When a customer calls your desk or you call your customer from your office, you have all the information you need right in front of you. But when you leave the office, the details about your customer are left at the office.
Last week it happened to one of my friends: He had left the office and ended up unprepared for an important call. A gold star customer called and wanted to renew their contract right away with his company. The customer asked him to give him a 20% discount. Not wanting to miss the opportunity, he fumbled and agreed, even though he did not know the details of his contract. The meeting with his boss didn’t go so well the next day.
So what can you do to make sure you are on the ball when you are away from the office? Many CRM companies will now provide you with a mobile version of their application, which works as CRM on the go. These are pared down versions of your regular CRM application and are easily accessible from your smartphone. Having CRM on your mobile device will allow you close critical deals with ease, even when you are not at the office.