented much easily on mobile CRM dashboard. Things like upcoming meetings, Sales funnel, and overdue accounts make the life of a sales person very easy.

  4. Auto Call/SMS Logging

    Mobile CRM software provides automatic call/SMS logging. It eliminates the need for data entry and updating the CRM for every activity that is done by Sales Executives. These Mobile CRM Apps don’t log all the Calls/SMS, but when you call somebody for the first time, it asks you whether you want to register it – “Always, Yes, No, Never.” It makes sure that CRM will not log personal calls

  5. Improve data Quality

    Since the user doesn’t have to wait till reaching the desk for updating the CRM data, Data quality gets improved instantly. Example: Wrong phone numbers or email IDs or even addresses can be corrected on the go, immediately.

  6. Single Click Meeting Entries

    Entering meetings and minutes of Meeting is one of the most hated tasks, which are required to be done by Sales Representatives. Mobile CRM makes it incredibly easy by allowing single click meetings, which will log Geographical Locations and time automatically. It also allows attaching audio and Image files as Minutes of Meetings.

  7. Geo Tagging and coordination

    Geo tagging can drastically increase the efficiency of the field force as well as the back office coordination staff also. Example: lead from the website can be assigned to nearest Sales representative immediately, and Mobile CRM notifies Sales Rep by email / Mobile Notification. Thus the lead can be followed up immediately, resulting in more closures.

  8. Improves CRM adoption

    Mobile CRM naturally increases CRM adoption because of easier operations and simple user interfaces. Also since reporting of activities can be done immediately from anywhere, Sales reps love Mobile CRM.

  9. Nearby,  Geo Search 

    Geo tagging allows Sales reps to search people near them. Example: Sales rep can figure out all the Companies/Persons with upcoming deals located near him. It can be a great time saver tool.

  10. Audio / Image Notes.

    Mobile CRM allows attaching audio and Images as notes to meetings, contacts, deals or any other module. It serves a great purpose, as it is incredibly easy to dictate a note as compared to writing something. Of course attaching a picture will be worth typing one thousand words.

Don’t imagine contemporary CRM without a Mobile App, its useless.


Doing business without a proper CRM would be difficult. It would be impossible to imagine using CRM without having an accompanying mobile App to the same. However, one thing to be kept in mind, Mobile CRM is not same as opening your Web CRM in your mobile browser. Mobile CRM is a native Mobile App, which may have similar looks and theme like the Web CRM but the philosophy of a mobile CRM is much different from a web CRM.

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