Articles Why Your Business Needs a Mobile CRM Strategy: Unlocking Success with Bitrix24

Why Your Business Needs a Mobile CRM Strategy: Unlocking Success with Bitrix24

Bitrix24 Team
8 min
Updated: March 11, 2024
Bitrix24 Team
Updated: March 11, 2024
Why Your Business Needs a Mobile CRM Strategy: Unlocking Success with Bitrix24

CRM (Customer Relationship Management) has evolved to meet the changing demands of the world we live in and the customers we serve. And so, it is important for businesses to keep step and ensure their use of the technology is strategic, to get full value from its game-changing potential.

What started off as a tool to generate leads and build customer relationships is finding increasing value from the mobility it now offers. The massive strides taken by Artificial Intelligence have been leveraged to provide sales reps with ultra-precise data in real-time, wherever, whenever. 

Important client information, sales data, and the benefits of your team's collaborations. All in the palm of your hand. Time saved, and money made, as you sell smarter and faster. Whats not to like?

If you want to give your business the edge it needs to succeed, it's time to embrace a mobile CRM strategy and revolutionize the way you operate. Embracing a technology that adapts to your ever-changing environment will ultimately lead to happy clients, seamless collaborations, and a more profitable business. 

The Importance of Mobile CRM Strategy

The pronounced shift to mobile technology will not have escaped your attention, but let’s give it context with a few figures. 

  • The proportion of global internet traffic now conducted on mobile devices has risen from 0.7% in 2009 to 55% today.

  • 81% of users are now accessing their CRM system from multiple devices.

  • According to Nucleus Research, 65% of teams who have integrated Mobile CRM met their sales targets, compared to 22% of reps using non-CRM reached the same targets.

So that is ‘what’ the effect is; here is ‘how’ it is achieved:

Mobile CRM For Business

In today's fast-paced business environment, effective communication is crucial for success. Utilizing a mobile CRM strategy empowers the sales team to stay connected on the go. This results in seamless collaboration between team members, and improved workflow efficiency. A mobile CRM app ensures that your team has access to customer data wherever they are, fostering meaningful conversations with clients, and ultimately, helping close deals faster. Say goodbye to cumbersome email chains and hello to hassle-free communication!

Efficiency and Convenience of Access

Gone are the days when bulky CRM software was confined to office desktops. Mobile CRM tools provide you with the convenience of accessing crucial customer information through your smartphone or tablet. This way, your sales team can address customer concerns, answer urgent calls, and update leads on the go. Where productivity and efficiency increase, profit invariably follows.

Real-Time Information for Better Decisions

Access to real-time information is a game-changer for businesses, and a mobile CRM strategy can deliver just that. With up-to-date customer data, your sales force can make better-informed decisions that drive positive results. Updated customer and lead information also reduces the likelihood of duplicated efforts and wasted time. 

When it comes to an effective mobile CRM strategy, the benefits are apparent: increased communication, improved efficiency, and real-time information for better decision-making. 

Key Features of Mobile CRM

Contact and Lead Management

Managing your relationships with contacts and leads is crucial in any business. With a mobile CRM, you can effortlessly track and store customer data on the go. No more awkwardly trying to remember client details during meetings or losing leads at networking events. You can quickly add, update, and access your contacts directly from your phone. 

Task and Project Management

With features like task and project management, you can efficiently delegate tasks, send emails, and monitor project progress from your phone. Say goodbye to overflowing inboxes and endless spreadsheets, and hello to organized, streamlined workflows.

Sales Pipeline and Analytics

Keeping track of revenue, leads, and customer interactions can be a headache. However, with a mobile CRM platform's sales pipeline and analytics features, that headache disappears. You'll gain insights into your sales pipeline, customer interactions, and even social media performance. More importantly, the analytics will help identify areas for improvement and smooth the way for your business's success.

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Benefits of Mobile CRM for Small Businesses

Implementing a mobile CRM strategy can bring you numerous benefits that will help your business grow. Let's dive into some of the perks that can accompany a well-executed mobile CRM strategy.

Increased Flexibility and Productivity for Workers

Remote workers can take advantage of mobile CRM when away from their desks by:

  1. Integrate your calendar for planning

  2. Click-to-call into meetings

  3. Easily access and update leads, contacts, and opportunities

  4. File sharing and opening

  5. Mobile dashboard access

  6. Customer service tracking, management, and response

  7. The ability to access up-to-date data at any time

Salespeople are provided with complete CRM data, analytics, and customer-facing materials at their fingertips, on any device - meaning no one is left behind and sales teams can move forward with their prospects confidently.

Improved Customer Service and Satisfaction

Having mobile CRM available for your organization is not only beneficial to your employees but also to your customers.

With a mobile CRM, you can quickly access, update, and share essential customer information with your team, allowing for seamless communication between you, your team, and your customers. This means faster response times, better-informed decisions, and more personalized customer interactions. Ultimately, this leads to increased customer satisfaction and stronger relationships - and who doesn't like happy customers?

