17/Aug/12Rohit Varshney

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CRM Using Mobile Devices

On The Move…

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What is Mobile CRM?

mCRM lets your mobile or remote employees use mobile devices such as smart-phones and tablets to access, update and interact with customer data wherever they are.

The best mCRM solutions let mobile workers do everything they could do with CRM at their desktop, with the addition of advanced mCRM features.

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Who can use mCRM?

With the ability to easily define security and other access preferences to individuals and groups of users, anyone who needs to interact with customer data can use mCRM.

This includes sales managers executives, field service technicians, executives, CEOs and other mobile workers.

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Functionality of mCRM

New Customers – captured directly in CRM.

Smart-Search – typing just a few letters finds the right customer.

360° View – everything important about the customer is clearly arranged.

Tasks and Deadlines – keep an eye on deadlines, check off completed tasks and capture new ones.

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Functionality Continued…

Calls and Emails – efficiently handled with the CRM.

Journal – understand the past and stay up to date. Documents – retrieve up-to-date documents on the

go, for example, portfolio statements.

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Advantages of mCRM

Increased sales productivity. Increased sales effectiveness. Timelier follow-up of leads. Reducing the cost associated

with sales staff turnover. Improving organizational

communication. High Level of portability of

data.

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Advantages Continued…

Synchronize schedules, make appointments, check emails, and attend conference calls around the world with the touch of a button and without going into the office.

Better customer service which in turn builds better relationships with your customers.

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Advantages Continued…

Get the edge on your competitors to win more deals.

Instant access to employees or CRM information in the event of an emergency.

Increase customer face time by reducing time spent on office administration.

Build customer intimacy by reviewing up-to-date customer details before a meeting.

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Problems in Deploying mCRM

Greater risk of loss or, worse, of falling into the wrong hands.

If your wireless devices are integrated with your mCRM, company needs to be thinking about how to secure the devices and protect the data, even if the actual devices belong to your employees.

Standardization of mobile devices and software.

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Solution To mCRM Deployment

Following factors to kept in mind while selecting mCRM solution:

Employee buy-in. Ease of deployment. Ease of use. User experience. Advanced feature set. Security. Standardization

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Companies in the field of Mobile Devices

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Share of various OS in relation to mCRM

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Some Business Facts About mCRM

mCRM market was touched initially by RIM. The market boosted up with the launch of iPhone &

iPad. Almost 70% of smart mobile devices across the

world can provide mCRM functionality. 20% of CRM revenue is generated through mCRM. The market share of mCRM is expected to grow by

20-30% in 2012.

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Giant Players In mCRM AppMarket

Salesforce.com & Chatter SAP Business ByDesign SAP Business One Mobile App SugarCRM's iPhone App RIM’s Native SAP CRM NetSuite's Expense Reporting Foursquare

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At The End

Ordinary Salesman

Super-Salesman

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THANK YOU

Rohit Varshney