Today we’ve gone mobile, shooting from the mountains of Banner Elk, NC! It’s appropriate for today’s theme (we’re still drilling deeper into CRMs) about the mobile side of CRM.
Ideally, whatever platform you decide (or chose) will have a great mobile application as well. It can truly make a major difference with not only efficiency, but also with maximizing the program’s value. My go-to’s have great mobile apps of course (Zoho, Salesforce.com, HubSpot) but plenty of others do too.
It helps to be able to add notes/updates immediately after a coffee or lunch meeting, or after discussing an actual deal. I haven’t always been great at it either, but getting all the pertinent and timely data in the system ASAP really helps to ensure you don’t forget any of the crucial, and sometimes subtle details and information gleaned from those meetings. Further, being able to pull out your phone (when appropriate) to recall a key piece of intel can be valuable as well.
Why rely on your memory when you have a supercomputer in your pocket?
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