Mejor CRM móvil para gestionar relaciones clientes

Identificación y segmentación de clientes

Consiga que sus usuarios de campo recopilen toda la información necesaria sobre su cliente, incluida la ubicación GPS, según sus necesidades con atributos y condiciones personalizados basados en los roles de usuario o tipos de cliente. Mantenga su lista de clientes siempre sincronizada en móvil y web. Asigne clientes a sus usuarios de campo para que vean su cartera. Capture notas para realizar un seguimiento de lo que se ha hablado con sus clientes. Califique y segmente automáticamente a sus clientes en función de sus actividades.

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Optimización de la cobertura geográfica

Visualice en un mapa web o móvil dónde se encuentran sus clientes. Defina territorios para estructurar su cobertura. Con el geo check in, asegúrese de que se han realizado las visitas a los clientes y de la calidad de sus datos. Optimice la ruta que siguen sus usuarios en campo para visitar a los clientes, a fin de reducir el tiempo de transporte y el consumo de combustible.

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Mejora de las relaciones con los clientes

Analice en la web y en el móvil informes dinámicos sobre el rendimiento de los clientes. Envíe una notificación por correo electrónico o SMS a su cliente después de cada visita para mejorar la transparencia en sus relaciones. Interactúe automáticamente con los clientes a partir de cierto nivel de KPI con nuestros atributos dinámicos. Comparta el estado de cuenta.

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Frequently asked questions

What is Mobile CRM?

Mobile CRM (Customer Relationship Management) refers to the use of mobile devices, such as smartphones and tablets, to access and manage CRM data on the go. Mobile CRM apps empower sales teams, customer service teams, and other CRM users with the ability to access critical customer data, sales information, and communication tools from anywhere, at any time.

This connectivity ensures that they stay engaged with customers, manage sales activities efficiently, and make informed decisions in real-time.
These mobile CRM solutions come packed with a variety of features, including contact management, lead management, sales activities, marketing campaigns, performance tracking, and sales leaderboards.

They also offer real-time data access, geolocation services, integration with other tools, customizable dashboards, secure access, offline access, voice commands, and AI assistance.

By leveraging mobile CRM, businesses can significantly enhance their customer relationship management and sales processes, improve customer engagement, and boost sales productivity.

What are the advantages of Mobile CRM Analytics and Reporting?

Mobile CRM analytics and reporting provide businesses with valuable insights into their sales activities, customer interactions, and overall sales performance. Mobile CRM solutions offer a range of analytics and reporting features, including sales performance tracking, customer behavior analysis, and sales forecasting.

By leveraging mobile CRM analytics and reporting, businesses can make data-driven decisions, optimize their sales processes, and improve customer engagement. Analyzing sales data and customer interactions helps identify trends, patterns, and areas for improvement, enabling businesses to refine their sales strategies, optimize marketing campaigns, and enhance customer service.

Furthermore, mobile CRM analytics and reporting provide real-time visibility into sales performance, allowing businesses to respond quickly to changes in the market or customer behavior. By utilizing mobile CRM analytics and reporting, businesses can gain a competitive edge, improve sales productivity, and strengthen customer relationships.

How mobile CRM can ensure security and compliance?

Security and compliance are paramount when it comes to mobile CRM solutions. Mobile CRM apps must ensure the security and integrity of customer data, which is often sensitive and confidential. To address these concerns, mobile CRM solutions employ various security measures, such as encryption, secure login protocols, and user access controls.

Moreover, mobile CRM apps must comply with relevant regulations and standards, such as GDPR, HIPAA, and PCI-DSS. This requires implementing robust security controls, such as data encryption, access controls, and audit trails.

Additionally, mobile CRM apps must ensure that customer data is stored and processed in accordance with applicable laws and regulations.

To ensure mobile CRM security and compliance, businesses should select mobile CRM solutions with a strong track record of security and compliance. Implementing robust security controls, such as multi-factor authentication, data encryption, and access controls, is essential.

Regular security audits and penetration testing can also help identify vulnerabilities and ensure that mobile CRM solutions remain secure and compliant.