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Six tips for mobile CRM success

2nd Jul 2008
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Mobile CRM is rapidly becoming a must-have for field sales and service organisations as they realise the ROI that can be achieved by enabling personnel to manage routine tasks and real-time reporting ‘in the field’. But with a growing number of mobile CRM solutions available, companies can be left confused. Christian Wettre explains how you can ensure that your mobile CRM project is successful and simple for the mobile users and the IT administrators.

By Christian Wettre, W-Systems Corp

According to the Gartner Group, there are just under 60 million mobile workers who are away form their workstations for at least 20% of the working week. And with recent reports suggesting that mobile CRM will grow to 20% of total CRM revenues by 2010, many organisations are now revisiting their current CRM provision as the ‘virtualisation’ of business processes and procedures draws ever closer.

The reality is that more and more mobile devices are able to access high speed internet, and with an increasingly mobile workforce, flexible work patterns and a rise in ‘home office’ workers, it is clear that there is a demand even in small and medium-sized companies for a new ‘virtual’ office hub, where information can be shared and analysed across all channels of the organisation in real-time.

Modern business practice has demonstrated that is typically more cost and time efficient to cross-sell and up-sell to existing customers than to acquire new business contracts. Therefore, the most effective mobile CRM system should takes things far beyond simple email and text and provide the ability to access and manipulate customer information in real-time and conduct transactions remotely.

"A good mobile CRM system will enable users to better serve their customers by providing them with an enhanced sales experience where they are provided with real-time information, answers and results."

Organisations have invested heavily in process improvement and information technology. Mobile CRM is an opportunity to extend that investment to users who operate in the field outside the office environment. Ultimately, a good mobile CRM system will enable users to better serve their customers by providing them with an enhanced sales experience where they are provided with real-time information, answers and results.

By eliminating the dreaded “I’ll have to check on that and get back to you” response, customer queries can be immediately resolved or scheduled for resources back in the office. Customers are left feeling satisfied with the meetings progress, representatives are shown to be more in control of the sales process and the relationship is seen to be more transparent and therefore trustworthy.

And we all know that happy customers are more loyal, spend more, refer more and are less likely to switch to competitors.

A leaner business

Ideally, companies should review potential mobile CRM applications before they need them to enable a greater analysis of the most appropriate solution for the business. But realistically, a company needs to implement a system as soon as any of its employees need access to customer and transactional data whilst out of the office.

From an individual user's perspective, the right wireless CRM solution should support multiple device platforms (be it a laptop, PDA or other mobile device) to enable users to choose whichever platform best suits their circumstances. At an organisational level, it should allow flexible, scalable accessibility of information across the entire business network with the ability to adapt and develop as the business evolves.

So, what are the key issues before buying a mobile CRM system?

  1. Plan ahead

    Plan ahead and take time to decide what your organisation needs from its mobile CRM system before you need it and review the various options. Mobile CRM applications are relatively new so make sure you understand the new and unique value propositions of various solutions and evaluate the benefits your organisation may receive from these solutions.

    The Mobile CRM market is expected to see rapid growth over the next few years as organisations embrace the positive results that such technology can provide to the overall profitability and productivity of the business, and so even if you don’t think you need it right now, you should probably start considering the options soon.

    As mobile technology and device platforms are continuously evolving, make sure that you do not bind your CRM effort to a very specific hardware or software operating platform. As systems such as BlackBerry, Windows Mobile, Apple iPhone and Google Android develop, you can be sure your remote users will be asking you to provide support for their devices.

  2. Focus on the real world requirements

    Avoid getting caught up in fancy features and applications that will not be used in a mobile environment. Be realistic and understand what information and transactions your users will actually need to access in their mobile CRM system. A user on a mobile CRM system is very sensitive to how features and information is presented to them as they are operating ‘on-the-run’ on a device with a relatively small screen and keyboard. It is good practice to conduct a business process review involving your mobile workers prior to purchasing a mobile CRM system to ensure that it meets all your business requirements.

  3. Does the mobile CRM application meet your security requirements?

    Security cannot be compromised, so ensure that the application meets your basic security requirements and supports your existing CRM system’s security concepts. The system should meet the “Ooops - I left my mobile device in the taxi” test.

  4. Ease of navigation

    Mobile CRM operates on small devices with small screens and small keyboards. It is crucial to ensure that the system is easy to navigate in order to encourage a high adoption rate by staff. It would be disastrous to go to the expense of implementing a system which users find difficult to use and as a result simply don’t use it. Measure the 'start-to-finish' times of key tasks such as looking up a contacts phone number, retrieving a list of today’s scheduled calls or entering a new contact.

  5. Speed of implementation

    How quickly can the software be installed and fully functional? Can it be ready in hours, days, weeks or months? Does the mobile system need specialised consultants for implementation and ongoing support or does it utilise commonly available IT skills? What will the day to day administrative impact be on the supporting IT department? How easy is it to add users after first implementation? How easy is it to replace a lost device for an existing user? Be sure you know what you are buying before you make the commitment.

  6. Is it scalable?

    Ensure that the system is flexible and adaptable enough to grow with the business as the last thing you need is to realise you need to change your system as soon as business processes change. Make sure that the system can be. Make sure that the system can operate with large databases – small devices do not have the computing and storage capabilities of your office servers – so what strategies have been implemented to accommodate large information needs.

The decision to include mobile CRM in the process mix is an exciting new opportunity. And with an increase in the mobile workforce and the radical improvements in business productivity and profitability by those who do implement mobile CRM, organisations are well served to start evaluating mobile application strategies in the short term.

Christian Wettre is a mobile CRM specialist and president of W-Systems Corp.

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Replies (2)

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By neophyteblogger
05th Jul 2008 06:30

One of the big issues with mobile CRM is that it is not yet vendor-neutral; so customers are faced with the issue of being Blackberry-ready if they want to use Microsoft CRM or SAP CRM.

Vendors need to do something about this and promote vendor neutrality.

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By Intelestream Inc
16th Nov 2010 00:53

When evaluating your CRM mobile options here is an additional great read that we recently published

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