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If your business is thinking of making or obtaining a mobile phone-enabled CRM app to ensure the work of all team members especially those in the field improves and becomes easier, then this blog is a must-read. We have put together some important features which your phone app should have. So if you are in the market to have one custom made for you or customized, then you should definitely be aware of these features.

These are the important features that every mobile CRM app must have: 

  • Native Mobile Interface, Push Notifications, Voice Recording: Mobile CRM apps with personalized push notifications, voice notes, a native tablet app, and a cell-optimized interface can improve the work of team members on the field.  The CRMs that replicate desktop or web app functions in a cell phone tend to have a clunky interface that restricts its intended users due to lack of desktop inputs rather than working on the cell’s strengths.

  • Import Call & SMS Records, Import Contacts, Automatic Logging: The personnel on the road need the same call features enjoyed by the inside sales team.  Importing call and SMS records or contacts straight from a phone saves valuable time with data entry while minimizing the issues with information entry. 

  • Team Messaging, Task Assignment, and Ability to Tag peers: Certain cell phone CRM apps generate a basic user experience in which company personnel has access only to their relevant information while collaborative functions are parked on the web app. Joint sales processes benefit from apps that include team activity feeds and the option to tag others in the company or team.

  • Offline Access, Online Data Sync: Employees on the road/field have a tough life including when they get free to speak/correspond and so on. A great cell phone CRM app lets users update their records, create & delegate assignments, and observe reports that are accurate with its last sync even when a network signal is hard to come by especially in rural India. When network connectivity resumes, the app can automatically sync itself. At times many factors prevent field personnel from making entries or updates; this should not be a hindrance to the day-to-day work.

  • Ability to scan business cards: This option should be or is being implemented in different ways in cell phone CRM apps, and lets company personnel use the camera to scan business cards. This lets the contact information entered into the database for use by the company.  This is mighty useful when personnel is attending major trade shows, events, and exhibitions. Entering data from so many cards becomes a piece of cake. No longer are human hours wasted in manual entries or information loss due to cards being misplaced.  

About the Author

RS Maan

Maan joined Salesforce Ecosystem in 2008 with entry of Salesforce in APAC region. He worked on many of the underlying Salesforce Products & it’s functionality, including Heroku, Chatbots, and Einstein before leading Codleo Consulting - Leading Partner of & In his spare time, he immerses himself in travel, books and spirituality.

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