Mobile CRM vs. Mobile Relationship Management
Is Mobile CRM really the same thing as a Mobile Relationship Manager? Today we live in an increasingly mobile-focused society. Mobile technology usage continues to increase at a breathtaking rate. ”Buyers of CRM continue to focus on investments that promote customer retention and enhance the customer experience, ” said Gartners research analyst Hai Hong Swinehart.
So why haven’t the tools we use kept pace with this growth?
No longer is it good enough to simply have access to your information from your office. Today’s mobile professional expects to use their downtime while out of the office to build relationships. They expect their Mobile CRM to actually be a Mobile Relationship Management tool.
Mobile CRM has a new face
With 5Degrees Mobile Relationship Manager
you get a Mobile CRM that lets you:
- Categorize people with circles and hash-tags
- Take notes with customizable hot-keys
- Send templated emails
- Schedule send emails
- Set task reminders for follow-up
- See a list of daily activities
- Track your progress on the home page
All in the palm of your hand!
5Degrees takes a different approach. The idea of Mobile CRM has been around for years. Most of the focus has been on having read-only access to data that is stored on office-bound servers or in the cloud. While this is certainly useful, the explosion of smartphones has made the mobile device the center of content creation.
Many salespeople, for instance, try to update their system when they get back in the office. Studies routinely show that critical details are lost from short-term memory–and not stored in our long-term memory. And if we wait a week, more than 90% of information from a single conversation is lost. Most critically, all of the important details that demonstrate attention. Try remembering back to the last conference you went to. You might remember the speaker’s name. But what are the three main points you thought were most valuable? If you are like most people this is a really difficult task without looking back at your notes.
We are aware of these challenges at 5Degrees, and have designed a relationship management solution that makes it easier to keep on-top of your game. We help you get searchable notes in place with simple tools like customizable hot-keys and hash-tags. Or get an email together using a pre-made template, where you only need to add a few words or phrases to convey key take-away from a meeting. Then, we let you schedule it to go out in the future when it is more appropriate. Which is why we say that with 5Degrees, we help you turn a Mobile CRM into a Mobile Relationship Manager.
