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Mobile CRM: Five Ways It Delivers More Resources

Published on 27 November 13
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Over the past few years mobile CRM has become a buzz phrase in the technology sector. The recent software launch by Microsoft Dynamics CRM means mobile CRM is firmly back on the agenda of firms wishing to take advantage of the latest developments in high performing business growth software.

But what does Mobile CRM actually mean?

Here’s a five-point guide to what you should know about it, and how it delivers more business resources:-

1. It's still about CRM - simply, that means that the customer relationship management will be the bedrock of modern commercial and marketing operations. It attracts a wealth of customers which are collected, nurtured, segmented, and made profitable over time. Either an on premise or cloud based CRM system will be able to clearly indicate who the various customers are, their relative buying power, what their level of content consumption was, and what 'footprint' they left both online and offline. Rapid deep reports can also highlight how they will develop into more profitable targets.


2. It’s about mobile - Mobile is becoming more or less the de-facto communications platform on which we generate our research on-the-go, communicate with local and global contacts, and which powers at lot of realtime productivity. Many people own two or three mobile devices - such as smartphones or tablets - which now help to free them up to work in any location and at any time.

3. It’s about becoming connected - the availability of mobile CRM signals that converged media has matured to the extent that businesses of all sizes can not only get lighting speed CRM on their smart devices, but also move through business 'barriers' that may have existed from an office based approach to work. A mobile CRM app to be downloaded quickly on to a company mobile device system as a thin client. Staff can look at their CRM contacts, automate tasks, and review campaign metrics whenever they need to remotely.

4. It frees up time - direct productivity gains from technology are a holy grail for an IT director. Mobile CRM means staff no longer have to go back into the office or the main site in order to retrieve important information. Workers can also customize their mobile CRM and sync it with prospects social media profiles to create a more sophisticated approach to their sales and marketing management strategies. Sales and marketing teams can even tweak campaigns on the go real-time in order to push users to take advantage of the latest offers, or even, cross- and up-sell around current campaigns.

5. It's about market share - Mobile CRM means a company can safely put their CRM into the cloud. As a result there is no need for on premise CRM. This strategy in turn generates savings, and frees up company resources to improve their market share.


Mobile CRM is increasingly prompting many companies of all sizes to create a new and more meaningful way of approaching successful busines and marketing strategy. No doubt with the energy invested into it by innovative firms we’ll only see more of it in the years to come.

By Laura Sans, who works alongside Preact, the Microsoft Dynamics Partner.



This blog is listed under Development & Implementations , Enterprise Applications and Mobility Community

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