If you can’t attach documents and record client interaction history, then you’re going to have a bad time tracking the position of prospects in your sales pipeline. It may be able to send the material, but any type of storage will need to take place outside of the program, unless you want to sift through the entire email chain every time you need to reference a file. To begin, Outlook doesn’t make sharing and tracking documents easier. Don’t promote Outlook to this position it doesn’t have the qualities you should be looking for in a CRM. They likely have it open all day, and for an email client, it offers a nice deal of functionality.īut don’t be fooled by Outlook’s useful features: the program – and any email client for that matter – is a poor choice for truly managing customer relationships. Related: Salesforce contracts, explained: 7 things you didn’t know were in your Salesforce user agreement 5.It’s easy to see why your sales representatives want to make Outlook their hub for managing customer relationships. There are also a plethora of third-party business card scanners most are bundled with unnecessary features, some rely solely on Outlook sync, and even the lowest-rated one costs $7.99 a month. For example, Salesforce’s mobile mapping features are only available with a Salesforce Maps subscription, which starts at an additional $75/user/month! The key drawback with the Salesforce iPhone app-and Salesforce in general-is that every feature is piecemeal and every piece costs extra.
The Salesforce app also features a partnership with Einstein Analytics, allowing its mobile app users to leverage AI insights to make informed decisions about how to manage pipelines.Īll of the apps on Salesforce’s AppExchange are accessible from mobile, but with varying degrees of functionality constraints due to the mobile CRM experience. Customers who already use Salesforce’s desktop application are fans of the simple mobile version. The Salesforce mobile app boasts an impressive 4.7 out of 5 star rating in the App Store.
See how Nutshell compares to Freshsales and other competing CRMs. The ability to book an Uber from the Freshsales app is a nice touch, and the voice recording feature is a big help for summarizing meetings when you don’t have the time to type everything out on your iPhone keyboard. You can also create and log activities in the Freshsales iPhone app, and track their outcomes.īut what really makes this a top iPhone CRM are the little extras. The “key metrics” screen acts as a useful dashboard, giving you relevant information on your assigned deals, and the calendar view shows you your upcoming appointments and lets you easily schedule new ones. Freshsalesįreshsales brings an impressive array of desktop features to their iPhone app.
Already have a Nutshell subscription? Download the free iPhone app here. Available to subscribers of any Nutshell package at no additional charge, Nutshell’s iPhone app helps you do important things fast, no matter where you are. Nutshell’s iPhone CRM app also comes equipped with an easy-to-use business card scanner so you can scan contacts on the go, as well as all the time-saving mobile features you’d expect, such as the ability to start new calls and emails in one click, quickly log meetings and call notes, and receive alerts for anything that needs your attention. Perfect for planning client visits or just keeping an eye on where your hottest leads are, the Nutshell iOS app lets you view your saved lead lists on a smooth-scrolling, zoomable map, or quickly segment your leads by any attribute, such as status, open date, product, or custom tags. Nutshell’s iPhone app was relaunched in early 2020, and now includes the best map visualization features of any mobile CRM on the market. If you’re a salesperson who won’t leave the house without your iPhone, here are six mobile CRM apps that you need to consider: 1.
While no smartphone app can replicate the full experience of using a desktop CRM, there are a handful of CRM iPhone apps that do a great job when it comes to making essential features easy to use. Mobile CRM apps aren’t just important for outside sellers and road warriors.Įvery modern salesperson should have the ability to stay informed and efficient on the go.