How to Create a Successful Mobile CRM Strategy

<!DOCTYPE html> <html lang="en"> <head> <meta http-equiv="X-UA-Compatible" content="IE=edge,chrome=1" /> <meta charset="UTF-8"> <meta name="google-site-verification" content="xzP9cfC7X3FYc_EZQQXkJn15Yn5n968XcXOjR_tTIqM"> <meta name="viewport" content="width=device-width, initial-scale=1, maximum-scale=5"> <meta name="referrer" content="unsafe-url"> <meta name="theme-color" content="#002f4f"> <link rel="apple-touch-icon" sizes="180x180" href="/apple-icon-180x180.png"> <link rel="icon" type="image/png" sizes="32x32" href="/favicon-32x32.png"> <link rel="icon" type="image/png" sizes="16x16" href="/favicon-16x16.png"> <link rel="manifest" href="/manifest.json"> <title>How to Create a Successful Mobile CRM Strategy - Financesonline.com</title> <style type="text/css"> body { display: none; } body .top-bar__nav-el:nth-child(1) { width: 188px; } body .top-bar__nav-el:nth-child(2) { width: 157px; } </style> <script type="text/javascript" async="async" data-noptimize > function fo_dp_read_cookie(name) { var nameEQ = name + "="; var ca = document.cookie.split(';'); for(var i=0;i < ca.length;i++) { var c = ca[i]; while (c.charAt(0)==' ') c = c.substring(1,c.length); if (c.indexOf(nameEQ) == 0) return decodeURIComponent(c.substring(nameEQ.length,c.length)); } return null; } function get_cookie_consent(req) { var cc = fo_dp_read_cookie("cookie-consent"); cc = (cc ? JSON.parse(atob(cc)) : null); if(cc && cc.cookie) { if(req) { for(var i=0; i<cc.cookie.length; i++) { if(cc.cookie[i] === req) { return true; } } return false; } return cc.cookie; } return null; } function can_run_analytics() { var ccnrn = "cookie-consent-nr"; var ccnr = fo_dp_read_cookie(ccnrn); if(ccnr) { return true; } else { return get_cookie_consent('m'); } } </script> <script data-noptimize>var arq=new XMLHttpRequest;arqu=["https:","","s.financesonline.com","uploads","empty.gif"];arq.open("GET",arqu.join('/'));arq.send();</script> <link rel="preload" href="https://s.financesonline.com/media/themes/fot/dist/css/single-page.min.css?ver=78.89" as="style"><link rel="preload" href="https://s.financesonline.com/media/themes/fot/dist/js/single-page.bundle.min.js?v=78.89#async" as="script"><link rel="preload" href="/wp-includes/js/comment-reply.min.js" as="script"><link rel="preload" href="https://s.financesonline.com/media/themes/fot/dist/js/vendor/jquery-3.5.1.min.js?v=1.0#async" as="script"><link rel="preload" href="https://s.financesonline.com/media/themes/fot/dist/js/common.bundle.min.js?v=78.89#async" as="script"><meta name='robots' content='index, follow, max-image-preview:large, max-snippet:-1, max-video-preview:-1' /> <script type="text/javascript" data-noptimize> var fo_pa_test_code = function() { (function() { window._pa = window._pa || {}; var pa = document.createElement('script'); pa.type = 'text/javascript'; pa.async = true; pa.src = ('https:' == document.location.protocol ? 'https:' : 'http:') + "//tag.marinsm.com/serve/5c0f89bbd7c284da9c000015.js"; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(pa, s); })(); (function() { window._tfa = window._tfa || []; window._tfa.push({notify: "event", name: "page_view", id: 1176669}); !function (t, f, a, x) { if (!document.getElementById(x)) { t.async = 1;t.src = a;t.id=x;f.parentNode.insertBefore(t, f); } }(document.createElement("script"), document.getElementsByTagName("script")[0], "//cdn.taboola.com/libtrc/unip/1176669/tfa.js", "tb_tfa_script"); })(); } </script> <link rel="preconnect" href="https://www.googletagmanager.com" crossorigin><link rel="preconnect" href="https://www.google-analytics.com" crossorigin><link rel="preconnect" href="https://connect.facebook.net" crossorigin> <script data-noptimize> var ra = can_run_analytics(); window.fo_dp_run_analytics = function() { console.log('run_analytics'); (function (w, d, s, i) { window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', i); var f = d.getElementsByTagName(s)[0], j = d.createElement(s); j.async = true; j.src = 'https://www.googletagmanager.com/gtag/js?id=' + i; f.parentNode.insertBefore(j, f); })(window, document, 'script', "G-EJZ71SRE63"); var events = [{"ec":"Categories: B2B News","ea":"item hit"},{"ec":"Categories: CRM Software","ea":"item hit"}]; window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} for (var i=0; i<events.length; i++) { gtag('event', 'content_impression', { event_category: events[i].ea, event_label: events[i].ec }); } if(typeof fo_pa_test_code === "function") { fo_pa_test_code(); } }; window.fo_dp_delayed_run_analytics = function() { window.setTimeout(function() { if(window.requestIdleCallback === undefined) fo_dp_run_analytics(); else window.requestIdleCallback(fo_dp_run_analytics, { timeout: 1000 }); }, 200); }; if(ra) { fo_dp_delayed_run_analytics(); } else { window.fo_dp_callack = function() { if(can_run_analytics()) { fo_dp_delayed_run_analytics(); window.fo_dp_callack = null; } }; } </script> <link rel="preconnect" href="https://s.financesonline.com" crossorigin>  <link rel="canonical" href="https://financesonline.com/how-to-create-a-successful-mobile-crm-strategy/" /> <meta property="og:locale" content="en_US" /> <meta property="og:type" content="article" /> <meta property="og:title" content="How to Create a Successful Mobile CRM Strategy - Financesonline.com" /> <meta property="og:description" content="Can your sales and marketing teams access CRM data on the go? Do you use mobile CRM systems? Do you even have a mobile CRM strategy? This strategy defines and spells out how to successfully leverage mobile technology in order to strengthen your CRM and drive more sales." /> <meta property="og:url" content="https://financesonline.com/how-to-create-a-successful-mobile-crm-strategy/" /> <meta property="og:site_name" content="Financesonline.com" /> <meta property="article:published_time" content="2019-04-05T13:50:53+00:00" /> <meta property="article:modified_time" content="2024-11-13T12:03:26+00:00" /> <meta property="og:image" content="https://financesonline.com/uploads/2019/04/mobile.jpg" /> <meta property="og:image:width" content="1200" /> <meta property="og:image:height" content="628" /> <meta property="og:image:type" content="image/jpeg" /> <meta name="author" content="Adam Goldberg" /> <meta name="twitter:label1" content="Written by" /> <meta name="twitter:data1" content="Adam Goldberg" /> <meta name="twitter:label2" content="Est. reading time" /> <meta name="twitter:data2" content="19 minutes" />  <script type="text/javascript" data-noptimize> window.lazySizesConfig = window.lazySizesConfig || {}; //lazySizesConfig.expand = 1000; lazySizesConfig.expFactor = 4; </script> <script type="application/ld+json">{ "@context": "http://schema.org", "@type": "NewsArticle", "headline": "Do you have a mobile CRM strategy? If you don’t, its high time you consider creating one. It\u2019s a mobile ", "datePublished": "2019-04-05T13:50:53+00:00", "dateModified": "2024-11-13T12:03:26+00:00", "author": { "@type": "Person", "name": "Adam Goldberg", "url": "https://financesonline.com/author/adam/" }, "publisher": { "@type": "Organization", "name": "FinancesOnline.com", "logo": { "@type": "ImageObject", "url": "https://financesonline.com/static/financesonline.com-logo-blue.png" } }, "inLanguage": "en", "image": "https://financesonline.com/uploads/2019/04/crm.jpg" }</script><script type="application/ld+json">{ "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://financesonline.com/" }, { "@type": "ListItem", "position": 2, "name": "CRM Software", "item": "https://financesonline.com/c/crm-software/" }, { "@type": "ListItem", "position": 3, "name": "How to Create a Successful Mobile CRM Strategy", "item": "https://financesonline.com/how-to-create-a-successful-mobile-crm-strategy/" } ] }</script><link rel='stylesheet' id='single-page-css' href='https://s.financesonline.com/media/themes/fot/dist/css/single-page.min.css?ver=78.89' type='text/css' media='none' onload='if(media!="all")media="all"' /> <noscript><link rel='stylesheet' id='single-page-css' href='https://s.financesonline.com/media/themes/fot/dist/css/single-page.min.css?ver=78.89' type='text/css' media='all' /> </noscript><style id='global-styles-inline-css' type='text/css'> body{--wp--preset--color--black: #000000;--wp--preset--color--cyan-bluish-gray: #abb8c3;--wp--preset--color--white: #ffffff;--wp--preset--color--pale-pink: #f78da7;--wp--preset--color--vivid-red: #cf2e2e;--wp--preset--color--luminous-vivid-orange: #ff6900;--wp--preset--color--luminous-vivid-amber: #fcb900;--wp--preset--color--light-green-cyan: #7bdcb5;--wp--preset--color--vivid-green-cyan: #00d084;--wp--preset--color--pale-cyan-blue: #8ed1fc;--wp--preset--color--vivid-cyan-blue: #0693e3;--wp--preset--color--vivid-purple: #9b51e0;--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple: linear-gradient(135deg,rgba(6,147,227,1) 0%,rgb(155,81,224) 100%);--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan: linear-gradient(135deg,rgb(122,220,180) 0%,rgb(0,208,130) 100%);--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange: linear-gradient(135deg,rgba(252,185,0,1) 0%,rgba(255,105,0,1) 100%);--wp--preset--gradient--luminous-vivid-orange-to-vivid-red: linear-gradient(135deg,rgba(255,105,0,1) 0%,rgb(207,46,46) 100%);--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray: linear-gradient(135deg,rgb(238,238,238) 0%,rgb(169,184,195) 100%);--wp--preset--gradient--cool-to-warm-spectrum: linear-gradient(135deg,rgb(74,234,220) 0%,rgb(151,120,209) 20%,rgb(207,42,186) 40%,rgb(238,44,130) 60%,rgb(251,105,98) 80%,rgb(254,248,76) 100%);--wp--preset--gradient--blush-light-purple: linear-gradient(135deg,rgb(255,206,236) 0%,rgb(152,150,240) 100%);--wp--preset--gradient--blush-bordeaux: linear-gradient(135deg,rgb(254,205,165) 0%,rgb(254,45,45) 50%,rgb(107,0,62) 100%);--wp--preset--gradient--luminous-dusk: linear-gradient(135deg,rgb(255,203,112) 0%,rgb(199,81,192) 50%,rgb(65,88,208) 100%);--wp--preset--gradient--pale-ocean: linear-gradient(135deg,rgb(255,245,203) 0%,rgb(182,227,212) 50%,rgb(51,167,181) 100%);--wp--preset--gradient--electric-grass: linear-gradient(135deg,rgb(202,248,128) 0%,rgb(113,206,126) 100%);--wp--preset--gradient--midnight: linear-gradient(135deg,rgb(2,3,129) 0%,rgb(40,116,252) 100%);--wp--preset--duotone--dark-grayscale: url('#wp-duotone-dark-grayscale');--wp--preset--duotone--grayscale: url('#wp-duotone-grayscale');--wp--preset--duotone--purple-yellow: url('#wp-duotone-purple-yellow');--wp--preset--duotone--blue-red: url('#wp-duotone-blue-red');--wp--preset--duotone--midnight: url('#wp-duotone-midnight');--wp--preset--duotone--magenta-yellow: url('#wp-duotone-magenta-yellow');--wp--preset--duotone--purple-green: url('#wp-duotone-purple-green');--wp--preset--duotone--blue-orange: url('#wp-duotone-blue-orange');--wp--preset--font-size--small: 13px;--wp--preset--font-size--medium: 20px;--wp--preset--font-size--large: 36px;--wp--preset--font-size--x-large: 42px;}.has-black-color{color: var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-color{color: var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-color{color: var(--wp--preset--color--white) !important;}.has-pale-pink-color{color: var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-color{color: var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-color{color: var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-color{color: var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-color{color: var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-color{color: var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-color{color: var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-color{color: var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-color{color: var(--wp--preset--color--vivid-purple) !important;}.has-black-background-color{background-color: