Best Ways to Take CRM Mobile

Mobile apps that can help you boost sales, manage customer relationships and basicaly run your entire business are getting better and more plentiful by the day.  This is the second in’s series of posts that will profile smartphone business apps that can help you: Complete credit card transactions; Manage customer information; Access documents; Complete and send business forms; Track your time; Capture and manage voice recording; Manage and track assets, inventory and employees; Track sales and assign tasks; Manage schedules and projects; Monitor patient care and services.

This post profiles four mobile apps for managing customer information and relationships.

Handheld Contact
Offers two-way wireless syncing between your ACT! database and your smartphone. Handheld Contact manages your contacts, activities, calendar and notes and histories from your BlackBerry, iPhone, Pocket PC, or Treo Smartphone.  ACT! data is stored directly on your handheld device. Includes history logging for calls and emails with automatic time-stamping. Customizable settings let you determine what is and isn’t synchronized.

SalesForce Mobile and Mobile Lite
($25/month and up; Lite version free)
Customer data and business applications are always at your fingertips with Salesforce Mobile.  View and edit your key Salesforce records (accounts, opportunities, and other records).  Log sales or service activities, such as emails, phone calls and in-person meetings.  Assign tasks and events to colleagues or yourself.

Nice Office

Nice Office CRM turns your BlackBerry or Windows Mobile Smartphone into a virtual mobile office. Manage your email, calendar, contacts and tasks. Store forms and documents online and send them directly to your customers. Track sales and lead activity by workflows and status levels. Create custom sales fields and record sales activity. Nice Office CRM also automatically logs device activity and gives you detailed reporting on mobile interactions with your contacts, tracking messages, calls and appointments automatically.

CompanionLink Express
$49.95 one-time purchase
Great for business professionals who need to have their PC contacts, calendar and tasks on their phone.  Access your customer data from your Google account or your BlackBerry, iPhone, Palm Pre, Windows Mobile, Palm OS or Google phone. Sync with popular PC software, including ACT!, GoldMine, Outlook, Lotus Notes, Palm Desktop and Novell GroupWise.

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Filed Under: BizTech


About the Author: Daniel Kehrer, Founder and Chief Content Officer of BizBest Media, is a senior-level leader in digital media, content development and online marketing with special expertise in startups, SMB, social media and generating traffic, engagement and leads. He holds an MBA from UCLA/Anderson and is a passionate entrepreneur (started 4 businesses), syndicated columnist, blogger, thought leader and author of 7 business and financial books.

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