There is no denying that CRM systems are essential for managing a growth-focused business. From handling customer interactions to streamlining campaigns and enriching the pipeline, CRM solutions create a seamless ecosystem for your sales and marketing operations.
However, as businesses grow and evolve, your current CRM system will become ineffective if it’s a desktop-only software.
Why?
- You may have field crew members who can’t access data or create reports while visiting the site.
- For meetings outside the office, your sales reps can’t access the required information on the go.
- There may be increased delays in customer response.
These challenges are common. You must identify roadblocks and take swift action to ensure your business stays profitable and sustainable. Switching to a CRM that offers the convenience of a mobile application can solve these problems.
So, how do you know when it’s the right time to implement a mobile CRM for sales teams?
7 Signs Your Business Needs a Mobile CRM Application
1. Field Teams Struggle to Manage Leads and Follow-Ups
Building a continuous lead flow takes time, patience, and a lot of work.
New or small businesses often lose their way with this flood of customers. From understanding their challenges to recording information and following up on appointments, there is much to do.
When you have a desktop-only CRM solution, your team may miss out on leads when they are in the field. A mobile CRM for sales teams can offer the convenience of contacting, managing, and following up with prospects anytime, anywhere.
The moment a lead contacts your business, your team gets notified on their phone, even if they are doing sales on the go. Your reps can use follow-up sales email templates from the platform and send quick messages, increasing the chances of conversion.
2. Customer Complaints Have Increased
If you notice an increase in unresolved tickets and queries, it may be due to the limitations of your desktop-only CRM.
Since your sales reps can only access data inside the office, it can cause delays in responding to customer inquiries when they’re out of the office. Such inefficiency may frustrate even your most loyal customers, causing dissatisfaction and churn.
Mobile sales management lets your team access contact details, past interactions, and customer history and deliver timely and personalized responses on the move. Your reps get instant notifications of customer queries even while in the field. They can easily update project information or add new client requests on their phones, minimizing the risk of forgetting them later.
Such efficiency allows you to close queries and complaints quicker, saving clients the trouble of repeatedly reaching out with the same problems.
For example, Pipeline CRM packs all the benefits of a mobile CRM in its Sales Pipeline Mobile App, allowing you to access customer data on the go and offer timely assistance to clients.
3. Teams Aren’t Collaborating Efficiently
With a growing team of remote employees and crews working on the field, you might see collaboration issues with a desktop-only CRM. For a bigger team, even the tiniest mishaps in communication can cause severe problems.
Team members may need to be in the office to access and share data, causing delays and reducing sales team productivity.
Sales reps will scramble to review client information before meetings and face problems informing the on-field crew of upcoming appointments and project updates. Desktop CRMs can also make lead management tricky for the on-field sales teams.
Let’s say a sales rep spoke with a client on the phone while they were going to another meeting. Without access to the desktop CRM, they will have to rely on memory or note the client interactions somewhere until they can put it in the system. This risks them forgetting important details or misplacing their notes altogether.
Mobile CRM for sales teams can support remote collaboration. You can track customer interactions anywhere, and all of them will be organized in a central dashboard that everyone can access at any time.
This way, all teams stay on the same page, no matter where they are.
4. On-Field Agents Can’t Plan Routes or Locate Project Sites
Let’s say you run a construction or landscaping company where your on-field crews have to oversee multiple projects a day. With traditional desktop CRMs, they may struggle to locate the project sites. Contacting the in-office team and finding the right route will waste time and may even cause project completion delays.
One of the benefits of a mobile CRM is that it often comes with geolocation services and smart route planning.
For example, Pipeline’s mobile app lets your team view a map of a contact’s location, reach the site on time, and complete all the field tasks without contacting the office. You can plan logistics for up to 10 locations with our fast and easy route planning feature directly from the mobile app.
5. You Struggle to Find the Right Data
Are your sales reps complaining about difficulties accessing lead information before a meeting? This can be due to the limited accessibility of your desktop CRM.
