Mobile CRM In Practice
Managing customer relationships successfully while on the move
Cool Life CRM offers you a number of options for accessing your customer data while mobile. At the moment, there are 3 ways that you can access your mobile and professional customer management solutions:
The first: by means of specially customized Apps for smartphones and tablet-PCs.
The second: via any of the popular browsers using a secure Internet connection.
And the third: synchronize and transfer your offline data, after your on-site or customer appointment has finished.
Variant 1: Uses mobile devices such as an iPhone, iPad or tablet-PC
Do you use an iPhone, iPad or a tablet-PC? If so, then variant 1 is for you, as it uses specially customized applications to manage your data while mobile. With the Cool Life Mobile app you can access your addresses and appointments in realtime on your CRM system. This also applies to BlackBerry devices which effortlessly access and process CRM data in realtime. The app scales automatically to fit the size of your screen, which means that operating and interacting with the software is a joy.
Field staff are kitted out with tablet-PCs and through the app they always have access to all relevant customer information. Regardless of whether employees are meeting with customers in a ski hut, or enjoying a cool-summer drink in a local beer garden – the virtual customer dossier accompanies employees wherever they go. New contracts or agreements can be processed directly and forwarded to head office at the touch of button. "Our business partners are always very impressed with our courteous service", explains Sabine Steindl, Project Manager at Almdudler.
Variant 2: Uses an internet connection and a browser to manage your mobile data
Say you are on a business trip; Using your mobile phone or even a hotel PC, you are able to log on to your CRM through a normal browser and can access all the information you need to prepare yourself for your business appointment. A few years ago, this would not have been possible, now, using a normal browser and Web client, you can access all the relevant information he needs for your appointment, no matter the location.
Variant 3: Transfers offline data while out of the office
Not every laptop has an internet connection at its disposal while mobile. However, in the following example Paradigma Energie und Umwelttechnik GmbH & Co. KG from Karlsbad highlight how you can avoid duplicate data records while on the go. In an effort to strengthen cooperation between the sales and service team and the sales support team, the company has opted to make all data on their sales and service team laptops available offline. "Our area managers look after more than 800 partner operations nationally, and they have the option of transferring data to their laptops by way of replication", explains Jörg Münchinger of Paradigma. "Our employees work independently when they are on-site with customers, with no internet connection." After their on-site visit or meeting is over, they transfer the edited data from their laptop back to our central CRM system, CAS genesisWorld. Employees select how they want to synchronize, either by WLAN, GSM, GPRS or at their desk via a docking station, cable connection, infrared or Bluetooth.
Proprietary data structures and functionality developed efficiently allows for traversing your data quickly and efficiently.
User adoption is the most crucial aspect with implementing a new CRM in any business. Friendly and easy to use interfaces make this a breeze
Protecting your business data, clients’ personal information and securing your companies processes are paramount with surpassed industry standards