CRM using mobile devices

CRM Using Mobile Devices
On The Move…

Rohit Varshney
17/Aug/12 1

What is Mobile CRM?

 mCRM lets your mobile or
remote employees use mobile
devices such as smart-phones
and tablets to access, update and
interact with customer data
wherever they are.
 The best mCRM solutions let
mobile workers do everything
they could do with CRM at their
desktop, with the addition of
advanced mCRM features.

17/Aug/12 Rohit Varshney 2

Who can use mCRM?
 With the ability to easily
define security and other
access preferences to
individuals and groups of
users, anyone who needs to
interact with customer data
can use mCRM.
 This includes sales managers
executives, field service
technicians, executives, CEOs
and other mobile workers.


Functionality of mCRM
 New Customers – captured
directly in CRM.
 Smart-Search – typing just a few
letters finds the right customer.
 360° View – everything important
about the customer is clearly
arranged.
 Tasks and Deadlines – keep an
eye on deadlines, check off
completed tasks and capture new
ones.


Functionality Continued…

 Calls and Emails – efficiently handled with the
CRM.
 Journal – understand the past and stay up to date.
 Documents – retrieve up-to-date documents on the
go, for example, portfolio statements.


Advantages of mCRM

 Increased sales productivity.
 Increased sales effectiveness.
 Timelier follow-up of leads.
 Reducing the cost associated
with sales staff turnover.
 Improving organizational
communication.
 High Level of portability of
data.


Advantages Continued…
 Synchronize schedules,
make appointments, check
emails, and attend
conference calls around the
world with the touch of a
button and without going
into the office.
 Better customer service
which in turn builds better
relationships with your
customers.


Advantages Continued…

 Get the edge on your
competitors to win more deals.
 Instant access to employees or
CRM information in the event
of an emergency.
 Increase customer face time by
reducing time spent on office
administration.
 Build customer intimacy by
reviewing up-to-date customer
details before a meeting.


Problems in Deploying mCRM

 Greater risk of loss or, worse, of falling into the
wrong hands.
 If your wireless devices are integrated with your
mCRM, company needs to be thinking about how
to secure the devices and protect the data, even if
the actual devices belong to your employees.
 Standardization of mobile devices and software.


Solution To mCRM Deployment

Following factors to kept
in mind while selecting
mCRM solution:
 Employee buy-in.
 Ease of deployment.
 Ease of use.
 User experience.
 Advanced feature set.
 Security.
 Standardization


Companies in the field of Mobile
Devices

Rohit Varshney
17/Aug/12 11

Share of various OS in relation to mCRM

Rohit Varshney
17/Aug/12 12

Some Business Facts About mCRM

 mCRM market was touched initially by RIM.
 The market boosted up with the launch of iPhone &
iPad.
 Almost 70% of smart mobile devices across the
world can provide mCRM functionality.
 20% of CRM revenue is generated through mCRM.
 The market share of mCRM is expected to grow by
20-30% in 2012.


Giant Players In mCRM AppMarket

 Salesforce.com & Chatter
 SAP Business ByDesign
 SAP Business One Mobile
App
 SugarCRM's iPhone App
 RIM’s Native SAP CRM
 NetSuite's Expense Reporting
 Foursquare


At The End

Ordinary Super-Salesman
Salesman


THANK YOU


CRM using mobile devices

More Related Content

Viewers also liked (8)

Similar to CRM using mobile devices (20)

CRM using mobile devices