A mobile contact management app Can Give You a Visual Sales Pipeline
A visual sales pipeline can be a great tool for businesses. Not only can it help you plan workload and plan for any purchasing or production needs, it can also help you measure, at a glance, the financial wellbeing of your business. A CRM is a great tool to help you create a visual pipeline and you can also use a mobile contact management app to help you keep track of it, check it, and / or update it from anywhere.
Get More Accomplished in a Day
A CRM with a mobile contact management app will help you streamline your day. Not only can you have tasks, deals, and contacts at your fingertips at your desk but you'll be able to access and update details while you're away from the office, too. This means you can update and access info during or after client meetings. The easier it is for businesses to input and access their information, the more likely they are to use their CRM tool to its full capabilities. The right access and the right user interface make a big difference.
Way Better than an Excel Sales Template
Some small businesses think that an Excel sales template will do a passable job instead of investing in a CRM with a mobile contact management app. A simple spreadsheet doesn't offer remote access, is a complicated document to share with others, (especially when it's continually updated) doesn't prompt action based on deadlines, and doesn't offer you an at a glance dashboard that makes it easy to plan your day. You also can't easily update your sales template the minute you know a deal has moved from quote to 'awaiting purchase order', and so on. A CRM with a mobile contact management app lets you access, update, and utilize vital information anytime and anywhere. And it doesn't have to cost a fortune, either.
Test Drive a mobile contact management app with Base
Base offers you a great web-based CRM and a mobile contact management app that helps you do a great job of effectively managing customer relationship management data well, even while away from your desk. It's vital to track your sales, deals, and customers and Base helps you do this easily. You don't have to break the bank using Base, either. The Starter edition is free.