It’s no secret that a successful salesperson treats the customer and their needs individually. Effective customer relationship management is the key to success and closing the sales process with success. However, sometimes you swap your desk and laptop for working in the field with a tablet or smartphone. You don’t need to carry bulky document folders, notebooks with masses of notes or other physical media. Instead, use the mobile version of SalesWizard’s CRM system with iOS and Android support!
The role of a CRM system in a company
In practically every enterprise, an integral working tool is a desktop or laptop computer. With the help of this device, we can manage our work and conduct external activities. The key to success is the tools we use as part of our daily work – the added value is undoubtedly the CRM system. The customer relationship management program is your collection of contacts and sales opportunities. The central axis determines your work rhythm and the actions you should take to finalize a transaction. So it won’t be an abuse when we say that the CRM system is one of the essential elements in your business. It is used by almost everyone in the company: from sales representatives to the fulfilment team to management or the accounting department that settles sales commissions. The CRM system is present in companies from both small and medium-sized enterprises, as well as multinational corporations or large companies.
The ideal CRM – what kind of CRM?
Although a CRM is an almost indispensable tool, you should not choose the first best offer. Like virtually every other tool in the company, this system should be closely tailored to the company’s needs. Extensions and functionalities of the CRM system that help in the efficient execution of daily duties are significant. The availability of additional elements, such as an online quotation system or comprehensive communication modules, will help to manage the various stages of sales effectively. The CRM system should also be stable and as trouble-free as possible. In the event of any malfunctions, the support of a team on the service provider’s side should be available to neutralize the failure immediately. Financial aspects are also not negligible – a good CRM must guarantee attractive value for money so that the company reaps tangible benefits from the costs incurred.
Mobile CRM system accessible via smartphone
We mentioned that one of the most critical issues related to the ideal CRM system is the ability to manage sales processes efficiently. This task can be much more difficult when a representative is forced to go on a business trip or carries out activities in the field. The solution in such situations is the so-called mobile CRM system, an application available for smartphones or tablets. The employee logs into the system by providing access data and the address of the IT system of the CRM in question. This makes it possible to log into the system assigned to a specific company. Since the screen of a smartphone is much smaller than that of a computer or laptop, the application is written to function efficiently in a mobile environment. This means that while the functionality remains the same as in the web version, the layout of the various tabs is slightly different. And all this is done to work comfortably in the field, even during a meeting with a client.
Why use a CRM system for a smartphone?
We perfectly understand the needs of entrepreneurs, which is why we have created a comprehensive tool that works in desktop and smartphone layouts. This makes it possible to carry out current tasks and plan activities for the following stages of work in the field. All activities can be immediately reported to superiors. You can download sales data from the CRM system, based on which a contract, statement or any other document will be generated. If an employee is on an extended business trip, the desktop team can delegate further activities related to a specific customer or assign new tasks. The mobile version of SalesWizard CRM is a tool that allows you to work efficiently from anywhere. The clear and intuitive system is beneficial, and the included functionalities guarantee a range of solutions and opportunities to support the work of a sales representative.
SalesWizard CRM app with support for iOS and Android
To maintain full functionality while guaranteeing convenient access to the CRM, we have developed the SalesWizard mobile application. It is available for iOS (Apple products) and Android (the vast majority of smartphones) devices. As a result, you don’t need to log into the CRM system via a browser – you can perform all activities conveniently from within the application. We made sure that the mobile version is in no way inferior to the desktop variant while retaining the key functionality of SalesWizard. Importantly, you work on the system in real-time, meaning immediate data synchronization with the main server. If new sales circumstances arise during a meeting, you can modify the lead so that your colleagues can handle the contact under the new conditions. This will significantly streamline the process and help the information flow smoothly, even during a meeting with a contractor. If you have questions about our CRM system, don’t hesitate to contact us! We remain at your disposal by email and phone, and you can also use the prepared contact form. Our team will be happy to provide you with more information about SalesWizard and answer any questions. We will help you configure the system so that you can use SalesWizard on your company’s tablet or smartphone.