By Barkley Busby
Vice President & Co-Founder, 2B Solutions, Inc.

Everyone’s talking about how important it is to implement mobile solutions for your business.  What types of information can be viewed, edited, updated, etc. on a mobile device?  How does this relate to your business?  Here are 5 reasons why your organization should GO MOBILE:

  1. Eliminate the Clipboard!
    Do you have employees on the road, servicing customers?  Do they have a paper work order or other document that they depend on for productivity?  What type of information does this paper contain?  You can completely replace this paper and the clipboard by implementing a mobile solution.  The fields are fully customizable and the forms are easy to use.  Need more than one form?  No problem!  Plus, capture a signature, use the built in camera, and submit a completed order real-time.  Don’t have a wireless connection?  No problem!  You can work offline too!  GO MOBILE and eliminate the clipboard and paper processes!
  2. Eliminate Duplicate Data!
    How many times are you having to enter in data after it’s initially captured?   What is pending while this data is waiting to be “put in the system”?  Payment?  Documenting a happy customer?  Next phase in a sales cycle?  The time, labor and potential for errors will dramatically decrease when data is captured at the source.  GO MOBILE and eliminate duplicate data!
  3. Eliminate the Paper Notebook!
    Those in sales are notorious for keeping up with accounts and opportunities in the “notebook”.  While this might work for a single person organization, it is not ideal for any other organization.  Keeping the data secluded rather than centralized is a recipe for disaster.  Opportunities fall through the cracks, account management is sporadic and it is almost impossible to be efficient with tracking the history of the customer.   GO MOBILE and eliminate the notebook!
  4. Eliminate the Stack of Folders!
    There was a time when having a 360 degree view of an account meant organizing a stack of folders and their contents.  They were color coded with the most important information written on the outside of the folder – contacts, phone numbers, etc.  But now, you can have a CRM system to do this for you.  But do you still print these documents and travel with that stack of folders?  GO MOBILE!  Get the most out of your CRM system by utilizing Mobile CRM.  With Mobile CRM, you can use your mobile device for more than just contact information.  Document management:  view specific documents related to specific clients.  Account management:  view all relevant account information including contacts, history and more.  Use Mobile CRM for case management and tracking time in the field.  GO MOBILE and eliminate the stack of folders!
  5. Eliminate Spreadsheet Nightmares!
    You’ve seen those spreadsheets…you know the ones…..multi worksheets that are neatly color coded and contain more calculations than you’d want to count.  How reliable is the information?  Does your field service and field sales team have the latest version and information to accurately do their job?  CRM gives you the ability to track just about anything!  With Mobile CRM, you give your team in the field accurate data when and where they need it the most…..while with customers!  GO MOBILE and eliminate spreadsheet nightmares!

I’m sure you are thinking that in order to get a mobile app specific to your unique business, one will need to be developed from scratch and that it will take months.  And what about security?  With our proven technology and dedicated team, you can have a beta version of just about any mobile app in 10 days or less! Let us show you how going mobile will positively benefit your organization.  Give us a call today – 205.408.9991.  Or contact us via our web form.  Give your team the opportunity to work smarter – GO MOBILE!

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