Mobile CRM Implementation Tips

Advances in business technology have made it much harder to stay up to date with the most up to date features and applications for your company. With the wide number of options faced when implementing these newer, more “improved” applications, it is easy to get confused and may prevent companies from implementing newer solutions that could benefit the company. The perception of these challenges faced when integrating and implementing new CRM applications is often a headache many companies try to avoid. However, as CRM companies begin to adapt and listen to the needs of its customers, instances of complicated CRM implementations are becoming less common.

Mobile CRM is a recent advancement in the CRM sector that has drawn a lot of attention. With the growing popularity of advanced cellular phones, it has become possible to create business applications tailored for these mobile devices. However, many companies may be deterred from investing in this new technology due to the headaches associated with implementation of mobile CRM applications. Preparing for implementation of mobile CRM applications is critical to having an enjoyable experience associated with this implementation period. Smart planning and effective training can make the difference in smoothing over the transition to a mobile CRM application.

Here are some simple steps you should follow in order to effectively integrate new CRM applications with your mobile devices.

1. Analyze your needs.

Understanding what features you need and the features available from different companies is critical to selecting the right product. Taking time to ensure the appropriate amount of research as well as an accurate assessment of needs will make it much easier to select the CRM solution most appropriate for your company’s needs.

2. Design your Mobile CRM screen.

Fitting the massive amounts of data onto a limited mobile phone screen is a very daunting task. The limited amount of space on the screen makes it necessary to choose what data you feel is necessary to make available in your mobile CRM application as well as the design of how that data will be accessed.

3. Testing Phase

Testing is critical to ensure a smooth transition to a mobile CRM solution. Allowing the users to test and provide feedback allows companies to tweak the system to best fit those who will be using the new applications the most. This will make it easier for employees to learn as well as make them able to work more efficiently, benefitting the company by saving time on training costs as well as employee work time.

4. Rolling Out the Final Solution

Once all feedback has been taken into consideration and the necessary adjustments have been made, it is time to present this new finalized solution to the users. Effectively training employees early on will save many headaches in the future and prevent any mistakes from jeopardizing any potential business deals in the future.

5. Review the Results

Overlooking this part is often a mistake many companies make. Gauging the effectiveness of the new solution is important to determine whether or not it fits the company’s needs as expected. Reviewing the performance and going over feedback can save the company a lot of trouble in the long run as it is much simpler to search for a new solution earlier rather than search for a new solution at a later time when business processes are built towards a solution that doesn’t fit the company.

Implementing a new CRM solution can appear to be a daunting task. However, if companies take the necessary steps and layout the appropriate strategy, implementation can be a very smooth and seamless process.

Tags: CRM Advice, CRM Implementation, CRM Tips, Mobile CRM