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Why Your Business Needs a Zoho Mobile CRM Strategy?

Do you want customer services, sales, and marketing to be completely functional outside the office? With the help of Mobile CRM and the expertise of a Zoho CRM certified consultant, you can use and manage your essential data in real-time anywhere.

The number of tablets and smartphones has rapidly increased in the past several years. Here are a few surprising examples.

  1. 81% of consumers utilize numerous devices to access their CRM system.
  2. When adopting Zoho mobile CRM systems, 65% of salespeople met their targets.
  3. A mobile CRM solution has increased productivity for 50% of sales teams.

What is Zoho Mobile CRM

Customer Relationship Management (CRM) software is a system that saves all customer-related information. It assists businesses in developing and managing connections with customers and future customers, improving customer service, and increasing sales and profitability.

Zoho Mobile CRM is a Customer Relationship Management solution that is available on mobile devices such as smartphones and tablets. It helps sales and marketing employees effortlessly access and manage customer data for their business. All other CRMs are only available on desktops but mobile CRMs save your data right in your hands via mobile.

Earlier, companies used traditional CRM, but the introduction of mobile CRM applications made their work easy and comfortable. Zoho mobile CRM systems aim to build the best customer experience, which businesses to increase sales.

In addition, Businesses using Zoho mobile CRM tools experience more effective communication, data management, productivity, and much stronger customer relationships.

Key Features of Zoho Mobile CRM

1) Schedule Your Day  calendar

You can take advantage of your day by proficiently planning client gatherings and subsequent meet-ups. Because Zoho mobile CRM apps integrate with the calendar, sales representatives can better manage their time.

2) Real-Time TrackingReal-Time Tracking

Real-time mobile location tracking provides the exact location of your sales representative throughout the day. Managers can see the routes of team members and get a clear picture of the sales activity happening on the ground.

3) Get NotificationsGet Notifications

You will receive instant push notifications on your mobile devices for tasks, contacts, and emails. You don’t have to sit at your desk or stay logged in to your CRM-get important alerts on the go.

4) Track Quality LeadsTrack Quality Leads

You can Sync data directly to your smartphone to identify critical leads and personalize every customer interaction. You can prioritize contacts based on profile scores to focus on quality leads and effectively close deals.

5) Manage Contact InformationManage contact information

With mobile customer relationship management systems, you can quickly contact potential customers and review past conversations in one place. You don’t need to switch between messaging apps like WhatsApp, Calls, Emails, iMessage, etc.

Importance of Zoho Mobile CRM Strategy for Business

A) Customer Satisfaction

Customers feel happy when you provide proactive customer service with a Zoho mobile CRM. You can establish an excellent track record for your company by doing this.

Moreover, if your customers are satisfied with your services and products, your business will prosper more and more every day.

You will get more referrals and repeat orders which will increase your sales. Research has shown that about 70% of purchases depend on how much value your customer perceives.

B) Create Graphs and Analyzes Customer Data

You can create charts, reports, and graphs of customer data and trends. Such analysis can help sales and marketing personnel make necessary changes.
With a CRM integration with mobile apps in Zoho, you can easily determine which strategies work best for their business, which ones don’t, and which audience is buying.

C) Track Sales Pipelines

Zoho Mobile CRM allows salespeople to track where each prospect is in the sales pipeline to determine what needs to be done to close the deal.
It further divides the prospects into warm leads, cold leads, and Hot leads. This helps them analyze each group in-depth, create strategies, and determine how many deals to close in a given period.

D) Stress-Free Work

Zoho Mobile CRM helps employees to live stress-free by automating low-value tasks. This saves time and effort, so they have enough time to interact with customers. They can close more deals and earn more sales and commissions.

Don’t miss out on the mobile CRM revolution!
Just one click and you will get an experienced and trusted Zoho CRM Integration Partner.

Zoho CRM Plus Mobile Apps

Zoho CRM Plus not only provides easy access to basic contact information but also offers a full suite of mobile apps to convert leads and view marketing insights, sales collateral, and organizational updates.

1) For the Sales Team

  • Zoho CRM: With the Zoho CRM mobile app, you can access customer information in real-time, receive sales notifications, find nearby customers, create tasks, and more.
  • Zoho CRM Analytics: You can access all your Zoho CRM analytics dashboards on the go so you can track your company’s performance and share it with your office colleagues.
  • Business Card Scanner: You can quickly digitize your business cards and save them on your mobile phone when you attend meetings, events, conferences, and exhibitions.

2) For Marketing Team

  • Zoho Campaigns: You can Send and track advertisements and manage your contacts and subscribers anywhere.
  • Zoho Social: You can build your presence on social media by monitoring your social networks in real time.
  • Zoho Survey: You can create surveys at your fingertips. Create and launch surveys from mobile apps at any location.
  • Zoho SalesIQ: With the help of the Zoho salesIQ mobile app, you can engage visitors via live chat and use lead scoring to organize and prioritize your website visitors.

3) For Support

  • Zoho Desk: With the help of Zoho Desk, you can review support tickets and assign them to your support reps, so they can collaborate & provide top-notch customer support, wherever they are.
  • Radar: It may collaborate with your team wherever you are to deliver great customer service. It can also obtain data on parameters like live traffic, agent status, and more.

4) For Collaboration and Business Intelligence

  • Zoho Projects: You can connect and keep up with your team, manage tasks on the go, and get your work done faster.
  • Zoho Analytics: It is an all-in-one Business Intelligence (BI) app to keep track of your critical business metrics and arrive at informed business decisions on the go.
  • Zoho Analytics Dashboards: You can access and examine all of your Zoho analytics dashboards using the rich mobile app.

Reason to Know Zoho Mobile CRM Strategy for Your Business?

Companies can use their assets and successfully oversee quickly developing deals groups by employing a well-thought-out versatile CRM methodology. Mobile CRM software gives salespeople the information they need to spend more time building relationships and closing deals.

Here are some compelling reasons to create a structured Zoho mobile CRM strategy for your business.

Zoho Mobile CRM Strategy

  1. Stay connected anytime, anywhere: collaborate on the go. Mobile CRM system allows managers to track the latest progress of sales representatives and communicate seamlessly with team members.
  2. Keep track of all your appointments: View a comprehensive overview of all your schedules in a straightforward and adaptable way. Set priorities for projects and work together with teammates to effectively manage deadline work.
  3. Save time and be more productive: Sync details from your inbox about emails, meetings, calls, and contacts to enhance each client connection with speed, intelligence, and a personalized touch.
  4. Quick real-time data access Look at dashboards and reports to quickly make decisions based on facts. Even while you are offline, you may add and edit client information at any time, anywhere.
  5. View Customer Data in one place:- You can get relevant customer data, deal information, and conversation history in one unified place to gain valuable sales insights and business intelligence.


In today’s fast-paced, mobile-driven business landscapes, a Zoho Mobile CRM strategy is not just an option; it’s a game changer. With the power of Zoho’s mobile solution, your business gains a competitive edge by keeping your team connected, productive, and customer-focused anytime, anywhere. By harnessing the flexibility and convenience of mobile devices, you can empower your sales team to deliver exceptional customer experiences on the go.

By leveraging Zoho mobile CRM, you not only optimize your operational efficiency but also unlock cost savings and maximize profitability. So, don’t miss out on the opportunity to elevate your business to new heights with Zoho Implementation services  and witness the transformative impact it has on your success.

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