Business is not done just behind a desktop anymore, it's done on the go, everywhere you go. Salesboom understands your business is truly wherever you are, which is why our All-In-One CRM platform is mobile and on-demand. Whether your device is an Iphone, Google phone, or an Android, it doesn't matter. Access your contact manager, client profiles, and all our innovative tools and integrations from the convince of your mobile device.
Mobile CRM offers several compelling reasons for sales teams to leverage its capabilities. Firstly, enhanced accessibility allows sales professionals to access critical customer data, sales pipelines, and tasks from anywhere, ensuring they stay connected and productive while on the move. Real-time data access is another key benefit, enabling sales reps to make informed decisions promptly, respond to customer inquiries promptly, and update information instantly, leading to faster sales cycles and improved customer satisfaction.
Moreover, Mobile CRM contributes to improved efficiency by streamlining sales processes, automating routine tasks, and providing quick access to relevant information. This streamlined approach reduces manual efforts and empowers sales teams to focus on high-value activities, ultimately boosting productivity. Additionally, the ability to work remotely is facilitated by Mobile CRM, enabling sales professionals to access critical resources, collaborate with team members, and participate in meetings effectively, contributing to flexible work arrangements and improved work-life balance.
On-the-go updates and instant communication are other advantages offered by Mobile CRM. Updates and changes to customer information, sales opportunities, and tasks can be made seamlessly on mobile devices, ensuring data accuracy and synchronization across platforms. Integrated messaging, email, and call features facilitate instant communication among sales teams, managers, and clients, enabling quick responses and seamless customer interactions.
| Benefit | Description |
|---|---|
| Improved Communication | Enhanced communication between sales teams, customers, and stakeholders through seamless email integration, leading to faster response times and better customer engagement. |
| Centralized Data | Consolidation of email interactions and customer data within CRM/SFA systems for a centralized view of customer communications, history, preferences, and interactions. |
| Efficient Follow-ups | Automated tracking of email correspondence, follow-ups, and reminders within CRM/SFA systems, ensuring timely follow-ups, task management, and improved sales pipeline visibility. |
| Enhanced Insights | Integration of email analytics and insights with CRM/SFA data for better understanding of customer behavior, preferences, engagement patterns, and sales performance metrics. |
| Streamlined Workflows | Streamlining of sales workflows by combining email communication, lead generation, opportunity tracking, and customer interactions within a unified platform, reducing manual efforts and improving efficiency. |
Integrating email with CRM and SFA systems for sales offers a multitude of business benefits, ranging from improved communication and centralized data management to streamlined workflows and enhanced insights into customer interactions. By seamlessly connecting email communications with customer relationship management and sales force automation tools, organizations can drive better sales outcomes, strengthen customer relationships, and optimize sales processes.
| Task | Description |
|---|---|
| Lead Capture | Automatically capture leads generated from email campaigns, inquiries, and website forms directly into the SFA system for immediate follow-up and lead management. |
| Email Campaign Tracking | Track email campaign performance metrics such as opens, clicks, responses, and conversions within the SFA system to measure campaign effectiveness and ROI. |
| Automated Follow-ups | Set up automated follow-up emails based on customer interactions, triggers, and predefined workflows in the SFA system to nurture leads, engage prospects, and move them through the sales funnel. |
| Quote and Proposal Generation | Automate the creation and sending of quotes, proposals, and sales documents directly from the SFA system via email, including personalized templates and attachments. |
| Appointment Scheduling | Enable prospects and customers to schedule appointments, demos, and meetings via email using automated scheduling tools integrated with the SFA system. |
Automating tasks in an SFA system via email streamlines sales processes, improves efficiency, and enhances customer engagement. From lead capture and email campaign tracking to automated follow-ups and appointment scheduling, leveraging email automation within the SFA system empowers sales teams to focus on high-value activities, nurture leads effectively, and drive sales growth.
