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B2B field sales reps are notoriously difficult to get hold of. It’s not their fault of course, it’s the nature of the job. Constantly on the move between retail outlets, trade shows, and visiting customers, they’re never available at the office.

This used to be a problem, but mobile devices have changed everything. The best mobile CRM app makes it possible to reach all your sales reps at the same time, in real-time.

In the first quarter of 2018, 52.2% of global web traffic originated from mobile devices, and this figure looks set to increase in the future.

Mobiles are not just for calls. Mobility means sales reps are permanently contactable, but also able to track, manage and respond to every customer enquiry with full knowledge of their history - thanks to a mobile CRM app.

With customers expecting immediate answers to their queries, your B2B sales reps need customer information and history at their fingertips.

How to find the best mobile CRM app for your sales reps

To make sure you’re using the best mobile CRM app for your reps – look for the following essential features:

Still fully functional even when offline

Field sales reps can’t always guarantee they will have a reliable internet connection and often end up in areas where it’s patchy or non-existent. The best mobile CRM app will also work in offline mode. Once the connection is restored, the app will sync in the background, but in the meantime, sales reps can still use the CRM and use their time productively.

Don’t allow a patchy internet connection to get in the way of your sales reps staying connected.

Bring Your Own Device (‘BYOD’)

Look for a mobile CRM that allows you to use your sales reps’ own devices. This means they can work from a familiar device which they are already used to.

Finding a solution that runs as a native app allows access to the same features as the desktop version, but also brings together mobile features such as route accounting, camera and more.

With the option for your field sales staff to use their own devices, you don’t have to invest in new hardware, which greatly reduces your implementation costs. And training time will also be reduced as they aren’t working with a whole new device.

Features that increase your sales reps’ productivity

One of the main aims of a mobile CRM is to streamline your workflow. The best mobile CRM app will include features that enhance your sales reps’ productivity by tracking every customer interaction that takes place and managing them quickly and easily.

A centralized solution means the best mobile CRM app will reduce the possibility for human error, making employees more efficient overall.

Integration with your existing software

To keep your sales reps fully connected, they need to have accurate and up-to-date information. A fully integrated ERP and CRM solution means that with the touch of a button, they can retrieve inventory levels, shipments, customer financials, order history, returns, payments, pricing, and more.

This 360° view of your customers helps build lasting relationships and anticipate what they need, even before they know it themselves!

A mobile CRM app is essential to any field sales force but by choosing the best your sales reps have everything they need wherever 24/7.

 

About The Author

Stacey Woods
Stacey Woods
Stacey Woods is the Senior Business Development Manager at Pepperi. She has extensive experience in B2B sales and understands the many benefits that can be gained by automating and syncing the different sales channels in a company.