Is Developing A Mobile CRM Already A Trend Today and in the Future?

Exhibition Builders
4 min readOct 14, 2021

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The amount of people connecting to the Internet with their devices is astonishing. Although it’s difficult to name the exact number of Androids, iPhones, tablets, and other IoT devices currently in use, stats say that there will be approximately 46 billion connected devices by the end of 2021 — a 200% increase since 2016! So businesses across every industry, including CRM vendors, should consider that trend and focus more on mobile CRM.

Connected devices transformed the way users search, collect data, and choose to interact with brands. This change has had a significant impact on office sales, marketing, and retention teams. With mobile CRM, they can work on the go and access tasks even when they are outside the office. The benefit is twofold. On the one hand, managers can easily access schedules, retriev
e reports and arrange necessary files in one but secure source; on the other, investors and traders get the response and attention they need without delays.

No doubt that we are witnessing a trend when a prevailing number of CRM firms are becoming mobile-friendly. Many businesses are taking advantage of mobile versions that integrate lead tracking,calls, email functionalities, calendars, data reports from anywhere in the world. And this trend is
certainly to be maintained in the future as well.

CRM mobile version status quo

Incorporating mobile technologies into CRM systems is an excellent option to achieve collaborative processes between companies and customers. The availability of mobilefriendly CRMs like Zoho CRM, HubSpot CRM, PipeDrive, SalesForce Essentials, and many others demonstrate that mobile CRM is in great demand. However, the overview of the best CRM vendors reveals that their mobile apps pose several limitations, indicating that there’s still much
room for improvement. For example, some mobile CRMs have poor marketing integration, few features, and lack the visual pipeline view and customization. Others, on the contrary, have too many integration features, making it difficult to distill between marketing, sales, and customer service. And others might be too expensive, very complex in usage, or have unreliable tech supp
ort. These are issues that are evident in the current mobile CRMs.

commerce CRMs can’t accommodate specific needs of brokerages, which are MT4/MT5 integrations, deposits/withdrawals, payment gateways integration, IB portal with rebates schemes, KYC provider integration, security provisions, different instruments section, tech support service,
API, and data report. They are more complex, and developers have to find ways to integrate them into mobile versions while ensuring that they are convenient in operation and don’t become a burden for teams.

Percentage of brokers providing CRM for phones

The precise data on the percentage of brokers providing mobile CRM are lacking. Nonetheless,we can get a snapshot of the current development based on general statistics. For example, rated #1, Salesforce CRM serves about 150,000 (40.19%) companies in different industries. 20,901 companies are using Zoho CRM, including its mobile version, accounting for 6.36%. 27, 39
1 companies use Microsoft Dynamics CRM, accounting for 8.34%.

The global mobile Customer Relationship Management market might reach 15 billion by the end of 2021 as businesses invest more in IT technologies to manage customers from their mobile devices. And even though mobile CRM is less utilized than its desktop or laptop counterparts, the increasing number of mobile phones and tablets suggests that over 80% of users connect to
their CRM through their mobiles. (SuperOffice)

According to SuperOffice, only 34% of businesses in Europe employ mobile CRM. These stats are likely to suggest that brokers mostly opt for desktop CRMs. Yet, it’s evident that they will have to move to another level, given the sheer undeniable data provided in the next paragraph.

Is the development of mobile CRM worth it compared with the potential profit?

The money put in the development of desktop or laptop CRMs has proved to be a profitable investment. Many CRM vendors have confirmed this.

57 Key Software Statistics:
2021/2022 compiled by a research platform Financial Online demonstrates that 13% of companies state that investing in CRM is one of their top sales priorities (HubSpot 2020). An advanced CRM solution can bring an ROI of 45% per dollar invested, according to ReadWrite (2020).

Furthermore, 92% of companies said that CRM was critical in realizing their revenue goals (SuperOffice 2021). According to McKinsey & Company, CRM helped to raise their profits to 10%. As per Forester, businesses using mobile business apps achieve a 77% of productivity and efficiency of front-office employees.

The data about mobile CRM exploitation is staggering. SuperOffice reported (2020) that employees of mobile business applications witnessed a 74% increase in customer satisfaction and 87% improvement in sales. Similar sentiments are showcased by SuperOffice, CRM .org, OuterBox, and Martech Zone.

Another important aspect is a high rate of adoption by teams. Some businesses had difficulties in engaging their employees to adopt the software. However, the advancement of mobile CRM systems changes everything. Salespersons are more prone to adopt mobile than desktop CRMs.

Mobile phones have shown to be very convenient devices that may provide brokers with unrivaled possibilities to increase customer satisfaction and support marketing and sales activities.

Will CRM mobile features become mainstream in the market?

Since the start of the mobile CRM services market, it continues to attain a substantial size. Many surveyed companies believe that mobile CRM today is a general approach for easing the job of their teams and getting instant access to clientele. Yet, the realist pushed by better productivity, competitors, and enhanced customer experience.

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