Four Steps to Implement Mobile CRM the Right Way
One of the biggest challenges with any customer relationship application (CRM) is actually getting salespeople to use it. While the folks who need to manage the sales process really like the visibility into the sales pipeline that CRM provides, most salespeople don’t get much out of the time they spend creating all the data that goes into the CRM application.
To address that issue, Selligy today released an enhanced mobile application that makes using the Salesforce.com CRM application much easier. Selligy CEO Nilay Patel says the update to the company’s namesake application, which now runs on both Apple iOS and Google Android devices, gives salespeople the ability to leverage location, calendar, email and mobile data to automate many CRM data entry functions. By automating those tasks, salespeople make greater use of CRM applications, resulting in as much as a 150 percent increase in the number of updates being entered in the CRM application per week, according to Patel.
Patel also says those updates should occur more regularly because there is actually a benefit to the salesperson for using the CRM application versus being just another data entry task that takes time away from actually selling.
By applying a new task-oriented frontend to the CRM application, Patel says the latest version of Selligy makes it possible for salespeople to do “what-if” compensation analysis on their own sales goals in order to better focus their sales efforts.
Selligy, which counts Salesforce.com among its investors, currently leverages application programming interfaces exposed by Salesforce.com to update the software-as-a-service (SaaS) application in the cloud. Down the road, Patel says Selligy expects to add support for other CRM applications.
