What’s the Best Mobile CRM?

We all know the term CRM – Some of you are just getting used to yours; others are..to be frank, tired of dealing with them. 

CRMs (Customer Relationship Management) tools were built to keep you organized, updated, and smoothly moving from one sales maneuver to another. Unfortunately, a tool that is supposed to save you time can turn out to be a never-ending cycle of inputting information & data entry.

In today’s sales world, you won’t be able to find someone not using some type of CRM. They’re everywhere in sales, and traditionally, these salespeople are at a desk in an office space. But what do you use if you’re someone that’s always on the move? What if you’re always visiting new businesses, sites, and events? Do the dated, overbuilt CRMs like Salesforce and Dynamics actually make sense?

From my experience and working with our clients, CRMs were initially designed as accounting software – these tools are full of inputting data, organizing & analyzing it. However, these CRMs are very complicated, time-consuming, and a substantial financial investment to get started. When these companies realized there was a demand for a mobile version of their CRMs, they designed it the same way. The problem was – the needs and use cases for mobile users were far different than office workers. 

Mobile CRM users need something quick. They need something painless, simple, and easy to use. You can’t expect someone, constantly on the move, to spend 20 minutes inputting a lead that most of the time isn’t relevant. These larger CRM platforms are constantly struggling with adoption rates. The executive level of many field service companies institute a top-down strategy in an attempt to get their people on board, but unfortunately, the end-users experience push-back. Users will get annoyed, frustrated, and more often than not, bail on the product.

Lastly, the actual functionality of the app – A mobile CRM should be Simple! Even at the office today, submitting a new contact requires four pages of inputting info before I get to a submit button. I can’t imagine navigating a traditional CRM on my phone while I’m visiting a prospect. The best Mobile CRM is incredibly simple. Seriously…5 buttons max. Where your leads can be captured through an image, auto-fill required information (location, phone number, contact, menu for products interested in, & Submit), and be on to the next meeting, immediately. 

But with simplicity, the best Mobile CRM  will have great functionality. Your mobile app keeps you organized and up-to-date. Features should include a list of all submitted items, a progress tracker, a Map View, and the ability to follow up directly in the mobile app. Mobile CRM users still have the same responsibilities as the office sales team, from following up to analyzing close-rates. These users on the move require access to all information and the ability to navigate their system quickly.

Find out if Wingmate’s Mobile CRM is right for you! Try it out for free, then customize our application to fit your needs best. Stop using a time-consuming, overbuilt, & pricey system that doesn’t work for your team in the field.