var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-background-color{background-color: var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-background-color{background-color: var(--wp--preset--color--white) !important;}.has-pale-pink-background-color{background-color: var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-background-color{background-color: var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-background-color{background-color: var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-background-color{background-color: var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-background-color{background-color: var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-background-color{background-color: var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-background-color{background-color: var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-background-color{background-color: var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-background-color{background-color: var(--wp--preset--color--vivid-purple) !important;}.has-black-border-color{border-color: var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-border-color{border-color: var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-border-color{border-color: var(--wp--preset--color--white) !important;}.has-pale-pink-border-color{border-color: var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-border-color{border-color: var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-border-color{border-color: var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-border-color{border-color: var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-border-color{border-color: var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-border-color{border-color: var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-border-color{border-color: var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-border-color{border-color: var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-border-color{border-color: var(--wp--preset--color--vivid-purple) !important;}.has-vivid-cyan-blue-to-vivid-purple-gradient-background{background: var(--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple) !important;}.has-light-green-cyan-to-vivid-green-cyan-gradient-background{background: var(--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan) !important;}.has-luminous-vivid-amber-to-luminous-vivid-orange-gradient-background{background: var(--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange) !important;}.has-luminous-vivid-orange-to-vivid-red-gradient-background{background: var(--wp--preset--gradient--luminous-vivid-orange-to-vivid-red) !important;}.has-very-light-gray-to-cyan-bluish-gray-gradient-background{background: var(--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray) !important;}.has-cool-to-warm-spectrum-gradient-background{background: var(--wp--preset--gradient--cool-to-warm-spectrum) !important;}.has-blush-light-purple-gradient-background{background: var(--wp--preset--gradient--blush-light-purple) !important;}.has-blush-bordeaux-gradient-background{background: var(--wp--preset--gradient--blush-bordeaux) !important;}.has-luminous-dusk-gradient-background{background: var(--wp--preset--gradient--luminous-dusk) !important;}.has-pale-ocean-gradient-background{background: var(--wp--preset--gradient--pale-ocean) !important;}.has-electric-grass-gradient-background{background: var(--wp--preset--gradient--electric-grass) !important;}.has-midnight-gradient-background{background: var(--wp--preset--gradient--midnight) !important;}.has-small-font-size{font-size: var(--wp--preset--font-size--small) !important;}.has-medium-font-size{font-size: var(--wp--preset--font-size--medium) !important;}.has-large-font-size{font-size: var(--wp--preset--font-size--large) !important;}.has-x-large-font-size{font-size: var(--wp--preset--font-size--x-large) !important;} </style> <script async="" type='text/javascript' src='https://financesonline.com/media/plugins/fo-optimizations/js/lazysizes-5.2.2.min.js' id='lazysizes-js'></script> <script type="text/javascript" async="async" data-noptimize > window.addEventListener('load', function() { var vars = {"url":"https:\/\/financesonline.com\/wp-admin\/admin-ajax.php?cc","action_show":"fodp_show_cookie_info","hide":false,"reload":false,"v":"0.91"}; var reload = vars.reload?1:0; var cookie = get_cookie_consent(); if(!cookie) { var request_cookie = new XMLHttpRequest(); request_cookie.open('GET', vars.url + '&action=' + encodeURIComponent(vars.action_show) + '&reload=' + encodeURIComponent(reload), true); request_cookie.onload = function () { if (request_cookie.status >= 200 && request_cookie.status < 400) { if(!vars.hide && request_cookie.response) { var cookie_container = document.createElement('div'); cookie_container.setAttribute('id', 'cookie-main-container'); cookie_container.innerHTML = request_cookie.response; document.body.appendChild(cookie_container); var dp_script = document.createElement('script'); dp_script.setAttribute('src', 'https://financesonline.com/media/plugins/fo-dp/dp.js?v='+vars.v); dp_script.setAttribute('id', 'fo-dp-js'); dp_script.setAttribute('data-id', 'fodp-cookies-consent'); document.head.appendChild(dp_script); } if (typeof window.fo_dp_callack === 'function') { window.fo_dp_callack(); } } }; request_cookie.send(); } }); </script> <script type="text/javascript"> if (typeof ajaxurl === "undefined") { var ajaxurl = "https://financesonline.com/wp-admin/admin-ajax.php"; } </script> <link rel="preload" href="https://financesonline.com/wp-admin/admin-ajax.php?action=get_post_scroll&post_id=129726" as="fetch" crossorigin="anonymous"></head> <body class="post-template-default single single-post postid-129726 single-format-standard financesonline-theme" data-ajax="https://financesonline.com/wp-admin/admin-ajax.php"> <style> .top-bar input { outline:none; } @media only screen and (min-width: 1231px) { .top-bar input { width:235px; } } @media only screen and (max-width: 1170px) { .top-bar input { width:170px; } } </style> <div class="top-bar"> <div class="main-container main-container--post "> <div class="top-bar__toggle fo-open-menu sm-show"> <span></span> <span></span> <span></span> MENU </div> <a href="https://financesonline.com" title="FinancesOnline Homepage"><span class="top-bar__logo"><img src="https://financesonline.com/media/themes/fot/dist/img/svg/logo.svg" alt="FinancesOnline"></span></a> <div class="top-bar__search"> <form id="software-search" action="https://financesonline.com" method="get" data-url="https://financesonline.com/wp-admin/admin-ajax.php"> <input id="search-string" class="fo-main-search" name="s" placeholder="What are you looking for?" type="text" autocomplete="off" aria-label="Search"> <button type="submit" class="top-bar__search__btn icon icon--search hide-on-load" aria-label="search"></button> <span id="spinner" class="search-loading"></span> </form> <div id="hintsData" class="hints-data"></div> </div> <div class="pull-right"> <div class="top-bar__nav "> <ul> <li class="top-bar__nav-el menu-dropdown fo-open-menu"><span class="icon icon--categories"></span><span>SOFTWARE CATEGORIES</span></li> <li class="top-bar__nav-el nav-business"><span class="icon icon--small_business"></span><a href="/remote-work/" title="Remote Work">FOR REMOTE WORK</a></li> <li class="clearfix"></li> </ul> </div> <a href="/add-product/" class="btn btn--listed mini-hide" title="Get listed page"><span class="icon icon--add"></span>GET LISTED</a> </div> <div class="clearfix"></div> </div> </div> <div id="cat-menu" class="categories-menu"> <div class="main-container main-container--post"> <a href="/add-product/" class="btn btn--listed mini-show" title="Get listed page">GET LISTED</a> <nav class="categories-menu__nav" data-menu-id="93"> <ul class="categories-menu__ul"> <li class="categories-menu__el"><a href="/browse-all-software-categories/" title="B2B Software Categories">B2B Software Categories</a></li> <li class="categories-menu__el categories-menu__el--submenu"><a href="/c/accounting-software/" title="Accounting Software">Accounting Software</a> <ul class="categories-menu__submenu"><li class="categories-menu__submenu-el"><a href="/c/billing-software/" title="Billing Software">Billing Software</a></li><li class="categories-menu__submenu-el"><a href="/c/erp-software/" title="ERP Software">ERP Software</a></li></ul></li><li class="categories-menu__el"><a href="/c/appointment-scheduling-software/" title="Appointment Scheduling Software">Appointment Scheduling Software</a></li> <li class="categories-menu__el"><a href="/c/business-intelligence-software/" title="Business Intelligence Software">Business Intelligence Software</a></li> <li class="categories-menu__el categories-menu__el--submenu"><a href="/c/collaboration-software/" title="Collaboration Software">Collaboration Software</a> <ul class="categories-menu__submenu"><li class="categories-menu__submenu-el"><a href="/c/collaboration-tools/" title="Collaboration Tools">Collaboration Tools</a></li><li class="categories-menu__submenu-el"><a href="/c/document-management-systems/" title="Document Management Systems">Document Management Systems</a></li><li class="categories-menu__submenu-el"><a href="/c/enterprise-social-networking/" title="Enterprise Social Networking Software">Enterprise Social Networking Software</a></li><li class="categories-menu__submenu-el"><a href="/c/online-community-platforms/" title="Online Community Platforms">Online Community Platforms</a></li><li class="categories-menu__submenu-el"><a href="/c/productivity-suite/" title="Productivity Suite Software">Productivity Suite Software</a></li><li class="categories-menu__submenu-el"><a href="/c/project-collaboration-tools/" title="Project Collaboration Tools">Project Collaboration Tools</a></li><li class="categories-menu__submenu-el"><a href="/c/web-collaboration-tools/" title="Web Collaboration Tools">Web Collaboration Tools</a></li></ul></li><li class="categories-menu__el categories-menu__el--submenu"><a href="/c/communications-software/" title="Communications Software">Communications Software</a> <ul class="categories-menu__submenu"><li class="categories-menu__submenu-el"><a href="/c/video-conferencing-software/" title="Video Conferencing Software">Video Conferencing Software</a></li></ul></li><li class="categories-menu__el"><a href="/c/content-management-systems/" title="Content Management Software">Content Management Software</a></li> <li class="categories-menu__el categories-menu__el--submenu"><a href="/c/crm-software/" title="CRM Software">CRM Software</a> <ul class="categories-menu__submenu"><li class="categories-menu__submenu-el"><a href="/c/customer-service-software/" title="Customer Service Software">Customer Service Software</a></li><li class="categories-menu__submenu-el"><a href="/c/reviews-management-software/" title="Reviews Management Software">Reviews Management Software</a></li><li class="categories-menu__submenu-el"><a href="/c/online-crm-software/" title="Online CRM Software">Online CRM Software</a></li><li class="categories-menu__submenu-el"><a href="/c/social-media-crm/" title="Social Media CRM">Social Media CRM</a></li></ul></li><li class="categories-menu__el categories-menu__el--submenu"><a href="/c/customer-support-software/" title="Customer Support Software">Customer Support Software</a> <ul class="categories-menu__submenu"><li class="categories-menu__submenu-el"><a href="/c/live-chat-software/" title="Live Chat Software">Live Chat Software</a></li></ul></li><li class="categories-menu__el"><a href="/c/file-sharing-software/" title="File Sharing Software">File Sharing Software</a></li> <li class="categories-menu__el categories-menu__el--submenu"><a href="/c/help-desk-software/" title="Help Desk Software">Help Desk Software</a> <ul class="categories-menu__submenu"><li class="categories-menu__submenu-el"><a