{"id":3925,"date":"2022-07-09T02:57:22","date_gmt":"2022-07-09T02:57:22","guid":{"rendered":"https:\/\/www.privyr-test.com\/blog\/?p=3925"},"modified":"2023-07-19T07:22:33","modified_gmt":"2023-07-19T07:22:33","slug":"how-to-choose-the-right-mobile-crm","status":"publish","type":"post","link":"https:\/\/www.privyr.com\/blog\/how-to-choose-the-right-mobile-crm\/","title":{"rendered":"How to choose the right Mobile CRM for your business in 5 easy steps"},"content":{"rendered":"\n<p>Choosing the right mobile CRM can be confusing. If you ask 10 businesses what the best CRM solution is, you\u2019ll get 10 different answers. None of them is wrong &#8211; it all depends on who you ask and what they\u2019re trying to achieve. <\/p>\n\n\n\n<p>There\u2019s no one-size-fits-all CRM because each business has its own unique goals, processes, and requirements. Instead of trying to find \u201cthe best CRM\u201d for all businesses (which doesn\u2019t exist), focus on finding the best CRM <em>for your business<\/em>. <\/p>\n\n\n\n<h2>How to choose a mobile CRM?<\/h2>\n\n\n\n<p>How exactly do you choose the right mobile CRM for your business? Read on to find out!&nbsp;&nbsp;<\/p>\n\n\n\n<h2><strong>Step 1: Find out if you need mobile CRM software<\/strong><\/h2>\n\n\n\n<p>Before you start choosing a mobile CRM solution, you should understand if you even need one.&nbsp;<\/p>\n\n\n\n<p>Here are a few questions to ask yourself:&nbsp;&nbsp;<\/p>\n\n\n\n<ul><li>Do you want to scale and grow your business and revenue?<br><\/li><li>Do you want to convert more leads into customers?&nbsp;<br><\/li><li>Do you want to improve your customer service with more personalised interactions?<br><\/li><li>Do you want to maintain your customer information in a single system so you and your team can see everything at once?<br><\/li><li>Do you want to update your customer data with little to no manual effort?<br><\/li><li>Do you want to access your customer details at any time from your mobile phone?<br><\/li><li>Do you want to get notified every time a new lead submits their details on your ads or website?<br><\/li><li>Do you want to respond to new leads quicker and with less effort?<br><\/li><li>Do you want to consistently track and follow up with your leads so you don\u2019t forget any of them?<br><\/li><li>Do you want to see insights and trends about your customers, products, and teams to make better business decisions?<\/li><\/ul>\n\n\n\n<p>If you answered yes to some of these questions, you&#8217;d benefit from <a href=\"https:\/\/www.privyr.com\/blog\/mobile-crm-benefits-and-usage\/\" target=\"_blank\" rel=\"noreferrer noopener\">mobile CRM<\/a> software. It will increase your productivity, improve customer relationships, streamline coordination and help with better decision-making.\u00a0<\/p>\n\n\n\n<h2><strong>Step 2: Understand what the right mobile CRM is for you<\/strong><\/h2>\n\n\n\n<p>You\u2019re probably already using one or more applications as CRMs today without knowing it. <\/p>\n\n\n\n<ul><li>Do you use an Excel spreadsheet to track and organise customers?<\/li><li>Perhaps a calendar or reminder app to log meetings and remind you of follow-ups?<\/li><li>A physical notebook to remember important client details?<\/li><li>Even your mobile phonebook to save information like a customer\u2019s name, phone number, email address, and birthdate?<\/li><\/ul>\n\n\n\n<p>If so, these are your CRMs!&nbsp;<\/p>\n\n\n\n<p>A CRM can be as simple as these apps you already use or as complex as enterprise-grade software (Salesforce or Microsoft Dynamics). The right mobile CRM for you depends on how complicated your needs and sales process is. <\/p>\n\n\n\n<p>A real estate agent selling houses to families can use a lightweight mobile CRM to nurture clients and close deals. However, a company with thousands of sales reps selling to large corporations will need a system to handle complex sales cycles involving multiple departments, stakeholders, and workflows.<\/p>\n\n\n\n<p class=\"has-text-align-center has-background has-very-light-gray-background-color\"><strong>Suggested Read:<\/strong> <a href=\"https:\/\/www.privyr.com\/blog\/what-is-a-mobile-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">What is a Mobile CRM?