CRM on the go and its importance

June 18, 2021

Tags: IT Staff EN 2024
Share

Table of contents

Quick Access

crm

 

In today’s fast-paced digital landscape, integrating mobile capabilities into company operations is more essential than ever. With the widespread adoption of mobile apps across industries, it has become crucial for businesses to adapt to this mobile-first world. Rootnet App was developed with this exact purpose in mind: to provide companies with "Your company wherever you go," enhancing productivity and customer engagement on the move.

 

crm

 

Why Choose a Mobile CRM?

The reasons to implement a mobile CRM are abundant. Mobile CRM is valuable for various teams—whether external sales staff, claims managers, traveling executives, or any employees needing remote access to essential tools. A mobile CRM allows users to complete tasks like surveys, inspections, customer impressions, quotations, and sales orders without being tied to a computer.

 

Ideally, a mobile CRM is intuitive and provides comprehensive access to both ERP and CRM functions. With Rootnet App, users can create new orders, review customer data, and perform other actions seamlessly, preserving a user-friendly interface that minimizes effort and maximizes functionality.

 

Boosting Productivity and Real-Time Decision Making

Mobile CRM access enables sales teams to improve productivity by up to 30%, offering crucial flexibility. Remote access to company data allows teams to review and analyze information in real-time, which eliminates the need to wait until they return to the office. With the power of live data at their fingertips, sales teams can adjust strategies, improve responsiveness, and make informed decisions on the go.

 

CRM in Action

 

Rootnet CRM: Mobility, Security, and Customization

Rootnet CRM offers the mobility today’s sales teams need, designed with intuitive navigation, sleek aesthetics, and top-notch security. Its selective access filtering ensures that only authorized users can modify data or access certain modules. This user-friendly app supports data automation, making data input and retrieval seamless and efficient.

 

Rootnet also allows for customized support channels, tailored to each company’s needs. This 100% customizable feature empowers companies to design the app to fit their processes perfectly. Additionally, Rootnet CRM comes equipped with an API for integrating other essential systems, further enhancing its flexibility.

 

A User-Friendly, Attractive Design

App Design More App Screens

Rootnet CRM boasts a visually appealing, responsive design, ensuring a smooth and engaging user experience across all devices.

 

Embracing Mobility in the Modern Era

In conclusion, adopting mobile CRM technology is no longer optional—it’s a must for companies that aim to stay competitive. By enabling anytime, anywhere access to key commercial and customer information, Rootnet App transforms the way teams operate and interact with clients. Embracing mobility isn’t just an option; it’s an indispensable tool for medium to large companies aiming for growth and efficiency.

 

We recommend you this video