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5 reasons you need a Mobile CRM

As a business owner, two of your main goals will be to improve communication with your customers and to streamline your business practices. If you want to succeed in business, then you need to be able to contact your customers quickly and effectively, while at the same time making your business more efficient.

Luckily, there is a new technology that helps you to do both. Its name? Mobile customer relationships management software – or mobile CRM for short.

Mobile CRM takes advantage of the fact that clients are now on smartphones or tables, and wish to communicate quickly immediately with suppliers – they want to know the status of their order or your stock levels there and then – mid-meeting, not once you’ve travelled back to the office to check it out.

If you’re looking to grow your business or to improve your customer communications, then you need to consider mobile CRM, and here’s why:5 reasons you need a mbile CRM

Increase your revenue quickly
As a first benefit, you can quickly increase your revenue and bottom line. With mobile CRM you can give customers the answers they require quickly – finalise projects and deals before you even leave a meeting.

You can access the information straight away, rather than waiting to get back to the office. The faster you can communicate with customers, the faster deals get done. Simple!

Faster response times for clients
Fast response times to clients equals good customer service. Mobile CRM means that no matter where you are or what you’re doing, you can respond to a client. What’s more you can also solve urgent or important matters instantly.

Clients don’t like waiting for you to get back to them. If they have a problem and you don’t respond, it’s often not long before they consider taking their business elsewhere.

Don’t lose clients because of avoidable delays. Embrace mobile CRM and start providing outstanding customer services that your clients will rave about.

Stronger relationships with clients
Fast response times by themselves are not enough if you don’t have the right answers. When you respond you need to have all relevant information about the client at your fingertips. This way you can go into detail about their account, and also discuss current issues or projects that they have.

It’s customer service 101 – when you provide these two elements together you show your customers that you care about their business – you’re up-to-speed on their account and your business processes are tight and controlled.

Mobile CRM allows you to do this by giving you quick access to your client’s full account history right there on your mobile or tablet app! You could be at a trade fair in Perth CBD and your colleague could be on the road making a sales visit in Bunbury. No matter where they are, all staff will have access to customer account info.

Improved organisational skills
The beauty of mobile CRM is that you don’t actually have to be that organised to use it!
Not only does it help your clients via excellent customer service, it also helps you run your company, and improve and integrate your procedures.

Mobile CRM options – such as our mobile CRM plugin for MYOB Business Process Software – allow you to integrate your existing accounting practices and business practices with mobile CRM.

If you have staff in multiple offices or staff out in the field they can undertake their accounting, stocks and ordering while on the road. This improves effectiveness and efficiency of your business dramatically.

Improves your sales force effectiveness
If you have sales managers who are constantly on the road, you can see amazing benefits from mobile CRM.

Rather than coming back into the office to process sales, they can do them automatically from location. This means faster processing times for clients, and more time for your sales staff to be out their making sales. Win-win!

In short, every business is constantly looking for ways to improve business practices, customer service, and increase sales. With mobile CRM you can do all three!

Contact us today, to learn more about what our mobile CRM solution – Exo-on-the-go – can do for your business.

Time to upgrade your business accounting software?

The decision to change from manual accounting systems to an umbrella system depends on the same criteria that influence people to upgrade residential infrastructure: old systems are inefficient, cost-prohibitive, appear old-fashioned and need frequent troubleshooting.

Current systems and spread sheets work fine but manual accounting systems generate payroll expenses for office staff, increased accounting fees, inefficient inventory-ordering practices and lost opportunities to optimise leads, leverage social and business trends and uncover waste, theft and fraud.

Clues that you might benefit by replacing your existing system include:

  • Reports and documents contain frequent mathematical errors.
  • Inventory-carrying costs generate cash-flow problems.
  • Loss of data and slow response times scuttle business opportunities.
  • Poor analysis of business trends, contract terms and unavailable contract templates limit sales staff’s ability to close deals in the field.
  • Crucial business data gets lost due to a lack of storage capacity and databases contain out-dated information.
  • Figuring profitability by department, product and employees requires authorising dedicated research projects.
  • Expense creep cuts into profit margins.
  • Security breaches cause you to lose money, customers and the time needed to address the problems.
  • Incomplete or disorganised records trigger financial audits.
  • Incomplete records that fail to match best business practices make it difficult to get financing for expansion. A new system that offers comprehensive management solutions generates substantial investment costs, but your current system probably costs more in lost profits, waste and inefficient uses of resources.

Upgrading the accounting system helps you position your company for accelerated growth, meet the challenges of global marketing and integrate your business with the current financial practices of most vendors, clients, social agencies and tax authorities.

Before choosing a new system, consider the following points:

  1. Take time to study what you need to do the job. Most systems offer scalable modules that you can add as your business grows, so you need not buy more than you really need. Talk to your production, sales and office staff to get their input on what they need to do their jobs more efficiently.
  2. A complete business audit justifies the time and expense by identifying current needs and IT solutions for immediate growth.
  3. Remember that some accounting systems might require staff training, new or updated hardware and technical advice about implementing them into your business with minimal disruption.
  4. Your wish list should not only include the new features you want but also preserve the bits of the old system that perform well. New systems often cause problems that the old system handled perfectly well.

Your accounting solution will impact every department in the company, so choosing software solutions works better when you make it a group effort. Involving each department manager in the decision will help you find the best solution and encourage loyalty among employees, who often resist changes to systems that have always worked adequately in the past.

The new software should meet the following criteria:

  • The system should improve cash flow by streamlining inventory, empowering collection efforts, reducing fraud and waste and eliminating duplicate work.
  • Accounting software facilitates custom reports that let you track profits, costs, closing ratios, employee efficiency, seasonal performance and other financial information. Choose software or systems that give you complex reporting tools.
  • Programs with cash-management software create more options for revenue-generating ideas and taking advantage of investment opportunities.
  • The system should provide analytical data that helps you and company managers make better decisions.
  • Businesses trade on timely information, so make sure you choose a system that strengthens your intelligence-gathering abilities.

Contact us to find out how MYOB EXO, MYOB Advanced and Horizon Business Systems can help your business achieve all of the above (and more!) today.

Assessing new software? Make sure it does what your existing software does well!

Too often we find businesses focus heavily on what their existing software does poorly but forget to review the good things.

For example your business has multiple stock locations and you have a need for this functionality as well as serial number tracking and barcoding. You find new software that does this well but later discover; after using it for several months, that it doesn’t allow for merging of stock codes, reversing transactions or changing codes. Your existing software did this very well, in fact, you took these features for granted and didn’t document them when assessing the new software program.

It’s important to list all of your business needs, in particular the quirky things you do, when you’re assessing new business software. Invite your entire team to put forward suggestions as to what would make their day easier, or more efficient. Ask them if they have a “wish list” of features, reports, processes that they would like the new software to achieve for them. Not only will you end up with the best program for your business, you’ll also find that your team will appreciate the change and be positive influencers in the critical first few months of using the new program.

Make a list and stick to it. Don’t be fooled by slick sales peoples banter, showing you features that look glossy but provide no intrinsic benefit to your business. If you have assessed a number of products and have ticks and crosses it will allow you to look at it objectively and make the right decision. Just as important as feature sets is the business partner behind the software, the people that install, train and support you. Make sure they’re local, have dedicated teams in consulting and support, and can provide you with good references. This can be the difference between a poor installation and a smooth one.

To find out more here’s a great article: Return on Investment