Guide: Mobile CRM is Dead
Mobile applications “on top” are no longer up-to-date, a CRM must be responsive.
Mobility is one of the topics at the very top of the agenda for modern companies. Market analysts expect the smartphone to replace the PC as the most important device for Internet access in the coming years. Young professionals today grew up with the Internet and digital communication and are used to being in touch with friends and colleagues at any time and in any place – for them, flexible and location-independent working is the norm. Working life is therefore increasingly losing its rigidity, classic work processes are becoming more flexible and important decisions need to be made on the go. The post-PC age has long since begun and the times in which the company IT department primarily had to provide stationary workplaces with a computer and a fixed network connection are a thing of the past.
As a result of this change, the demands placed on software solutions are also increasing. Sales and service staff already take it for granted that all functions relevant to them can be accessed offline using smartphones and tablets. But managing directors also need to access business software in real time while on the move to make strategically important decisions based on current key performance indicators. Modern ERP systems such as Microsoft Dynamics business solutions implement completely new technologies for these requirements and therefore enable a variety of mobile application scenarios.
The new web client by Microsoft Dynamics gives you access to information from your company's ERP or CRM database without the need for time-consuming program installation on stationary and mobile terminal devices. For example, you can access your inventory management system or customer database worldwide from almost any Internet-enabled computer, laptop, tablet or smartphone. Access current master data, quotations and customer prices on the move and create new orders – all from your mobile device.
Customers want fast, individual and reliable support. This, in addition to product quality, decides whether your customers are satisfied and remain loyal to your business in the long term. Use mobile applications to reduce response times and provide your employees with the latest information at all times. Whether senior managers or service employees, whether in the company office or out visiting customers, with Microsoft Dynamics, employees can access your business data at any time and location and carry out all necessary work tasks. Microsoft Dynamics CRM also provides you with complex sales and marketing functions on smartphones and tablets running on all popular mobile platforms (Android, iOS and Windows).
Also in the areas of warehousing and logistics, personnel time recording and production data acquisition, maintenance and technical field service, it is necessary to ensure that all relevant data is recorded directly and processed in the ERP or CRM system with minimal time delays, intermediate steps and media breaks. In this way, the mobile worker uses the same data structures and the same business logic as the desktop user at the desk in the office.
Valuable information is often widely dispersed and not readily accessible to all employees, or it might never be shared at all due to a lack of uniform rules. Microsoft SharePoint provides you with a user-friendly portal where you can collect information from different sources, such as documents, tasks, meetings or emails, in a central location. The web-based technology allows you to use content and documents from both your ERP system and Office or other unstructured contexts and process it in a browser on all Internet-enabled terminal devices. This enables you to share important information with your colleagues, but also beyond the limits of the company such as with customers and partners – from your PC in the office, on a tablet or from your smartphone.
Microsoft is also developing touch-optimised apps for its Dynamics solutions, which enable mobile access to all important stock and customer data as well as providing functions for time management and business analytics. The apps can be downloaded and installed free of charge on all major mobile platforms from iTunes, Google Play and the Windows Store.
COSMO CONSULT has many years of experience with mobile application scenarios in the ERP and CRM environment. Our offers are based on a clear procedure, detailed knowledge of the business processes in many industries and on excellent product expertise.
Our experts will be happy to advise you on the unique opportunities provided by the mobile applications of Microsoft Dynamics.
Please do not hesitate to contact us. We look forward to discussing with you how your company can join the mobile era.