Mobile CRM fosters seamless collaboration among sales teams, promoting teamwork, knowledge sharing, and coordination. Collaborative features allow sales reps to work together efficiently, share insights, and achieve collective goals. Enhanced reporting and analytics capabilities empower sales managers to track performance metrics, analyze trends, generate insights, and make data-driven decisions for continuous improvement.
Customization options tailored to user preferences, roles, and responsibilities enhance the user experience and optimize user satisfaction and adoption. Integration capabilities with other business systems ensure data consistency, workflow automation, and seamless information flow across the organization. Overall, adopting Mobile CRM provides organizations with a competitive advantage by enabling agile, responsive, and customer-centric sales strategies, driving revenue growth, and staying ahead in a dynamic business landscape.
| Reasons Sales Should Use Mobile CRM |
|---|
| Enhanced Accessibility |
| Real-Time Data Access |
| Improved Efficiency |
| Increased Productivity |
| Facilitates Remote Work |
| On-the-Go Updates |
| Instant Communication |
| Seamless Collaboration |
| Improved Customer Service |
| Enhanced Reporting and Analytics |
| Customized User Experience |
| Integration with Other Systems |
| Competitive Advantage |
In the business environment, organization is half the battle. In global sales rules, being able to quickly and easily see your sales pipeline is what differentiates the winners from the losers. Providing your sales team with full mobile access to your sales pipeline will ensure they all have the edge they need to perform more efficiently. That’s where an effective mobile CRM app comes into play. Salesboom CRM software is a ready-to-run app that extends your existing CRM solution to mobilize your sales organization on the channel of their choice. Arm your business with the right information to optimize the sales pipeline. Salesboom is the #1 Mobile CRM app for Android in Google Play. Access and manage your leads, contacts & deals from your phone or any device. Create tasks and generate reports on your mobile. read more
| Task | Description |
|---|---|
| Lead Capture | Automatically capture leads generated from email campaigns, inquiries, and website forms directly into the SFA system for immediate follow-up and lead management. |
| Email Campaign Tracking | Track email campaign performance metrics such as opens, clicks, responses, and conversions within the SFA system to measure campaign effectiveness and ROI. |
| Automated Follow-ups | Set up automated follow-up emails based on customer interactions, triggers, and predefined workflows in the SFA system to nurture leads, engage prospects, and move them through the sales funnel. |
| Quote and Proposal Generation | Automate the creation and sending of quotes, proposals, and sales documents directly from the SFA system via email, including personalized templates and attachments. |
| Appointment Scheduling | Enable prospects and customers to schedule appointments, demos, and meetings via email using automated scheduling tools integrated with the SFA system. |
Automating tasks in an SFA system via email streamlines sales processes, improves efficiency, and enhances customer engagement. From lead capture and email campaign tracking to automated follow-ups and appointment scheduling, leveraging email automation within the SFA system empowers sales teams to focus on high-value activities, nurture leads effectively, and drive sales growth.
