Mobile CRMs: When a CRM App on Your Smartphone is Indispensable

1. Definition Mobile CRM: What is a mobile CRM?
2. Areas of application of a mobile CRM: When and why are mobile CRMs so useful?
3. Why employees will celebrate the Mobile-CRM
4. Why your customers will be thrilled by the Mobile-CRM
5. What functions do Mobile CRMs offer?
6. What are the advantages and disadvantages of Mobile CRMs?
7. The most popular mobile CRMs
8. Conclusion on Mobile CRMs: Nice-to-have or Must-have? Your decision!

Just quickly fix a bottleneck or bring a customer to shine? A mobile CRM makes it possible - OMR Reviews shows you how!

Home office, Remote working and a balanced work-life balance have developed into the top criteria for employer choice in recent years. All forecasts show: The trend continues - It will become even more important for employers in the future to offer a flexible working environment. According to Digital Affin, by 2028 an impressive 73 percent of all departments will employ remote staff.

In this article, you will learn how Mobile CRMs enable modern and above all effective cooperation. Our CRM app recommendations, such as monday.com - based on verified user experiences - are on top.

Definition Mobile CRM: What is a mobile CRM?

Mobile CRMs are CRMs (Customer Relationship Managements) that work on smartphones, tablets and PCs. Users can access the CRM software independently of time and location from any internet-enabled terminal device. They are an important part of the modern working world and enable smooth processes, especially in remote work. Mobile CRMs are either installed as an app on the phone or opened via the internet browser.

Areas of application of a mobile CRM: When and why are mobile CRMs so useful?

Are you already using a Cloud CRM or an Open-Source CRM and wondering if the purchase of a mobile CRM is necessary at all? Well, both desktop CRM types certainly offer many advantages. But in one decisive matter they can't keep up with mobile CRMs: in terms of flexibility.

A mobile CRM offers added value for all employees who do not want to be tied to their workplace in the office. Mobile CRMs are used primarily where a quick reaction on the part of the employees is important for an effective workflow, the elimination of bottlenecks and professional customer contact. Below we reveal in which situations you should not do without mobile CRMs:

1. Mobile CRMs in customer service

Assume you run an online travel portal and your customers book a short vacation in the Alps for their company anniversary. Because their daily professional life does not allow it, those responsible meet outside of regular office hours. They compare accommodations on various portals and eventually choose an offer on your website. Unfortunately, an error message appears. Due to a technical failure they should contact customer service. Since your employees are reachable around the clock via the mobile CRM, they complete the booking manually for the customers.

Mobile-CRM Aurea Company Data

2. Mobile CRMs in Sales and Field Service

Your field staff reach their customers and fairs by train? On the way there they can prepare optimally. Thanks to the location function of the Mobile CRM, they find the place of action at first go. All documents, orders, and notes can be accessed in real time on the phone or tablet. On site, your employees can take a look at price lists and product information, record new contact persons and record their notes in the CRM. As soon as they leave the premises, they check off the task in the CRM. If phone calls are made via the integrated call function of the mobile CRM, they are recorded automatically. This ensures that no important information is lost.

Mobile-CRM Salesforce Release

3. Mobile CRMs in management

Standstill in production? A terrible scenario for all business owners. When the expertise of a certain person is required, every minute counts. With a mobile CRM, skilled workers can inform their superiors and ask them to intervene immediately - no matter where they are.

Mobile-CRM Zoho chat

4. Mobile CRMs in office organization and assistance

Setting appointments while picking up a package? Mobile CRM apps support the multitasking ability of your employees. Even in the queue at the post office, they can access the manager's calendar and pull the contact details of the appointment from the master data.

Mobile-CRM Zoho calendar

5. Mobile CRMs in marketing

Your employees can check the status of their marketing campaigns at any time and optimize them if necessary - even while they are at the Media Days. PR contacts and influencer files can be created and edited easily on the smartphone. Through the mobile CRM, your employees can inform their colleagues responsible for follow-ups on site and initiate the next steps. Even automated mailings can be controlled on the phone by your marketing staff and manage customer interactions.