href="/c/industry-help-desk-software/" title="Industry-Specific Help Desk Software">Industry-Specific Help Desk Software</a></li><li class="categories-menu__submenu-el"><a href="/c/service-desk-software/" title="Service Desk Software">Service Desk Software</a></li></ul></li><li class="categories-menu__el"><a href="/c/hr-software/" title="HR Management Software">HR Management Software</a></li> <li class="categories-menu__el categories-menu__el--submenu"><a href="/c/learning-management-systems/" title="Learning Management Systems (LMS)">Learning Management Systems (LMS)</a> <ul class="categories-menu__submenu"><li class="categories-menu__submenu-el"><a href="https://learning-management-systems.financesonline.com/c/corporate-lms" title="Corporate LMS Software">Corporate LMS Software</a></li><li class="categories-menu__submenu-el"><a href="https://learning-management-systems.financesonline.com/c/talent-management-system" title="Talent Management System">Talent Management System</a></li></ul></li><li class="categories-menu__el categories-menu__el--submenu"><a href="/c/project-management-software/" title="Project Management Software">Project Management Software</a> <ul class="categories-menu__submenu"><li class="categories-menu__submenu-el"><a href="https://project-management-software.financesonline.com/c/agile-project-management" title="Agile Project Management Software">Agile Project Management Software</a></li><li class="categories-menu__submenu-el"><a href="/c/field-service-management/" title="Field Service Management Software - FSM">Field Service Management Software - FSM</a></li><li class="categories-menu__submenu-el"><a href="/c/maintenance-management-systems/" title="Maintenance Management Software - CMMS">Maintenance Management Software - CMMS</a></li><li class="categories-menu__submenu-el"><a href="/c/professional-services-automation-psa/" title="Professional Services Automation Software - PSA">Professional Services Automation Software - PSA</a></li><li class="categories-menu__submenu-el"><a href="/c/project-portfolio-management/" title="Project Portfolio Management Software - PPM">Project Portfolio Management Software - PPM</a></li><li class="categories-menu__submenu-el"><a href="/c/task-management/" title="Task Management Software">Task Management Software</a></li><li class="categories-menu__submenu-el"><a href="https://project-management-software.financesonline.com/c/time-tracking" title="Time Tracking Software">Time Tracking Software</a></li><li class="categories-menu__submenu-el"><a href="/c/visual-project-management-tools/" title="Visual Project Management Tools">Visual Project Management Tools</a></li></ul></li><li class="categories-menu__el"><a href="/c/shopping-cart-software/" title="Shopping Cart Software">Shopping Cart Software</a></li> <li class="categories-menu__el categories-menu__el--submenu"><a href="/c/sales-tools/" title="Sales Tools">Sales Tools</a> <ul class="categories-menu__submenu"><li class="categories-menu__submenu-el"><a href="/c/contact-management-software/" title="Contact Management Software">Contact Management Software</a></li><li class="categories-menu__submenu-el"><a href="/c/inventory-management-software/" title="Inventory Management Software">Inventory Management Software</a></li><li class="categories-menu__submenu-el"><a href="/c/lead-management-systems/" title="Lead Management Systems">Lead Management Systems</a></li><li class="categories-menu__submenu-el"><a href="/c/sales-automation-software/" title="Sales Automation Software">Sales Automation Software</a></li><li class="categories-menu__submenu-el"><a href="/c/sales-management-software/" title="Sales Management Software">Sales Management Software</a></li></ul></li><li class="categories-menu__el categories-menu__el--submenu"><a href="/c/marketing-software/" title="Marketing Software">Marketing Software</a> <ul class="categories-menu__submenu"><li class="categories-menu__submenu-el"><a href="/c/marketing-automation-software/" title="Marketing Automation Software">Marketing Automation Software</a></li><li class="categories-menu__submenu-el"><a href="/c/email-marketing-software/" title="Email Marketing Software">Email Marketing Software</a></li><li class="categories-menu__submenu-el"><a href="/c/mobile-marketing-software/" title="Mobile Marketing Software">Mobile Marketing Software</a></li><li class="categories-menu__submenu-el"><a href="/c/search-marketing-software/" title="Search Marketing Software">Search Marketing Software</a></li></ul></li><li class="categories-menu__el"><a href="/c/binary-options/" title="Binary Options Brokers">Binary Options Brokers</a></li> <li class="categories-menu__el"><a href="/category/financial-news/" title="Financial News">Financial News</a></li> <li class="clearfix"></li></ul> </nav> </div> <div id="cat-show" class="categories-menu__show-all">SHOW <span class="all">ALL</span><span class="popular">POPULAR</span> CATEGORIES</div> </div> <div class="single-page" data-id="129726"> <div class="single-page__bc"> <div class="main-container main-container--post"> <ul><li><a href="https://financesonline.com" title="FinancesOnline">Home</a></li><li><a href="/c/crm-software/" title="CRM Software">CRM Software</a></li><li><a href="/how-to-create-a-successful-mobile-crm-strategy/" title="How to Create a Successful Mobile CRM Strategy">How to Create a Successful Mobile CRM Strategy</a></li></ul> <div class="why-fo-free"> <a data-modal="#why-fo-free" title="Why FO is free" href="#"> Why is FinancesOnline free <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://financesonline.com/media/themes/fot/dist/img/why.png" data-srcset="https://financesonline.com/media/themes/fot/dist/img/why.png 1x, https://financesonline.com/media/themes/fot/dist/img/why@2x.png 2x" alt="Why FO is free" class="lazyload"> </a> </div> <div class="clearfix"></div> </div> </div> <div class="main-container main-container--post"> <div class="single-page__content"> <div class="row flex-fixer flex-wrap"> <div class="single-page__title col col--75 col--sm"> <h1>How to Create a Successful Mobile CRM Strategy</h1> </div> <div class="clearfix"></div> </div> <div class="row"> <div id="content" class="single-page__entry single-page__entry--post col col--75 col--sm"> <div id="rec-post" class="recommended-product recommended-product--placeholder full-width" data-post-id="129726" > <div class="placeholder flex"> <div class="col col--20 col--mb img"> <div class="sk full-width"></div> </div> <div class="col col--60 col--mb desc"> <div class="sk full-width"></div> <div class="flex score"> <div class="col col--33 sk"></div> <div class="col col--33"></div> <div class="col col--33 sk"></div> </div> </div> <div class="col col--20 col--mb buttons"> <div class="sk full-width"></div> <div class="sk full-width"></div> </div> </div> </div> <p>Do you have a mobile CRM strategy? If you don’t, its high time you consider creating one. It’s a mobile world we live in. People have embraced connected mobility with their smartphones and tablets that serve as mini computers with apps to help with virtually anything. You can use it for entertainment, shopping, online banking, work, doing business, and more. It’s a big business opportunity and a huge market that companies and businesses would do well to take full advantage of. A good, full-featured <a href="/c/crm-software/">CRM software solution</a> with mobile capabilities can help you. But the first thing you should do is craft a successful mobile CRM strategy. In this guide, we’ll show you how.</p><p><img class="aligncenter size-large wp-image-148077 lazyload" alt="mobile crm strategy" width="1024" height="536" sizes="(max-width: 1024px) 100vw, 1024px" data-src="https://financesonline.com/uploads/2019/04/mobile-1024x536.jpg" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII=" data-srcset="https://s.financesonline.com/uploads/2019/04/mobile-1024x536.jpg 1024w, https://s.financesonline.com/uploads/2019/04/mobile-300x157.jpg 300w, https://s.financesonline.com/uploads/2019/04/mobile-768x402.jpg 768w, https://s.financesonline.com/uploads/2019/04/mobile-232x120.jpg 232w, https://s.financesonline.com/uploads/2019/04/mobile-93x48.jpg 93w, https://s.financesonline.com/uploads/2019/04/mobile-277x145.jpg 277w, https://s.financesonline.com/uploads/2019/04/mobile.jpg 1200w"></p><div class="fot-toc"> <div class="fot-toc__header"> <h4>Mobile CRM Strategy FAQs, Steps & Tools</h4> <div class="clearfix"></div> </div> <div class="fot-toc__list"> <ol class="fot-toc__ol col100"> <li><a href="#final">What is Mobile CRM</a></li> <li><a href="#adobe">What are the Best CRM Strategies & Techniques?</a></li> <li><a href="#imovie">Steps to Creating a Successful CRM Strategy</a></li> <li><a href="#examples">Examples of mobile CRM software tools</a></li> </ol> <div class="clearfix"></div> </div> </div><p>Consider these – people today <a href="https://www.thinkwithgoogle.com/consumer-insights/consumer-mobile-brand-content-interaction/">interact 2X more with brands on mobile</a> than anywhere else (including TV, in-store, etc.) while 51% of customers say that they <a href="http://videos.brightedge.com/assets/documents/BrightEdge-Mobile-Research-Paper-2017.pdf">discover new brands and products</a> through mobile devices. And here’s the game changer – most people are likely to recommend a brand after a positive mobile experience.</p><p>On the business to business side of things, it was found out that half of all B2B search queries today are made on smartphones, and that an average of more than 40% of <a href="https://www.thinkwithgoogle.com/marketing-resources/experience-design/b2b-marketing-reshaping-growth/">revenues in leading B2B organizations</a> were driven or influenced by mobile. In fact, research shows that companies that are so-called “mobile leaders” far outrank “mobile laggards” in several vital areas as shown below.</p><div id="attachment_129730" style="width: 1210px" class="wp-caption aligncenter"><img aria-describedby="caption-attachment-129730" class="wp-image-129730 size-full lazyload" alt="" width="1200" height="590" sizes="(max-width: 1200px) 100vw, 1200px" data-src="https://financesonline.com/uploads/2018/12/Chart-mobile-leaders_smartinsights1200x590.jpg" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII=" data-srcset="https://s.financesonline.com/uploads/2018/12/Chart-mobile-leaders_smartinsights1200x590.jpg 1200w, https://s.financesonline.com/uploads/2018/12/Chart-mobile-leaders_smartinsights1200x590-300x148.jpg 300w, https://s.financesonline.com/uploads/2018/12/Chart-mobile-leaders_smartinsights1200x590-768x378.jpg 768w, https://s.financesonline.com/uploads/2018/12/Chart-mobile-leaders_smartinsights1200x590-1024x503.jpg 1024w, https://s.financesonline.com/uploads/2018/12/Chart-mobile-leaders_smartinsights1200x590-93x46.jpg 93w, https://s.financesonline.com/uploads/2018/12/Chart-mobile-leaders_smartinsights1200x590-295x145.jpg 295w"><p id="caption-attachment-129730" class="wp-caption-text">Credits: smartinsights.com</p></div><p>The realities and profitable potentials of mobile dictate that businesses fully align their sales and marketing strategies with the trend. <strong>One important area that should leverage mobile is your CRM process.</strong> Can your sales and marketing teams access CRM data on the go? Do you use mobile CRM systems? Do you even have a mobile CRM strategy? This strategy defines and spells out how to successfully leverage mobile technology in order to strengthen your CRM and drive more sales. Before we go further, you need to understand what mobile CRM is all about.</p><h3 class="bg-title">What is Mobile CRM?</h3><p>Mobile customer relationship management lets you deliver a full CRM experience on smartphones, tablets, and other connected devices. It allows your sales, marketing, and customer service units to use mobile devices to access customer data and customer accounts in real time wherever they may be.