<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"730\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2021\/07\/article3-img2-1024.jpeg\" alt=\"\" class=\"wp-image-3928\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2021\/07\/article3-img2-1024.jpeg 1024w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2021\/07\/article3-img2-1024-300x214.jpeg 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2021\/07\/article3-img2-1024-300x214@2x.jpeg 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2><strong>Step 3: Select a few mobile CRMs to try before choosing a crm<\/strong><\/h2>\n\n\n\n<p>Now that you know what to look for in &#8216;the right mobile CRM&#8217;, the next step is to shortlist 2-3 mobile CRMs that best fit your priorities and requirements.<\/p>\n\n\n\n<p>Follow these steps to shortlist the top contenders:<\/p>\n\n\n\n<h3><strong>a. Identify your main objective:<\/strong><\/h3>\n\n\n\n<p>Start by figuring out what you want to achieve and how you expect a mobile CRM to help you get there. Will it increase productivity, maintain customer records, improve collaboration across your team, grow revenue, or something else?&nbsp;<br><br>While it\u2019s tempting to say you want it all, the reality is that an app that tries to do <em>everything<\/em> will not be the best at <em>anything<\/em>. Rather, focus on what is most important to you and make sure the CRMs you consider do it extremely well.<\/p>\n\n\n\n<h3>b. <strong>Determine 2-3 secondary objectives:<\/strong><\/h3>\n\n\n\n<p>Make a list of the next few priorities or issues you wish to fix. For example, if your goal is to increase sales, responding to leads quicker, not forgetting follow-ups, and keeping track of <em>every<\/em> client is vital. Be sure to select CRMs that make doing all these things easy.<\/p>\n\n\n\n<p><em>Out of the thousands of CRMs available today, the best one for you is simply the one that aligns with your sales processes and workflows to help you accomplish your goals.<\/em><\/p>\n\n\n\n<h3>c. <strong>Understand your current work processes:<\/strong><\/h3>\n\n\n\n<p>Many CRMs require you to change how you do things to suit how the platform works. Avoid falling into this trap by understanding your sales processes and picking CRMs that support them instead of changing how you work.&nbsp; <\/p>\n\n\n\n<p>If you usually work off your phone and contact your customers through WhatsApp, SMS, iMessage, and phone calls, choose a mobile CRM that supports all this. Don&#8217;t pick one that forces you to sit in front of a computer and work via email.<\/p>\n\n\n\n<h3>d. <strong>Consult your main users:<\/strong><\/h3>\n\n\n\n<p>If you have a team, identify the main users &#8211; such as the salespeople. Be sure to include them in the selection process, not just a few \u201cdecision-makers\u201d that don\u2019t need to use the system on a day-to-day basis.&nbsp;<\/p>\n\n\n\n<p>It would help to prioritise solutions that your main users find simple, enjoyable, and easy to use, rather than features that look good on paper but no one uses. Even the most popular CRMs are completely useless if no one is using them. &nbsp;<\/p>\n\n\n\n<h3>e. <strong>Focus on your primary devices:<\/strong><\/h3>\n\n\n\n<p>Another key aspect is looking for CRMs that work well on the primary device(s) you and your team use daily. So, if you mostly work off your phone and tablet, don\u2019t select CRMs whose main functions are only accessible on a laptop or desktop.&nbsp;<br><br><strong>Note: <\/strong>Simply having a mobile app doesn\u2019t mean a CRM can be used <em>effectively<\/em> on your phone. Choose a mobile-first CRM that is built specifically to give you full functionality and features on a smartphone. <\/p>\n\n\n\n<h2><strong>Step 4: Things to consider before purchasing the right mobile CRM<\/strong><\/h2>\n\n\n\n<p>Once you&#8217;ve narrowed down your choices to a few mobile CRMs that suit your needs, don&#8217;t confuse yourself with feature-by-feature comparisons. Use free trials to assess each of them yourself.&nbsp;<\/p>\n\n\n\n<p>After trying each of the shortlisted CRMs, choose the one that you enjoy using the most. The best CRM for you is the one <em>you\u2019ll use<\/em>, not the one with the most features or most awards.