4 Reasons to Deploy a Mobile CRM

by Katie Liesmann on May 17, 2016

With so many add-ons in the market, it might seem like a mobile CRM is just another app your organization would be spending money on. But if you have sales reps who work in the field, that couldn’t be further from the truth. Here are four reasons to deploy a mobile CRM in your organization:

1. More Accurate Data

Reps on the go are more likely to enter data if they have the capability to right after they complete a phone call or finish meeting with a client. By enabling field reps to enter data at any time, you are more likely to ensure data is consistently entered.

2. Mobile To-Do List

Field reps can use Sugar Mobile as an interactive to-do list. The app should always have an up-to-date list of meetings, calls and tasks the rep needs to complete each day. This is helpful for a rep who may be juggling multiple customer visits and interactions throughout the day.

3. Auto Log Calls

If you are using a mobile app with native integration, reps can call any customer or prospect by clicking on their phone from within the app. Then once a call is complete, the app will prompt him to log the call--where he can enter any relevant notes before he forgets the details.

4. Improve User Adoption

Seasoned sales reps often have particular preferences as to how they like to work. Providing users with another option to access the CRM gives them more choices and makes them more likely to enter their data.

To learn more about Mobile CRM, read our blog post on the most important features to look for in a mobile CRM application. If you have any questions about Mobile CRM, reach out to us here.  

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PRODUCT: SugarCRM

AUDIENCE: Business Manager

Katie Liesmann
Marketing Manager at UpCurve Cloud
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