Mobile CRM Tools

Photo Credit: iStockphoto/Thinkstock

Photo Credit: iStockphoto/Thinkstock

Why should a customer choose your small business over another? According to a Kingston Business School study, loyalty can be won with a friendly greeting. Consumers also report being aware of their’ preferences and  past purchases is crucial to earning their loyalty. To keep track of your sales leads and customer orders, a good customer relationship management (CRM) program is crucial. Luckily, there are plenty of CRM tools on the market and most offer a mobile solution so you can access a customer’s information on your smartphone or tablet wherever and whenever you need to. Here are three to check out:

  • The leader in CRM, Salesforce, has a collection of mobile apps to help keep you and your employees connected and informed about your clients whether you’re online of offline. They also offer “Two-Factor Authentication” to generate security codes when an extra layer of security is needed to protect client information.
  • The Zoho CRM app offers access to real-time customer information, sales data, which customers are close to your location and more. Attending a trade show or sales meeting? Scan business cards, connect lead information and then follow up by sending an email right from the app. You can also take notes and create future tasks.
  • Insightly specifically targets small businesses; it’s simple to use and integrates with a number of popular programs such as Google Apps, Office 365 and MailChimp. Insightly works on your iPad, Google Nexus or Amazon Kindle HD, plus iPhone and Android phones. Social CRM capability means you can enter in a contact’s email address and find out their preferred social network.