Mobile CRM Application

5 applications of mobile CRM that will get you 5X sales results

Mobile CRM Application

Whether you are at office or shopping or bed, how often you don’t have your mobile phone beyond your arm’s reach?

I bet that you could mostly palm your mobile phone by the flick of your wrist.

The mobile phone has become an indispensible part of the 21st century’s lifestyle.

But if you are even remotely associated with sales, this now becomes one of your work responsibilities; Today, the sales pro’s use mobile phone as a primary means of professional communications.

Sales professionals frequently travel, attend events and client meetings or even participate in business conferences. At all these times, you have mobile as a means of connection with your fellow team members and clients.

This means that mobile phone takes a significant role in your professional life.

Now, let’s consider a real-life situation.

Suppose your company have decided to 5X your sales target from the coming month. Rather than revolting, can you make changes that help you achieve this target?

These are primary changes that come to your mind to incrementally scale the results.

  • Have multiple teams to work simultaneously
  • Align and collaborate between your marketing and sales operations
  • Be agile with your lead management
  • Ensure accuracy about your sales forecast

When you think about it, the gist of all these applications is your need to start working as a team, rather than adding up all the lone efforts.

1) Manage and encourage Daily interactions

On a hectic day, internal miscommunication could be a source of employee conflict and time waste.

For example, the frequent calls by an employee could be interpreted as casual interference by another team member. This becomes increasingly high, when you try to reach the ground sales teams.

Often, they could be out-of-reach or unclear about the means of communication. Or the message could be received after the right point of time.

When the salespersons are on the road or attending meetings outside the office, mobile CRM software could be the core factor of internal communication system.

You don’t need to install any additional application to communicate with your colleagues. Mobile CRM is solely enough to make your communication system better.

For example – Kapture CRM has a unique option named KapChat that provides the facility to communicate with your fellows.

You can make chat groups, share files, and send videos, without logging-in into another app.

Application of Mobile CRM - Kapchat

Reasonably, it will save more time and make your interaction process smooth and convenient. Effective communication system builds high understanding and boost’s supportive mind sets of the employees.

This prevents misunderstanding, lack of communication and a low team spirit from thwarting your team efforts. The internal communication also helps you increase your deal closures and get maximum deal value for each lead.

2) Share, Assign, Collaborate and Solve

The sheer number of decisions each salesperson has to take each day has the potential to overwhelm the person. It can also affect the productivity of the salesperson. In order to get the maximum value from data, salespeople need to have access to the evocative information that right away relates to their organizational role.

With the cloud-enabled KaptureCRM software, you can share multiple files with the other team members, allocate operations, discuss problems and come up with a cohesive solution.

Mobile CRMEven in different files you can store information, segregate it according to the usability and quality. It naturally enhances team productivity, as it wins over the cooperative spirits of the employees.

That is why, sales reps saw productivity increased by 15% when they had mobile access to CRM applications.

3) Facility to Create Live Report and Upload Information on Dashboard

The process speed is an important factor that determines the present sales outcome.

The sooner the lead gets responded; the sooner an order is placed; the sooner the chosen service or product is ready to be delivered, the shorter each order cycle is condensed. This allows you to get more satisfied clients.

To support this entire process and fasten the delivery process, the management should have direct overview of different customer interactions. This enables the employee to push each potential deal. They need a common portal, where they can see the work progression of the entire team. A mobile CRM system offers this facility to you.

For example – in Kapture CRM dashboard, a salesperson can upload information whenever an order is placed. Even they can update the order status, and minutes of meetings with the clients.

Mobility in sales

You can display the priorities of your business on the dashboard; can generate monthly report and daily reports, if required.

This all-pervading system gives you a perfect platform, where team collaboration and workflow automation goes hand in hand. And the ultimate result will always be positive.

4) Maintain Self and customer Data Privacy

Now, you are thinking, such facilities are good enough for team collaboration, but what about the privacy issue?

This problem is not entirely limited to your customer data privacy. For example, can you imagine your sales prospecting list ending-up in your competitor’s hand?

This will directly limit your rate of customer acquisition.

This means that you can’t share your prospecting list across your team, where anyone can decide to disclose the list.

A daily planner and assigning will help you solve this problem. You can attach specific meetings to each employee on a daily scale.

Based on this data, you can also follow employees across the geography.

Mobile CRM technology

Mobile CRM in Customer data ManagementThis allows you to limit the employee access to only set number of retail stores. Moreover, you can limit the information access to each employee to its required limit.

You can also ensure that your mobile operators are given adequate information concerning each store activity.

You can give your team member the access to the dashboard, so that they can manage the entire system. On the other hand, you can restrict the access from others to ensure the security of data.

For example – with Kapture mobile CRM system you can restrict access from the executives and employees, who are no longer a part of your team or business.

5) Accelerate Deal making protocol

In business, you are not entirely new to have your most promising deals fall flat on the face.

With passing time, your prospect’s initial attention may wane-off or you may have new decision makers entering the picture anew.

Anyways, having the ability to quickly wrap-up deals makes a significant difference to your bottom line.

In this situation, you need to have a protocol for accelerated decision making.

The Mobile CRM enables you to introduce accelerated deal-making within your existing business process.

This helps you avoid the traditional time lapses in managing your normal business operations.


Today, sales and marketing processes are required to rapidly scale the results.

Mobile CRM gives you the opportunity to manage data, but also measure results and prepare valuable report from it.

The features of this application leave direct effect on sales revenue and office work culture. With a better environment employee can give their best performance, thus the company can increase its ROI rate.

According to Innopple Technologies, 65% of sales reps who have adopted mobile CRM have achieved their sales quotas. While only 22% of reps using non-mobile CRM have reached the same targets.

Free CRM Trail Banner

Leave a Comment


Can't read this? click here to refresh.