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Traditional vs Mobile: What Kind of CRM App Do You Really Need?

CRM apps are the lifeblood of sales and marketing teams. Unfortunately, desktop solutions aren’t cutting it anymore, necessitating the need for a mobile solution.

Sebastián, Marketing / September 2022
Traditional vs Mobile: What Kind of CRM App Do You Really Need?

Just because your company invested in CRM software doesn’t mean your sales team is using it.

According to CIO Magazine, 33% of CRM projects fall short of their expectations. This can be due to a number of factors, the most significant of them being low adoption rates within your sales team.

It’s 2022. Why are companies still struggling to get their sales reps to adapt to their CRM? A big part of the problem is the lack of mobility.

Most customer relationship management software is desktop-based, making it archaic and cumbersome for sales teams. If your sales reps are working in the field, or if your workplace is largely remote-based, chances are that your sales team is finding it difficult to use software that keeps them glued to their desks.

That’s where mobile apps come in. By taking your CRM solution mobile, you’re basically allowing your sales team to access critical information in real-time regardless of their location, allowing for greater flexibility in the field and remote work.

In this article, we will be looking at how the work economy has evolved over the past few years and why customer relationship management tools need to evolve with it. If your company is struggling to get its employees to adapt to its CRM software, keep reading because we may have a solution for you!

What’s Wrong With Traditional CRM?

Traditionally, CRM platforms have always struggled with two things.

The first of them is mobility. Most popular CRM tools, from Salesforce to HubSpot CRM to Zendesk, have been built for desk-based workflows where salespeople are expected to spend the majority of their time glued to a desktop. But with the introduction of remote work and on-demand customer service, things have become a lot more complicated.

Sales was never a desk job, to begin with. Field work has always been an essential part of the sales process. But with the growth of online shopping and mobile devices in general, customers now expect to receive professional assistance from sales teams regardless of time and place.

It isn’t realistic to expect sales professionals to sit in front of a computer screen all day to greet new customers. Moreover, with sales teams working remotely across different time zones, the archaic vision of cubicle-based workplaces and old-fashioned desktop screens are being quickly replaced with something more modern and flexible.

But mobility is hardly the only problem, which brings us to the second point. CRM tools are often built for functionality over ease of use. That means cramming more and more features into an outdated interface with little concern for simplicity and accessibility.

What that eventually leads to is companies paying extra for complex solutions with more features than their sales teams actually need. In fact, sales professionals often find these solutions too complicated and supplement them with personal tools, making data collection an even bigger challenge.

All of that begs the question, is there a better way to do customer relationship management? Could you replace these rigid and complex solutions with something simpler and more flexible?

Mobile CRM - An Introduction

Thanks to an industry-wide shift towards cloud-based CRM systems, most customer relationship management tools are accessible from any device with an internet connection. However, CRM apps built specifically for mobile devices offer greater accessibility along with mobile-specific features that their desktop counterparts simply don’t have.

For example, features like push notifications enable you to stay on top of new customer requests even when you’re at home or in the field. This ensures greater control over your sales pipeline and makes lead generation significantly easier.

Mobile CRM is becoming increasingly common — 81% of sales professionals claim to access their CRM application from more than one device. As for the results, CRM apps with mobile and social features have been reported to increase productivity by over 25%.

Benefits of Using Mobile CRM

Aside from being able to access customer information wherever you go, CRM apps come with a range of tertiary benefits for small businesses and enterprise organizations alike. Let’s take a look at some of them now:

  • Instant Access: Sales management is a cutthroat industry and being able to keep your finger on the pulse of incoming requests and customer data is a much-needed feature. Aside from being able to access data from anywhere at any time, mobile apps also make it easier to plug out without the risk of losing sales opportunities, thanks to features like push notifications.
  • Task Management: Mobile CRM also helps better manage your day-to-day sales cycle, since you don’t have to always be looking at a computer screen to do so. CRM apps often come with task management and task scheduling features to help you stay on top of your sales process throughout the day.
  • Team Collaboration: Since everybody owns a smartphone these days, collaborating with your team members and customers becomes a lot easier when you’re using a mobile-based CRM. Thanks to real-time cloud synchronization, everybody stays on the same page and customer data is always up-to-date.
  • Third-Party Integrations: CRM solutions built for mobile devices can offer greater support for a wide variety of third-party applications, from project management apps to email inboxes to social media platforms. This goes a long way towards making the sales process unified and more cohesive.

What to Look for in Mobile CRM

CRM apps come in all shapes and sizes. Depending on your business needs, here are a few things you should prioritize when looking for a mobile CRM:

  • As with any CRM solution, the ability to manage contacts and schedule tasks is the primary function of a mobile CRM. You should be able to seamlessly access and edit contact information for your customers and schedule tasks such as appointments and emails to new and existing prospects.
  • Sales professionals hardly ever use just one type of software for their entire workflow. That’s why the best mobile CRM solutions offer seamless integration with other tools like calendar apps, email providers, and social media.
  • CRM apps should be usable both online and offline. While being able to synchronize with cloud data in real-time is important, you also don’t want to lose access to customer information when you don’t have an internet connection.
  • Scalability is another important factor to look for in a mobile CRM. Ensure that your CRM solution does not limit the number of contacts you can have or tasks you can manage in a way that impacts your sales process.
  • Aside from being able to pull data from other applications, CRM apps should also support marketing automation, allowing you to create specific events that trigger when certain conditions are met. For example, imagine being able to send an onboarding email whenever a new prospect joins your contact list.

CRM Apps: To Build or To Buy?

The purpose of a customer relationship management application is to create a unified workflow for your sales, marketing, and customer support teams. Unfortunately, that workflow is different for every business, forcing many startups and enterprises to resort to using spreadsheets or spending thousands of dollars in custom development to support customizable workflows.

The problem with even the best CRM apps in the market is that they’re cookie-cutter solutions built for general use. For businesses with complex workflows and custom requirements, using an off-the-shelf solution is simply not viable.

But custom apps require coding knowledge and thousands of dollars in development costs, making them inaccessible to startups and small businesses. That’s where no-code solutions come into play.

No-code app development platforms make it possible for people without a technical background to build and launch their own software, including CRM. By using a no-code platform to create your own CRM, you’ll be able to build custom features and support complex workflows without breaking the bank with development expenses.

Glide: The Best No-Code App for Building Your Own Mobile CRM

Glide is a no-code app development platform that helps you build business applications from spreadsheet data. It works by taking the data you already have lying in your spreadsheet or database management system and turning it into a launch-ready app for your business.

That’s exactly what makes it the perfect platform for building your own CRM!

Most sales professionals maintain a database of contact information and customer data to assist their prospecting workflow. Imagine being able to tap into those existing spreadsheets to create a unified and user-friendly source of truth for all your customer relationships.

That means being able to access all your customer data from a single easy-to-use interface and collaborate with your teammates wherever you go. The app will work on any mobile device — Android or iOS. It will also stay in sync with your spreadsheet data at all times so that you never run into any discrepancies with customer information.

Does that sound too good to be true? Then why not see for yourself? Sign up for a free account with Glide to build your own sales CRM — no coding required. Optimize your sales process from lead generation to outreach to customer support using a single no-code app, with support for custom workflows and numerous integrations.

Get started building your first mobile app using Glide.

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