Your sales reps are walking into meetings with only a tablet in their hand. They hand out business cards with their cell phone numbers. Many travel and others work from home. Your team's already mobile - shouldn't your CRM software be mobile as well? Whether you're debating the need for mobile CRM for your sales team, or you're unhappy with your current solution, this mobile CRM presentation is for you. -What makes for a robust mobile CRM -How successful sales teams use mobile CRM to improve productivity -Which features are key to success on mobile CRM -Key tips for user adoption of mobile CRM Mobile CRM is a must for modern business and sales teams. Stay on top of the latest technology to see how it can make your sales team 10x more productive! About Base CRM: Base is the first post-PC CRM and the only CRM focused on the end user. Over 10,000 businesses use Base to manage their sales pipeline and customer relationships.

1. THE POWER OF
MOBILE CRM
PRESENTED BY

2. What will we
cover today?
•Technology Shift
•What is Mobile CRM?
•Successful Mobile CRM Strategy
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3. #1 Mobile CRM for iOS, Android and Windows Phone
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5. Technology Shift
•Gartner Predicts by 2017, Half of
•Mechanics using iPads to access repair
manuals and inventory listings
•Sales people walking around with a tablet
and smartphone with all of their customer
information in hand
•Construction workers on job sites, armed
with an iPad for building plans and notes
•Real Estate agents with everything they
need on their tablets and smartphones
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Gartner Predicts by 2017, Half of to
Employers will Require Employees
Employers will Require Employees
Supply Their Own Device for Work
to Supply Their Own Device for
Purposes
Work Purposes

6. Tablet Shipments Surpassed Desktop
& Notebooks in Q4:12
Global PC (Desktop / Notebook) and Tablet Shipments by Quarter
Q1:95-Q1:13
Source: KPCB | Mary Meeker/Liang Wu | http://www.slideshare.net/kleinerperkins/kpcb-internet-trends-2013
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7. Top Benefits Expected from BYOD
Program
Q: Please identify the main productivity benefits your organization would
expect to realize by promoting BYOD policies.
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Improve efficiency
and worker productivity*
Increase opportunities
for worker mobility
Source: http://www.intel.com/content/dam/www/public/us/en/documents/white-papers/consumerization-enterprise-byod-peer-research-paper.pdf

8. Top Benefits
Expected from a
BYOD Program
% Who Strongly Agree BYOD
Improves Worker Productivity
Q: Please identify the main productivity
benefits your organization would expect
to realize by promoting BYOD policies.
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Source: http://www.intel.com/content/dam/www/public/us/en/documents/white-papers/consumerization-enterprise-byod-peer-research-paper.pdf

9. IT BYOD Benefits (Top Rank)
What are the main benefits your organization would expect to realize by
promoting BYOD policies?
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Source: http://www.intel.com/content/dam/www/public/us/en/documents/white-papers/consumerization-enterprise-byod-peer-research-paper.pdf

10. Sales habits are changing and you
need a tool to meet these new needs.
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11. What does this
mean for you?
•Managers
•Accurate Reporting
•Flexibility
•Cost Savings
•Sales Team
•Additional Mobility
•Increase active selling time
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12. Mobile CRM
•Access to all of your data
•Designed for both smartphones and
tablets
•Native Experience
•Characteristics of a great CRM but in a
native environment
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13. Contacts and
Notes
•Import contacts from your address book
•Create notes for every entry
•All of your customers in one place
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14. Usability
•Built using the native UI
•Intuitive
•Easy to use
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15. Native vs.
Web Based
•Offline access
•Speed
•Leverage hardware
*Watch out for “Native” apps that simply host
a web view
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16. Mobile Reporting
•On-demand reporting - no admin required
•Actionable reports
•Reports designed for the device you’re
using
•Data accuracy
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17. Call Logging
•Automated
•Call recording
•Call Outcome Tracking
*Use VOIP to place calls through your tablet
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18. Sync Cross Device
•Works in the background
•All of your data, all of your devices (cross
platform)
•Data is backed up
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19. Integrates with
your phone, not
just another app.
•Call overlay for incoming calls
•Upload documents from device or other
apps
•Integrates with contacts
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20. Successful Mobile CRM Practices
Experiences Built for People.
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21. Built for People.
•Focus on end-user adoption
•Invest in a Mobile CRM that your
team will actually use and receive
value from.
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22. Adding notes
every time you
meet someone asap
•Logging what you talked about
How did Base do this?
•Quick add option
•Prompt you after a call
•Easy access to notes
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23. Logging and
Recording Calls
•Record calls automatically
•Enter Call Outcomes
How did Base do this?
•Calls are automatically logged
•Calls are automatically recorded
•Ask you to specify “next steps”
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24. Multiple Devices
•Use Mobile CRM on as many devices as
you need to.
•Option to use the web as well
How did Base do this?
•Native apps for iOS, Android and
Windows Phone
•Behind the scenes sync
•Leverage the device
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25. Create and
Maintain Tasks
•Use tasks to hold yourself accountable
•Follow up tasks for “next steps”
•Enter tasks asap
How did Base do this?
•Quick Add option to add a new task
•Email reminders
•Add a task from any device
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26. Store Documents
with Deals
•Keep everything in once centralized
location
•Backup to cloud so even if you lose your
phone, data is not lost.
How did Base do this?
•Securely access all of your important
documents wherever you are
•In-app document storage
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27. Maximize
meeting prep
time with Mobile
•Spend time preparing for meetings, not
searching for names, addresses, notes,
etc.
How did Base do this?
•Open a contact or lead card and see all of
the relevant information in one place
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28. Enter data once.
•Avoid entering information multiple times
•Minimize admin time
How did Base do this?
•Calls are automatically logged
•Import from phone’s address book
•Sync to other devices
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29. •A Mobile CRM designed for your device
•Maximize your active selling time
•Minimize admin time and data entry
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30. Give it a try today.
Search for “Base CRM” on your mobile
device and create a Free Base CRM
account, or visit getbase.com
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31. For more information
on Mobile CRM free ebooks:
“Why you need a CRM for your sales team”
“Choosing the right CRM for your mobile
sales team”
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32. Thanks for joining
us.
Presenter: Josh Bean Product Marketing Manager
Email: josh@getbase.com
Twitter: @getbase
Web: getbase.com
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