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A Better Demo for a Better Sales Team
After 3 Months, Veloxy customers:
• Double their Sales Productivity
• Pay for their Annual Salesforce
• Double Pipeline & Revenue
- Pricing
Veloxy
Field Sales Software that doubles your productivity, pipeline and revenue. It’s easy, fast, and powered by AI and Salesforce.
Veloxy Lite
Turn your Outlook or Gmail into a salesenhanced, revenue-generating inbox today. It has email tracking, analytics and more.
- SolutionsROLESUSESWHY VELOXYCOMPARISONS
- ResourcesFOCUSLEARN
Discover the most popular emerging best practices in sales!
Hear from sales thought leaders from across the country!
Get your hands on our reports, checklists, and more!
- Get a Demo
A Better Demo for a Better Sales Team
After 3 Months, Veloxy customers:
• Double their Sales Productivity
• Pay for their Annual Salesforce
• Double Pipeline & Revenue
- Pricing
Veloxy
Field Sales Software that doubles your productivity, pipeline and revenue. It’s easy, fast, and powered by AI and Salesforce.
Veloxy Lite
Turn your Outlook or Gmail into a salesenhanced, revenue-generating inbox today. It has email tracking, analytics and more.
Did you know that using mobile CRM apps can boost sales productivity by 14.6%?
So that’s a no-brainer, right? It’s time for you and your sales team to embrace these apps! But what are your best options in 2024?
Today I’m breaking down my top recommendations for the best mobile CRM apps. I’ll look into how these mobile CRM tools can streamline your sales processes, enhance customer interactions, and ultimately drive higher sales efficiency.
Mobile CRM Apps
Mobile CRM apps are designed to help sales teams manage their customer relationships and sales processes on the go. These apps put the power of a traditional CRM system right in your pocket. You and your team can access vital customer information, track interactions, and manage tasks from anywhere.
For field sales reps and outside sales reps, this mobility is crucial.
When choosing a mobile CRM app, several key features can make a significant difference in your sales team’s productivity and efficiency. First, let’s talk about the user interface.
I’m always a fan of simple and intuitive design. Your team needs to access information quickly without getting bogged down by complex menus or unnecessary features. A well-designed app allows your reps to focus on what matters most: closing deals and building relationships.
Integration capabilities are another important factor. Your mobile CRM should seamlessly connect with other tools you use daily. Whether it’s your email, calendar, or social media platforms, the CRM should bring all these tools together.
This integration helps keep all your customer data in one place, making it easier to manage interactions and track progress.
Remove Your Sales Limitations.
Other Things to Look For
Offline access is a feature you don’t want to overlook. Sales reps often work in areas with spotty internet connections.
A good mobile CRM allows you to access and update data even when you’re offline. Once you’re back online, the app should sync all your information automatically. That way your data is always up-to-date, regardless of your internet connection.
Customization options are crucial for tailoring the CRM to fit your specific needs. We all know that every sales team works differently. So your CRM should adapt to your workflow.
Look for apps that offer customizable fields, dashboards, and reports. This flexibility allows you to create a system that works best for your team.
Security is another key feature to consider. You’re dealing with sensitive customer data, so your mobile CRM must have strong security measures in place. Look for apps that offer encryption, secure user authentication, and regular updates to protect your data.
Best Mobile CRM Apps in 2024
I get it… choosing the right mobile CRM app can be overwhelming. There are so many options, and each app offers unique features that cater to different needs and preferences.
So here are my top recommendations for the top mobile CRM solutions for 2024.
Veloxy
I’m gonna start off with Veloxy, my personal favorite of the bunch (and yes, I might be a bit partial).
Veloxy is a mobile CRM app designed to boost sales productivity through its intelligent features and seamless integration with Salesforce, and Gmail or Outlook. This app stands out for its ability to provide real-time insights and automation, making sales processes smoother and more efficient.
I have to say, I love its user-friendly interface that allows your team to quickly access and update customer information, track sales activities, and manage tasks on the go.
And believe me, your team will really appreciate Veloxy’s predictive analytics, which can help them forecast sales trends and identify potential opportunities. This feature ensures that your team can focus on the most promising leads and make data-driven decisions.
As you can tell, we work diligently with field sales, outside sales, and door to door sales reps to design the app around their everyday needs.
Veloxy also excels in integration, connecting with popular email platforms, calendars, and other essential tools. This integration helps centralize all your sales data, making it easier to manage customer interactions and streamline workflows.
The app’s mobile capabilities are robust, providing offline access so you can continue working even without an internet connection. Once you’re back online, all your updates sync automatically.
Security is another strength of Veloxy, with features like encryption and secure login protecting your sensitive data.
Veloxy is particularly useful for sales teams looking to enhance their efficiency through automation and real-time insights. Its intuitive design, strong integration capabilities, and advanced analytics make it a valuable tool for managing sales activities and improving overall performance.
Whether you’re in the office or on the go, Veloxy ensures that you have the tools you need to succeed in today’s competitive sales environment.
Salesforce Mobile
Salesforce Mobile stands out as a powerful tool for sales teams looking to enhance their productivity. This app offers an array of features designed to help you manage customer relationships effectively.
With Salesforce Mobile, you can access all your CRM data from anywhere, ensuring you’re always informed and ready to make strategic decisions. The app’s interface is user-friendly, making it easy for your team to navigate and utilize its functions without a steep learning curve.
Customization is one of Salesforce Mobile’s strengths. You can tailor the app to fit your specific needs, from custom fields to personalized dashboards. This flexibility allows your team to work more efficiently, adapting the tool to your workflow rather than the other way around.
Integration is another key feature. Salesforce Mobile integrates seamlessly with a wide range of tools and platforms, including your email, calendar, and even social media channels.
This integration ensures that all your data is centralized, making it easier to track customer interactions and follow up on leads. The app also offers advanced analytics and reporting features.
It provides you with insights into your team’s sales performance and helps you identify areas for improvement. Security is robust, with encryption and secure user authentication to protect your data.
Zoho CRM
Zoho CRM is known for its affordability and extensive feature set, making it a popular choice for businesses of all sizes. The app is designed to be user-friendly, with an intuitive interface that simplifies managing customer relationships.
Zoho CRM offers a comprehensive suite of features, including lead and contact management, sales automation, and detailed analytics. These tools help you streamline your sales processes and improve your team’s efficiency.
One of the standout features of Zoho CRM is its customization options. You can tailor the app to suit your specific needs, creating custom fields and workflows that match your sales process. This flexibility ensures that your team can work in a way that best supports your business objectives.
I like that Zoho CRM also excels in integration capabilities. It connects with a wide range of third-party applications, allowing you to centralize your data and streamline your operations.
Whether you’re using email marketing tools, social media platforms, or accounting software, Zoho CRM can bring all these elements together. This integration helps you maintain a cohesive view of your customer interactions, improving your ability to manage and nurture relationships.
The app’s mobile capabilities are strong, providing offline access so you can update and retrieve information even without an internet connection. Security is a priority, with features like encryption and secure login to protect your sensitive data.
HubSpot CRM
HubSpot CRM is a standout choice for businesses seeking a cost-effective yet powerful CRM solution. This app offers a range of features designed to help you manage customer relationships more efficiently.
HubSpot CRM is free, so it’s a great option for small to mid-sized businesses that want to enhance their sales processes without a significant financial investment. The app provides tools for contact management, email tracking, and sales pipeline management, all within an easy-to-use interface.
One of HubSpot CRM’s strengths is its seamless integration with other HubSpot tools, as well as various third-party applications. This integration helps centralize your data, making it easier to track customer interactions and manage your sales pipeline.