After laying the basics and advantages of the mobile CRM I would like to review the important aspects and features that you should consider when thinking of integrating mobile CRM technology.
Mobile Technology
First of all you should focus on a stable, known and recommended mobile CRM solution. The market is tending to boom with various mobile CRM providers that meet different needs of different end users. And this technology is sensitive. Terms like user adaptation, device deployment, infrastructures are becoming here relevant. These are all parameters that your IT specialists may advise you.
The platform, on which the mobile CRM solution is ran, plays vital role. There are solutions that will be provided on a certain platform such as mobile terminal. In this case you may get a suitable solution for your business needs and environment but in the long-term you are limited to one technology and in a few years this technology will (probably) be out of date.
On the other hand you may choose a solution that is web-based – a solution with which the user has access over the internet. The user may access the system and respectively the data from everywhere where there is an internet access. And today that means from any location.
The advantage is that you may choose the platform and technology with which the user may operate the system – a mobile phone, a tablet or a laptop.
I highly recommend the second option because than you are not dependent on the technology. It had occurred to many organizations throughout the world; they implemented a technology with investment and after two years it was not relevant anymore.
Graphic User Interface
When you already decided on the platform you must ensure that the GUI (Graphic User Interface) run smoothly without problems. Another consideration regards the flexibility and the frequently of the updates that the vendor is able so supply. Remember this is a still relative new technology and errors are likely to occur.
Here comes the innovative and ability of the developer to fix the problems or suggest new features through bug fixes, updates and releases. You would not want to find yourself with an error or an unfinished process that the provider cannot fix.
Sugar CRM is available in both open source and commercial open source applications. That means that errors are likely to be solved very fast and updates are likely to run smooth without problems.
Development Environment
Let us go one step further – with which development environment was this Mobile CRM tool designed? This question is significant when you are planning to grow with the tool. Then you are required for a Mobile CRM solution that can develop with the years and not a tool that is based on old technology that will disappear over the next five years.
While developing SAP CRM 7.0, SAP took the opportunity and decided that the user interface will operate with an internet browser. Think how revolutionary such decision was back in year 2007.
Microsoft Dynamics CRM on the other hand did not stay put and became also a leader in solutions that support HTML 5. User and customers only download the mobile app and sync it with their Microsoft Dynamics CRM. And to think that today there are still systems that do not have a web client user interface…
The next question is whether the Mobile CRM is a cloud solution or an installed one. I refer you to my other article about cloud CRM regarding the different options of the cloud CRM. This may significantly simplify the solution installation and setup.
Comments are closed.