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5 reasons a mobile CRM app is the best solution for sales reps

September 12, 2017 By Stacey Woods

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Whether they’re at retail stores, distribution centers, or trade shows, sales reps spend much of their time out of the office. Since they’re always on the road, it’s critical they can access important sales and ordering data regardless of their location in a reliable mobile CRM system.

Mobile CRM apps allow sales reps to close leads and make sales from any device. Rather than rely on the back-office computer to access CRM software, sales reps can use a CRM app so that customer and product information is always at their fingertips.

Here are 5 reasons your B2B online sales reps need a mobile CRM app:

1. Easy and convenient for staff

Mobile CRM benefits both management and staff with its BYOD (bring-your-own-device) capability. This means that field staff can work from a convenient and familiar device that gives them instant access to product and customer data at all times, whether they’re in the office or on the road. At the same time, it means that wholesale ecommerce companies don’t need to worry about buying new devices and training their employees to use them.

It’s also easy for management and staff to implement the CRM platform on their mobile phones and tablets, as it runs as a native app on all operating systems. In addition to incorporating the same features as the desktop software, the mobile platform also integrates features like productivity apps, GPS functions, and the camera.

2. Fully functional in offline mode

The BYOD function of mobile CRM platforms isn’t the only reason mobile CRM platforms are so readily accessible and easy to use; the platforms can also work in offline mode, sometimes essential to sales reps who are out of the office and on the road where internet reliability is not always a given.

This means that sales reps can access information important for answering customer questions and making sales, even when they don’t have internet connectivity. This is particularly useful for wholesale field reps who need to conduct business in places where internet connectivity isn’t guaranteed.

3. Makes your field staff more productive

Another benefit of mobile CRM is that it streamlines the workflow for sales reps. Rather than having to rely on paperwork, sales reps and back-office staff alike can maintain all their data on a single platform.

By serving as a uniform platform for important sales and ordering information, mobile CRM solutions minimize staff errors, making employees more efficient overall. In addition, mobile platforms include tools that let staff send messages to one another and keep track of their daily activities. This reduces the need for back-and-forth calls between employees, allowing sales reps to spend more time making sales and less time fixing errors in communication.

4. Increases the average order size of your customers

Using the mobile platform, sales staff can maximize sales by accessing product information and answering customer questions from anywhere, at any time. But on top of helping sales reps increase the number of sales they make, mobile CRM platforms also help ensure larger customer order sizes.

These mobile apps have the benefit of letting reps define unique discounts and upsell and cross-sell promotions for each customer. For example, they can let reps set consumer deals like “Buy A, Get B Free,” “Buy A, Get B at 15% discount,” and more. Because these discounts drive customer purchases, they allow employees to close bigger deals.

5. Enhances customer service

As order taking is streamlined, sales reps have more time to provide higher level consultant services. By accessing customer and product information through the mobile platform, they’re able to answer customer questions and better advise them on purchases. They’re also able to review past customer purchases, keep track of order statuses, view purchasing trends, and make sure to stock up on in-demand items.

High-resolution e-catalogs, enable products to be shown to their best advantage along with detailed product information. With all this information at their fingertips sales reps can answer customer questions more thoroughly and efficiently and use their valuable time to sell rather than just take orders.

The end result ... sales reps appear more knowledgeable and professional when engaging with customers. Fewer mistakes, faster order-taking, and thorough knowledge of customers all contributes to customer satisfaction-- keeping customers to your company.

For a platform that allows your employees to do just that, check out Pepperi’s mobile CRM app. You, your field reps, and your customers won’t be disappointed.