Since there is no remote access, their only option is to review information before they leave the office for a client meeting. This affects their confidence, increasing the chances of delivering misinformation.
With mobile sales management, all relevant client information is stored in one place. It also comes with advanced filters, making it easier to find and review the data your sales team needs to be thoroughly prepared before joining their next meeting.
Your customer support team may often need instant access to client data to provide personalized assistance. A mobile CRM for sales teams gives them real-time information like previous interaction transcripts and deal terms, even in areas with poor connectivity. This ensures customer interactions are always on point, whether in the office or outside.
With Pipeline CRM, you get a centralized dashboard where all your deals and associated information are stored. Sales reps and other team members can access this information from their phones and accurately conduct meetings and client calls.
From your phone, you can see the lead’s current stage, established terms, deals in your project management pipeline, upcoming orders, contract renewal information, and more.
6. Reporting Is Time-Consuming and Error-Prone
With a desktop-only CRM, team members can’t check real-time data or pull relevant reports while out of the office. This often delays decision-making and deal closing until they can access the CRM from a desk.
For example, your sales reps may have a busy day with multiple client meetings and can’t update the CRM while out of the office. What happens if they put in the wrong information later or forget the details altogether? The lack of real-time updates will cause reporting gaps and may lead to lost deals and delayed projects.
If you are struggling with this, it’s time to switch to a mobile CRM.
Here, data gets updated in real time, and your teams can access accurate sales and deal insights on the move. Since they don’t have to wait to get back to the office to access reports, they can adjust their sales approach on the go.
Pipeline CRM’s real-time sales reporting generates detailed reports that you can access from your desktop and mobile phone.
Teams always know the exact status of the deal, allowing them to:
- Identify opportunities
- Alleviate doubts
- Nurture leads
- Finalize negotiations beyond the limitations of their desks
You can apply filters and adjust the date range to compare numbers across reports quickly and make faster and more accurate decisions.
7. Monitoring Accurate Sales Performance Is Challenging
When you have a small team, monitoring their activities and keeping them on track is easier. However, as you add more on-field and remote staff to your teams, you may face problems tracking their activities with a desktop-based CRM.
Why? Because it isolates in-office team members from those working in the field.
The sales reps can’t update their activities immediately, leading to gaps in the data. This can blindside you from their performance on the field. You won’t know when they need guidance, causing strategy adjustments and resource allocation delays.
Mobile CRM lets sales reps log their activities and sales in real time. Managers can view completed tasks, areas of improvement, and what went wrong when a deal didn’t work out.
You can make suggestions and reminders, and update objectives, ensuring the on-field team receives instant notifications to stay aligned with your strategies.
Our best mobile CRM offers sales team management features where you can set daily goals for your team and monitor their performance from your smartphone. You can see every sales activity from any time period in a simple line chart. You can even sort the insights by salesperson, by team, or for the entire company.
We also offer leaderboards to track individual contributions to your team objective. With these, you can instantly identify your sales reps’ strengths and weaknesses without them needing to log their daily activities on the office desktop.
For example, when XpressConnect expanded to a nationwide sales team, monitoring their contribution proved challenging. To counter this, they used Pipeline CRM’s sales tracking to:
- Monitor sales activities
- Identify opportunities
- Encourage healthy competition among salespersons
Our mobile CRM keeps XpressConnect updated on the team’s progress, no matter where they work.
Pipeline CRM: The Best Mobile CRM for Sales Teams
Ditching your current system and switching to a mobile CRM may feel like a leap. That said, when you consider how severely the above challenges can impact your sales team’s productivity, the choice is quite simple.
Mobile CRM applications are convenient and designed to facilitate collaboration between diverse teams.
Pipeline offers the best mobile CRM where you can manage leads, track sales teams, and resolve customer complaints on the go. Every data point gets synced in real time, from new negotiations and renewed contract terms to sales activities.
Want to create a sales ecosystem where every team member has the convenience of a mobile CRM application?
