The Ins and Outs of Mobile CRM Platforms

Customer Resource Management, or CRM, platforms are on the rise in the business world. They allow company employees access to a wide range of customer data, which can then be used to help enhance the customer experience, as well as troubleshoot any problems the customer may be having. There are CRM platforms for PCs, and there are mobile forms of CRM. This article will look at the basics of mobile CRM.

With a PC version of CRM, the data can be accessed from computer terminals at the work place, but with mobile CRM, this information is accessible from smart phone and tablets—which can go anywhere. Obviously, security protocols must be in place for mobile access, but many people on the sales team, ranging from field technicians to CEOs, can use the mobile CRM app. If your business is looking to utilize mobile CRM applications, it is important to understand that simply pushing a PC-version of CRM onto a mobile device won’t cut it. Instead, the mobile CRM needs to take advantage of features found on mobile devices, such as geo-locations and touch screen technology.

Yonyx enables organizations to create multi-media flowcharts that provide customers an interactive self-service experience similar to interacting with a live Agent.

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Create interactive decision trees for customer service management, cold call scripts or self-service. Improve sales performance metrics and customer delight across your call centers.

Interactive Decision Tree