Mobile is increasingly gaining ground for private and business purposes. More and more business processes are handled via mobile. It is no coincidence that higher management of companies is increasingly prioritizing the provision of mobile connectivity for employees. If only because of the cost reduction and higher efficiency. These things accelerate the need for mobile CRM. Almost every employee already has the mobile phone, so why not use it to organize business processes, such as the CRM process, more efficiently? And furnishing more efficiently, that yields cost benefits.

Real time information

The advantage of always on is that with a mobile CRM you always and everywhere have access to all customer data. From quotations and email traffic to order history and payment history. So you can enter your appointment with access to a mobile CRM completely up-to-date; even if a colleague has had contact with the customer fifteen minutes earlier. No calling back and forth to coordinate the latest things with the back office, no looking up files in the cloud, no browsing email archives. Thanks to the mutual connectivity, the mobile CRM offers real-time information and that from one location on your device: namely in your mobile CRM system.

Alerts via mobile CRM

The need for real-time information does not only apply to the representatives or technicians on the road. Senior management can also receive alerts via a mobile CRM that they consider desirable. Managers can agree to contracts along the way that their sales managers want to conclude. They can retrieve management reports, or statistics, from the mobile CRM on the go. Always based on the latest data. With this data, they stay in control and keep a grip on the KPIs they set for CRM.

Advantages and necessity of mobile CRM

Location based CRM

Handy telephone functionalities give the mobile CRM that little bit extra. The GPS function or location-based functionalities of a smartphone ensure that sales managers or the technical service can plan their trips smartly. You can also quickly see which companies are located near your appointment, so you can drop by and keep in touch. This was previously possible, but it was mainly a question of whether the sales manager had sufficient geographic knowledge and whether he knew by heart which contacts were in the database. Only then could he think that company X and Y were on the route of his appointment at company Z. Compare it with Google Maps or other navigation system that show all kinds of POI (points of interests) on the map near your destination.

Tailored to mobile use

Just like any other CRM system, the mobile CRM can also be fine-tuned to what you expect from a mobile CRM. For example, sales managers will use the system differently from marketing employees or the technicians. The MT will also wish to make other information available via mobile than the employees on the road. By taking into account other wishes and functionalities for each role and customizing the mobile CRM, it is optimally utilized. Then its use will be most efficient.


There are always caveats. Smartphones are used privately and accessed in public places. This requires quite a bit of information security. A good CRM strategy takes data privacy into account.