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Software Advice UserView: Mobile CRM Report 2014


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Software Advice surveyed salespeople using mobile CRM to determine how their system delivered key benefits and which features they regularly used.

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Software Advice UserView: Mobile CRM Report 2014

  1. 1. Software Advice UserView: Mobile CRM Software Report Lessons from real software users
  2. 2. Abstract Software Advice surveyed a random sample of 1,940 salespeople who use mobile Customer Relationship Management (CRM) software in order to determine the following: • Which CRM features they access most regularly on smartphones and tablets. • What kinds of benefits they realize through mobile CRM access. • What they believe are the most important requirements for a mobile CRM system to meet.
  3. 3. Devices Used to Access CRM System 0% 20% 40% 60% 80% 100% Percent of Sample Laptop Desktop Smartphone Tablet Nearly half of all CRM users say they use smartphones (48 percent) and/or tablets (45 percent) to access their CRM system.
  4. 4. Number of Devices Used to Access CRM System 29% 20% 19% 33% 1234 Nearly all CRM users (81 percent) say they access their CRM using multiple types of devices, with 29 percent using laptops, desktops, smartphones and tablets.
  5. 5. Impact of Mobile Access on CRM Data Quality 9% 9% 29% 53% Greatly improves Moderately improves Minimally improves Does not improve Over half of mobile CRM users (53 percent) say that having access to their system on their tablet and/or smartphone greatly improves the quality of their CRM data.
  6. 6. Top Benefits Realized Through Mobile CRM (by Devices Used) Increased efficiency Better decision-making Better follow ups Higher end user adoption More deals closed None of the above 0% 10% 20% 30% 40% 50% Percent of Sample Tablets & smartphones Tablets Smartphones Of those using both tablets & smartphones, 50 percent say that mobile CRM increases their efficiency, and 42 percent say it improves decision-making.
  7. 7. Most-Used Mobile CRM Applications and Features 0% 5% 10% 15% 20% 25% 30% 35% 40% Percent of Sample Sales content management Review/input customer info Sales reporting and analytics Business card scanning Geolocation Thirty-seven percent of respondents regularly use their mobile CRM system to manage sales content, such as slide presentations and reports.
  8. 8. Top Requirements for Mobile CRM System 26% 36% 38% Seamless data sync An easy-to-use native app Offline access When asked which requirements are most important for a mobile CRM system, 38 percent said data synchronization, and 36 percent said having a native app.
  9. 9. Amount of Experience With Mobile CRM 10% 13% 24% 20% 33% <6 months 6-12 months 1-2 years 3-5 years >5 years Over half of respondents (53 percent) reported using their mobile CRM for less than a year, with 33 percent saying they used it for fewer than six months.
  10. 10. Learn More About Mobile CRM Software Read the full report Get free price quotes on top mobile CRM software Get unbiased reviews & free demos on top CRM software Read Report Get Free Quotes Get Free Demos
  11. 11. @SoftwareAdvice /company/software-advice /SoftwareAdvice @SoftwareAdvice Software Advice™ is a trusted resource for software buyers. The company's website,, provides detailed reviews, comparisons and research to help organizations choose the right software. Meanwhile, the company’s team of software analysts provide free telephone consultations to help each software buyer identify systems that best fit their needs. In the process, Software Advice connects software buyers and sellers, generating high-quality opportunities for software vendors.