Is Mobile CRM Important? Does my Business Need to Use it?

Customer relationship management (CRM) has one clear and specific goal, to organize and streamline communication between customers and a business. It can collect data and information for the company to let them know how it’s running and improve sales performance. But is it important to use mobile CRM as well?

Using mobile CRM can provide businesses with vast amounts of information at their fingertips. While CRM software is generally essential for any business, the choice of using a mobile CRM is ultimately up to the business.

Before committing to any type of CRM software, you must research it beforehand and test it out. Some CRM software comes with mobile versions, so let’s get into the ins and outs of mobile CRM software to help you with your decision.     

What is Mobile CRM?

Customer relationship management software allows you to centralize customer information, personalize interactions, automate tasks, get insights about your customers, and promote leads.

Mobile CRM allows businesses to gain access to all the information available on desktop CRM software instantly on their mobile devices.

Imagine having all of that information at hand without having to get up to go to a computer. It seems like a dream, but could also have some drawbacks.

How is Mobile CRM Different from Desktop CRM?

While it may seem like there will be many differences between mobile CRM and desktop CRM, there really aren’t. 

Both mobile CRM and Desktop CRM are designed to give the same reports and results, however, mobile CRM gives more accessibility to the CRM software.

While both are essentially the same, there are some things that make mobile CRM stand out more than desktop CRM including:

• Improved productivity: gives real-time updates to customer information
• More flexibility: allows employees to work from home, in the field, or anywhere
• Added features: includes offline access, push notifications, and some interface that would be unavailable on desktop

While mobile CRM software stands out in many ways, is one better than the other?

Is Mobile CRM Better than Desktop CRM?

There are so many benefits to having customer relationship management software and knowing which one is the best is important to you and your business. 

Whether mobile CRM is better than desktop CRM is entirely up to you, your team, and how your business is run. You must research which CRM is right for you and your business before knowing which is better.

Both have very similar functionality with the distinction that one can be done from anywhere and the other needs to be on a computer.

Pros and Cons of Mobile CRM

If you’re interested in getting CRM software with mobile capabilities, you definitely want to look into the pros and cons of it.

Pros	Cons
Maintains better and stronger customer relationships	Smaller screen size
Personalized customer service	Difficult to use for complex workflows or detailed reporting dashboards
Ability to predict customer needs	Lacks email features such as one-click bulk mail merge and sending
Improved productivity, less time using software

While some of the cons can really make or break whether you have mobile CRM software, you still must consider if it is beneficial for your business.

Should Every Business Use Mobile CRM?

Customer relationship management software is not a one-size-fits-all solution. Whether you strictly use desktop CRM, mobile CRM, or a combination of both, finding the right CRM software for your business largely depends on how often you and your team are out in the field.

Businesses that tend to do well with mobile CRM software are ones that are out in the field regularly such as:

•  Real estate agents 
• Insurance brokers
• Legal experts
• Consulting firms
• Human resources consultants
• IT service providers

Ultimately mobile CRM software is great for people who have a lot of meetings out of the office, teams that travel frequently, and their jobs are not meant to be at a computer desk.

Conclusion

Having the right or wrong CRM software for your business can make or break your information and communication throughout the team. While mobile CRM has many benefits, it may not be the right choice for your business and team. Let us at Bizbotweb help you decide which is best for you.