Having a customer relationship management (CRM) system in place is essential for entrepreneurs, startups and small businesses alike. If you’re looking to build your relationship marketing, CRM is definitely something you need to invest. It puts the customer at the heart of your operations and helps you nurture leads at every stage of their customer journey with you. This will lead to higher revenue, greater customer satisfaction, and a more effective workforce.

what is crm


But these days, a truly effective CRM system needs to extend out of the office and into the ‘field’. Many businesses are recognizing this need, with a huge rise in mobile CRM in recent years.

And the benefits of mobile CRM are clear, leading to companies hitting 65% of their sales quotas, compared to a mere 22% of companies without mobile CRM:

companies with crm


Here’s why mobile CRM is so effective:

  • You can manage your business from anywhere at any time
  • You can manage leads and contacts, sales data, and manage team tasks from a smartphone or tablet
  • You can get real-time updates from your field staff
  • You can easily combine sales, marketing, and customer service tasks
  • You can use photos and video and voice recordings to collect dynamic data on the go
  • Your team can manage customer data whilst making calls in the field

Now you’re on the same page as the many successful businesses who realize the potential of mobile CRM. But it wouldn’t be a hacks article if we didn’t give you some extra tips on how to drive home your advantage using mobile CRM. Sere’s a look at our top mobile CRM hacks for 2019.

1. Understand the unique CRM needs of your business

Before you can find a solution, you need to define the problem. Start with the customer: What is your ideal customer? How does that compare with any existing data you have on your customers?

customer demographics


Once you understand what your ideal customer looks like you can design a customer database that captures the essential information you need to nurture your customers and close deals.

2. Set timely reminders

Follow-up is so vital to nurturing your customers. But this needs to be timed properly. Too soon and you’ll seem spammy or pushy, too late and your customers will have lost interest in what you have to offer. So take the time to work out when certain actions need to be motivated. For example, if you know a sales rep has had an initial meeting with a client, you may want to schedule a reminder prompting your reps to follow-up with the client the next week.

Or perhaps six months after they make an initial purpose you might set a reminder for your sales team to call your customer about an upgrade, new product lines, or other features that may interest them. Plan out in advance what types of reminders go with which types of tasks, so that sale reps have a process for follow-up that fits the rhythms of your sales cycle and meets your customer’s needs.

3. Make notes that add value

Mobile CRM gives you plenty of opportunities to make notes after or even during customer interactions. But there are ways to make these notes really bring you value.

For example, there are lots of details that make customer interactions flow smoothly that it’s hard to capture in database fields. If the pronunciation of a customer’s name can be tricky (for example, “Sara” can be pronounced in two different ways) make a note of the correct pronunciation. This will win kudos with Sara, trust me.

Also, if a client mentions something in conversation that could be useful for closing future deals, make a note of it, for example: “Jeff mentioned his busy family life, maybe mention our friends and family package next time you speak to him?”

4. Properly segment customer lists

Successful CRM is about understanding the specific nuances of your customers and communicating with them based on this knowledge.

List segmentation is an essential way to break your customer database management down into relevant sub-lists so that you move beyond a one-size-fits-all approach to customer interactions. For example, if you run a gym you might want to send women communications that relate to them, such as women-only exercise classes.

You might, for example, create a list segment of people who have made more than one purchase in the previous year. This might imply that they are on the road to becoming loyal customers, so you could send them messages that help nurture them into becoming brand ambassadors.

5. Keep multimedia notes

Mobile CRM is often seen as a simplified version of desktop CRM, and in many ways it is. But to get the real advantage you need to make use of the functions that are much easier to perform on mobile than by other means.

For example, mobile devices make taking photos and videos, and recording audio, extremely easy.  This can be particularly useful when working in the field. You can then organize field reports by media type. For example, if you have a bunch of reps out visiting potential vendors, you can ask them all to take photos of conditions in the field.

repsly mobile crm


6. Focus on at-risk accounts

Some customers are greater churn risks than others. You should do your research to find out what demographics are churn risks in your industry. If we return to the example of the fitness industry, women are at a higher risk of canceling gym membership than men, often because gyms don’t tailor their services for women. Use your CRM to identify churn risks and develop campaigns that address those reasons. You can even assign tasks with at-risk clients to a more experienced sales rep, for example.

7. Embrace the visual nature of CRM

CRM tools are not just about dry data in spreadsheets. They can be a great way to help visualize your sales process. For example, you can use an app like Freshsales to help you visualize your sales pipeline. This helps you see the bigger picture in terms of how your sales process is going and lets you quickly zoom in on any problem areas that you need to prioritize.

freshworks crm


8. Use geo-tagging

The trick with mobile CRM is to lean into the features that are best suited to mobile functionality. For example, mobile devices have GPS tracking so that you can map field activity to location.

Mobile CRM apps like Repsly let you geo-tag sales activity, which is a great way to keep track of your sales process. This, for example, allows you to look at a map and instantly see customer interactions as they happen, from photos to customer orders and sales calls.

Use this kind of geographical mapping to help you see the bigger picture. Maybe there are areas of the country where more sales happen than others, or areas where there is less take-up. You can use these kinds of insights to help you develop marketing campaigns. If you’re not closing lots of deals in Manchester, you can run a targeted ad campaign targeting the Manchester area.

repsly geotargeting


9. Customize your forms for mobile-friendliness

Mobile CRM gives you an opportunity to take detailed notes from customer meetings. But you can make things go even more smoothly by customizing forms to work best for mobile. For example, don’t use a text box where a tick-box will do. It’s much quicker to capture data with a series of yes/no questions than having lots of open fields that can be hard to fill in from a smartphone.

Also, if you require more in-depth data gathering you can encourage your reps to leave detailed voice notes that provide extra context to your data gathering.


repsly questions


10. Take your customer conversations on the road

Mobile CRM means you can connect with your customers anywhere, at any time. For example, the HubSpot mobile CRM app lets you take customer conversations on the road. This means you can continue conversations with clients after your initial contact, and answer any follow-up questions they have in a timely fashion. This can be great a great way to nurture them to close a deal

crm customer conversations


11. Integrate mobile CRM with social media

The world of mobile is perfectly suited to the world of social media, with most platforms specifically designed with mobile interfaces in mind. When choosing a mobile CRM platform, look at how well it integrates social media into its system, as social conversations are so essential to lead nurturing in today’s digital savvy business environment.

Insightly is a good app for combining social with mobile CRM. For example, when you add an email address to your contacts list, the app will search for all social media accounts associated with that email, and import profile pictures and URLs where appropriate.

You’ve started with just an email but now you have access to customer social media profiles (only where they are publicly searchable). You can add data gleaned from a customer’s social media profiles to your customer notes, so the next rep who speaks to them could say, “I noticed on your Twitter you’re a big Man U fan, are you interested in our [sports related product range]?”




Key takeaways

These tips should help you make the most of mobile CRM for your business needs. Each business has different CRM needs, so it’s worth trying out a range of CRM options before committing to one. Most CRMs have free trials available or are free with limited numbers of customers. So take the time to try them out.

Remember that any system is only as good as the people who use it. Make sure you train your team on how to make the most of mobile CRM. Send them articles like this to make sure you’re all on the same page, and consider asking if your team have any feedback on how to improve your CRM process to help make their roles even more effective. If you set it up so that everyone is in the know, customer retention is bound to happen.

Relationship marketing is all about having the right strategy in place, here are tips on how to get the dialogue right.


About the contributor
izaak crookIzaak Crook is the Content Marketing Manager at AppInstitute, a SaaS App Builder platform that allows anyone to create their own iOS and Android app without writing a single line of code.