Real-Time Information Access Through CRM Mobile Apps

In today’s fast-paced business environment, agility is the name of the game. Organizations need to be nimble, responsive, and well-informed to stay ahead of the competition. One crucial aspect of achieving this agility is having real-time access to information, especially when it comes to customer relationship management (CRM). Enter CRM mobile apps – the game-changer that empowers businesses to access critical data on the go, anytime, anywhere.

The Power of Real-Time Information Access:

Gone are the days when accessing CRM data meant being tied to a desktop computer or relying on periodic updates. With CRM mobile apps, businesses can tap into their data reservoirs instantaneously, unleashing a wealth of benefits:

Enhanced Customer Service: Imagine a sales representative meeting a client off-site and being able to access their entire purchase history, preferences, and past interactions in real-time. This enables personalized service, fosters stronger relationships, and increases customer satisfaction.

Improved Decision-Making: In the fast-paced business world, decisions often need to be made on the fly. Having real-time access to CRM data ensures that decision-makers are well-informed, enabling them to make strategic choices promptly and accurately.

Increased Productivity: CRM mobile apps empower employees to stay productive even when they’re away from their desks. Whether it’s updating customer records, scheduling follow-ups, or accessing sales collateral, employees can get more done in less time, boosting overall productivity.

Seamless Collaboration: Modern business is all about collaboration, and CRM mobile apps facilitate this by enabling seamless communication and data sharing among team members. Whether it’s updating a lead status or sharing notes from a client meeting, everyone stays on the same page, driving collective success.

USP of CRM Mobile Apps:

CRMTiger Apps is widely used because of following key reasons.

WhatsApp Inside Mobile Apps
GEO Tracking
Call Tracking & Logging
Customer Module Support
Quotes/Invoice Signature

Key Features of CRM Mobile Apps:

To truly harness the power of real-time information access, CRM mobile apps come equipped with a range of features designed to streamline workflows and enhance user experience:

Navigation Elements: Elements which provide easy access to the respective screens and features throughout the platform that gives users a pleasant UI experience turns into productive outcome and platform adoption.
Access To Record: This feature allows users to maintain any record of any module accessible from the menu.

Record List View: When users access the Record, it appears in the list manner which can be sorted or searched using search and filter options.

Record Options: This option allows users to perform few functions such as Edit, Share, Duplicate, Convert, Call and many more.

Quick Record Search: This feature allows users to search an individual lead/record using different parameters such as search by First Name, Last Name, Phone number, Company etc.

Quick Create: This feature allows users to add frequently accessible modules from the list on your home screen to avoid module access time using Quick Create feature.

Access Task/Activity Calendar: This feature allows admin users to add tasks assigned to the respective users or groups. Users can access, attend and start working on the task assigned by Admin.

Create Document using different options: User can create document using three different options like Upload Documents to vTiger, Link external document from File URL and Create new Documents.

Quick Action: User can create record for all modules which are added to the Quick Action from module’s listing screen. By default user can create records for Leads, Contacts and Calendar from Quick Action. New Modules can be added by clicking on three dot option icon at top right side.

E-Signature: This feature helps users with Delivery / services based requirements, where customer approval is required upon delivery or service completed by a team member.

Live Tracking: This feature will allow Admin/Sales Head to Live track their on field sales person.

Address Auto Finder: This feature auto fills addresses in the record address details field from map geotag set by user while setting up address during creating a Record.

Mail Manager: Users are required to configure mails before integrating multiple mail accounts in mail manager.

Daily Attendance: For On-field Users to show a presence and record a log of their daily shift duration with Start Shift and End Shift, Shift feature has been introduced to Users.

Nearby: On-field end users can view the nearby leads, organizations, or contacts for the user to follow a route plan with respect to the user’s current geo location.

Reports on Dashboard: This feature allows users to have a graphical representation of module summaries on dashboard.

Site Inspection/Visit: This feature is useful for the Industries that includes site work such as construction, mechanical, where users may take pictures highlighting specific areas and notes.

Route Planner: Route planner gives control to admin users to build the user list who can access assigned routes.

Time Tracker: To keep track of spend time on each route/task by sales person, users can add a time tracker for multiple tasks which users and admin will able to track from particular task along with start – end time and total spend duration.

Call logging & Recording: App users can set up the call logging storage path to save audio whenever they complete the call.

Real-World Applications:

The impact of CRM mobile apps extends across various industries and use cases:

Sales Teams: Sales representatives can access customer data, update opportunities, and enter new leads while on the go, ensuring they never miss a sales opportunity.

Field Service Technicians: Technicians can view service history, access manuals, and update work orders directly from their mobile devices, improving efficiency and customer satisfaction.

Marketing Professionals: Marketers can track campaign performance, analyze customer engagement metrics, and adjust strategies in real-time based on insights gleaned from the CRM app.

Conclusion:

In today’s hyper-connected world, businesses can’t afford to be tethered to traditional desktop-based CRM systems. Real-time information access through CRM mobile apps is not just a convenience but a necessity for staying competitive in the modern marketplace. By empowering employees with instant access to critical data, these apps drive enhanced customer service, improved decision-making, increased productivity, and seamless collaboration. As technology continues to evolve, the role of CRM mobile apps will only become more integral in shaping the future of business agility and success.

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About the author

Nimesh M.

Nimesh is a Business strategist, helping CRMTiger to spread their expertise in CRM solutions for all industries among businesses which has been proven a Boost-up factor in the digital aura worldwide.