&nbsp;<\/p>\n\n\n\n<p>Here are a few things to keep in mind while evaluating options:&nbsp;<\/p>\n\n\n\n<h3>a. <strong>Always use the free trial:<\/strong><\/h3>\n\n\n\n<p>The best mobile CRMs offer free trials with complete access to all features, so you can get hands-on experience without having to pay. You&#8217;ll be able to tell within the first hour or two if one works for you.<\/p>\n\n\n\n<h3>b. <strong>Test a few key features:<\/strong><\/h3>\n\n\n\n<p>Prioritise testing the few features that match what you want the CRM to help with or fix. If a CRM can do the few important things you need really well, it\u2019s a winner!<\/p>\n\n\n\n<h3>c. <strong>Focus on minimising data inputs:<\/strong><\/h3>\n\n\n\n<p>The right mobile CRM will work well even if you enter few key data points per customer &#8211; things you and your sales team likely already keep track of. Don\u2019t choose one that needs you to capture full chat logs or every last detail of interactions, as it will increase your workload. <\/p>\n\n\n\n<h3>d. <strong>Involve salespeople in testing:<\/strong><\/h3>\n\n\n\n<p>If you have a team, get your salespeople to participate in the free trial. They will tell you if it genuinely helps them, and if it does, they&#8217;ll be more willing to use it. Keep in mind; even the best CRMs are worthless if no one is willing to use them.<\/p>\n\n\n\n<h3>e. <strong>Focus on how easy it is to learn and use:<\/strong><\/h3>\n\n\n\n<p>Most modern, mobile-first CRMs focus on usability, so you won&#8217;t need to spend too much time learning or getting trained to use the platform. If you spend hours setting things up, reading how-to guides, or watching video tutorials, it\u2019s a sign that the system is not very simple or intuitive. <br><br><em>Remember: The easier to use, the more you&#8217;ll use it, and the more benefits you\u2019ll see as a result.<\/em><\/p>\n\n\n\n<h3>f. <strong>Test on the primary devices you\u2019ll be using:<\/strong><\/h3>\n\n\n\n<p>If you\u2019re using your phone to work most of the time, make sure you try the CRMs on your phone instead of your laptop. Remember that mobile, tablet and desktop experiences can vary greatly, even within the same CRM. So be sure to spend most of your time testing on the device you&#8217;ll use most often. <\/p>\n\n\n\n<h3>g. <strong>Connect it to your existing tools:<\/strong><\/h3>\n\n\n\n<p>If you\u2019re generating leads online (e.g. via Facebook Lead Ads or a website contact form), connect your CRM to receive new leads and send you alerts automatically. Similarly, if you\u2019re mostly using WhatsApp, SMS, or iMessage to contact your leads, use your CRM to assist with messaging on those channels.&nbsp;<\/p>\n\n\n\n<p>The right mobile CRMs should integrate with the systems you already use, providing streamlined functionality and better productivity.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"500\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2021\/07\/article3-img3-1024.jpeg\" alt=\"\" class=\"wp-image-3929\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2021\/07\/article3-img3-1024.jpeg 1024w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2021\/07\/article3-img3-1024-300x146.jpeg 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2021\/07\/article3-img3-1024-300x146@2x.jpeg 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2><strong>Step 5: Avoid common mistakes when picking the right mobile CRM<\/strong><\/h2>\n\n\n\n<p>Before you finalise your decision, be careful of common traps that will select the wrong system.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Avoid these common mistakes to choose &#8216;the right&#8217; mobile CRM for you:<\/p>\n\n\n\n<ul><li><span style=\"text-decoration: underline;\">Don&#8217;t choose &#8220;the best&#8221; CRM based on blogs, reports or market research companies<\/span> You\u2019re the only person who can pick the right mobile CRM for your business because no one knows your business better than you do.