Salesboom.com offers solutions for a mobile business. Salesboom's Wireless Edition and Offline Edition meet the demands of a business on the move. read more
| Task | Description |
|---|---|
| Define Customization Goals and Objectives | Identify specific customization goals, business requirements, and objectives for the CRM system, including UI/UX enhancements, functionality extensions, automation workflows, data integrations, reporting needs, and user roles/access permissions. |
| Conduct Needs Assessment | Evaluate current CRM capabilities, assess user needs, gather feedback from stakeholders, identify pain points, challenges, and gaps, and prioritize customization requirements based on business priorities and opportunities for improvement. |
| Customization Planning and Scoping | Develop a customization plan and roadmap outlining customization tasks, timelines, resources, dependencies, milestones, deliverables, and key stakeholders involved in the customization process, and align customization efforts with overall CRM implementation goals. |
| User Interface (UI) and User Experience (UX) Design | Design and customize the CRM UI/UX to enhance user experience, improve usability, navigation, accessibility, and aesthetics, and ensure intuitive workflows, consistent branding, personalized dashboards, and user-friendly interfaces for different user roles and functions. |
| Functionality Customization | Customize CRM functionalities and features to meet specific business processes, workflows, automation rules, data capture requirements, validation rules, field layouts, page layouts, record types, custom objects, and business logic tailored to organizational needs. |
| Automation Workflows and Processes | Design and implement automation workflows, triggers, process automation rules, approval processes, escalations, notifications, task assignments, and follow-up actions to streamline business processes, automate repetitive tasks, and improve operational efficiency. |
| Data Integration and Migration | Integrate CRM with other systems, applications, databases, third-party tools, APIs, and data sources to enable seamless data exchange, data synchronization, real-time updates, and unified data views across the organization, ensuring data consistency and accuracy. |
| Reporting and Analytics Customization | Customize CRM reporting and analytics capabilities to create custom reports, dashboards, charts, graphs, metrics, KPIs, and data visualizations, and configure advanced analytics tools, data filters, drill-down options, and scheduled report deliveries for data-driven insights. |
| User Roles and Access Permissions | Define user roles, access permissions, security settings, and data visibility rules based on user roles, departments, teams, and organizational hierarchy, and configure role-based access controls (RBAC) to protect sensitive data and ensure data privacy and security. |
| Training and Documentation | Develop training materials, user guides, tutorials, knowledge base articles, video demos, and FAQs for end-users, administrators, and support teams, conduct training sessions, workshops, and onboarding programs, and provide ongoing support and documentation updates. |
| User Acceptance Testing (UAT) | Conduct User Acceptance Testing (UAT) to validate customization changes, gather user feedback, identify issues, bugs, or usability concerns, and ensure that customized CRM functionalities meet user requirements, expectations, and business objectives before rollout. |
| Rollout and Deployment | Plan and execute the CRM customization rollout, coordinate with stakeholders, communicate rollout schedules, deploy customized CRM configurations, data migration, integration setups, conduct end-user training, and ensure smooth transition to customized CRM operations. |
| Post-Rollout Support and Optimization | Provide post-rollout support, address user queries, issues, and feedback, monitor system performance, data usage, and adoption rates, optimize customized workflows, reports, and processes, and implement continuous improvements based on user feedback and evolving business needs. |
| Setup & Training | Description |
|---|---|
| Consulting Services | Professional consulting services for Sales Force Automation (SFA) systems, including strategic planning, needs assessment, business process analysis, solution architecture, and roadmap development to ensure optimal deployment and alignment with business goals and objectives. |
| Setup & Configuration | Setup and configuration services for SFA systems, including initial system setup, user account configuration, customization of modules and workflows, data import and validation, security settings, and integration setup to ensure a tailored and efficient SFA solution that meets specific business requirements. |
| Customization & Development | Customization and development services for SFA systems, including UI/UX design, custom module development, workflow automation, integration with third-party systems, API development, and customization of reports and dashboards to enhance system functionality and meet unique business needs for improved sales processes and performance. |
| Data Migration & Integration | Data migration and integration services for SFA systems, including data mapping, data cleansing, data transformation, migration of historical data, integration with CRM, ERP, and other business systems, API integrations, and ensuring data accuracy, integrity, and accessibility for seamless information flow across the organization. |
| Support & Maintenance | Ongoing support and maintenance services for SFA systems, including helpdesk support, troubleshooting, bug fixes, performance monitoring, system upgrades, security patches, user training, and continuous system enhancements to ensure system reliability, performance optimization, and user satisfaction for sustained business success. |
