Mobile phones are more popular among customers, so businesses are under constant pressure to be accessible at all times. Thanks to software like Zoho CRM, businesses are able to stay in touch with potential customers and can stay on top of demands, without feeling overwhelmed.

Having a Customer Relationship Management for your office laptop isn’t enough. Business owners can now take advantage of Zoho CRM mobile edition wherever they go.

Sales, marketing, and customer service teams may easily access the most recent data about their clients in real-time thanks to effective mobile CRM apps.

Besides the mobile capabilities, what are the other important features of a Zoho mobile CRM? The software can do everything your desktop CRM can, and more, with added flexibility and portability. With your portable CRM, you have access to all the information you need and can share it with your team. One of its most noteworthy features is the ability to log notes on calls, visit clients and identify nearby customers and sales opportunities using the location-based feature. A dashboard can also be found on mobile versions, which can highlight key metrics, sales trends and stats at a glance. The ease of access to calendars, meetings, logs phone calls, contact information, and up-to-date data provided by a mobile CRM can help sales reps manage their teams more effectively.

Monitoring your KPIs, comparing the sales performance of your team, and turning your sales objectives into realistic targets is a great way to reach your sales targets.

Zoho’s mobile CRM app has made life easier in seven ways, and this blog describes them –

Essential features of Zoho CRM Mobile app

1. Selling on the go – the next-generation of CRM

Having Zoho’s mobile CRM in your sales operation can make a dramatic difference in the way your business operates. With real-time data sharing from across your organization, sales professionals can update and synchronize information anywhere, anytime.

The daily sales activities can be done on a tablet or smartphone instead of a desktop, allowing the sales person to:

• All customer activities can be viewed in one place.
• Dial in to meetings with click-to-call
• Access and update leads, contacts, opportunities and sales pipeline
• Open and share files
• Access to home screen dashboards that show your meetings for the day, tasks, creating calendar events and which calls you are scheduled to make that given day.
• Analytics give you an overview of deals, leads, and activity.

In today’s mobile CRM platforms, so much more is possible. With the Zoho CRM Mobile App, you can stay connected to your customers while on the go, as well as manage your sales cycle from start to finish.

With cloud storage options for mobile CRM, you are no longer synchronizing data with a local copy – you can access live, centrally-stored data from any device. It is possible for distributed teams to share files and background information, as well as update, share, and send proposals on the go.

With custom apps, you will be able to feed information directly into your CRM back-end, while releasing real-time updates to your sales team. On any device, salespeople can access CRM data, analytics, and customer-facing materials – freeing them up to focus on sales instead of administrative duties.

2. “Mobile-first campaigns” drive mobile-first customers.

Switching to mobile involves not just one platform, but a number of them. In addition to text messaging, mobile apps, email, tablet-based browsers, and location services, your customers are embracing their social networks such as Facebook and Twitter on all of these mobile platforms. The mobile-first experience is the new norm – and it’s what your customers are expecting. Smart devices and social media can be integrated into your CRM system to deliver an amazing, personalized customer experience.

3. Business value of mobile CRM.

Investing in a mobile-capable CRM platform will make your company more productive – far beyond traditional CRM users. As mobile usage continues to increase, you have an increasingly mobile customer base.

• • Sales:

Benefit from efficiency savings, reduced admin overheads, and anytime, anywhere access to shared data.

• • Marketing:

Using familiar, easy-to-use tools, marketing teams can create customized experiences for your customers and track their social media activity. The insights provided by data-driven reports cover a wide range of indicators, including sales performance, trends, marketing campaigns, and activity reports.

As mobile usage continues to grow, your customers are everywhere. With mobile CRM, you can reach them wherever they are.

Related topic-Zoho CRM Mobile App Review: The Ultimate Guide To Save Your Time And Increase Your Productivity

4. Instantly enter business cards into contacts.

Zoho’s Mobile CRM apps utilize a number of methods for scanning business cards, but all let users add contact details directly to the database by scanning cards with the outward-facing camera. It is especially useful for sales agents who have just come from a networking event, such as a conference or trade show, with a stack of business cards. Additionally, a business card scanner saves and syncs new contact details to the CRM. By automating this process, users can save time and effort.

The functionality can be implemented by third-party applications if it is not available in your CRM’s mobile app.

5. Communication in teams, task assignments, teams tagging.

Typically, mobile Customer Relationship Management apps offer limited user experiences, such as limited data access and limited collaborative features. Sales managers can monitor the progress of their teams and provide them with valuable insights at crucial stages of deals with feeds. Keeping them updated on the status of your tasks will help them stay on top of things. Zoho’s mobile CRM includes team activity feeds and the ability to @mentioned colleagues improves cooperative sales processes to bring posts to their attention. Get real-time notifications about important events.

6. Logging of calls, SMS, and contacts automatically imported.

In order to support outside sales associates, Zoho mobile CRM can provide many of the same features as inside sales tools. Mobile devices allow us to import call and SMS records directly from our devices, saving us a considerable amount of time while also reducing the likelihood of data entry error. Automate log calls and note the specifics by adding notes, or record voice notes and convert them to text. In addition, these capabilities automate much of the data entry associated with a frustrating end user experience with CRMs, mobile or otherwise, while maintaining data integrity.

7. Push notification, voice recorder, native mobile interface.

CRMs that replicate desktop or web app functions on mobile devices tend to have a clunky interface that inhibits end users due to the lack of desktop inputs instead of taking advantage of the strengths of mobile. Mobile CRM apps with custom push notifications, voice notes, native tablet apps, and a mobile-optimized interface will improve your workflow. Furthermore, their user interface is very customizable, so you can create a sales process that is specifically tailored to your needs.

Zoho’s CRM mobile app discovers all your upcoming tasks, whether you’re talking to a customer, negotiating a deal, or sending an email. Stay well-prepared and informed, and improve your sales conversion rate. Keep track of your scheduled activities to avoid letting opportunities slip through the cracks.

8. Make artificial intelligence work for you!

Further, the mobile platform includes features such as conversational AI, real-time reports, and insights, all of which can be accessed via its mobile application, making it one of the best resources on the market for any sales team.

Zia, our personal AI, will revolutionize the way you sell when you’re on the go. Whether it’s creating a new record, changing the deal status, calling a customer, or adding notes, Zia will handle it for you.

Key takeaway

Companies invest more and more in CRM due to its benefits. CRM software revenues are forecast to reach $80,000 million by 2025. Ten years ago, this figure was $13.93 million.

Nucleus Research found that 65% of companies using mobile CRM are meeting their sales targets compared to 22% of companies not using the app or only using the desktop version.

In today’s market, mobile CRM is on the rise. It helps managers be more agile and productive. Zoho mobile CRM is available whenever needed without causing downtime. Users are able to respond quickly to changing business environments. With Zoho mobile CRM apps, you can filter through prospects, contact clients, and convert customers from anywhere, anytime!

Having concluded that you need a mobile CRM, and it must be easy to use, it’s time to take action. Get the app.