<\/li><li><span style=\"text-decoration: underline;\">Don&#8217;t make a detailed feature-wise comparison<\/span><br>Because many CRMs look identical on paper focus on the things that matter the most &#8211; how useful and easy it is, and if it fits your business objectives and processes.<\/li><li><span style=\"text-decoration: underline;\">Don&#8217;t assume a CRM will work for you without testing it<\/span><br>The only way to <em>really<\/em> know if a CRM works for you is to try it out, ideally on a free trial.<\/li><li><span style=\"text-decoration: underline;\">Don&#8217;t overwhelm yourself by trying and testing all the features at once<\/span><br>Only focus on the key features that help you meet your main goals to assess if that platform will work for you. <\/li><li><span style=\"text-decoration: underline;\">Don&#8217;t pick a CRM that can\u2019t support all the devices you regularly use<\/span><br>If you use many devices for work &#8211; your mobile phone, tablet and laptop &#8211; make sure the CRM works on all of them. <\/li><li><span style=\"text-decoration: underline;\">Don\u2019t decide based on pricing alone<\/span><br>Instead, focus on the value, usability, and benefits that you\u2019ll gain from choosing the CRM that you like the most. <\/li><li><span style=\"text-decoration: underline;\">Don\u2019t assume free CRMs are actually \u201cfree\u201d<\/span><br>CRMs store one of your most valuable assets &#8211; your customer data. Thus, they should have the best security and privacy. But these things aren&#8217;t cheap. So if you\u2019re not paying for them directly, you may be paying with your time, effort, and\/or data.<br><br>Other things to watch out for with free CRMs are feature limitations and usage restrictions.<\/li><\/ul>\n\n\n\n<h2>FAQs<\/h2>\n\n\n<div class=\"saswp-faq-block-section\"><ol ><li><strong class=\"saswp-faq-question-title\"><strong>How do I choose the right mobile CRM?<\/strong><\/strong><p class=\"saswp-faq-answer-text\">List your business priorities and processes and understand how you expect a CRM to help you reach them. Next, choose a few that give you these benefits, test them out on free trials, and settle on the one that you enjoy using the most.<\/p><\/li><li><strong class=\"saswp-faq-question-title\"><strong>How to choose the best mobile CRMs for small businesses?<\/strong><\/strong><p class=\"saswp-faq-answer-text\">(1) Confirm whether you need one, (2) Understand what the best one for you is based on your needs and processes, (3) Shortlist a few that fit these criteria, (4) Try them out to get hands-on experience, and (5) Keep in mind common mistakes to avoid.<\/p><\/li><li><strong class=\"saswp-faq-question-title\"><strong>What does a good CRM look like?<\/strong><\/strong><p class=\"saswp-faq-answer-text\">The right mobile CRM aligns with your sales processes and workflows to help you achieve your business goals. It will add value, be easy to use on the devices you use, and seamlessly integrate with your existing tools.<\/p><\/li><li><strong class=\"saswp-faq-question-title\"><strong>What to look for in a mobile CRM?<\/strong><\/strong><p class=\"saswp-faq-answer-text\">Full access and functionality across devices, easy lead management, customer profiles and timelines, follow up reminders, new lead alerts, and integration with popular communication apps like WhatsApp, SMS, iMessage, and phone calls.<\/p><\/li><li><strong class=\"saswp-faq-question-title\"><strong>What is a mobile-first CRM system?<\/strong><\/strong><p class=\"saswp-faq-answer-text\">A mobile-first CRM system is a CRM for people who need access to their customers on the go. Unlike traditional desktop ones, they provide full access and functionality on a phone and integrate with mobile apps like SMS, WhatsApp, and iMessage.<\/p><\/li><\/ol><\/div>","protected":false},"excerpt":{"rendered":"<p>Choosing a CRM can be confusing. This guide will show you how to pick the right CRM solution for your business in five easy steps. It also provides detailed insights on what to keep in mind before buying and what mistakes to avoid.<\/p>\n","protected":false},"author":3,"featured_media":3940,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[2],"tags":[231],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.6.