4 Ways Your Team Can Use a CRM App

Today, most people use apps for banking, messaging, entertainment and fitness. GPS apps pilot us through cities. Smartphones have become portals we use to summon rides across town or Thai takeout for dinner.

If apps are so powerful, why not use them for business, too? Businesses that are still only using email and calendar apps may be missing out. If you rely on digital marketing tools, it's worth asking whether they're available in an app-based format.

Customer relationship management (CRM) software is one technology that should always be mobile-friendly. By going mobile, you'll keep the full power of your CRM software at your fingertips—no matter where work takes you.

Read on to learn four ways CRM apps can enhance daily business operations.

1) A CRM App Supports Traveling Sales Teams

The rise of e-commerce means that even small businesses now cover global territory. Your next wholesale inquiry could just as easily come from Toledo, Toronto or Timbuktu. As your business grows, your sales team might need to roam the world in search of new relationships.

A global mindset demands technology to match. A CRM app makes it easier to build and access detailed client profiles, even when your team is in transit. Before stepping into a meeting—or stepping out of a taxi—you can review the latest client activity.

After meetings, sales staff can jot down fresh memories without delay. Along with the added convenience, mobility supports more accurate record-keeping. Over time, these small improvements can add up to a more sophisticated database.

The days of clunky laptops or desk-bound computers are long gone. Today, your sales team needs a CRM solution as mobile as they are.

2) A CRM App Creates Shared Language and Systems

There's nothing less efficient than quibbling over semantics. But if you've ever worked in a corporate environment, you know teams can while away countless hours attempting to get on the same page.

Teams often develop their own unique quirks, from email habits to spreadsheet management. Left alone for too long, teams can drift apart in a sea of incompatible record-keeping. That's how you end up needing endless back-and-forth, just to get on the same page.

Instead, a CRM app can help create a framework for streamlined collaboration. Employees can share equal access to features such as:

• Dashboards that track teams' progress toward their goals
• Shared metrics such as company-wide response times and win rates
• Top-level progress reports that pull information from multiple teams

When maintaining your CRM is as easy as a swipe or a tap on your smartphone, there's no reason not to stay on the same page.

3) A CRM App Unites Remote Teams

Coworking spaces like WeWork and The Wing are more common than ever. If this trend tells us anything, it's that more people are working remotely than ever before. Today, companies need mobile solutions more than they need real estate.

Once seen as a second-best option, remote work can open new possibilities. Once you embrace a remote workforce, you won't be limited to the best talent in your area. Instead, you can hire the best person for the job, period.

Your CRM app is a vital tool for building teams that span geographic distance. Your employees might be scattered across different states, time zones or offices. But they can still collaborate a shared workspace—albeit one that's digital.

Use your CRM app to streamline project management and even keep tabs on employees' productivity. With so many options for digital collaboration, there's no reason not to embrace remote work.

4) A CRM App Embraces Employees' Mobile-First Preferences

Good employers think about how work fits into their staff members' lives. Today, your team is more likely to reach for a smartphone or tablet than a computer.

Your CRM app gives employees options for when and how they work. Because CRM apps are cloud-based, there's no difference between logging in on a desktop or an iPad.

Sometimes, a CRM app can be even more effective than the desktop version. For example, you can download GoSite's mobile app to gain access to helpful features that go beyond a simple CRM. Options include:

• Text notifications for urgent messages
• Alerts when new online reviews become available
• Instant access to up-to-date analytics reports
• Quick links to customer profiles, accessible from any smart device

Companies that don't embrace a mobile-first mindset simply make it more difficult for employees to do their jobs.

It's Time to Invest in a CRM App

If you're thinking of invest in CRM software, a CRM app is a must-have feature. To recap the benefits, CRM apps are:

• Convenient for traveling employees
• Centralized and capable of breaking down silos
• Collaborative for remote teams
• Modern and mobile-first

Want to learn more about how a CRM app can help build your business? Download GoSite's free eGuide to discover new tips today!