Increased Sales and Revenue

Having all the necessary data at your fingertips can work wonders for your sales team. With a mobile CRM, your team can access customer data, sales analytics, and other vital information in real time, making it easier to close deals on the go. Plus, there are many free and budget-friendly mobile CRM options out there, there’s no need to break the bank to boost those sales numbers.

Streamlined Marketing and Sales Processes

When marketing and sales are in sync, magical things happen, like increased productivity and a smoother workflow. Mobile CRM helps align your marketing and sales teams by providing them with easy access to valuable insights, like customer preferences and behavior patterns. This can lead to more effective marketing strategies and targeted sales pitches, ensuring you're hitting the right audience with the right message at the right time.

Integrating Mobile CRM Strategy

Before jumping into a mobile CRM strategy, take a moment to assess your business needs and goals. By doing so, you ensure that the CRM aligns with your company's objectives, making it an invaluable tool for sales, marketing, and even customer support teams. Ask yourself:

  • What customer experience do you want to provide?

  • How can a mobile CRM platform improve your customer satisfaction?

  • What real-time data do you need to access from a mobile device?

Remember, the goal is to enhance customer interactions, not merely to add a shiny new CRM tool.

Training and Implementation

Once you've identified your needs, it's time for training and implementation. Leverage the customizable nature of most customer relationship management (CRM) systems to configure it for your business's specific requirements. Moreover, educate your team on how to use the mobile CRM effectively. You could even gamify the learning process, making it entertaining and challenging for your staff. Topics to cover include:

  • Time management: Maximizing on-the-go productivity and achieving data management bliss.

  • Sales reports: Understanding revenue, conversion rates, and your team's performance from the palm of their hand.

  • Best practices for customer interactions: How to engage clients effortlessly while waiting for their latte in Starbucks* (*other coffee chains are available)

Measuring Success and Adjusting Strategy

Once your mobile CRM strategy is up and running, it's essential to measure success. Regularly evaluate how it's impacting your business goals like lead generation, conversion rates, and customer satisfaction. 

Don't be afraid to adjust the strategy if you see that something isn't working or if your company evolves. CRM platforms, like fine wine, can get better with age – as long as they're nurtured and tweaked when necessary.

Future of Mobile CRM

As the world evolves rapidly, so does the landscape of customer relationship management. Mobile CRM is becoming increasingly important, offering numerous advantages to businesses. In this section, we'll dive into the future of Mobile CRM and explore some exciting developments heading our way.

Artificial Intelligence and Automation

One significant trend in the mobile CRM space is the integration of Artificial Intelligence (AI) and automation. These technologies can streamline your contact management, saving you time and effort. Imagine your mobile CRM app identifying patterns in customer behavior and automatically suggesting personalized approaches for each customer! By harnessing AI, you'll be equipped with real-time information and can swiftly move through tasks, giving you better visibility and control over your sales pipeline.

Personalized Customer Experiences

Another major shift in the mobile CRM landscape is the focus on personalizing customer experiences. Nowadays, simply managing customer data is no longer enough. Your customers want relevant and engaging interactions, and a mobile CRM that's adaptable to their individual preferences can help you deliver just that. Features like live chat, personalized conversations, and advanced activity capture analytics can boost customer loyalty and satisfaction. It's time to embrace a CRM that makes your customers feel truly valued by giving them tailor-made experiences on their smartphones and tablets.

Expanding Integration Possibilities

In the future of mobile CRM, expect even more integration possibilities. Cloud-based CRM solutions are leading the way, allowing seamless connections to your favorite apps and tools. Whether it's linking your CRM to marketing automation software or using third-party user interfaces, the sky's the limit. 

So, in summary, by implementing a mobile CRM strategy:

  • Sales teams benefit from efficiency savings and the “anytime, anywhere” availability of shared data from the cloud.

  • Marketing teams can talk to customers in completely new ways, creating the personalised experiences that have become increasingly important.

  • Customer service teams can pick up, track, and resolve cases faster and more efficiently.

And all this ensures faster responses, better service, and happier customers.

With Bitrix24’s CRM we put the customer back at the heart of your business, while paving the way for your growth and improvement. A customer contact centre with instant messaging, sales pipeline, lead tracker, sales analytics, market automation, and detailed reports. It’ll do everything but make the sales calls for you!

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Table of Content
The Importance of Mobile CRM Strategy Mobile CRM For Business Efficiency and Convenience of Access Real-Time Information for Better Decisions Key Features of Mobile CRM Contact and Lead Management Task and Project Management Sales Pipeline and Analytics Benefits of Mobile CRM for Small Businesses Increased Flexibility and Productivity for Workers Improved Customer Service and Satisfaction Increased Sales and Revenue Streamlined Marketing and Sales Processes Integrating Mobile CRM Strategy Training and Implementation Measuring Success and Adjusting Strategy Future of Mobile CRM Artificial Intelligence and Automation Personalized Customer Experiences Expanding Integration Possibilities
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