How you can choose right Mobile CRM software for your organization

Are you a sales Rep on the field who needs ready real time access of business critical company data while you are at client site? You know the client may ask you the status of his order, or his customer service query, or the specs. All type of businesses seeking competitive advantage realized the importance of mobile devices. The adoption of mobile devices have increased in recent years to enhance business productivity. It is hard to ignore their benefit.

Gartner predicts a continued and exceptional growth rate of 500% by 2017 for Mobile CRM, presenting a gold mine of opportunities from the CRM vendor’s perspective. To capitalize, vendors will have to pay more attention to usability and user experience and less to lip service, after looking at some of the CRM-to-Mobile integrations currently out there.

Consider these mobile CRM evaluation tips before you select right mobile CRM solution:

  • Manage your Marketing Campaign: The purpose of a marketing campaign is to reach the right audience and promote the product to them. The better the segmentation of customers, the more successful the campaign will be. A mobile CRM tool like Relaso Sales-CRM helps segmentation of customers through multi-tagging. It further enables you to conveniently send Bulk SMS and Email campaigns to selected micro segments from the Web Interface. The CRM apps also provides you the ability to capture lead from email on web interface and get them instantly on the mobile.

  • Data Analytics: The use of data quality and analytics play an important role as companies try to derive better insight from their data to know their customers. Users should be able to filter and review charts, graphs on sales pipeline, sales cycle analytics, activity effort etc. Don't you like to get a holistic view about all of your accounts and presenting the result in report form. That gives you and your team the ability to make business decision in future or Data Analysis.

    Relaso Sales CRM app incorporates more than 65 critical Real time reports like Sales Pipeline Reports, Time Spent Report vis-a-vis Revenue etc. Additionally, with this app, the users will be able to view Projected Revenue Vs Actual Revenue and projected Sales Vs Actual sales from the web interface that helps for Sales Forecast.crm

  • Opportunity based on Sales Pipeline: A Sales Pipeline describes the individual sales stages salespeople take from initial contact with a potential customer, or prospect, to qualifying that prospect into a lead, then further validating that lead into a sales opportunity followed through a company's unique stages until closed. All sales opportunities that are arranged along each of the sales steps and create your sales process is what the sales pipeline represents. Once your customer enters your sales pipeline, they become a sales opportunity. Each sales opportunity in your pipeline has its own value. By using the information about the opportunity values and probability of closure for each sales step, you analyze your pipeline.

    In brief, Opportunity Management gives you guideline how to improve your sales process and improve your WIN rate. Reaso Sales CRM app Manage Sales Pipeline in real-time, watch out for blocker issues and rectify them. It also closes more deals more efficiently. Relaso organizes everything you need to know about each deal, helping you and your team accomplish more

  • Task Management: Despite all the advanced features, task management is an important part for any mobile CRM. You can create tasks from the home page of Relaso CRM app. You can also add a subject, description, due date and link the task to a contact or opportunity. The app manages Tasks and Meetings, measure time spent vis-a-vis revenue. You will receive notifications any time your attention is required.

  • Accounting: Invoicing and recording payment are an integral part of sales process for many years. How would you like the idea to finish your monthly invoicing in minutes. Create and send beautiful, professional invoices and impress your customers. Relaso Sales CRM provides you integrated accounting with the Sales CRM. It helps your sales team to do invoicing and payment right from the app. You will also gain complete control of your outgoing cash by recording and tracking all business expenses.

  • Location Check-in: I can bet that your sales people love it if they get an idea about nearest business based on their location while visiting a client. Relaso Sales-CRM added this nifty feature, Location Check-ins with the apps. Your salespeople can record their client visit right from the same feature and you, as a Manager, can generate a report by the end of the month or week that shows number of client visit of your every salesperson.

  • Unified Communication: Unified communications and collaboration (UCC) refers to the combined use of communications and collaboration solutions. It aggregates the communication services that people often use into a single interface. Relaso Sales CRM app integrates UCC feature so that all the communication i.e call records, call recordings, notes, sms and emails between your company and the customer are stored in one place. This helps you to give context to all the communications.

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