Unplug from the Desk without Unplugging from Your CRM
Busy people often think they don't have time to log everything in a customer relationship management database (CRM) because they think it'll drastically slow them down and keep them 'chained' to their desk and buried under details. It doesn't have to be this way. If you use a simple but effective CRM that includes a mobile contact manager, you can access your data securely from anywhere. If you're using an easy and intuitive tool, it just takes a few taps or clicks to keep it filled with useful and relevant data that will help guide your day in a successful direction.
Update Deals from Anywhere with a mobile contact manager
Busy people don't want to wait until they're back at their desk to update their CRM. A mobile contact manager can give you the ability to update people, deals, notes, tasks, and other details on the fly. If you have to stop and catch up with your CRM updates, there is a chance you'll forget and that CRM is only as good as the info in it. Updating a regular web-based CRM on a smartphone isn't always easy, either. A small smartphone screen doesn't support all websites. Using a mobile contact manager that was specifically designed for your device makes updating with a few clicks or touches to the screen simple.
Separate Leads from Quotes and Deals and More
Knowing where everything you're doing is at in the sales funnel can make a big difference for your time management. Seeing your pipeline at a glance and having the ability to drill down to specific deals, specific tasks, contacts, conversations, and more could be extremely helpful. A CRM with a mobile contact manager can help you access this information and move things easily through the sales funnel. Your ability to update as things happen will ensure that every important detail gets logged and keeps your CRM up-to-date.
Test Drive a mobile contact manager with Base
Base offers you a great web-based CRM and a mobile contact manager 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.