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Critical factors for choosing a successful mobile CRM solution

In recent years, we have seen rapid progress and significant growth in mobile technologies and their use throughout the world. Mobile Customer Relationship Management has emerged with many benefits for organizations, simplifying business tasks and saving time and running costs. Businesses realize the need for mobility to gain greater value from their existing investments in Types of Customer Relationship Management (CRM), enabling faster and more accurate data collection and better decision making.

Mobile CRM allows companies to explore businesses through their sales team and field service employees to access key information via mobile devices such as smartphones and tablets in their movement. It also helps senior executives and senior executives access critical information for the company, such as order details, operational statistics, performance reports, etc. and to approve requests on their mobile devices all day.

With such importance attached to a mobile CRM system, companies should consider the following critical factors to apply a successful mobile CRM solution:

Diversity of support devices
Using a wide range of mobile devices of employees in organizations poses a challenge for IT departments when they implement the company's mobility solutions. An ideal mobile CRM solution will allow employees to use any mobile device such as An iPhone, iPad, BlackBerry, Android, Phone or Windows-based tablets. It must be flexible to support any device operating system to complete transactions without interruptions. But instead of offering a common design for all devices, it's better when they adapt to the appearance of the device that users use.

Offline functionality
Accessing customer data, product information and documents at the right time has become a crucial cause for any customer-oriented business. Sales professionals and business executives use the mobile CRM solution in their portable devices when they need it: meetings, events, tours, etc. No matter time and comfort on the internet.

Mobile CRM must provide access to customer data or other information when necessary and more importantly. They must be designed so that users can always access the right information at the right time, either online or offline. This improves customer interactions, decision making and productivity.

Open standard support integration
Field professionals not only need access to customer information, but also several other support aspects, such as product information, campaigns / sales bids, service requests, and order status. Therefore, it is imperative to choose a system that supports integration with a number of back-end systems such as ERP, intranet, legacy, database and email. It is also advisable to choose those who support open standards and be flexible to keep track of the changing landscape of the device.

Security is the key
CRM mobile data is a critical asset for the company. It has confidential information about the relationships with the company's customers, partners, suppliers, sales data, product details, some legal documents and crucial data subject to government regulations. Such information is available by salespeople and other workers and must be completely secure.


With professionals who need to travel everywhere and face serious security threats, mobile CRM applications must ensure business-level security through validation, encryption and policy-based central control.

The easy use
CRM mobile applications serve their purpose of being easy to use and use while accessing data. If the application is difficult to use and does not respond quickly to portable devices, it will not be useful during the interaction with the client.

Mobile CRM applications should be easy to navigate and respond quickly to any query, with little or no training for users. The user interface for such applications has a major impact on users and must adhere to the unique process and workflow of the organization.

Improved user functionality
Mobile CRM helps increase commercial sales opportunities and customer generation by interacting with customers everywhere at all times with valid data in a single.

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