</p><p>Mobile CRM streamlines functionalities and features so that employees can do what they can from a small device as they do with a laptop without sacrificing its capabilities. Hence, mobile CRM is designed with intuitive navigation and user efficiency with simpler menus. In other words, <strong>it’ll take you just a few clicks or swipes to effectively use the CRM in your mobile device.</strong></p><p>Communication and collaboration are further boosted by mobile CRM, allowing your remote people to efficiently connect and be on the loop not only with your people in the office but also with other agents and reps in the field. Moreover, integration capabilities such as with analytics and data visualization tools provide your field people with easy, digestible data they can access instantly to guide their performance, actions, and decision making.</p><p>Of course, there can be security concerns such as when smartphones or tablets are stolen, putting customer account information at risk. These are however addressed by having strong privacy policies implemented through your company’s mobile device management strategy as well as with security and authentication mechanisms built into the mobile CRM app.</p><p>Harnessing the flexibility and convenience of mobile in tandem with your CRM tactics can bring you advantages and a competitive edge. Let’s take a look at how it applies to your best practices and methodologies.</p><h3 class="bg-title">What are the Best CRM Strategies & Techniques?</h3><h3><strong>1. Have a complete view of the customer journey</strong></h3><p>Tracking customer journey is one of the <a href="/10-sales-techniques-your-teams-can-enhance-with-a-crm-system/">top sales techniques enhanced by CRM</a>. You get visibility over your customer journey by mapping their interactions with your business. It’s a visual representation of their every experience with you from the time they first became aware of your business, right through the engagement process, then conversion to buying customer, and into a continuing customer relationship. All throughout the journey map you gather data which can help you understand the needs of your customers, determine the downsides and highlights of your marketing efforts, assess engagement rates, and evaluate if you’re providing the best customer experience. The overall perspective you gain as well as insights you gather can guide you in making sound business decisions.</p><p>With a customer journey map, you get the following benefits:</p><ul> <li>See touch points in customer interaction</li> <li>Provide an “outside” view of your sales process</li> <li>Focus efforts and resources on areas that matter</li> <li>Tie in customer experience from what is desired vis-à-vis what is actually received</li> <li>Set the customer journey in its logical sequence</li> <li>Address customer needs at the various stages of the funnel</li> </ul><h3><strong>2. Establish a “one source of truth”</strong></h3><p>Customer data usually comes from many sources. It is gathered from interactions your customers have with your business which include phone calls, emails, feedback, suggestions, inquiries on social media, live chat, survey answers, SMS, etc. There are many disparate data sources which, more often than not, are siloed in the different apps, tools, and systems used by different departments in your organization. Imagine your three core customer-facing units – sales, marketing, and customer support teams – each using its own collected data on one particular customer. That will result in a messy, uncoordinated, and error-prone situation that will in no way produce a revenue-generating operation.</p><p>A CRM system can help you consolidate all your data sources to come up with a unified profile of every contact, lead, prospect, and customer your business interacts and engages with. Having a “single source of truth” brings together all your sales, marketing, and support teams. It affords you the following:</p><ul> <li>Deeper collaboration and clearer communication with tools and teams working in unison</li> <li>Targeted campaigns and personalized experiences for your customers</li> <li>A more productive and efficient operation for your different teams</li> </ul><h3><strong>3. Personalize your customer interactions</strong></h3><p>Personalization impacts not only revenue but also relationship. Build on a personal level those relationships with your customers and revenues will come flowing in. CRM data is even considered by some quarters as more important than financial data because with the former you are able to precisely provide what customers want and need to keep them buying, retain their loyalty to your brand, spread good word-of-mouth promotion, and entice new customers. All these redound to good business that positively affects your bottom line and delivers much-desired ROI.</p><p>An <a href="https://newsroom.accenture.com/news/consumers-welcome-personalized-offerings-but-businesses-are-struggling-to-deliver-finds-accenture-interactive-personalization-research.htm">Accenture survey</a> found out that 1 in 2 consumers will do business with a retailer who knows them by name, and 2 in 3 shoppers will buy from a retailer who knows their purchase history. Personalization is thus a powerful and proven profit enhancer. The same survey points to the positive attitude of consumers when it comes to personalized services and offerings. These include being remembered, recognized, and offered relevant recommendations.</p><h3><strong>4. Get essential feedback</strong></h3><p>Feedbacks are important for planning and carrying out an effective marketing campaign. You should know where you’re coming up short or exceeding expectations in your marketing activities and the best way to do that is to directly ask people who matter – your customers. You may already be in possession of relevant data on customer needs, trends, buying history, number of calls or queries, and other information. But do you know if your customer is satisfied with your product or has a good buying experience? With the right questions, there are many insights you can uncover from customers themselves. And from the responses, a CRM system can help you sort and sift through to give you metrics and help you understand your customers better so that by the next round of your marketing campaign you can introduce improvements to make it more effective.</p><h3><strong>5. Automate your workflows and processes</strong></h3><p>Among the <a href="/how-to-get-the-most-out-of-your-crm-8-important-optimization-tips/">top optimization tips to get the most out of your CRM</a> is to automate tasks and processes. Automation takes off a lot of load from your sales team so they can focus on their primary business of selling. The sales force automation feature of most CRM solutions and sales tools help streamline and automate most sales tasks including analysis of sales forecast, contact management, order processing and tracking, inventory control and monitoring, and information sharing, among others. It facilitates lead conversion, reduces sales cycle duration, and improves sales agent productivity. Automation speeds up your workflows and streamlines your processes which eventually lead to the growth of business revenues. But the best thing about a CRM system is its ability to <a href="/5-techniques-automate-prospecting-improve-quality-leads-marketing/">automate leads and marketing prospecting</a>, which eventually leads to more conversions.</p><p>In all of the above, a mobile CRM lets you access all the important data, insights, information, updates, contacts lists, schedules, tasks, reports and more while outside the confines of your office. It’s a carry-on, bring with you, agile CRM to guide your decisions and next actions unhindered by time and location.</p><h3 class="bg-title">Steps to Creating a Successful CRM Strategy</h3><p>Having learned what mobile CRM is and its value to your CRM practices, you can now craft your strategy with these steps:</p><h3><strong>1. Outline your business case</strong></h3><p>Simply put, this defines your business needs for a mobile CRM. You’ll have to come up with clear answers to some questions such as the following:</p><ul> <li>Does your present business situation call for a mobile CRM solution?</li> <li>Will it drive innovation and be a game changer in your sales and marketing operation?</li> <li>Can it facilitate or optimize processes involved in your sales and marketing activity?</li> <li>Will it truly be convenient and useful for your sales and marketing team?</li> </ul><p>Different businesses have different requirements. Study the value of implementing a mobile CRM system for your organization. You may think you do not need it now but feel better off having it sooner than later especially when you realize that most of your prospects and customers are interacting with you through mobile platforms. Do you think you can have a wider and more effective reach with your audience through mobile?</p><p>The business use cases for mobile CRM across your departments and teams are compelling. Let’s enumerate some:</p><ul> <li>You realize savings from efficiency, anytime availability of shared cloud data from any mobile device, and lower administrative costs.</li> <li>Your marketing teams can connect and reach customers on various channels – phone, email, social media, IM, SMS – directly from their mobile device.</li> <li>Your customer service unit can easily track cases from whatever channel, and resolve issues faster using a “single source of truth” or the unified knowledge from the entire organization.</li> <li>Your IT department gets a full mobile apps development platform with integration capabilities to your CRM system.</li> </ul><h3><strong>2. Know what you can gain from it</strong></h3><p>Mobility, security, functionality, and convenience are but some of the benefits of mobile CRM solutions. From within your smartphones or tablets, you get features and functionality of the CRM software that’s hosted on your desktop PC or laptop, but with the big edge of anytime, anywhere access to cloud computing. In other words, you get to run your business on-the-go from your phone.</p><p>For sales agents and marketing agents working in the field following up on prospects and meeting with clients, mobile CRM allows them to:</p><ul> <li>Join conferences and meetings</li> <li>Share and open files</li> <li>Access CRM dashboards and reports</li> <li>Track and respond to customer issues</li> <li>Integrate with calendars</li> <li>Access and update information on leads and opportunities</li> <li>Access automatically updated data every time</li> </ul><p>Automatic updates ensure that sales agents always have at their fingertips the latest CRM data, reports, and analytics so they don’t miss vital information, are always on the loop, and can move confidently with their leads, prospects, and customers. Moreover, mobile CRM platforms are equipped with built-in and auto-updated security features such as VPN and multi-level authentication.</p><h3><strong>3. Roll out in phases</strong></h3><p>Similar to the advice of experts to implement your CRM strategy in phases to make it seamless, you should do the same with your mobile CRM. While it may seem convenient to have every member of your sales and marketing teams equipped right from the start with CRM apps on their mobile device, this may prove to be problematic and overwhelming to your team.</p><p>As with any new undertaking that involves new technology, training, testing, and familiarization is required, and this can be done in stages. CRM software vendors usually provide training and technical assistance. Then you can test out how the mobile CRM system works with selected members of your team, after which you can sign on all potential users for trials runs.