Mobile CRM

How to Integrate a Mobile CRM Into Your Business Strategy

Don’t believe in the power of mobile CRM solutions? 74% of businesses polled said that using CRM software gave them access to improved customer data. Not only that but 60% of businesses believe that their productivity improved after implementing CRM solutions.

When it comes to customer relationship management, businesses today have a lot of options. They can use a cloud-based CRM, an on-premises CRM, or a hybrid CRM. 

But with mobile devices becoming more and more ubiquitous, many businesses are wondering if they should integrate a mobile CRM into their strategy. If you’re wondering the same thing then sit tight. 

In this guide, we’ll discuss some of the benefits of integrating a mobile CRM into your business strategy and how you can go about doing it. So if you’re on the fence about whether or not to make the switch to a mobile CRM, read on!

What Is a Mobile CRM?

A mobile CRM is a customer relationship management software that helps salespeople manage their customer relationships on the go.

These types of platforms typically include features such as contact and lead management, opportunity tracking, sales pipeline management, and activity and task management. 

A mobile CRM also gives salespeople access to important information about their customers, such as contact details, purchase history, and notes. This information can be accessed offline, which is ideal for salespeople who are always on the go. 

In addition, a mobile CRM meets the needs of specific businesses, making it an essential tool for any sales team. While this is a pretty standard feature of most CRM platforms, mobile or not, it’s great to be able to personalize your business solutions.

The Benefits of Mobile CRM Solutions

There are plenty of benefits that come with using mobile CRM solutions in your business. For starters, it gives your employees the ability to access customer data from anywhere at any time. This is especially useful for sales teams who are often out on the road meeting with clients. 

A mobile CRM solution also allows you to manage and update your customer data in real-time, which can be a huge time-saver. Additionally, mobile CRM solutions tend to be more user-friendly than their desktop counterparts, so your employees will be able to pick them up and use them with minimal training. 

And finally, most mobile CRM solutions offer a wide range of features and integrations that can help you run your business more efficiently. All in all, there are plenty of good reasons to consider using a mobile CRM solution in your business.

What to Look for In a Mobile CRM App

Before integrating a mobile CRM solution into your business strategy, it’s important to know what to look for. Various CRM platforms and mobile solutions exist these days, each offering a unique set of features. 

However, to ensure you’re able to properly integrate the mobile solution into your business, sales, and marketing strategies, you need to ensure the app offers the features you need. This is important in streamlining business processes and ensuring a smooth integration process.

If you’re new to CRM solutions, here are a few features you should expect out of any great mobile CRM (hint: while this isn’t a comprehensive list of our features, we offer all of these features at OrderTaker!).

Ease of Use

Ease of use is one of the most important factors to consider when choosing a mobile CRM app. After all, if you can’t figure out how to use the app, it won’t do you much good. 

If a solution offers a free demo then take advantage of that. Take some time to explore the features and see how easy it is to navigate. If you’re not sure how to use something, take the time to ask the brand about the feature.

Ultimately, when you find an app that’s easy to use, you’ll be able to get the most out of the features and functions that it offers. And when you’re able to get the most out of the features, you’ll be able to better manage your customer relationships.


It’s difficult to integrate an app into your business processes if it’s not compatible with the current software or platforms you use! This is why compatibility is critical when choosing a mobile CRM app. 

First, you want to make sure that the app will work with your phone. There are a lot of different types of phones out there, and not all apps are compatible with all of them. 

Additionally, you want to make sure that the app will integrate with your sales and marketing apps. We’re talking about the ability to integrate with apps such as PayPal, Shopify, Hubspot, Zoho, and similar platforms.

Not all CRM solutions are compatible with today’s top sales and marketing tools, so it’s important to check before you download. Finally, you want to make sure that the app is compatible with your business processes. 

Not all apps are designed to work with all types of businesses, so it’s important to find one that’s compatible with yours. By taking the time to look for a compatible solution, you can ensure that you’re getting the most out of your mobile CRM app.

Sales Performance Analytics

This is a valuable feature that can help you better understand your sales process and performance. With it, you can track things like conversion rates, average deal size, and more. 

This information can be extremely helpful in improving your sales process. 

Additionally, many mobile CRM apps also offer the ability to share this data with other members of your team. This can help create a more collaborative environment and ensure that everyone is on the same page.

Customer Relationships

Your customer relationships are what will keep your business running smoothly. The right mobile CRM app will allow you to manage your customer relationships effectively and efficiently. It will also give you the ability to track and follow up with your customers. 

In addition, the best mobile CRM solutions will also offer features that allow you to easily add and manage contacts. This way, you’ll always have your customers’ information at your fingertips and be able to quickly reach out to them when needed.

