Mobile CRMs allow you to take everything housed in your desktop on the road with you wherever you go, on whatever device you have at hand.

1. CRM gets mobile,
and everyone wins.

2. The mobile opportunity for
sales organizations is huge
– if teams get the data
access to manage
contacts, follow up
on leads and close
deals in the field.

3. Consider this:
(2015, Think with Google Report)
More searches today happen on
mobile devices than on computers –
and that is true worldwide.

4. Key stats:
of digital media time is spent on
smartphones/tablets (comScore)
of smartphone users check
their phones within 15 minutes
of waking up (Google)
of millennials always
have their smartphones
at their sides (Google)

5. Are small and medium-size
businesses (SMBs) keeping up?
Not so much.
Many SMBs are not using the
right tools to reach their
goals in a mobile
landscape.

6. These goals include:
• Getting new customers
• Keeping the customers they have
• Deepening customer relationships

7. And yet, reports show:
Only 44%
of SMBs use CRM
to manage customers
31%
use word processing or
spreadsheets as CRM “systems”
25%
have no system at all
Only 44%
of SMBs use CRM
to manage customers
31%
use word processing or
spreadsheets as CRM “systems”
25%
have no system at all
•
•
•
•
•
•

8. Successful SMBs see the
value of this equation:
= customer acquisition,
retention, and growth
MOBILE TRENDS
+ MOBILE CRM
MOBILE TRENDS
+ MOBILE CRM

9. What is mobile CRM?
It’s the tool sales reps
need to make the
business stronger.

10. Mobile CRMs increase productivity
by 20 percent and solve sales reps’
most common problems.

11. With near real-time sales
updates from the field, reps
get a lot more effective and
close more deals.

12. It’s all about showing
customers the love
(while boosting sales productivity).

13. Look for these things
in a mobile CRM:
The ability to scan and
digitize business cards1

14. Contact and event
syncing between mobile
and Web versions
2
Look for these things
in a mobile CRM:

15. Audio notes capabilities to
capture information through
the device microphone
3
Look for these things
in a mobile CRM:

16. Options to define relationships
between leads, contacts,
organizations, and opportunities
4
Look for these things
in a mobile CRM:

17. Easy email tracking5
Look for these things
in a mobile CRM:

18. Filter-and-search capabilities
to sort contacts6
Look for these things
in a mobile CRM:

19. Task and workflow
management7
Look for these things
in a mobile CRM:

20. When sales reps have the most
current customer information
wherever they go and on whatever
device they use, the team is more
organized, efficient, and successful
– and customers are happier.

21. Learn more about Insightly’s
affordable CRM and project
management application for SMBs.
Download our e-book:
”The mobile opportunity:
CRM for teams on the go”