</p><p>The point to all these is to make the system work smoothly for all its users to ensure adoption and acceptance. Having your team well-trained and proficient on the use of a mobile CRM will produce flawless operation, enhanced collaboration, improved team and individual efficiency and productivity, and deliver optimal customer experience – all of which are part of your expectations as outlined in your business use case. Mobile CRM will foster closer coordination with your team members and colleagues and lasting relationships with your customers, things you will achieve with a steady, organized, and trained roll out than with a full-blast, error-prone implementation.</p><h3><strong>4. Implement it organization-wide </strong></h3><p>Your sales, marketing, and customer service teams are obviously the primary users of mobile CRM. It gives them the needed freedom and flexibility in their work such as tracking leads, meeting with prospects, closing deals and more. These customer-facing teams would be your priority users when rolling out a mobile CRM strategy. The next step should be implementing it organization-wide. There are several reasons for doing this in light of today’s generation of mobile employees. Consider these statistics:</p><ul> <li>Mobile has overtaken desktop as the primary means to access the Internet. (Comscore)</li> <li>71% of employees spend over 2 hours each week accessing company information on mobile. (Fierce Mobile IT)</li> <li>Mobile employees work an average of 240 hours more in a year. (iPass)</li> </ul><p>Employees nowadays are more agile and not confined to the four corners of the office. Mobile technology keeps employees connected, updated and productive, as the figures above show.</p><p>It also eliminates boundaries, promoting close collaboration regardless if employees are located on the other side of the globe. Even your employees that do not directly deal with customers can benefit from using mobile CRM in producing reports, managing schedules, and organizing and accessing files from one location.</p><h3><strong>5. Utilize the right tools </strong></h3><p>The great thing about today’s crop of leading CRM solutions is that they come equipped with mobile apps, allowing you to bring your CRM with you on the go and access your contacts, emails, customer details, and other important CRM information wherever you are and whenever you need to. Here’s a look at some of the top mobile CRM apps.</p><h3 id="examples" class="bg-title">Examples of mobile CRM software tools</h3><h3><strong>1. HubSpot CRM</strong></h3><p><img class="aligncenter size-full wp-image-129731 lazyload" alt="" width="1000" height="533" sizes="(max-width: 1000px) 100vw, 1000px" data-src="https://financesonline.com/uploads/2018/12/Screenshot-Hubspot-CRM-mobile1000x533.jpg" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII=" data-srcset="https://s.financesonline.com/uploads/2018/12/Screenshot-Hubspot-CRM-mobile1000x533.jpg 1000w, https://s.financesonline.com/uploads/2018/12/Screenshot-Hubspot-CRM-mobile1000x533-300x160.jpg 300w, https://s.financesonline.com/uploads/2018/12/Screenshot-Hubspot-CRM-mobile1000x533-768x409.jpg 768w, https://s.financesonline.com/uploads/2018/12/Screenshot-Hubspot-CRM-mobile1000x533-90x48.jpg 90w, https://s.financesonline.com/uploads/2018/12/Screenshot-Hubspot-CRM-mobile1000x533-272x145.jpg 272w"></p><p><a href="https://reviews.financesonline.com/p/hubspot-crm/">Award-winning CRM solution HubSpot CRM</a> is well known for its proven sales and marketing tools and best practices that revolve around its inbound marketing principle. If you have to pick a CRM software to quickly lift your campaigns off the ground, HubSpot CRM should be on top of your list for a lot of good reasons – it’s free, easy and simple to use, flexible and powerful, has extensive integration, and blends with your existing sales processes. It also gives you a robust mobile CRM through its mobile app for iOS devices. These and more make the app one of the <a href="/comparison-of-pipelinedeals-salesforce-and-nimble-top-3-crm-solutions/">top 3 CRM software</a> in the market today.</p><p>The CRM software is 100% free and you can immediately <a class="orange" href="/see/hubspot-trial/" rel="nofollow">get started with HubSpot CRM here</a>.<br> </p><div class="product-award-box" xmlns="http://www.w3.org/1999/html"> <h3 id="hubspot" class="bg-title">HubSpot Smart CRM</h3> <div class="product-award-box__inner"> <div class="product-award-box__left"> <a href="/certificates/" title="An award given to products our B2B experts find especially valuable for companies"><img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://sip.financesonline.com/uploads/2023/02/crm2023.png?width=235&token=iiubFbq3Y3d-1D7vL3lAtw" data-srcset="https://sip.financesonline.com/uploads/2023/02/crm2023.png?width=235&token=iiubFbq3Y3d-1D7vL3lAtw 1x, https://sip.financesonline.com/uploads/2023/02/crm2023.png?width=470&token=gV4TB8xHR2HXV2JcmgFp5g 2x" alt="An award given to products our B2B experts find especially valuable for companies" class="lazyload"></a> </div> <div class="product-award-box__right"> <p>Try out HubSpot CRM for free</p> <div class="product-award-box__buttons"> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2h1YnNwb3Qv" class="btn">VISIT WEBSITE</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2h1YnNwb3QtdHJpYWwv" class="btn btn--orange" target="_blank">FREE</button> </div> </div> </div> </div><p><strong>Highlights:</strong></p><ul> <li>Easily access your CRM database so you can get contact records while on the go.</li> <li>Manage your full HubSpot stack (CRM, marketing, customer service) in one app.</li> <li>Customize your mobile digest to show the most important marketing and sales metrics.</li> <li>Keep tab of sales leaderboard, stay connected with your team, and get the latest updates.</li> <li>Receive pipeline insights to know the status of deals, and view contact and company timelines to manage your sales process on the move.</li> </ul><h3><strong>2. Salesforce CRM</strong></h3><p><img class="aligncenter size-full wp-image-129732 lazyload" alt="" width="1000" height="533" sizes="(max-width: 1000px) 100vw, 1000px" data-src="https://financesonline.com/uploads/2018/12/Screenshot-Salesforce-CRM-mobile1000x533.jpg" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII=" data-srcset="https://s.financesonline.com/uploads/2018/12/Screenshot-Salesforce-CRM-mobile1000x533.jpg 1000w, https://s.financesonline.com/uploads/2018/12/Screenshot-Salesforce-CRM-mobile1000x533-300x160.jpg 300w, https://s.financesonline.com/uploads/2018/12/Screenshot-Salesforce-CRM-mobile1000x533-768x409.jpg 768w, https://s.financesonline.com/uploads/2018/12/Screenshot-Salesforce-CRM-mobile1000x533-90x48.jpg 90w, https://s.financesonline.com/uploads/2018/12/Screenshot-Salesforce-CRM-mobile1000x533-272x145.jpg 272w"></p><p>Our <a href="https://reviews.financesonline.com/p/salesforce-sales-cloud/">Salesforce CRM reviews</a> revealed the software for what it is – a most capable cloud platform powered by automation to help your sales team maximize CRM data and streamline processes. Part of Salesforce’s extensive sales and marketing solutions, the CRM software lets you track all customer information and interactions in one location to follow more leads, and nurture and manage them until they are ripe for conversion. It is designed to drive efficiency and productivity of your sales team whether they are in the field, at the office, or online. This is made possible with the availability of iOS and Android mobile apps that feature custom reports and real-time data. You can take the software for a spin. Just <a class="orange" href="/see/salesforcesalescloud-trial/" rel="nofollow">sign up for  Salesforce CRM free trial here</a>.</p><p><strong>Highlights:</strong></p><ul> <li>Get real-time dashboard views of reports and sales performance.</li> <li>It lets you join meetings, take in-app notes, and manage tasks on the go.</li> <li>Collaborate and instantly connect with your sales team and colleagues.</li> <li>You can upload files, and search, share, and edit them from your mobile device.</li> <li>With “mySalesforce”, you can build custom-branded mobile apps for your staff.</li> </ul><h3><strong>3. Freshsales</strong></h3><p><img class="aligncenter size-full wp-image-129738 lazyload" alt="" width="1000" height="533" sizes="(max-width: 1000px) 100vw, 1000px" data-src="https://financesonline.com/uploads/2018/12/Screenshot-Freshsales-CRM-mobile2_1000x533.jpg" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII=" data-srcset="https://s.financesonline.com/uploads/2018/12/Screenshot-Freshsales-CRM-mobile2_1000x533.jpg 1000w, https://s.financesonline.com/uploads/2018/12/Screenshot-Freshsales-CRM-mobile2_1000x533-300x160.jpg 300w, https://s.financesonline.com/uploads/2018/12/Screenshot-Freshsales-CRM-mobile2_1000x533-768x409.jpg 768w, https://s.financesonline.com/uploads/2018/12/Screenshot-Freshsales-CRM-mobile2_1000x533-90x48.jpg 90w, https://s.financesonline.com/uploads/2018/12/Screenshot-Freshsales-CRM-mobile2_1000x533-272x145.jpg 272w"></p><p>We confirmed from our <a href="https://reviews.financesonline.com/p/freshsales/">Freshsales overview</a> why the software is often described as a single contact management hub – it is able to help you and your sales agents manage massive number of leads from one platform while keeping the process simple. The CRM solution in the Freshworks family of business apps is built for high-velocity teams to keep track of contacts as well as capture, distribute, nurture, score, and verify leads from multiple channels. It boasts of a powerful revenue analytics that can pull out data from relevant sources and process it to come up with accurate reports. Freshsales offers mobile apps for iOS and Android, giving you all sales CRM functionalities right on your smartphone. Why not test the software for yourself? Simply <a class="orange" href="/see/freshsales-trial/" rel="nofollow">sign up for Freshsales free trial here</a>.</p><p><strong>Highlights:</strong></p><ul> <li>Plan your day and manage your work through your mobile device.</li> <li>It only takes a tap to get information about your contacts, leads, deals, and accounts.</li> <li>Handle tasks, schedules, calls, follow-ups, and updates through your mobile device.</li> <li>Quickly meet with your clients by booking an Uber from within the mobile app.</li> <li>It provides mobile CRM push notifications so you won’t miss pending tasks and meetings.</li> </ul><h3><strong>4. Pipedrive</strong></h3><p><img class="aligncenter size-full wp-image-129734 lazyload" alt="" width="1000" height="533" sizes="(max-width: 1000px) 100vw, 1000px" data-src="https://financesonline.com/uploads/2018/12/Screenshot-Pipedrive-CRM-mobile1000x533.jpg" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII=" data-srcset="https://s.financesonline.com/uploads/2018/12/Screenshot-Pipedrive-CRM-mobile1000x533.jpg 1000w, https://s.financesonline.com/uploads/2018/12/Screenshot-Pipedrive-CRM-mobile1000x533-300x160.jpg 300w, https://s.financesonline.com/uploads/2018/12/Screenshot-Pipedrive-CRM-mobile1000x533-768x409.jpg 768w, https://s.financesonline.com/uploads/2018/12/Screenshot-Pipedrive-CRM-mobile1000x533-90x48.jpg 90w, https://s.financesonline.com/uploads/2018/12/Screenshot-Pipedrive-CRM-mobile1000x533-272x145.jpg 272w"></p><p>Among the many <a href="https://reviews.financesonline.com/p/pipedrive/">Pipedrive benefits</a> you can gain are efficient sales management, speedy deal closure, well-organized lead collection, top-level statistics and reporting, and wide customization. Created through the combined experience and expertise of salespeople and web developers, you get a CRM system that is fast, feature-filled, easy to use, and with the sales pipeline methodology built into it, making it an ideal CRM and sales pipeline management platform for small and medium-sized businesses. It is also fully optimized across iOS and Android mobile devices. If you want to explore more its capabilities, <a class="orange" href="/see/pipedrive-trial/" rel="nofollow">sign up for Pipedrive free trial here</a>.