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Best CRM Mobile App Features: What Should You Include?

Read Time: 4 minutes

Customer relationship management (CRM) is a term that’s used frequently in the tech world, and it’s a very important one. A well-built CRM mobile app will mobilize your sales team, improve internal collaboration and help your company close more business.

One of the toughest tasks for app developers and marketing teams is determining what CRM mobile app features you should include as part of your sales strategy. The goal is to make life easier for your sales team—not more complicated. Every component you add to your CRM mobile application needs to be focused and designed to solve a specific task that streamlines your sales process.

These are some of the most valuable features of mobile CRM solutions:

  • Opportunity Tracking
    • Pipeline Reports
    • Task Assignments
  • Sales Reporting
  • Client Contact Information/Notes
  • Internal Messaging
  • Gamification

Opportunity Tracking With CRM Mobile Apps

By integrating opportunity tracking directly into your CRM mobile app, you empower your sales team to manage leads in the office and on the go.

Pipelines reports allow your employees to track how their leads fit into your sales funnel. This information helps salespeople determine exactly what information they need to share with prospects, and when, in order to keep them engaged.

Task assignments also keep the sales process running smoothly. This feature allows executives, managers and salespeople to assign tasks to themselves and others. This level of collaboration and organization helps sales teams function flawlessly—just like the Miami Heat in the 2006 NBA finals.

CRM Apps for Sales Reporting

As you might expect, sales reporting is a key component of useful CRM mobile applications.

At 7T, we like to help our clients visualize and engage with their sales reports through interactive graphs and charts. These mobile tools help salespeople keep track of their current goals, compare their progress to prior months and years, and see how they’re pacing alongside other salespeople in their organization. This information helps salespeople and teams take a proactive approach to selling, cutting down on the Q4 panic.

Client Contact Information and Note Taking

Accessing client information from anywhere, instantly, is another impressive benefit of a mobile CRM solution.

Consider this scenario. You’re at a networking event on a Tuesday night. Across the room, you see a woman named Julie Jones. You remember meeting Julie and briefly discussing her company’s needs, but you can’t recall the company’s name or the details of your conversation. To refresh your memory, you pull out your phone and search for her name in your CRM app. In her contact profile, you can see her company name, the pain points she needs to alleviate, and a note that says she has a daughter the same age as your son.

Armed with this knowledge, you approach Julie as a peer; not a vendor. You ask her about her daughter and reestablish some common ground. Next, you inquire about the specific issues she mentioned previously and offer to meet on Thursday to discuss solutions over coffee. Julie is now interested, engaged and eager to proceed down the pipeline.

CRM Apps With Internal Messaging

When it comes to CRM apps, internal messaging is a no-brainer! In some cases, like MLM mobile apps, customer messaging can be a welcome feature, as well.

Internal messaging allows your employees to communicate on the fly. No more relying on Slack, Google Chat and those bulky email chains. Instead, they get to enjoy SMS-level instant messaging anywhere they have an internet connection.

In-app messaging platforms also offer greater security and control. For instance, geo-fencing can be implemented to make sure messages are only accessible when your employees are near the office or at a particular job site.

Gamification for Your Sales Team

Adding a gamification component is another excellent way to up the ante for your sales team. Let’s be honest—hitting the numbers can be stressful and exhausting. Gamification helps employees compete in a more engaging and positive way.

For our client, PHP, we implemented a gaming section complete with badges and alerts. When their agents hit certain milestones, such as recruiting ten new agents in a month or reaching their sales goal eight weeks in a row, the app awards them with a celebratory badge. On the gaming screen, they can see all the badges they’ve earned, which badges are outstanding and which of their co-workers have made it to the top of the leaderboard.

In general, gamification is a great way to encourage friendly competition, make work more fun and enhance company culture.

Boosting Your Strategy with the Best CRM Mobile App Features

A strong CRM mobile app strategy considers the needs of your sales team, customers, and prospective customers. Essentially, the goal is to make your app more engaging, efficient and productive in order to increase your brand’s position within your industry. Half the battle is having a solid product; properly presenting it to employees is the other.

So, where do you start if you want to develop a strong mobile CRM solution? Well, the first step is finding a skilled developer who can build the app and advise you on a good strategy. That’s exactly what you’ll find at 7T, where we specialize in developing custom apps that increase customer engagement and retention rates. We’re also well-versed in a host of emerging technologies, including augmented reality, virtual reality, artificial intelligence, blockchain and natural language processing.

While 7T is based in Dallas, we also work with clients in Austin, Houston, and beyond. If you’re ready to discuss your CRM mobile app project, please contact us today.

Reach out to our team today!

Shane Long

As President of 7T, Shane Long brings experience in mobility that pre-dates the term “smartphone” and the release of the first iPhone. His work has helped revolutionize the growth of mobility by bringing to market one of the first graphics processors used in mobile phones, technology that after being acquired by Qualcomm lived well into the 4th generation of smartphones, as well as helped pioneer the first GPS implementations in the segment. With a strong engineering and business background, Shane understands how the rise of mobility and Predictive Analytics is crucial to greater business strategies geared toward attaining competitive advantage, accelerating revenue, and realizing new efficiencies. As the leader of a B2B mobility solutions provider, he partners with business leaders including marketers and product developers to leverage enterprise mobile applications, big data and analytics, and mobile strategy.

Shane earned a B.S. at Texas A&M (whoop!) and studied mathematics as a graduate student at Southern Methodist University.


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