Two-minute masterclass: Getting the most (the most revenue, that is) from your mobile CRM

Two-minute masterclass: Getting the most (the most revenue, that is) from your mobile CRM cover

Welcome to the 2-minute masterclass series for Sales Leaders.

Now playing:

How Sales Leaders can get the most – the most revenue, that is – from their mobile CRM.

Read more below, or watch the episode.

CRM apps are designed to help you secure deals while you’re on the go, anywhere in the world, so don’t make the mistake of not using it to its full potential.

The key to winning more deals is to always have deal awareness, to track progress, to coach, and to get involved when deals need your knowledge and experience.

Here are three important things you need to do to close more deals faster, drive revenue, and get the most of your CRM while on the move:

First – Make sure you configure the app before you head out on the road. This simple step ensures you aren’t left out of the loop when away from your office. Mobile CRM apps are typically configured to access secure company data so it may be a bit more complex to get started than your every day mobile app.

Second – Follow key deals and get real-time notifications of any changes to those opportunities, so you can provide real-time coaching to help navigate those deals to a close.

Finally – Use the app to dig into opportunity details and progress, and to identify coaching opportunities from trends and outliers.

“Timing is everything in sales, and doing these 3 things will help you stay on top of key deals, in real time, so you know when you need to get involved,” explains Alex Ackermans, 20-year software developer and VP Engineering at Maximizer.

Your job as a Sales Leader is to leverage your experience and knowledge to drive your team's revenue performance. Our job as a CRM is to equip you with the tools to make it easy.

Learn more about Sales Leader Edition by Maximizer

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