</p><p><strong>Highlights:</strong></p><ul> <li>It gives you a complete view of your tasks and to-do lists.</li> <li>You can set reminders and notifications for all activities.</li> <li>It lets you add meetings and call notes or even audio or photo notes to save time.</li> <li>You can bring your sales pipeline with you wherever you go.</li> <li>It can work offline so you can still get work done; once online, changes auto sync with Pipedrive to keep your information up-to-date.</li> </ul><h3><strong>5. Zoho CRM</strong></h3><p><img class="aligncenter size-full wp-image-129737 lazyload" alt="" width="1000" height="533" sizes="(max-width: 1000px) 100vw, 1000px" data-src="https://financesonline.com/uploads/2018/12/Screenshot-Zoho-CRM-mobile2_1000x533.jpg" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII=" data-srcset="https://s.financesonline.com/uploads/2018/12/Screenshot-Zoho-CRM-mobile2_1000x533.jpg 1000w, https://s.financesonline.com/uploads/2018/12/Screenshot-Zoho-CRM-mobile2_1000x533-300x160.jpg 300w, https://s.financesonline.com/uploads/2018/12/Screenshot-Zoho-CRM-mobile2_1000x533-768x409.jpg 768w, https://s.financesonline.com/uploads/2018/12/Screenshot-Zoho-CRM-mobile2_1000x533-90x48.jpg 90w, https://s.financesonline.com/uploads/2018/12/Screenshot-Zoho-CRM-mobile2_1000x533-272x145.jpg 272w"></p><p>Going through <a href="https://reviews.financesonline.com/p/zoho-crm/">Zoho CRM details</a> exposed its core functionality of lead and contact management as well as capability to handle sales pipeline and purchase control. Combined with several other features, what it gives you is a powerful system that can streamline sales operations, automate tasks and workflows, access and analyze important data, and perform sales forecasting, among others. In addition, it provides a mobile platform that lets you take the CRM on location so can get fast and real-time updates and close more deals even when on the go. You can experience first hand how this CRM solution works. Just <a class="orange" href="/see/zohocrm-trial/" rel="nofollow">sign up for Zoho CRM free trial here</a>.</p><p><strong>Highlights:</strong></p><ul> <li>You get instant access to your CRM information.</li> <li>You are provided sales figures right at your fingertips</li> <li>Obtain real-time dashboard insights into team performance, sales trends, and more.</li> <li>Get visualizations of trends in marketing, sales, and support so you can make data-backed decisions wherever you are</li> <li>Smartly manage and plan your time and schedules to pursue hot leads and win more deals<strong> </strong></li> </ul><h3><strong>6. Lucrativ</strong></h3><p><img class="alignnone size-full wp-image-150633 lazyload" alt="" width="1200" height="600" sizes="(max-width: 1200px) 100vw, 1200px" data-src="https://financesonline.com/uploads/2019/04/Lucrativ.png" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII=" data-srcset="https://s.financesonline.com/uploads/2019/04/Lucrativ.png 1200w, https://s.financesonline.com/uploads/2019/04/Lucrativ-300x150.png 300w, https://s.financesonline.com/uploads/2019/04/Lucrativ-768x384.png 768w, https://s.financesonline.com/uploads/2019/04/Lucrativ-1024x512.png 1024w, https://s.financesonline.com/uploads/2019/04/Lucrativ-93x48.png 93w, https://s.financesonline.com/uploads/2019/04/Lucrativ-290x145.png 290w"></p><p>A number of Lucrativ features are designed to boost the productivity of sales teams, capitalize on more opportunities, and close deals efficiently. This sales acceleration and CRM solution enables sales teams to consistently engage with their customers thanks to streamlined and automated workflows. Moreover, it has an assortment of productivity management tools that ensures they are always on top of all their responsibilities. With these functionalities,  you can benefit from less lost opportunities and improved sales overall. Lucrativ also features gamification tools to empower and motivate your team to accomplish more tasks and achieve better results.</p><p><strong>Highlights:</strong></p><ul> <li>Its workflow automation lets you set various scenario-based processes and have the software accomplish them automatically.</li> <li>You can always stay up to date with opportunities, notifications, milestones, and other information thanks to its mobile CRM application.</li> <li>You can empower your team to be more productive and efficient with its gamification features.</li> <li>Take advantage of productivity tools for better task prioritization, easy capturing of data, easy reminders for engaging clients, and more.</li> </ul><h3 class="bg-title">Conclusion</h3><p>You can benefit a lot from having a mobile CRM strategy. However, this is not something you set out hastily. It needs careful planning, committed adoption by your organization, proper training of users, and systematized roll out. Balance the time you need for a proper implementation because your mobile CRM will become one of the most important components in your overall CRM strategy and a success driver for your business. You can find the ideal tool for your business by looking at the more popular <a href="/top-20-online-crm-tools-company-can-benefit-2017/">online CRM platforms</a> currently available.</p><p>If you want to start off without worrying about cost, <a class="orange" href="/see/hubspot-trial/" rel="nofollow">sign up for HubSpot free CRM here</a>.</p> <div id="fot-social" class="fot-social" data-id="129726" data-type="post" data-url="https://financesonline.com/how-to-create-a-successful-mobile-crm-strategy/" style="opacity: 0;"> <div class="fot-social__el fot-social__el--network "> <span class="icon icon--network"></span> <span class="count">14<span class="shares"> shares</span></span> </div> <a class="fot-social__el fb fb-button" href="https://www.facebook.com/sharer/sharer.php?u=https://financesonline.com/how-to-create-a-successful-mobile-crm-strategy/" target="_blank"> <div> <span class="icon icon--fb"></span> <span class="txt">Share</span> </div> <span class="count">6</span> </a> <a class="fot-social__el tw" href="http://twitter.com/share?url=https://financesonline.com/how-to-create-a-successful-mobile-crm-strategy/" target="_blank"> <div> <span class="icon icon--tw"></span> <span class="txt">Tweet</span> </div> <span class="count">3</span> </a> <a class="fot-social__el li" href="https://www.linkedin.com/shareArticle?mini=true&url=https://financesonline.com/how-to-create-a-successful-mobile-crm-strategy/" target="_blank"> <div> <span class="icon icon--in"></span> <span class="txt">Share</span> </div> <span class="count">5</span> </a> </div> <div id="fot-social-inline" class="fot-social fot-social--inline"> <a class="fot-social__el fb fb-button" href="https://www.facebook.com/sharer/sharer.php?u=https://financesonline.com/how-to-create-a-successful-mobile-crm-strategy/" target="_blank"> <span> <span class="icon icon--fb"></span> <span class="txt">Share</span> </span> <span class="count">6</span> </a> <a class="fot-social__el tw" href="http://twitter.com/share?url=https://financesonline.com/how-to-create-a-successful-mobile-crm-strategy/" target="_blank"> <span> <span class="icon icon--tw"></span> <span class="txt">Tweet</span> </span> <span class="count">3</span> </a> <a class="fot-social__el li" href="https://www.linkedin.com/shareArticle?mini=true&url=https://financesonline.com/how-to-create-a-successful-mobile-crm-strategy/" target="_blank"> <span> <span class="icon icon--in"></span> <span class="txt">Share</span> </span> <span class="count">5</span> </a> <div class="fot-social__el fot-social__el--network "> <span class="icon icon--network"></span> <span class="count">14<span class="shares"> shares</span></span> </div> </div> <div class="single-page__author"> <div class="single-page__avatar"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://sip.financesonline.com/uploads/2020/07/adam_goldberg.jpeg?width=100&token=j37e56Vy4jDSXy0Pr_Pn4A" alt="Adam Goldberg" class="lazyload" onerror="this.onerror=null; this.src='https://financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg'" > </div> <div class="single-page__author__desc"> <h4>By <a href="/author/adam/" title="Adam Goldberg">Adam Goldberg</a></h4> <p>Adam Goldberg is a senior market research analyst and one of the key customer experience technology and CRM pioneers working for the FinancesOnline review team. He has been cooperating with FinancesOnline for over 5 years now. During that time Andrew has analyzed more than 2,000 CRM solutions and he鈥檚 well-known for his honest reviews and his unique perspective on challenges and opportunities posed by customer-centric innovation. He鈥檚 a strong believer in business process automation and the role it plays in customer data management, conversational intelligence, and customer engagement. His work has been mentioned in many major publications and media sites, including MSN, Springer, TheNextWeb, and CIO.</p> </div> <div class="clearfix"></div> </div> </div> <div class="fot-sidebar col col--25 col--sm"> <div id="sidebar-top3" class="fot-sidebar__top3"> <div class="fot-sidebar__top3__close"> <span></span> <span></span> </div> <p> Top CRM Software of 2024 <a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a> </p> <div class="fot-sidebar__rank"> <a href="https://reviews.financesonline.com/p/hubspot-crm/" title="hubspot-crm" class="rank-item"> <span class="rank-item__pos">1.</span> <div class="rank-item__img"> <img width="220" height="90" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="HubSpot Smart CRM" sizes="(max-width: 220px) 100vw, 220px" data-srcset="https://s.financesonline.com/uploads/2017/02/hslogo-220x90.png 220w, https://s.financesonline.com/uploads/2017/02/hslogo-300x123.png 300w, https://s.financesonline.com/uploads/2017/02/hslogo-93x38.png 93w, https://s.financesonline.com/uploads/2017/02/hslogo-355x145.png 355w, https://s.financesonline.com/uploads/2017/02/hslogo.png 450w" /> </div> </a> <a href="https://reviews.financesonline.com/p/netsuite-crm/" title="netsuite-crm" class="rank-item"> <span class="rank-item__pos">2.</span> <div class="rank-item__img"> <img width="220" height="90" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="NetSuite CRM" sizes="(max-width: 220px) 100vw, 220px" data-srcset="https://s.financesonline.com/uploads/2024/02/Logo-9-220x90.png 220w, https://s.financesonline.com/uploads/2024/02/Logo-9-300x123.png 300w, https://s.financesonline.com/uploads/2024/02/Logo-9-93x38.png 93w, https://s.financesonline.com/uploads/2024/02/Logo-9-354x145.png 354w, https://s.financesonline.com/uploads/2024/02/Logo-9.png 440w" /> </div> </a> <a href="https://reviews.financesonline.com/p/salesforce-sales-cloud/" title="salesforce-sales-cloud" class="rank-item"> <span class="rank-item__pos">3.