5 reasons why a mobile CRM platform is the best solution for field sales reps

Constantly bouncing between warehouses, retail outlets, trade shows and the like, sales reps spend most of their time outside the office. Therefore, it’s critical for them to access important sales and order information at any time and anywhere.

Enter Mobile CRM. A mobile CRM platform give sales reps the ability to close sales and make orders from any mobile device. The days of using the office computer to find customer data or use CRM software are soon to be gone. The future is CRM mobility which allows customer and product information to always be at sales reps’ fingertips.

Here are 5 reasons your B2B sales reps need a mobile CRM app:

1.    Staff convenience and reduced costs

Leverage mobile CRM’s BYOD (bring-your-own-device) capability to benefit both management and staff. This capability translates into field staff being able to work from a convenient and familiar device that gives them instant access to product and customer data at all times – be from the office or on the road. It also cuts down on implementation costs, as companies don’t have to worry about buying new devices and training their employees to use them.

Likewise, it’s easy for management and staff to use a mobile CRM platform on their mobile phones and tablets, as typically it runs as a native app on all operating systems. In addition to allowing access to the same features as the desktop version, the mobile platform also brings together unique mobile features like GPS functions, the camera, and other productivity apps.

2.    Fully functional in offline mode

Sometimes sales reps who are out of the office and on the road or in the warehouse end up in areas where mobile internet coverage is patchy to non-existent. Not to worry though, the function of a mobile CRM platform isn’t the only reason they are so readily accessible and easy to use – the platforms can also work in offline mode.

This allows sales reps to access important information for answering customer questions and making sales, even in the absence of an internet connection. This feature is a potential lifesaver for field reps who must visit and conduct business in places where internet connectivity isn’t a given.

Learn more about the Pepperi Mobile Sales Platform

3.    Increase field staff productivity

Sales reps will thank you for switching to mobile CRM because one of its many benefits is that it streamlines their workflow. Gone are the days of having to rely on paperwork – sales reps and back-office staff alike can now maintain and access all their data using a single platform.

This has other hidden benefits, too. By serving as a uniform platform for centralised sales and ordering information, mobile CRM solutions reduce the possibility for human error, making employees and the system they work in more efficient overall.

Another time-saving feature of a mobile CRM platform is the ability to have staff send messages to one another and keep track of their daily activities, thereby reducing almost entirely the need for telephone calls and emails between employees. This should allow sales reps to spend more time making sales and less time fixing communication errors.

4.    Boost average order size

By now we know that a mobile CRM platform enables sales staff to maximise their sales by accessing product information and answering customer questions from anywhere, at any time. But astonishingly, on top of helping sales reps increase the volume of sales they make, a mobile CRM platform also helps increase average order revenue.

Likewise, a mobile CRM platform has the benefit of letting reps define unique discounts and up-sell and cross-sell promotions for each customer – and because discounts tend to drive customer purchases, they allow employees to negotiate larger orders.

5.    Enhances customer service

By streamlining the order registration process, a mobile CRM platform allows sales reps to spend more time doing other, equally important tasks. For example, customer and product information accessed through the mobile platform enables reps to answer customer questions on the spot, and provide better product advice to the customer.

This is achieved by providing sales reps with visibility into customer purchase history, keeping track of order statuses, observing purchasing trends, and ensuring there is enough stock of in-demand items available.

What this all boils down to at the end of the day is sales reps who appear to know their products like the backs of their hands. With so much information at the their fingertips it means fewer mistakes, faster order-taking, and thorough knowledge of customers. This ultimately puts your customers at ease, as they know they’ve come to a company that is customer-centric. See how the Pepperi Mobile Sales Platform can help increase efficiency and revenue for your field sales team.