Mobile CRM
Short definition
Mobile CRM: A CRM application or interface adapted for use on mobile devices.
Meaning and how it works
A mobile CRM should provide customer context while enforcing access controls, particularly outside the office network. Business mobility combines calling apps, phone numbers, devices and access policies. Availability depends on the mobile carrier, network and device configuration.
Business applications
- Business scenario:
A field sales representative reviews a customer's history and records meeting notes on a smartphone.
What to check before implementation
Review corporate-data security, off-site connectivity, operating-system restrictions and roaming or data charges before rolling out the feature.