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THE POWER OF
MOBILE CRM

PRESENTED BY
What will we
cover today?

•Technology Shift
•What is Mobile CRM?
•Successful Mobile CRM Strategy

getbase.com
#1 Mobile CRM for iOS, Android and Windows Phone

getbase.com
Thanks for viewing!
Nice find! You're well on your way to becoming a sales machine.
Now be a friend and share this resource with hundreds of your
closest Internet pals.
Technology Shift
•Gartner Predicts by 2017, Half of

•Mechanics using iPads to access repair
manuals and inventory listings

•Sales people walking around with a tablet
and smartphone with all of their customer
information in hand

•Construction workers on job sites, armed
with an iPad for building plans and notes

•Real Estate agents with everything they
need on their tablets and smartphones
getbase.com

Gartner Predicts by 2017, Half of to
Employers will Require Employees
Employers will Require Employees
Supply Their Own Device for Work
to Supply Their Own Device for
Purposes
Work Purposes
Tablet Shipments Surpassed Desktop
& Notebooks in Q4:12
Global PC (Desktop / Notebook) and Tablet Shipments by Quarter
Q1:95-Q1:13

Source: KPCB | Mary Meeker/Liang Wu | http://www.slideshare.net/kleinerperkins/kpcb-internet-trends-2013

getbase.com
Top Benefits Expected from BYOD
Program
Q: Please identify the main productivity benefits your organization would
expect to realize by promoting BYOD policies.

getbase.com

Improve efficiency
and worker productivity*

Increase opportunities
for worker mobility

Source: http://www.intel.com/content/dam/www/public/us/en/documents/white-papers/consumerization-enterprise-byod-peer-research-paper.pdf
Top Benefits
Expected from a
BYOD Program

% Who Strongly Agree BYOD
Improves Worker Productivity

Q: Please identify the main productivity
benefits your organization would expect
to realize by promoting BYOD policies.

getbase.com

Source: http://www.intel.com/content/dam/www/public/us/en/documents/white-papers/consumerization-enterprise-byod-peer-research-paper.pdf
IT BYOD Benefits (Top Rank)
What are the main benefits your organization would expect to realize by
promoting BYOD policies?

getbase.com

Source: http://www.intel.com/content/dam/www/public/us/en/documents/white-papers/consumerization-enterprise-byod-peer-research-paper.pdf
Sales habits are changing and you
need a tool to meet these new needs.
getbase.com
What does this
mean for you?
•Managers
•Accurate Reporting
•Flexibility
•Cost Savings
•Sales Team
•Additional Mobility
•Increase active selling time
getbase.com
Mobile CRM
•Access to all of your data
•Designed for both smartphones and
tablets

•Native Experience
•Characteristics of a great CRM but in a
native environment

getbase.com
Contacts and
Notes

•Import contacts from your address book
•Create notes for every entry
•All of your customers in one place

getbase.com
Usability

•Built using the native UI
•Intuitive
•Easy to use

getbase.com
Native vs.
Web Based
•Offline access
•Speed
•Leverage hardware
*Watch out for “Native” apps that simply host
a web view

getbase.com
Mobile Reporting
•On-demand reporting - no admin required
•Actionable reports
•Reports designed for the device you’re
using

•Data accuracy

getbase.com
Call Logging
•Automated
•Call recording
•Call Outcome Tracking

*Use VOIP to place calls through your tablet

getbase.com
Sync Cross Device
•Works in the background
•All of your data, all of your devices (cross
platform)

•Data is backed up

getbase.com
Integrates with
your phone, not
just another app.
•Call overlay for incoming calls
•Upload documents from device or other
apps

•Integrates with contacts

getbase.com
Successful Mobile CRM Practices
Experiences Built for People.

getbase.com
Built for People.
•Focus on end-user adoption
•Invest in a Mobile CRM that your
team will actually use and receive
value from.

getbase.com
Adding notes
every time you
meet someone asap
•Logging what you talked about
How did Base do this?

