In today’s hectic business world, sales calls, meetings and any number of other events routinely take people away from their desks, and more importantly, away from their computers. This limits the access they have to their customer relationship management (CRM) software and contact databases. For salespeople in particular, this makes success difficult because they depend on the information maintained in these systems.

However, the proliferation of mobile devices has made remote access to these resources possible, and mobile CRM products have arrived to help close the gap between onsite meetings and the desktop sitting back at the office. With the right mobile CRM solution, salespeople can access important data from company servers and can update information quickly and efficiently from their mobile devices.

The key to this is finding the right solution based on the company’s need. There are literally dozens of these mobile CRM products on the market, and deciding which has the best features and capabilities can be a challenge, and unfortunately, some mobile CRM products are missing key elements that will ensure successful product implementation.

When considering which options are most important, some should be at the top of the list. Here are some suggested must-have features to look for when trying to find the perfect mobile CRM solution:

1. Growth Potential - When choosing the right mobile CRM solution, be sure to account for the company’s growth potential, and then consider whether or not the software will be able to handle the anticipated increase in workload and business expansion. Adding additional salespeople increases the need for collaboration and retrieving cross-team information. A truly scalable solution should be able to operate as effectively with a whole fleet of users as it does for a single individual.

2. Ease of Use - As with any business product, a new mobile CRM solution will only be profitable if it is used regularly. Look for a mobile CRM solution that has an easy-to-use interface and intuitive features. Several products on the market are built around flashy interfaces and a multitude of features that seem impressive. In the end, however, these simply add clutter to the product and confuse the user. A successful implementation of a new technology solution hinges on user approval, and any IT administrator will say adoption is best achieved when the product is simple and familiar.

3. Synchronization Capabilities - One of the most important features a mobile CRM product should have is the ability to synchronize data between mobile devices and desktops. Look for an application that can synchronize not only while in the office, but also out on location. Mobile synchronization assures access to the most current data for each client account, even moments before walking into an important meeting. It also allows salespeople to send updated records of any recent transactions back to the office so work on the order can begin immediately.

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