CRM Mobile Capability
For today’s workforces, mobile capability isn’t just a perk; it’s a required feature. We’re all mobile now, and it’s no longer only the sales staff that’s on the road. It’s everyone. So having access to critical client information, no matter where your employees are, is critical to your business success.
With the release of CRM 2013, the interface was completely redesigned with mobile first in mind — so no matter what device your team uses, their CRM is fully functional. With different formats based on screen size, Dynamics CRM looks great no matter what screen size. Android, iPhone, iPad, Windows phone, tablet . . . all look good. Mobile CRM makes sure that your sales team has client history at the ready while on a sales call. Sales staff member can go seamlessly from appointment to appointment, with the ability to review prospect communication on their mobile devices before and during conversations. Mobile CRM ensures that your fleet of service people, in-home technicians and on-site professionals can access schedules and client details from the road. This helps save time, since your team members know where they’re headed next, what needs to be done and who they will be serving. What if your team members travel to a place where mobile coverage is spotty? Dynamics CRM still works offline, without a connection. Your team can still see and update data offline too, so work gets done with and without an Internet connection. Remember the last time you were in a meeting with a client and unable to add details directly into CRM with your mobile device because you did not have access to their wireless network? CRM 2015 will allow users to create drafts offline that can easily be synchronized when the user is back online. With the ability to enter information from anywhere, your team members can enter accurate records, right away — no need to hike back to the office to update records. Your staff can put meeting notes in right away, seizing the opportunity to get the most accurate information uploaded on the spot. Plus, your customer service managers can monitor activities in your organization while on the go. CRM 2013’s mobile dashboard lets managers track your team’s performance, keep tabs on high priority cases and route cases straight from a tablet. Mobile CRM allows you to empower people across your organization to work smart while out of the office, but on the job. With tablet and smartphone interfaces, Dynamics CRM makes sure your team can access important information from anywhere.