CRM using mobile devices

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A small overview about upcoming trend of CRM using smart mobile devices!!!

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CRM using mobile devices

  1. 1. CRM Using Mobile Devices On The Move… Rohit Varshney17/Aug/12 1
  2. 2. 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. 17/Aug/12 Rohit Varshney 2
  3. 3. 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. 17/Aug/12 Rohit Varshney 3
  4. 4. 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. 17/Aug/12 Rohit Varshney 4
  5. 5. 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. 17/Aug/12 Rohit Varshney 5
  6. 6. 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. 17/Aug/12 Rohit Varshney 6
  7. 7. 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. 17/Aug/12 Rohit Varshney 7
  8. 8. 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. 17/Aug/12 Rohit Varshney 8
  9. 9. 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. 17/Aug/12 Rohit Varshney 9
  10. 10. 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 17/Aug/12 Rohit Varshney 10
  11. 11. Companies in the field of MobileDevices Rohit Varshney 17/Aug/12 11
  12. 12. Share of various OS in relation to mCRM Rohit Varshney 17/Aug/12 12
  13. 13. 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. 17/Aug/12 Rohit Varshney 13
  14. 14. Giant Players In mCRM AppMarket  Salesforce.com & Chatter  SAP Business ByDesign  SAP Business One Mobile App  SugarCRMs iPhone App  RIM’s Native SAP CRM  NetSuites Expense Reporting  Foursquare 17/Aug/12 Rohit Varshney 14
  15. 15. At The End Ordinary Super-Salesman Salesman17/Aug/12 Rohit Varshney 15
  16. 16. THANK YOU17/Aug/12 Rohit Varshney 16

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