Mobile-CRM Salesflare contacts

Why employees will celebrate the Mobile-CRM

The biggest advantage of a mobile CRM is the unrestricted flexibility of your employees. They no longer have to sit in front of the PC or laptop to get their work done. They can easily grab their smartphone on the go and respond to requests, solve technical problems, or access data and appointments. All they need is a stable internet connection.

Why your customers will be thrilled by the Mobile-CRM

You can reach us outside our business hours. We will gladly be available for personal discussion during the following times: Mondays to Fridays by ...“ – Ouch. When customers contact you for important reasons (e.g. complaints), this standard announcement is really the last thing they want to hear. The biggest advantage for your customers is also the biggest advantage for your employees: Contact is possible at any time. Information can be provided quickly, replacements are quickly initiated and waves are smoothed over immediately. Your customers will love this service.

What functions do Mobile CRMs offer?

The range of functions ultimately depends on the mobile CRM itself. Therefore, when choosing your CRM app, pay attention to the described functions and compare them with the needs of your employees and customers. Mobile CRMs usually offer the following functions:

• Dashboard with the most important key figures (KPIs), diagrams, and metrics
• Access to CRM databases (e.g. customer master data)
• Display tasks, create, filter and assign
• Display to-do lists, create, prioritize and work on
• Virtual pipeline with customer status
• Create and manage contacts
• Define and manage processes
• Communication via live chats
• Enter notes
• Display, create and edit reports

What are the advantages and disadvantages of Mobile CRMs?

Time and location-independent work offers numerous advantages for you, your employees, and your customers. If you use CRM apps as an addition to your CRM on the desktop, you will see many happy faces.

Advantages of mobile CRMs

• To use every minute sensibly: Employees can effectively use waiting times (e.g. between meetings, on journeys, in traffic jams).
• Increase transparency: All authorized persons can access the data of the mobile CRM from any location and at any time.
• Shorten response times and turnaround times: Employees can access data faster, enabling them to respond quickly to messages.
• Ensure up-to-dateness: Information can be retrieved in real time.
• Improve customer relationship: Your field staff and sales employees are available for customers around the clock.
• Improve interaction with customers: Employees can react faster to the fast-paced social media world.
• Increase customer satisfaction: You can offer a 24/7 service.
• Increase employer attractiveness: Candidates will certainly prefer your company when choosing an employer.
• Strengthen Team Building: The permanent exchange - independent of strict office hours - promotes a family relationship between your team and you.

Disadvantages of mobile CRMs

CRMs can also have disadvantages. The good news: Most disadvantages can be avoided by a professional introduction phase including training and concrete rules of behavior (e.g. with defined maximum working hours). Nevertheless, you should be aware of the following points:

• Employee acceptance: Employees must be open to new things.
• User-friendliness: Smaller screens and possibly divergent user interfaces can impair operability.
• Dependence: Employees depends on internet access.
• Overload: Permanent availability can put employees under pressure.
• Limited range of functions: The functionality in the mobile CRM app can differ from the desktop variant.
• Envy within the team: The use of a mobile CRM in selected departments can make employees envious.

The most popular mobile CRMs

You're as convinced as we are by the many benefits of a mobile CRM app? Then you definitely need to take a closer look at our Mobile-CRM recommendations. On OMR Reviews you will find a wide range of CRMs, which you can select by ratings and market segments. Or, you can jump straight to our Top 10 CRMs that offer a mobile app in addition to the desktop variant:

Salesforce Sales Cloud

Hubspot Sales Hub

monday.com

Zoho CRM

Pipedrive

Aurea CRM

cobra CRM

Zendesk Sell

Salesflare

Conclusion on Mobile CRMs: Nice-to-have or Must-have? Your decision!

We are convinced: A mobile CRM never hurts. However, whether you absolutely need a mobile CRM depends on your company. Therefore, ask yourself whether your employees and customers - and of course yourself - would use the flexibility gained. If you can confirm this, then you should not waste any time: Increase the effectiveness, customer satisfaction, and employer attractiveness of your company with a mobile CRM app. The OMR Reviews software specialists will help you define your CRM goals, develop your CRM strategy, implement your CRM measures and manage your CRM data.