| Building New Mobile Apps | Development of new mobile applications integrated with SFA systems, including native iOS and Android app development, cross-platform app development using frameworks like Flutter, feature-rich mobile app design, testing, deployment, and ongoing support to enable mobile access, productivity, and engagement for sales teams and stakeholders. |
| AI Integration & Solutions | Integration of Artificial Intelligence (AI) solutions with SFA systems, including AI-driven analytics, predictive modeling, sales forecasting, lead scoring, personalized recommendations, chatbots for customer support, and leveraging AI algorithms to automate tasks, improve decision-making, enhance customer experiences, and drive sales performance and growth. |
| Building New Integrations | Development of new integrations for SFA systems, including integration with leading CRM, ERP, eCommerce, payment processing, task management, project management, and other business applications, using APIs, webhooks, middleware, and custom connectors to streamline data exchange, automate processes, and enhance system capabilities for improved business workflows and outcomes. |
| Custom Portals | Description |
|---|---|
| Consulting Services | Professional consulting services for Sales Force Automation (SFA) systems, including strategic planning, needs assessment, business process analysis, solution architecture, and roadmap development to ensure optimal deployment and alignment with business goals and objectives. |
| Setup & Configuration | Setup and configuration services for SFA systems, including initial system setup, user account configuration, customization of modules and workflows, data import and validation, security settings, and integration setup to ensure a tailored and efficient SFA solution that meets specific business requirements. |
| Customization & Development | Customization and development services for SFA systems, including UI/UX design, custom module development, workflow automation, integration with third-party systems, API development, and customization of reports and dashboards to enhance system functionality and meet unique business needs for improved sales processes and performance. |
| Data Migration & Integration | Data migration and integration services for SFA systems, including data mapping, data cleansing, data transformation, migration of historical data, integration with CRM, ERP, and other business systems, API integrations, and ensuring data accuracy, integrity, and accessibility for seamless information flow across the organization. |
| Support & Maintenance | Ongoing support and maintenance services for SFA systems, including helpdesk support, troubleshooting, bug fixes, performance monitoring, system upgrades, security patches, user training, and continuous system enhancements to ensure system reliability, performance optimization, and user satisfaction for sustained business success. |
| Building New Mobile Apps | Development of new mobile applications integrated with SFA systems, including native iOS and Android app development, cross-platform app development using frameworks like Flutter, feature-rich mobile app design, testing, deployment, and ongoing support to enable mobile access, productivity, and engagement for sales teams and stakeholders. |
| AI Integration & Solutions | Integration of Artificial Intelligence (AI) solutions with SFA systems, including AI-driven analytics, predictive modeling, sales forecasting, lead scoring, personalized recommendations, chatbots for customer support, and leveraging AI algorithms to automate tasks, improve decision-making, enhance customer experiences, and drive sales performance and growth. |
| Building New Integrations | Development of new integrations for SFA systems, including integration with leading CRM, ERP, eCommerce, payment processing, task management, project management, and other business applications, using APIs, webhooks, middleware, and custom connectors to streamline data exchange, automate processes, and enhance system capabilities for improved business workflows and outcomes. |
| Partner Relationship Management (PRM) Integration | Integration of Partner Relationship Management (PRM) systems with SFA, CRM, and ERP systems, including partner portal setup, partner onboarding, deal registration, lead distribution, joint marketing campaigns, performance tracking, commission management, and collaborative tools to strengthen partner relationships, improve partner engagement, and drive mutual business success. |
| Customer, Salespeople, & Partner Portals | Development and customization of portals for customers, salespeople, partners, and stakeholders within SFA systems, including self-service portals, sales portals, partner portals, customer support portals, knowledge bases, dashboards, analytics, collaboration tools, and access control to provide personalized experiences, improve engagement, and facilitate efficient information sharing and communication. |
| Custom Mobile Apps | Development of custom mobile apps integrated with SFA systems, including customer-facing apps, sales enablement apps, partner apps, field service apps, and more, with features such as real-time data access, task management, notifications, offline capabilities, secure authentication, and integration with device features to enhance user productivity, engagement, and satisfaction. |
| AI-Powered Apps | Development of AI-powered apps integrated with SFA systems, including chatbots, virtual assistants, AI-driven analytics apps, predictive modeling apps, and more, leveraging machine learning algorithms, natural language processing (NLP), and AI capabilities to automate tasks, provide intelligent insights, deliver personalized experiences, and improve decision-making for sales teams and users. |