6 Tips for Creating a Mobile CRM

Sage-100-Mobile-SalesToday’s sales teams spend the majority of their time away from the office and an even greater amount of time on their phones. Contacting customers and potential clients, driving to sales meetings, pitching products, and closing new deals is all in a day’s work when it comes to your sales team. While arming them with a customer relationship management (CRM) solution is certainly helpful, limiting their use of the system to the office is not. In order to do their job effectively (and efficiently), your sales personnel need instant access to your company’s CRM system wherever they are – not just at the office.

Having a mobile sales solution will provide your sales team with the opportunity to perform better sales pitches and close more deals. This kind of instant access to your company’s CRM system will allow them to make – and complete – orders instantaneously and even allow you to collect payment on the spot. Setting up a mobile CRM is not difficult and with the right tools (such as our Sage 100 mobile sales application), you can be up and running quickly. Check out the following tips to discover how your company can succeed in creating a mobile CRM:

  1. Determine the need for a mobile sales solution.
    In order for it to work, mobile has to make sense for your business. In order to determine the business value mobile CRM would bring to your company, you need to identify the most requested business processes and information. Would having a mobile sales solution make these processes easier? Would having instant access to this requested information help your team close more deals? If the answer is yes, you need mobile CRM.
  2. Integrate your mobile CRM with your ERP software.
    The majority of the information customers and potential customers request is housed in the company’s ERP system back at the office. This does sales personnel no good when they are out in the field. By integrating your mobile CRM solution with your company’s ERP system, you can give your sales team the information they need to do their job. With an integrated solution, they can access customer orders, invoices, payments, RMAs, credit memos, product availability, delivery schedules and more instantaneously, providing them with richer data experience and supporting even more business processes for mobile CRM users.
  3. Take advantage of the capabilities mobile devices provide your sales personnel.
    Pushing a legacy CRM solution to mobile devices does not have the same effort. In order to get results, you need to leverage your CRM data with the unique capabilities that can only be found in mobile devices. Mobile devices give you instant information access, anytime/anywhere connectivity to your CRM, touch screen navigation, and geo-positioning capabilities so you can locate meeting destinations directly on your phone. Try getting that from a legacy system!
  4. Choose the right application that integrates easily with your existing systems.
    In order for your efforts to succeed, user experience needs to be a priority. This involves choosing the right mobile CRM application and ensuring it can easily integrate into your current business solutions. Our Sage 100 mobile sales app, Scanco Sales, seamlessly integrates into Sage 100 ERP (formerly Sage MAS 90/Sage MAS 200), providing sales teams with an intuitive and user-friendly app they can use wherever they go.
  5. Don’t limit mobile CRM to the sales team.
    Limiting mobile CRM to sales personnel is the biggest mistake you can make. Providing mobile access to all of your employees will make it easier for everyone to track down and access important information while they are away from their desk. This will serve to increase efficiency across the entire organization rather than just the sales department.
  6. Measure the success of your mobile CRM initiative.
    In order to determine whether or not your mobile CRM project was a failure or success, you need to calculate the rate of adoption. How many of your sales personnel are actually using the mobile sales application? This will give you a true picture of the success of your project and allow you to better train your employees on the solution.

If you’re in the market for a mobile CRM, give us a call today. Our Sage 100 mobile sales application, Scanco Sales, can make the transition from “in the office” to “out of the office” seamless. With its ERP integration capabilities and payment processing features, Scanco Sales will improve your efficiency and boost your chances for success.