Using Your Tablet To Increase CRM Benefits


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Using mobile ready CRM on tablets

When it comes to CRM benefits many companies are hesitant (or even late into the game) to integrate available technology to get the highest benefit. We live in an age that requires more than simple technology: we want information constantly. If you are thinking of CRM technology as being “plugged in” you need to change your attitude to “connected”. A virtual world requires that your CRM be mobile ready with 24 hour access to employees and customers alike.


It is estimated that a third of adults in the U.S. own a tablet. This figure increases a little each year. If you are not effectively using apps to stay connected to your customers, you might be losing out on key relationships. James Berkeley, managing director of Ellice Consulting, recently told CRM Buyer:

“Customers have at their fingers tips an abundance of information. That power has dramatically changed the purchasing process and the customer relationship needs, skills and competencies.”

Increased collaboration capabilities are important when using virtual teams to manage CRM. Instead of field personnel having to relay information back, they can communicate in real time. This increases productivity for the entire organization as well as provides an enhanced customer experience.

Customers today are fast, savvy, and they expect their business partners to be as well. To stay ahead of the game, figure out a realistic way to integrate tablets to increase CRM benefits. If you are in the beginning stages of tablet use, it is worth a little time and research to find a CRM program that works for you. Both Saleslogix Mobile CRM and ACT! Premium Mobile are getting good reviews from field personnel at our clients. It is friendly with both Windows and Apple operating systems.

For more information, please contact us. We would love to brainstorm and answer any CRM questions that arise.

Where do you see yourself benefiting from having CRM knowledge of the customer on your tablet?

Republished with author's permission from original post.

Dick Wooden
CRM specialist to help you get the answers you need with sales, service, and marketing CRM software. I help mid-sized businesses select, implement and optimize CRM so that it works the way their business needs to work. My firm is focused on client success with remarkable customer experience, effective marketing and profitable sales using CRM strategy and tools.


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