</span> <div class="rank-item__img"> <img width="220" height="90" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Salesforce CRM" sizes="(max-width: 220px) 100vw, 220px" data-srcset="https://s.financesonline.com/uploads/2019/07/Salesforce-Logo1-220x90.png 220w, https://s.financesonline.com/uploads/2019/07/Salesforce-Logo1-300x123.png 300w, https://s.financesonline.com/uploads/2019/07/Salesforce-Logo1-93x38.png 93w, https://s.financesonline.com/uploads/2019/07/Salesforce-Logo1-354x145.png 354w, https://s.financesonline.com/uploads/2019/07/Salesforce-Logo1.png 440w" /> </div> </a> </div> <div class="fot-sidebar__best-btn"> <a href="https://comparisons.financesonline.com/hubspot-crm-vs-netsuite-crm-vs-salesforce-sales-cloud" title="Compare best tools" class="btn btn--blue-hover">COMPARE BEST TOOLS</a> </div> </div> </div> <div class="clearfix"></div> </div> <div style="margin-top: 15px"> Page last modified <time datetime="2024-11-13T12:03:26+00:00" title="2024-11-13 12:03:26">2024-11-13</time> </div> </div> </div> <div class="row"> <div class="news-tabs tabs"> <div class="news-tabs__content" data-items="2"> <div class="news-tabs__content-inner main-container tabs-content active"> <div id="related-posts-carousel" class="single-page-fixer glide"> <h3>Related posts</h3> <div data-glide-el="track" class="news-carousel glide__track"> <div class="glide__slides"> <div class="news-tabs__item item glide__slide"> <div class="news-tabs__news"> <a href="/how-to-develop-a-mobile-first-saas-solution-for-your-enterprise/"> <img src="https://financesonline.com/uploads/2023/07/image1-31-232x120.png" alt="How To Develop a Mobile-First SaaS Solution for Your Enterprise" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/how-to-develop-a-mobile-first-saas-solution-for-your-enterprise/" title="How To Develop a Mobile-First SaaS Solution for Your Enterprise"> How To Develop a Mobile-First SaaS Solution for Your Enterprise </a> </p> <span class="category">Category: B2B News</span> </div> </div> <div class="news-tabs__news"> <a href="/how-to-create-a-successful-blog-marketing-strategy-for-your-saas-brand/"> <img src="https://financesonline.com/uploads/2014/12/saas3-232x120.jpg" alt="How To Create A Successful Blog Marketing Strategy For Your Saas Brand" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/how-to-create-a-successful-blog-marketing-strategy-for-your-saas-brand/" title="How To Create A Successful Blog Marketing Strategy For Your Saas Brand"> How To Create A Successful Blog Marketing Strategy For Your Saas Brand </a> </p> <span class="category">Category: B2B News</span> </div> </div> <div class="news-tabs__news"> <a href="/c/computer-monitoring-software/"> <img src="https://financesonline.com/uploads/2022/11/Computer-Monitoring-Software-232x120.png" alt="Best Computer Monitoring Software in 2024" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/c/computer-monitoring-software/" title="Best Computer Monitoring Software in 2024"> Best Computer Monitoring Software in 2024 </a> </p> </div> </div> <div class="news-tabs__news"> <a href="/12-best-architecture-software-programs-for-beginners/"> <img src="https://financesonline.com/uploads/2019/04/arch-232x120.jpg" alt="12 Best Architecture Software Programs for Beginners in 2024" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/12-best-architecture-software-programs-for-beginners/" title="12 Best Architecture Software Programs for Beginners in 2024"> 12 Best Architecture Software Programs for Beginners in 2024 </a> </p> <span class="category">Category: B2B News</span> </div> </div> </div><div class="news-tabs__item item glide__slide"> <div class="news-tabs__news"> <a href="/cheap-accounting-software/"> <img src="https://financesonline.com/uploads/2022/02/cheap-accounting-software-232x120.jpg" alt="Top 20 Cheap Accounting Software for 2024" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/cheap-accounting-software/" title="Top 20 Cheap Accounting Software for 2024"> Top 20 Cheap Accounting Software for 2024 </a> </p> <span class="category">Category: B2B News</span> </div> </div> <div class="news-tabs__news"> <a href="/best-shopping-cart-platforms/"> <img src="https://financesonline.com/uploads/2022/08/shopping-cart--232x120.jpeg" alt="20 Best Shopping Cart Platforms in 2024" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/best-shopping-cart-platforms/" title="20 Best Shopping Cart Platforms in 2024"> 20 Best Shopping Cart Platforms in 2024 </a> </p> <span class="category">Category: B2B News</span> </div> </div> <div class="news-tabs__news"> <a href="/data-visualization/"> <img src="https://financesonline.com/uploads/2019/12/data-visualization-2-232x120.jpg" alt="20 Best Data Visualization Software Solutions of 2024" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/data-visualization/" title="20 Best Data Visualization Software Solutions of 2024"> 20 Best Data Visualization Software Solutions of 2024 </a> </p> <span class="category">Category: B2B News</span> </div> </div> <div class="news-tabs__news"> <a href="/top-15-data-analysis-software-systems-enterprise-cloud-open-source-alternatives/"> <img src="https://financesonline.com/uploads/2019/12/best-data-analysis-software-232x120.jpg" alt="15 Best Data Analysis Software Systems in 2024" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/top-15-data-analysis-software-systems-enterprise-cloud-open-source-alternatives/" title="15 Best Data Analysis Software Systems in 2024"> 15 Best Data Analysis Software Systems in 2024 </a> </p> <span class="category">Category: B2B News</span> </div> </div> <div class="news-tabs__news"> <a href="/cheap-email-marketing-software/"> <img src="https://financesonline.com/uploads/2022/03/cheap-email-marketing-sofware-232x120.jpg" alt="15 Top Cheap Email Marketing Software for 2024" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/cheap-email-marketing-software/" title="15 Top Cheap Email Marketing Software for 2024"> 15 Top Cheap Email Marketing Software for 2024 </a> </p> <span class="category">Category: B2B News</span> </div> </div> <div class="news-tabs__news"> <a href="/doorloop-pricing/"> <img src="https://financesonline.com/uploads/2021/08/DoorLoop-pricing-packages-232x120.png" alt="DoorLoop Pricing Packages: What鈥檚 Included in the Paid Plans?" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/doorloop-pricing/" title="DoorLoop Pricing Packages: What鈥檚 Included in the Paid Plans?"> DoorLoop Pricing Packages: What鈥檚 Included in the Paid Plans? </a> </p> <span class="category">Category: B2B News</span> </div> </div> <div class="news-tabs__news"> <a href="/performance-marketing-guide-for-beginners/"> <img src="https://financesonline.com/uploads/2019/10/Performance-Marketing-Guide-1-232x120.jpg" alt="Performance Marketing Guide for Beginners: Definition, Types & Tactics" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/performance-marketing-guide-for-beginners/" title="Performance Marketing Guide for Beginners: Definition, Types & Tactics"> Performance Marketing Guide for Beginners: Definition, Types & Tactics </a> </p> <span class="category">Category: B2B News</span> </div> </div> <div class="news-tabs__news"> <a href="/cloud-hr-software/"> <img src="https://financesonline.com/uploads/2022/03/cloud-HR-software-232x120.jpg" alt="15 Best Cloud HR Software in 2024" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/cloud-hr-software/" title="15 Best Cloud HR Software in 2024"> 15 Best Cloud HR Software in 2024 </a> </p> <span class="category">Category: B2B News</span> </div> </div> </div><div class="news-tabs__item item glide__slide"> <div class="news-tabs__news"> <a href="/comparison-15-leading-shopping-cart-software-systems/"> <img src="https://financesonline.com/uploads/2020/06/shopping-cart-software-232x120.jpg" alt="Comparison of 15 Leading Shopping Cart Software Systems in 2024" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/comparison-15-leading-shopping-cart-software-systems/" title="Comparison of 15 Leading Shopping Cart Software Systems in 2024"> Comparison of 15 Leading Shopping Cart Software Systems in 2024 </a> </p> <span class="category">Category: B2B News</span> </div> </div> <div class="news-tabs__news"> <a href="/20-best-erp-platforms/"> <img src="https://financesonline.com/uploads/2019/05/erp1-232x120.png" alt="20 Best ERP Platforms for 2024" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/20-best-erp-platforms/" title="20 Best ERP Platforms for 2024"> 20 Best ERP Platforms for 2024 </a> </p> <span class="category">Category: B2B News</span> </div> </div> <div class="news-tabs__news"> <a href="/pros-cons-of-microsoft-power-bi-analysis-of-a-leading-business-intelligence-software/"> <img src="https://financesonline.com/uploads/2019/06/bi-232x120.jpg" alt="Pros & Cons of Microsoft Power BI: Analysis of a Leading Business Intelligence Software" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/pros-cons-of-microsoft-power-bi-analysis-of-a-leading-business-intelligence-software/" title="Pros & Cons of Microsoft Power BI: Analysis of a Leading Business Intelligence Software"> Pros & Cons of Microsoft Power BI: Analysis of a Leading Business Intelligence Software </a> </p> <span class="category">Category: B2B News</span> </div> </div> <div class="news-tabs__news"> <a href="/top-10-alternatives-xero-analysis-best-accounting-software-tools/"> <img src="https://financesonline.com/uploads/2022/02/accounting-software-232x120.jpg" alt="Top 10 Alternatives to Xero: Analysis of Best Accounting Software Tools in 2024" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/top-10-alternatives-xero-analysis-best-accounting-software-tools/" title="Top 10 Alternatives to Xero: Analysis of Best Accounting Software Tools in 2024"> Top 10 Alternatives to Xero: Analysis of Best Accounting Software Tools in 2024 </a> </p> <span class="category">Category: B2B News</span> </div> </div> <div class="news-tabs__news"> <a href="/top-10-marketing-software-solutions/"> <img src="https://financesonline.com/uploads/2016/09/dm-232x120.jpg" alt="10 Best Marketing Software Systems" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/top-10-marketing-software-solutions/" title="10 Best Marketing Software Systems"> 10 Best Marketing Software Systems </a> </p> <span class="category">Category: B2B News</span> </div> </div> <div class="news-tabs__news"> <a href="/how-do-you-make-an-effective-excel-timeline-template/"> <img src="https://financesonline.com/uploads/2019/07/timeline-232x120.jpg" alt="How Do You Make An Effective Excel Timeline Template?" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/how-do-you-make-an-effective-excel-timeline-template/" title="How Do You Make An Effective Excel Timeline Template?"> How Do You Make An Effective Excel Timeline Template? </a> </p> <span class="category">Category: B2B News</span> </div> </div> <div class="news-tabs__news"> <a href="/top-10-alternatives-amazon-payments-comparison-key-payment-gateway-services/"> <img src="https://financesonline.com/uploads/2017/09/p-232x120.png" alt="Top 10 Alternatives to Amazon Payments: Comparison of Key Payment Gateway Services" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/top-10-alternatives-amazon-payments-comparison-key-payment-gateway-services/" title="Top 10 Alternatives to Amazon Payments: Comparison of Key Payment Gateway Services"> Top 10 Alternatives to Amazon Payments: Comparison of Key Payment Gateway Services </a> </p> <span class="category">Category: B2B News</span> </div> </div> <div class="news-tabs__news"> <a href="/top-10-alternatives-to-efilecabinet-leading-document-management-software-solutions/"> <img src="https://financesonline.com/uploads/2017/12/document-management-232x120.png" alt="Top 10 Alternatives to eFileCabinet: Leading Document Management Software Solutions" class="lazyload"> </a> <div class="news-tabs__news-content"> <p class="news-title"> <a href="/top-10-alternatives-to-efilecabinet-leading-document-management-software-solutions/" title="Top 10 Alternatives to eFileCabinet: Leading Document Management Software Solutions"> Top 10 Alternatives to eFileCabinet: Leading Document Management Software Solutions </a> </p> <span class="category">Category: B2B News</span> </div> </div> </div> </div> </div> <div class="glide__bullets" data-glide-el="controls[nav]"> <button class="glide__bullet" data-glide-dir="=0"></button> <button class="glide__bullet" data-glide-dir="=1"></button> <button class="glide__bullet" data-glide-dir="=2"></button> </div> </div> </div> </div> </div> <div class="clearfix"></div> </div> <div class="main-container main-container--post"> <div class="row"> <div class="col col--75 col--sm"> <div id="respond" class="comments-box"> <h3>Leave a comment!