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A mobile CRM can certainly make your life as a B2B wholesaler easier, so here are some tips to help you choose the right one for you.

Look around you. Whether you’re walking down the street, sitting in a coffee shop or travelling on a plane, I bet everyone you see is busy, using either a mobile phone or tablet. It’s unimaginable to be without mobile technology in our personal lives. But now it’s a necessity for your business life too.

This year, 61% of total global internet use will be on mobile devices and by 2022, 43% of the total global workforce will be mobile.

There are so many mobile CRM solutions on the market and they all have different features. What’s the best strategy to find the right one for the specific needs of your B2B wholesale or distribution business?

Here are some features to consider, to help you reach an informed decision.

Ease of use

Some mobile CRM’s are so complex you need an engineering degree to understand them. Bearing in mind your staff will require training to use the new system, it makes sense to choose one with a simple, intuitive interface without too steep a learning curve.

Many will claim to be easy to use, so take advantage of those that offer free trials, so your sales reps can test them out and see which will work best for your business.

Your sales reps are the ones that will be using the new technology, so it makes sense to get their feedback and comments prior to committing.

Ensure your mobile CRM is customizable

Your business is unique, so any mobile CRM solution you choose must be customizable to fit in with your specific needs.

Customization refers to the solution’s capability to use plugins, templates, extensions and add-ons so the software totally fits with your additional requirements. It must also offer the ability for you to add filters, custom fields and tags where you need them.

No mobile CRM solution is one-size-fits-all, which is why it’s vital to make sure customization is an option.

Is it cloud-based?

 Your chosen solution should be cloud-based and not on-premise. A SaaS (software as a service) based CRM is hosted in the cloud, providing easy access to all your vital data. The third-party service provider takes care of your upgrades and maintenance of the CRM, reducing costs and inconvenience.


Elements to consider include high-grade security features so access is restricted to authorized individuals only; compatibility with all major platforms including Android, iOS and Windows and the ability to perform a data wipe-out in the case of a stolen device.

Choose a future-proof mobile CRM platform

 We all know that nothing stays the same. And this is especially true with technology. To keep up with the inevitable changes, your mobile CRM must have the relevant features to allow you to add users and departments as your business grows. It is essential your chosen B2B solution can scale up or down to match your business resources at any given time.

Third party integration

It’s highly likely that your business may already be using another software solution. It’s critical that any B2B mobile CRM solution can automate all your data throughout all areas of your business.

There would little purpose in investing in a CRM system if you must still manually input, export or import data between that and your accounting software for example.

The key to success is to ensure that the CRM software you choose is compatible with the apps or sales rep software you already use.

How will you measure your ROI?

It’s not good business sense to make an investment without calculating the return on that investment. Before you make your final selection, identify the parameters on which you will judge your mobile CRM’s ROI.

Sales revenue, number of sales, or lead generation are just some of the criteria you might consider using to measure ROI. Make sure the CRM software you choose can provide reports and data to help you measure this information.

Customer support

Always check the availability of post-sales support. Would you prefer to contact an advisor by telephone or email? What service do they offer? Will there be any extra costs for support?

Any software provider that charges for support should be avoided, as most will include this within your monthly subscription fee.


If you consider the above factors before making any commitment, you are sure to find the perfect mobile CRM solution for your business.

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.