How to Create a Mobile CRM Strategy

Before you can integrate your mobile CRM into your business processes, you need to have a solid CRM strategy first. A CRM strategy can help you understand your customers better and make more informed decisions about how to grow the business. 

CRM systems can be complex and expensive, but they can also offer a lot of benefits to businesses that use them correctly. All in all, a great CRM strategy can help your business save time and money, improve customer retention, and attract new customers.

If you don’t have a CRM strategy in place, here’s what to do before integrating a mobile CRM solution.

Define Your Business Needs

Defining your business needs is the first and most important step in creating a mobile CRM strategy. Ask yourself this question to start:

What does your business need to accomplish and how can a mobile CRM solution help?

The answer to this question will vary from business to business, but some common objectives include:

  • Increasing sales
  • Boosting customer satisfaction
  • Improving customer retention

Once you’ve identified your goals, you can start to develop a plan for how best to achieve them using CRM technology. Without a solid understanding of what your business needs and goals are, you’re not likely to choose the most effective solution.

Understand What Features You Need

One of the most important aspects of developing a CRM strategy is understanding what features you need out of a CRM solution. This is because different businesses have different requirements when it comes to managing customer data. 

For example, a small business might need mobile CRM solutions that are simple and easy to use, while a larger business might need a more complex and customizable solution. 

Additionally, it’s important to consider how the features of a CRM solution will fit into your existing business processes. For instance, if you have a sales team, you’ll need a CRM solution that includes features such as lead tracking and opportunity management. 

On the other hand, if you have a customer service team, you’ll need a CRM solution with features such as case management and knowledge management. 

Launch the Mobile CRM in Phases

Mobile devices are becoming increasingly prevalent in the workplace, which means that employees are expecting to be able to access CRM data and functionality on their phones and tablets. 

However, implementing a CRM mobile solution can be a big undertaking, so it’s important to take a phased approach. Launch your new CRM strategy and solution in phases if you need to.

Start with the most essential functionality and then add new features and capabilities over time. This will help ensure that the mobile CRM meets the needs of employees while minimizing disruptions to business operations.

Implement Sales Performance Analytics

Sales performance analytics is one tool that can help to create a successful mobile CRM strategy. It’s also something that most free mobile CRM apps don’t offer.

By tracking key performance indicators such as conversion rate and average deal size, sales performance analytics can help your sales managers identify areas where their teams need improvement. 

In addition, your business can use sales performance analytics to measure the success of mobile sales campaigns. It’s also helpful in tracking the results of the sales teams’ interactions with customers. 

By using sales performance analytics in tandem with your new mobile CRM strategy, you can ensure that your sales teams are always connected to the customer data they need to close deals and drive revenue.

How to Integrate a Mobile CRM App Into Your Business Strategy

Ready to start using a CRM mobile app? Great! Now it’s time to fully integrate the app into your business strategy. For a successful integration process, follow these four tips.

Understand the Customer Journey

Any business owner worth their salt knows that customer retention is key to success. But what exactly does it take to keep a customer coming back for more? To develop a successful retention strategy, it’s important to understand the customer journey

This means taking a close look at the experience your customers have with your product or service, from start to finish. By understanding the steps they take and the challenges they face, you can identify areas where you can improve the customer experience. 

In today’s competitive marketplace, providing a seamless customer journey is essential for success. And integrating a CRM solution into your business strategy is the best way to ensure that your customers have a positive experience at every stage of their journey.

Consolidate All Data Sources

Having multiple data sources can be a headache for any business. It’s important to consolidate data sources to make it easier to manage information and make decisions. A CRM solution can help with this by integrating all your data into one place. 

This gives you a 360-degree view of your customers and allows you to track their interactions with your brand. It also makes it easier to segment and target your marketing efforts. However, to make the integration easier, it’s helpful if you can do this beforehand as much as possible.

Personalize Customer Interactions

It’s important to personalize customer interactions when integrating a CRM solution into your business strategy. Why? Doing so creates a more personal connection between the customer and the company. When a customer feels like they’re being treated as an individual, they’re more likely to trust the company and continue doing business with them.

Additionally, personalizing customer interactions makes it more likely that the customer will recommend the company to others. In today’s competitive marketplace, creating personal relationships with customers can give you a significant advantage.

Try OrdrTakr: The Best Mobile CRM Solution

If you’re looking for a mobile CRM solution that will help you get a handle on your customer relationships, try OrderTaker. Our app makes it easy to track your customer interactions, so you can always be sure you’re providing the best possible service. Plus, our handy features make it easy to get in touch with customers and get them the information they need.

Get in touch today and see how OrderTaker can help your business thrive. We’ll reach out to schedule a free 10-minute call to chat about your business needs.

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