Google plus

Fluid Edge Themes


6 CRM Mobility Mistakes You Can’t Make

Today, mobility is everything.  Your business needs access to data everywhere – not just the office, but on your tablet, your phone, in your car, and in the air.  Customer Relationship Management (CRM) solutions are typically sold with mobile features, but it’s up to you to take full advantage of them.

In a recent article titled “6 Mobile CRM Mistakes You Do Not Want to Make,” Drew Robb writes that “buying software is only part of the road to successful mobile CRM initiatives.”  To underscore the importance of execution, he cites a recent Technology Trends study that found more than two thirds of companies investing or thinking of investing in mobile applications, with CRM one of the biggest drivers.

Robb lays out 6 mistakes that will surely hinder mobile CRM deployment:

  1. Assuming mobile CRM apps will work sales miracles
  2. Making mobile CRM all about management
  3. Not converting mobile CRM skeptics
  4. Not adequately addressing mobile CRM goals, training
  5. Selecting the wrong mobile CRM software features
  6. Not having a mobile CRM strategy

All of these mistakes can be addressed and mitigated by a carefully executed integration plan.  Mobility is critical – it’s not something to be taken lightly.

To read more, check out

To learn more about Bolt’s CRM and Salesforce solutions, visit

Post a comment

WordPress Lightbox