•Quick add option
•Prompt you after a call
•Easy access to notes
getbase.com
Logging and
Recording Calls
•Record calls automatically
•Enter Call Outcomes
How did Base do this?

•Calls are automatically logged
•Calls are automatically recorded
•Ask you to specify “next steps”
getbase.com
Multiple Devices
•Use Mobile CRM on as many devices as
you need to.

•Option to use the web as well
How did Base do this?

•Native apps for iOS, Android and
Windows Phone

•Behind the scenes sync
•Leverage the device
getbase.com
Create and
Maintain Tasks
•Use tasks to hold yourself accountable
•Follow up tasks for “next steps”
•Enter tasks asap
How did Base do this?

•Quick Add option to add a new task
•Email reminders
•Add a task from any device
getbase.com
Store Documents
with Deals
•Keep everything in once centralized
location

•Backup to cloud so even if you lose your
phone, data is not lost.
How did Base do this?

•Securely access all of your important
documents wherever you are

•In-app document storage
getbase.com
Maximize
meeting prep
time with Mobile
•Spend time preparing for meetings, not
searching for names, addresses, notes,
etc.
How did Base do this?

•Open a contact or lead card and see all of
the relevant information in one place
getbase.com
Enter data once.

•Avoid entering information multiple times
•Minimize admin time
How did Base do this?

•Calls are automatically logged
•Import from phone’s address book
•Sync to other devices
getbase.com
•A Mobile CRM designed for your device
•Maximize your active selling time
•Minimize admin time and data entry

getbase.com
Give it a try today.

Search for “Base CRM” on your mobile
device and create a Free Base CRM
account, or visit getbase.com

getbase.com
For more information
on Mobile CRM free ebooks:
“Why you need a CRM for your sales team”
“Choosing the right CRM for your mobile
sales team”

getbase.com
Thanks for joining
us.
Presenter: Josh Bean Product Marketing Manager
Email: josh@getbase.com
Twitter: @getbase
Web: getbase.com