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to choose the right Mobile CRM for your business in 5 easy steps - Privyr Blog<\/title>\n<meta name=\"description\" content=\"Learn how to choose the right mobile CRM solution for your business in 5 easy steps &amp; the common mistakes to avoid before buying CRM software.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.privyr.com\/blog\/how-to-choose-the-right-mobile-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to choose the right Mobile CRM for your business in 5 easy steps - Privyr Blog\" \/>\n<meta property=\"og:description\" content=\"Learn how to choose the right mobile CRM solution for your business in 5 easy steps &amp; the common mistakes to avoid before buying CRM software.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.privyr.com\/blog\/how-to-choose-the-right-mobile-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Privyr Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/privyr\" \/>\n<meta property=\"article:published_time\" content=\"2022-07-09T02:57:22+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-07-19T07:22:33+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2021\/07\/article3-img1-1200x680-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"680\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Aaron Lim\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@privyr_crm\" \/>\n<meta name=\"twitter:site\" content=\"@privyr_crm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Aaron Lim\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"9 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to choose the right Mobile CRM for your business in 5 easy steps - Privyr Blog","description":"Learn how to choose the right mobile CRM solution for your business in 5 easy steps & the common mistakes to avoid before buying CRM software.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.privyr.com\/blog\/how-to-choose-the-right-mobile-crm\/","og_locale":"en_US","og_type":"article","og_title":"How to choose the right Mobile CRM for your business in 5 easy steps - Privyr Blog","og_description":"Learn how to choose the right mobile CRM solution for your business in 5 easy steps & the common mistakes to avoid before buying CRM software.","og_url":"https:\/\/www.privyr.com\/blog\/how-to-choose-the-right-mobile-crm\/","og_site_name":"Privyr Blog","article_publisher":"https:\/\/www.facebook.com\/privyr","article_published_time":"2022-07-09T02:57:22+00:00","article_modified_time":"2023-07-19T07:22:33+00:00","og_image":[{"width":1200,"height":680,"url":"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2021\/07\/article3-img1-1200x680-1.png","type":"image\/png"}],"author":"Aaron Lim","twitter_card":"summary_large_image","twitter_creator":"@privyr_crm","twitter_site":"@privyr_crm","twitter_misc":{"Written by":"Aaron Lim","Est. reading time":"9 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.privyr.com\/blog\/how-to-choose-the-right-mobile-crm\/#article","isPartOf":{"@id":"https:\/\/www.privyr.com\/blog\/how-to-choose-the-right-mobile-crm\/"},"author":{"name":"Aaron Lim","@id":"https:\/\/www.privyr.com\/blog\/#\/schema\/person\/79b149cac0e274189ecbbba360966994"},"headline":"How to choose the right Mobile CRM for your business in 5 easy steps","datePublished":"2022-07-09T02:57:22+00:00","dateModified":"2023-07-19T07:22:33+00:00","mainEntityOfPage":{"@id":"https:\/\/www.privyr.com\/blog\/how-to-choose-the-right-mobile-crm\/"},"wordCount":1844,"publisher":{"@id":"https:\/\/www.privyr.com\/blog\/#organization"},"keywords":["mobile CRM"],"articleSection":["Sales Productivity Tips"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.privyr.com\/blog\/how-to-choose-the-right-mobile-crm\/","url":"https:\/\/www.privyr.com\/blog\/how-to-choose-the-right-mobile-crm\/","name":"How to choose the right Mobile CRM for your business in 5 easy steps - 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Prior to starting Privyr, he built and launched CRMs for sales and investment teams at the world's leading financial institutions, as a Vice President at GIC, and APAC CRM Lead at BlackRock. Aaron is a third-time founder across Silicon Valley and Singapore. 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