</h3> <form action="https://financesonline.com/wp-comments-post.php" method="post" id="commentform" class="comments-box__form"> <p>Add your comment below.</p> <p>Be nice. Keep it clean. Stay on topic. No spam.</p> <div class="comments-box__row"> <input type="text" name="author" id="author" value="" size="22" tabindex="1" class="comments-box__input" placeholder="Name (required)" required> <input type="text" name="email" id="email" value="" size="22" tabindex="2" class="comments-box__input" placeholder="Mail (will not be published)"> </div> <div> <input type='hidden' name='comment_post_ID' value='129726' id='comment_post_ID' /> <input type='hidden' name='comment_parent' id='comment_parent' value='0' /> <input type="hidden" name="redirect_to" value="/how-to-create-a-successful-mobile-crm-strategy/" /></div> <p><textarea autocomplete="new-password" id="g870abf955" name="g870abf955" cols="100%" rows="15" tabindex="4" class="comments-box__textarea"></textarea><textarea id="comment" aria-label="hp-comment" aria-hidden="true" name="comment" autocomplete="new-password" style="padding:0 !important;clip:rect(1px, 1px, 1px, 1px) !important;position:absolute !important;white-space:nowrap !important;height:1px !important;width:1px !important;overflow:hidden !important;" tabindex="-1"></textarea><script data-noptimize>document.getElementById("comment").setAttribute( "id", "aed836c082d89b5d430d0aefa59a85ce" );document.getElementById("g870abf955").setAttribute( "id", "comment" );</script></p> <p><input name="submit" class="comments-box__btn comments-box__submit btn" type="submit" id="submit" tabindex="5" value="Post Comment"> <input type="hidden" name="comment_post_ID" value="129726" /> </p> </form> </div> </div> <div class="clearfix"></div> </div> <div class="clearfix"></div> </div> </div> <div id="back-to-top" class="btn btn--top" title="Go to top"><span class="icon icon--arrow-down"></span>TOP</div> <div id="why-fo-free" class="fot-modal why-fo-free-modal"> <div class="fot-modal__close"><span></span><span></span></div> <h3> <img width="30" height="30" class="why_fo_free_modal_img" alt="Why is FinancesOnline free?" srcset="https://financesonline.com/media/themes/fot/dist/img/information.png 1x,https://financesonline.com/media/themes/fot/dist/img/information@2x.png 2x" src="https://financesonline.com/media/themes/fot/dist/img/information.png"> Why is FinancesOnline free? </h3> <p>FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we鈥檙e not limited only to the ones that pay us, and all software providers have an <a href="/scoring-methodology/" title="Scoring methodology">equal opportunity</a> to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.</p> </div> <script> window.addEventListener('FoExitPopupScriptLoaded', function() { fo_show_ep(); }); </script> <div id="ad-banner" class="side-banner" data-taxonomy="category_apps" data-terms="3"> <div id="close-banner" class="side-banner__close"><span></span><span></span></div> </div> <style> .footer li { width: 100%!important; float:none; } @media screen and (min-width: 481px) { .footer ul { display: block!important; } } @media screen and (max-width: 480px) { .footer ul { margin-bottom: 0; display: none; } .footer li { width: 50%!important; float:left; } .footer ul:after { content: ''; clear: both; display: block; } .footer__heading { cursor:pointer; } } </style> <div class="footer"> <div class="main-container main-container--post"> <div class="col col--50 col--sm"> <a href="https://financesonline.com" title="FinancesOnline Homepage" class="footer__title"><span>Finances</span>Online</a> <p><strong>EU Office:</strong> Grojecka 70/13 Warsaw, 02-359 Poland</p> <p><strong>US Office:</strong> 120 St James Ave Floor 6, Boston, MA 02116</p> <a href="/add-product/" class="btn btn--listed" title="Get listed page"><span class="icon icon--add"></span>GET LISTED</a> </div> <div class="col col--50 col--sm"> <div class="col col--33 col--sm"> <div class="footer__heading">Company</div> <ul> <li><a href="/about-us/" title="About Us">About Us</a></li> <li><a href="/contact-us/" title="Contact Us">Contact Us</a></li> <li><a href="/add-product/" title="Add Your Product">Add Your Product</a></li> <li><a href="/careers/" title="Careers">Careers</a></li> <li><a href="/research-center/" title="Research Center">Research Center</a></li> <li><a href="/research-team/" title="Research Team">Research Team</a></li> </ul> </div> <div class="col col--33 col--sm"> <div class="footer__heading">Policies</div> <ul> <li><a href="/terms-of-use/" title="Terms of Use">Terms of Use</a></li> <li><a href="/privacy-policy/" title="Privacy Policy">Privacy Policy</a></li> <li><a href="/cookies-policy/" title="Cookies Policy">Cookies Policy</a></li> <li><a href="/scoring-methodology/" title="Scoring Methodology">Scoring Methodology</a></li> <li><a href="/ccpa/" title="Do not sell my personal information">Do not sell my personal information</a></li> </ul> </div> <div class="col col--33 col--sm"> <div class="footer__heading">Content</div> <ul> <li><a href="/write-for-us/" title="Write For Us">Write For Us</a></li> <li><a href="/software-for-small-business/" title="For Small Business">For Small Business</a></li> <li><a href="/topapps/" title="Top Software">Top Software</a></li> <li><a href="https://reviews.financesonline.com/" title="Software reviews">Software reviews</a></li> <li><a href="https://comparisons.financesonline.com/" title="Software comparisons">Software comparisons</a></li> <li><a href="https://alternatives.financesonline.com/" title="Software alternatives">Software alternatives</a></li> </ul> </div> </div> <div class="clearfix"></div> </div> <div class="footer__copyright"> <div class="main-container main-container--post"> <p class="mini-hide">Copyright 漏 2024 FinancesOnline. All B2B Directory Rights Reserved.</p> <div class="footer__sm"> <a href="https://www.facebook.com/FinancesOnline" class="footer__sm-item icon icon--fb" title="FinancesOnline.com Facebook" target="_blank" rel="noopener"></a> <a href="https://twitter.com/Financesonline" class="footer__sm-item icon icon--tw" title="FinancesOnline.com Twitter" target="_blank" rel="noopener"></a> <a href="https://www.linkedin.com/company/financesonline-com" class="footer__sm-item icon icon--in" title="FinancesOnline.com LinkedIn" target="_blank" rel="noopener"></a> </div> <div class="clearfix"></div> </div> </div> </div> <script type="text/javascript" data-noptimize> (function() { var buttons = document.getElementsByClassName('btn'); var buttons_re = new RegExp("\\\/see\\\/(hubspot|hubspot\\-trial|freshsales|freshsales\\-trial|salesforcesalescloud\\-trial|salesforcesalescloud|pipedrive|pipedrive\\-trial|copper|copper\\-trial|bpmonline1|bpmonline1\\-trial)", "i"); var pa_see_keys_map = {"hubspot":"vendor_click","hubspot-trial":"hubspot","freshsales":"freshsales","freshsales-trial":"freshsales","salesforcesalescloud-trial":"salesforce","salesforcesalescloud":"salesforce","pipedrive":"pipedrive","pipedrive-trial":"pipedrive","copper":"copper","copper-trial":"copper","bpmonline1":"bpmonline","bpmonline1-trial":"bpmonline"}; var taboola_see_keys_map = {"hubspot":"hubspot","hubspot-trial":"hubspot","freshsales":"freshsales","freshsales-trial":"freshsales","salesforcesalescloud-trial":"salesforce","salesforcesalescloud":"salesforce","pipedrive":"pipedrive","pipedrive-trial":"pipedrive","copper":"copper","copper-trial":"copper","bpmonline1":"bpmonline","bpmonline1-trial":"bpmonline"}; for (var i=0; i < buttons.length; i++) { if(buttons[i].tagName === 'A' && buttons[i].href && buttons[i].href.match(buttons_re)) { var m = buttons[i].href.match(buttons_re); if(m && pa_see_keys_map && pa_see_keys_map.hasOwnProperty(m[1])) { buttons[i].setAttribute('data-paeventname', pa_see_keys_map[m[1]]); } if(m && taboola_see_keys_map && taboola_see_keys_map.hasOwnProperty(m[1])) { buttons[i].setAttribute('data-taboolaeventname', taboola_see_keys_map[m[1]]); } buttons[i].onclick = function(){ //qa window._pq = window._pq || []; _pq.push(['track', this.getAttribute('data-paeventname')]); //taboola window._tfa = window._tfa || []; _tfa.push({notify: 'event', name: this.getAttribute('data-taboolaeventname'), id: 1176669}); }; } } })(); </script> <link rel='stylesheet' id='fo-social-buttons-css-css' href='https://financesonline.com/media/plugins/fo-social/css/social-buttons.css?ver=1.2.6' type='text/css' media='none' onload='if(media!="all")media="all"' /> <noscript><link rel='stylesheet' id='fo-social-buttons-css-css' href='https://financesonline.com/media/plugins/fo-social/css/social-buttons.css?ver=1.2.6' type='text/css' media='all' /> </noscript><script data-noptimize> loadjs=function(){var h=function(){},c={},u={},f={};function o(e,n){if(e){var r=f[e];if(u[e]=n,r)for(;r.length;)r[0](e,n),r.splice(0,1)}}function l(e,n){e.call&&(e={success:e}),n.length?(e.error||h)(n):(e.success||h)(e)}function d(r,t,s,i){var c,o,e=document,n=s.async,u=(s.numRetries||0)+1,f=s.before||h,l=r.replace(/[\?|#].*$/,""),a=r.replace(/^(css|img)!/,"");i=i||0,/(^css!|\.css$)/.test(l)?((o=e.createElement("link")).rel="stylesheet",o.href=a,(c="hideFocus"in o)&&o.relList&&(c=0,o.rel="preload",o.as="style")):/(^img!|\.(png|gif|jpg|svg|webp)$)/.test(l)?(o=e.createElement("img")).src=a:((o=e.createElement("script")).src=r,o.async=void 0===n||n),!(o.onload=o.onerror=o.onbeforeload=function(e){var n=e.type[0];if(c)try{o.sheet.cssText.length||(n="e")}catch(e){18!=e.code&&(n="e")}if("e"==n){if((i+=1)<u)return d(r,t,s,i)}else if("preload"==o.rel&&"style"==o.as)return o.rel="stylesheet";t(r,n,e.defaultPrevented)})!==f(r,o)&&e.head.appendChild(o)}function r(e,n,r){var t,s;if(n&&n.trim&&(t=n),s=(t?r:n)||{},t){if(t in c)throw"LoadJS";c[t]=!0}function i(n,r){!function(e,t,n){var r,s,i=(e=e.push?e:[e]).length,c=i,o=[];for(r=function(e,n,r){if("e"==n&&o.push(e),"b"==n){if(!r)return;o.push(e)}--i||t(o)},s=0;s<c;s++)d(e[s],r,n)}(e,function(e){l(s,e),n&&l({success:n,error:r},e),o(t,e)},s)}if(s.returnPromise)return new Promise(i);i()}return r.ready=function(e,n){return function(e,r){e=e.push?e:[e];var n,t,s,i=[],c=e.length,o=c;for(n=function(e,n){n.length&&i.push(e),--o||r(i)};c--;)t=e[c],(s=u[t])?n(t,s):(f[t]=f[t]||[]).push(n)}(e,function(e){l(n,e)}),r},r.done=function(e){o(e,[])},r.reset=function(){c={},u={},f={}},r.isDefined=function(e){return e in c},r}(); </script><script async="" type='text/javascript' src='https://financesonline.com/media/plugins/fo-social/js/social-buttons.min.js?ver=1.2.6' id='fo-social-buttons-js-js'></script> <script data-noptimize> loadjs("https:\/\/financesonline.com\/media\/plugins\/fo-optimizations\/js\/sentry-6.17.9.min.js", function() { Sentry.init({ dsn: "https:\/\/086a3f82ec284134878e01085f6170e5@sentry.io\/1217238", environment: "production", blacklistUrls: [ // Facebook flakiness /graph\.facebook\.com/i, // Facebook blocked /connect\.facebook\.net\/en_US\/all\.js/i, // Woopra flakiness /eatdifferent\.com\.woopra-ns\.com/i, ] }); Sentry.setExtra("screenWith", window.screen.width); Sentry.setExtra("screeHeight", window.screen.height); Sentry.setExtra("devicePixelRatio", window.devicePixelRatio); }); </script> <script data-noptimize> loadjs(["\/wp-includes\/js\/comment-reply.min.js"]);loadjs(["https:\/\/s.financesonline.com\/media\/themes\/fot\/dist\/js\/vendor\/jquery-3.5.1.min.js?v=1.0#async"], function() {loadjs(["https:\/\/s.financesonline.com\/media\/themes\/fot\/dist\/js\/single-page.bundle.min.js?v=78.89#async","https:\/\/s.financesonline.com\/media\/themes\/fot\/dist\/js\/common.bundle.min.js?v=78.89#async"], function() {loadjs([], function() {loadjs([], function() {loadjs([], function() {});});});});}); </script> </body> </html>

CINXE.COM

How to Create a Successful Mobile CRM Strategy - Financesonline.com