What features should you consider when selecting a mobile-ready CRM for your sales team? Base CRM explores the difference between web apps and native apps, offers tips on increasing productivity through mobile and examines barriers to user adoption and how to overcome them. For more information about mobile crm, visit http://www.getbase.com

1. HOW TO CHOOSE
THE RIGHT MOBILE
CRM FOR YOUR TEAM
A check list for selecting a truly mobile CRM

2. The world of sales has changed.
Your CRM should keep up.
• No one is racing back to their rolodex
with an ink pen dripping in their pocket
to write down their most profitable
client’s 30th anniversary before they
forget it. Members of your sales team are
walking into meetings with only a tablet
in their hand.
• In essence, your CRM must be mobile
because your sales team is.

3. Not all CRMs are created equal.
• Just because you have a system that
your team uses when sitting at their
desk, it doesn’t mean this system will
travel or if it is mobile, that it will travel
well.
• This presentation with show you the
key features to look for when choosing
a mobile CRM for your sales team.

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5. First, the basics – What is CRM?
• CRM = Customer Relationship Management
• CRM software is used to manage your
customer relationships and your sales pipeline.
• It is a system that collects the data
accumulated during business activities,
including details on your leads, prospects,
current clients, past clients and deals in one
central location.
• It’s an essential tool for today’s sales people.

6. The CRM your team will actually want to use.
Available on web, Android, iOS and Windows devices
Base is the only CRM built for people and the first post-PC CRM where your
mobile CRM experience is just as important as your web CRM experience.
Base is used by tens of thousands of businesses to manage sales and
customer relationships. Our mission is to make you and your team 10x more
productive.
Try Base Free
14-day free trial

7. What is mobile CRM?

8. A mobile CRM packs the full punch
of a CRM into a mobile device, such
as a smartphone or a tablet.

9. Mobile CRMs offer a solution
that works anywhere – in the
office, at a conference table,
in the field, and from the train.

10. Just because it has the word “mobile”
in the product description doesn’t mean
it has all of the features you need.

11. You need a robust mobile
CRM that works everywhere
your sales team does.

12. Essential features
of a truly mobile CRM

13. 1
It’s easy to use and promotes
user adoption.
• Only 30% of all CRM licenses are ever activated.
• Most CRMs are cumbersome and add little value, which means
sales reps hate them. If they hate them, they won’t use them.
• Look for a solution that’s easy and enjoyable to use. The more
user-friendly it is, the higher its adoption will be.

14. 2
It works on all your devices.
• You use more than one device to access data and your CRM
should work on all those devices.
• Look for a CRM that offers the same features you use on the desktop
version on phones and tablets running iOS, Android or Windows.

15. 3
It increases sales productivity.
• Is it quick and easy to enter data?
• Is some, if not most, data automatically captured?
• Are users actually going to save time by using the CRM
or are they going to waste time on admin?
• Are there value-add features like task automation or goal
progress tracking?
• Look for a CRM that makes the sales person more
productive and saves them time.

16. 4
It’s full-featured.
• Many CRMs offer a mobile solution that’s read only
or limited in features.
• Look for a full-featured CRM, not a limited edition.

17. 5
It loads quickly.
• Your CRM carries a lot of data, which means that it could
take a while to load if it’s not built properly.
• It may also slow down when you’re on a slow internet
connection.
• Look for a CRM that’s lightweight, responsive to the
device it’s used on and designed with mobile in mind.

18. 6
It’s native on your device, not just
a browser version of the web app.
• A solid mobile site is good, but a modern
CRM should offer mobile and native apps.
• Web apps will allow you to launch the
application from any device you log in
from, while native apps are downloaded
directly onto your device and are
specifically built to work on a given
operating system.
• Look for a CRM that offers native apps
for your device.

19. 7
It syncs automatically.
• A good CRM updates all changes, additions and edits across
all devices where you have it installed.
• It’s smart enough to sync frequently so you never miss
important details when switching devices.
• Look for a CRM with automatic sync between any of the
devices you use.

20. 8
It has offline access.
• You get signal in most places, but
not all places.
• You never stop working and neither
should your CRM.
• Look for a CRM with offline access
to your data and one that syncs any
changes automatically as soon as
you’re back online.

21. 9
It’s free for you to try.
• You wouldn’t buy a car without driving it around the block.
Why should you make a major investment in your company’s
infrastructure without giving it a go first?
• Any legitimate CRM provider will offer you a trial version of their
product, including the mobile features. Make sure the mobile
offerings jive with your sales team before you make a full
investment.

22. Mobile is the new must.

23. Your sales team isn’t glued to their desks. Your CRM shouldn’t be
either. A truly mobile solution goes on the road with your
team and allows them to work whether they are taxiing before
take off or catching the ferry home. And it works on the
preferred device and operating system of the user, not the
CRM programmer. And that is good news.

24. Sales reps are an ambitious bunch, and they want to close deals.
Your job is to provide them with the tools they’ll use to direct
that energy toward increasing your bottom line. Shop for the
features that meet the needs of your mobile sales team and
make sense for your 21st century market.

25. Base CRM is an intuitive, easy-to-use tool that
takes just minutes to set up. You’ll get powerful
features such as:
•
Customizable pipeline
•
Unlimited contacts
•
Automated tasks
•
Sales goal setting
•
Social media Contact Clipper
•
Dynamic reports
•
FREE native mobile apps for Android, iOS, Windows
•
Integrations with other tools like Outlook or Gmail

26. Powerful on mobile and on the web.
A smart CRM can make a good sales team great.
Base is the next-generation customer management
tool specifically designed to boost productivity and
keep your team on track, whether they’re at their
desks on on the road. Base was created and optimized
to make the customer management process easy,
insightful and relevant for the new generation of sales.

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28. Base Mobile. Take your CRM anywhere.
Native mobile apps for iPad, iPhone, Android phones & tablets and Windows Phone to
take your CRM on the road. The days of waiting to get back to the office to update
your CRM are over. No matter where you go, Base is along for the ride. All your data
is always in sync. It's a perfect complement to the robust Base web application.
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14-day free trial

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