getbase.com

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The Power of Mobile CRM

  • 1. THE POWER OF MOBILE CRM PRESENTED BY
  • 2. What will we cover today? •Technology Shift •What is Mobile CRM? •Successful Mobile CRM Strategy getbase.com
  • 3. #1 Mobile CRM for iOS, Android and Windows Phone getbase.com
  • 4. Thanks for viewing! Nice find! You're well on your way to becoming a sales machine. Now be a friend and share this resource with hundreds of your closest Internet pals.
  • 5. Technology Shift •Gartner Predicts by 2017, Half of •Mechanics using iPads to access repair manuals and inventory listings •Sales people walking around with a tablet and smartphone with all of their customer information in hand •Construction workers on job sites, armed with an iPad for building plans and notes •Real Estate agents with everything they need on their tablets and smartphones getbase.com Gartner Predicts by 2017, Half of to Employers will Require Employees Employers will Require Employees Supply Their Own Device for Work to Supply Their Own Device for Purposes Work Purposes
  • 6. Tablet Shipments Surpassed Desktop & Notebooks in Q4:12 Global PC (Desktop / Notebook) and Tablet Shipments by Quarter Q1:95-Q1:13 Source: KPCB | Mary Meeker/Liang Wu | http://www.slideshare.net/kleinerperkins/kpcb-internet-trends-2013 getbase.com
  • 7. Top Benefits Expected from BYOD Program Q: Please identify the main productivity benefits your organization would expect to realize by promoting BYOD policies. getbase.com Improve efficiency and worker productivity* Increase opportunities for worker mobility Source: http://www.intel.com/content/dam/www/public/us/en/documents/white-papers/consumerization-enterprise-byod-peer-research-paper.pdf
  • 8. Top Benefits Expected from a BYOD Program % Who Strongly Agree BYOD Improves Worker Productivity Q: Please identify the main productivity benefits your organization would expect to realize by promoting BYOD policies. getbase.com Source: http://www.intel.com/content/dam/www/public/us/en/documents/white-papers/consumerization-enterprise-byod-peer-research-paper.pdf
  • 9. IT BYOD Benefits (Top Rank) What are the main benefits your organization would expect to realize by promoting BYOD policies? getbase.com Source: http://www.intel.com/content/dam/www/public/us/en/documents/white-papers/consumerization-enterprise-byod-peer-research-paper.pdf
  • 10. Sales habits are changing and you need a tool to meet these new needs. getbase.com
  • 11. What does this mean for you? •Managers •Accurate Reporting •Flexibility •Cost Savings •Sales Team •Additional Mobility •Increase active selling time getbase.com
  • 12. Mobile CRM •Access to all of your data •Designed for both smartphones and tablets •Native Experience •Characteristics of a great CRM but in a native environment getbase.com
  • 13. Contacts and Notes •Import contacts from your address book •Create notes for every entry •All of your customers in one place getbase.com
  • 14. Usability •Built using the native UI •Intuitive •Easy to use getbase.com
  • 15. Native vs. Web Based •Offline access •Speed •Leverage hardware *Watch out for “Native” apps that simply host a web view getbase.com
  • 16. Mobile Reporting •On-demand reporting - no admin required •Actionable reports •Reports designed for the device you’re using •Data accuracy getbase.com
  • 17. Call Logging •Automated •Call recording •Call Outcome Tracking *Use VOIP to place calls through your tablet getbase.com
  • 18. Sync Cross Device •Works in the background •All of your data, all of your devices (cross platform) •Data is backed up getbase.com
  • 19. Integrates with your phone, not just another app. •Call overlay for incoming calls •Upload documents from device or other apps •Integrates with contacts getbase.com
  • 20. Successful Mobile CRM Practices Experiences Built for People. getbase.com
  • 21. Built for People. •Focus on end-user adoption •Invest in a Mobile CRM that your team will actually use and receive value from. getbase.com
  • 22. Adding notes every time you meet someone asap •Logging what you talked about How did Base do this? •Quick add option •Prompt you after a call •Easy access to notes getbase.com
  • 23. Logging and Recording Calls •Record calls automatically •Enter Call Outcomes How did Base do this? •Calls are automatically logged •Calls are automatically recorded •Ask you to specify “next steps” getbase.com
  • 24. Multiple Devices •Use Mobile CRM on as many devices as you need to. •Option to use the web as well How did Base do this? •Native apps for iOS, Android and Windows Phone •Behind the scenes sync •Leverage the device getbase.com
  • 25. Create and Maintain Tasks •Use tasks to hold yourself accountable •Follow up tasks for “next steps” •Enter tasks asap How did Base do this? •Quick Add option to add a new task •Email reminders •Add a task from any device getbase.com
  • 26. Store Documents with Deals •Keep everything in once centralized location •Backup to cloud so even if you lose your phone, data is not lost. How did Base do this? •Securely access all of your important documents wherever you are •In-app document storage getbase.com
  • 27. Maximize meeting prep time with Mobile •Spend time preparing for meetings, not searching for names, addresses, notes, etc. How did Base do this? •Open a contact or lead card and see all of the relevant information in one place getbase.com
  • 28. Enter data once. •Avoid entering information multiple times •Minimize admin time How did Base do this? •Calls are automatically logged •Import from phone’s address book •Sync to other devices getbase.com
  • 29. •A Mobile CRM designed for your device •Maximize your active selling time •Minimize admin time and data entry getbase.com
  • 30. Give it a try today. Search for “Base CRM” on your mobile device and create a Free Base CRM account, or visit getbase.com getbase.com
  • 31. For more information on Mobile CRM free ebooks: “Why you need a CRM for your sales team” “Choosing the right CRM for your mobile sales team” getbase.com
  • 32. Thanks for joining us. Presenter: Josh Bean Product Marketing Manager Email: josh@getbase.com Twitter: @getbase Web: getbase.com getbase.com