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How a Mobile CRM Can Enhance Your Business

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Mobile phones have been a significantly transformational and trending adoption since their invention. According to the Market Analysis Report, mobile marketing has grown to sizes that have been valued at USD 65.06 billion in 2019 and are forecasted to hit USD 337.8 billion by 2027.

It’s an incredibly lucrative and competitive landscape. In-app solutions and marketing adoption growth factors across all sectors show high promise for industries.

Have you heard of mobile CRM?

Are you looking to streamline your Direct Store Delivery (DSD) sales? As distributors, manufacturers, wholesalers, and CPGs who sell inventory, find an affordable, time-saving way to streamline your business.

Follow along to learn more about how this streamlined customer relationship manager can help with DSD.

What is Mobile CRM

Customer Relationship Management (CRM) software is essential for businesses of all sizes. Mobile CRM is no exception. It is normal CRM but you can access it at any time through any device, including your mobile phone.

You can keep track of your business in real-time from anywhere you have internet access and improve your customer engagement.

DSD companies need an Enterprise-wide mobile platform that connects everyone and everything. From the field and customers to corporate headquarters.

Mobile CRM is software that suppliers, and other businesses can use to help manage direct-store delivery sales. It allows a relatively new and efficient avenue for sales representatives to send orders and communicate with customers directly from the warehouse or store where they work.

Get Personalized Insights into Your Business

Industries thrive when they have the correct information at their fingertips. That’s where this tool comes in – it provides you with tailored insights and reports into your business to make better decisions.

The customer data platform offers powerful analytics that lets you see how your interactions affect your business. Personalize your insights based on all the collected customer data in one place. CRM mobile apps are also robust tools companies can use to manage their contacts, calendars, and notes on the go, amongst other things.

In addition, you’ll receive alerts when new opportunities or customers are available since it can track leads and follow up with them regularly. Meaning you’re always ahead of the game. With mobile CRM, you can keep up with changes in customer behavior – no matter where they are.

Allowing companies to communicate with customers on a singular platform can be more engaging and interactive. A vital component of any successful business, mobile CRM and the right B2B order management help increase profits and growth.

However, a challenge is that the customer relationship manager requires a high level of user engagement. Not only that, but it also needs to have the ability to integrate with the systems you require to capture relevant data. That includes customer data.

For CRM mobile apps to succeed, companies must make it easy for all users to get started and work around the relevant information. From employees right on up to customers.

Why do You Need Mobile CRM?


You shouldn’t need to pay for a separate software or hardware package with the right customer relationship manager. You only need a smartphone and an internet connection. This solution allows you to:

  • Manage customer data in real-time and track customer interactions.
  • Use it to improve your customer relationship strategy to increase customer retention rates.
  • Increased team collaboration and work satisfaction.
  • Complete access to records from any device and at any time.
  • Reduced management and operational costs.
  • Better decision-making on operations, marketing campaigns, and sales strategies.


There are many benefits to mobile CRM, but it also has its share of challenges.

  • Managing records can be time-consuming if the information is transferred between unintegrated systems.
  • The security and privacy aspects can become a challenge.
  • If users are not actively using the software, it can be challenging to generate accurate results.

The Importance of Mobile CRM for Employees

Employees today are constantly on the go. Businesses need to keep up with the ever-changing trends. By using mobile CRM, companies can quickly respond to questions and concerns from their employees.

Additionally, it provides an overview of employee performance, which can be valuable information. Further, the CRM mobile app can be helpful for employees who have to work from home or on the go.

Mobile CRM is a great way to manage your workforce and keep them happy!

Things to Consider When Choosing a Mobile CRM

When choosing a mobile CRM, it’s crucial to take into account a variety of factors. One important factor to consider is customer reviews. Reading these lets you understand how well the product works for others.

First and foremost, you’ll need to decide what type of software is best for your business. You’ll want to guarantee that the mobile CRM system is compatible with your other systems and devices while meeting your specific needs.

Here is a list of the factors you should consider when choosing a mobile CRM to include:

  • User interface and design
  • Integration and synchronization capabilities
  • Cost, features, and support
  • Security

Most mobile CRM solutions include features such as password protection and encryption of customer data to combat security issues. Guarantee safety and software is one of the critical features you analyze when looking into CRM solutions.

Consider the price and whether it offers what you need. Ensure the software has features that will help you better manage your business. There are many different options available, so it may be helpful to consult your accountant and relevant teams to determine the most appropriate solution for your needs.

Choosing the right app solution for you can increase your business efficiency and productivity.

Want to Know More?

Mobile CRM is a growing trend that is simplifying the way companies operate. By following the standards we outlined in this blog, you can build a successful mobile CRM system that will help you streamline your business processes and improve engagement.

We hope this guide lets you think about how to improve B2B order management and other solutions. If you’re a wholesaler, manufacturer, or CPG looking to embrace streamlined solutions, we have what you need to know!

Order Taker is the most user-friendly and feature-rich wholesale mobile ordering app and B2B eCommerce web store on the market today. Stay tuned for more exciting updates, and contact us today to learn more.

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