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THE MOBILE OPPORTUNITY: CRM FOR ON-THE-GO SALES TEAMS
THE MOBILE OPPORTUNITYCRM FOR ON-THE-GO SALES TEAMS
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THE MOBILE OPPORTUNITY: CRM FOR ON-THE-GO SALES TEAMS
A DEVICE-DRIVEN WORLDFOR THE NEXT GENERATIONMobile devices, smartphones and tablets have surpassed desktops as the leading digital platforms.
of digital media time is spent on smartphones / tablets
of smartphone users check their phones within 15 minutes of waking up
of Millennials always have their smartphones at their sides
“... in many countries, including the U.S., more searches take
place on mobile devices than on computers.”
(Think with Google Report, 2015)
60% 68% 87%
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THE MOBILE OPPORTUNITY: CRM FOR ON-THE-GO SALES TEAMS
TODAY’S SMB LANDSCAPEREVENUESMBs are focused on growing revenue by:
• Getting new customers
• Keeping as many customers as they can
• Deepening relationship with customers
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“43% of SMB principals say improving customer experience and
retention is preferable to investing in customer acquisition.”
(State of Small Business Report, 2015)
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THE MOBILE OPPORTUNITY: CRM FOR ON-THE-GO SALES TEAMS
TODAY’S SMB LANDSCAPE TECHNOLOGYSMBs are embracing the cloud as IT infrastructure.
“... cloud solutions are poised for hockey stick growth as more SMB
decision-makers turn to a cloud-first approach that not only supports
existing business models, but also enables them to develop innovative
new products, services and business models.”
(SMB Group, “Top 10 SMB Technology Market Trends for 2015”)
More than 80% of medium-sized businesses say technology solutions help them improve outcomes or run their businesses better.
Medium-sized Businesses Small Businesses
Just 19% of small businesses employ full-time dedicated IT staff.
80% 19%
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THE MOBILE OPPORTUNITY: CRM FOR ON-THE-GO SALES TEAMS
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TODAY’S SMB LANDSCAPECUSTOMER RELATIONSHIP MANAGEMENTEven with this focus on deepening customer relationships and acquiring new customers, only:
of SMBs use CRM to manage customers
use word-processing for spreadsheets as their CRM “systems”
report having no CRM system at all
44% 31% 25%
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THE MOBILE OPPORTUNITY: CRM FOR ON-THE-GO SALES TEAMS
WHY MOBILE CRM INCREASED SALES EFFECTIVENESS AND PRODUCTIVITY
Get the most current prospect and customer information
Advance prospects to the next stage in the sales process
Improve customer experience
Plan and prepare for meetings more effectively
Provide customers with value-added products and services
(nearly one-third of respondents, Nucleus Research, “The Value of Mobile and Social for CRM”)
20%
More than 20% productivity increase with mobile CRM.
Providing mobile access to CRM boosts sales teams’ productivity.
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THE MOBILE OPPORTUNITY: CRM FOR ON-THE-GO SALES TEAMS
WHY MOBILE CRMUP-TO-DATE PROSPECT AND CUSTOMER INFORMATION
View the most current information, all the time
Stay in touch with prospects
Coordinate sales efforts for field reps
Improve relationships
Easily call, email or see customers’ relationship details
Prepare for and plan sales meetings on the go
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THE MOBILE OPPORTUNITY: CRM FOR ON-THE-GO SALES TEAMS
WHY MOBILE CRMEASILY SHARED PROSPECT AND CUSTOMER INFORMATION
Directly close opportunities as soon as they are won
Start post-sale activities, like delivering products or sending the first bill
Scan business cards so everyone knows who to contact
Let the rest of the sales team know about new deals
Add contacts from your device as you add them to your phone
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THE MOBILE OPPORTUNITY: CRM FOR ON-THE-GO SALES TEAMS
WHY MOBILE CRMACCURATE VIEWS OF SALES PERFORMANCE
Capture changes to outstanding proposals or quotes from meetings in the field
Update sales forecasts and pipeline expectations immediately
Quickly update quotes or terms
Give stakeholders a near real-time view into sales performance
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THE MOBILE OPPORTUNITY: CRM FOR ON-THE-GO SALES TEAMS
WHY MOBILE CRMCUSTOMER FOCUSING
Ensure customers get love regularly
Proactively manage relationships with every prospect or customer
Keep up with customer projects
Watch how projects develop and prepare for upsell opportunities
Manage post-sale activities
Create projects and tasks to get the fulfillment process started, so deliveries go out on time and customers stay happy
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THE MOBILE OPPORTUNITY: CRM FOR ON-THE-GO SALES TEAMS
CONSIDERATIONS FOR YOUR MOBILE CRM
Device usage:
Field reps need mobile CRM that runs on their OS.
Event syncing:
Easily schedule meetings and sync with device calendars.
Card scanning:
Business cards are useless if no one follows up; make sure you can scan and digitize cards.
Contact syncing:
Add or edit contacts on mobile devices and sync them automatically.
Set up push notifications:
Get alerts for new assignments, record updates and task reminders.
Filtering and searching:
What good is storing hundreds or thousands of contacts if no one can find them? Filter and search for what you need.
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THE MOBILE OPPORTUNITY: CRM FOR ON-THE-GO SALES TEAMS
CONSIDERATIONSFOR YOUR MOBILE CRM
Audio notes:
Add notes about anything just by speaking to your device.
Define relationships between leads, contacts organizations and opportunities:
Track every relationship from the contact’s boss to how the contact was refered.
Internet access:
If you won’t always have Internet access, consider a mobile CRM that can always search and view all your data.
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THE MOBILE OPPORTUNITY: CRM FOR ON-THE-GO SALES TEAMS
ABOUT INSIGHTLYInsightly’s CRM and project management platform helps SMBs sell better.
With Insightly, you can manage contacts at every stage of the sales process, track relationships, monitor sales pipelines and more. All your critical sales and business information —leads, contacts, emails, events, projects, tacks, opportunities and reports—are organized and available on your devices. All your teammates have the most current customer information at their fingertips, resulting in improved sales and customer satisfaction.
Try Insightly for FREE
