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Best Practices: The Right Way To Implement Mobile CRM

by on Jul 12, 2012

  • 561 views

http://bit.ly/SalesforceVSmsCRM - - - - - Comparison Webinar: Microsoft CRM 2011 vs Salesforce.com ...

http://bit.ly/SalesforceVSmsCRM - - - - - Comparison Webinar: Microsoft CRM 2011 vs Salesforce.com

Executive Summar y
Business process pros that support customer-facing employees agree: The primary value of mobile
customer relationship management (CRM) is the ability to access and update business-critical
information while employees are on the move. But three corporate constituencies — IT executives,
business decision-makers, and employees — each have specific and sometimes conflicting goals and
requirements driving their mobile device and application initiatives. Based on interviews with 25
business and IT professionals, CRM solution vendors, and professional services organizations, this
report defines five key mobile CRM best-practice strategies and describes more than 50 tactics to
make them stick. The most critical? Understand users’ roles, information needs, and daily tasks and
then pinpoint the use cases where mobility solutions can drive practical business value. Use the selfdiagnostic
tool to identify your best opportunities for success and foresee the pitfalls to avoid.

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Best Practices: The Right Way To Implement Mobile CRM Best Practices: The Right Way To Implement Mobile CRM Document Transcript