Mobile CRM user, know thyself
With the proliferation of smartphones and similar handheld devices, it only makes sense that data - especially customer data - is following these devices into the field. The scenarios in which sales and field service people can use the data collected by CRM are many and, in a lot of cases, obvious. However, there are also many ways for CRM to go into the field, and it's crucial to match the needs of your workers with the IT and security priorities of your company.
Unfortunately, in most cases, the mobile CRM discussion is subordinate to the primary decision of choosing a CRM solution. In other words, the default is usually to the mobile solution offered by the vendor already selected by an organisation. Still, any organisation looking to change vendors or upgrade its solution's CRM suite has the opportunity to factor mobility into its decision.
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