CRM gets mobile, and everyone wins.

The mobile opportunity for sales organizations is huge

– if teams get the data access to manage contacts, follow up on leads and close deals in the field.

Consider this:

(2015, Think with Google Report)

More searches today happen on mobile devices than on computers –

and that is true worldwide.

Key stats:

of digital media time is spent on smartphones/tablets (comScore)

of smartphone users check their phones within 15 minutes of waking up (Google)

of millennials always have their smartphones at their sides (Google)

Are small and medium-size businesses (SMBs) keeping up?

Not so much.

Many SMBs are not using the right tools to reach their goals in a mobile landscape.

These goals include:

•Getting new customers

•Keeping the customers they have

•Deepening customer relationships

And yet, reports show:

Only 44% of SMBs use CRM to manage customers

31% use word processing or spreadsheets as CRM “systems”

25% have no system at all

•

•

•

Successful SMBs see the value of this equation:

= customer acquisition, retention, and growth

MOBILE TRENDS + MOBILE CRM

What is mobile CRM?

It’s the tool sales reps need to make the business stronger.

Mobile CRMs increase productivity by 20 percent and solve sales reps’

most common problems.

With near real-time sales updates from the field, reps get a lot more effective and close more deals.

It’s all about showing customers the love (while boosting sales productivity).

Look for these things in a mobile CRM:

The ability to scan and digitize business cards1

Contact and event syncing between mobile and Web versions

2

Look for these things in a mobile CRM:

Audio notes capabilities to capture information through the device microphone

3

Look for these things in a mobile CRM:

Options to define relationships between leads, contacts, organizations, and opportunities

4

Look for these things in a mobile CRM:

Easy email tracking5

Look for these things in a mobile CRM:

Filter-and-search capabilities to sort contacts6

Look for these things in a mobile CRM:

Task and workflow management7

Look for these things in a mobile CRM:

When sales reps have the most current customer information

wherever they go and on whatever device they use, the team is more

organized, efficient, and successful– and customers are happier.

Learn more about Insightly’s affordable CRM and project management application for SMBs.

Download our e-book: ”The mobile opportunity: CRM for teams on the go”