CRM Tips # 5


Why Mobile CRM Is Critical To Your Business



It’s no longer sufficient to offer your customer a good service or a good product.  If you want to retain a customer for any significant length of time, you have to go farther – you have to offer your customer a good purchase “experience.” And it had better be fast because you’re competing with every internet supplier on the planet! This means, that every dynamic of the sales cycle – from first contact all the way through delivery and post-sale support has to be an informed, positive, responsive, and successful experience.  It’s no longer sufficient, in a sales call, to say: “Let me get back to you on that.”


Well, you’d think ensuring that type of experience would be a natural for customer relationship management (CRM).  But, according to the Gartner Group, “45% of the workforce – just short of 60 million workers – are mobile…at least 20% of the workweek.”  So CRM may be the answer, but it better be a CRM system that’s mobile.


Sound far-fetched?  Not at all.  Now with a iPhone®, Smartphone® or Blackberry® device you can take CRM mobile – and there are many benefits for doing so.  Consider: when your salesperson meets with a customer or prospect, they can be armed with the very latest, up-to-date information.  No more surprises.  Moreover, your field people can easily access contact information, directions, customer profiles, price lists and inventory availability on the spot.  No wasted motions and quick gratification for the customer experience. Best of all, orders can be entered right away. With mobile CRM, information is captured right away, processes are accelerated and customer wait times are shortened. All good things.



Is now the time to think about mobile CRM?  Yes.  Absolutely. Or at least begin thinking about how it might apply to your business and think fast. According to the Forrester Group, a few years ago some 39% of survey companies were planning to adopt wireless email or a Blackberry® solution. A year later 51% of those companies actually did – a sign that mobile data access, and the platform for mobile CRM is become mainstream.



If you want to learn more about how we can help your organization put an effective Mobile CRM system in place give us a call at 858-541-1820 or send us an email at


For More Information:

RB Data Services
1565 North Rim Court, Suite 287
San Diego, CA  92111

Copyright 2002-2011 RB Data Services Links Customer Relationship Management (CRM) Certified Consultants - Microsoft Dynamics CRM. and GoldMine Software