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Unlocking success on the go: The best use cases for Capsule Mobile

Have you downloaded the Capsule app? Without a mobile CRM you could be missing out on some big business opportunities.

Rose McMillan · May 20, 2024
Unlocking success on the go: The best use cases for Capsule MobileUnlocking success on the go: The best use cases for Capsule Mobile

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Great customer relationships are key to building business growth and improving your sales. That’s why over 90% of companies with 10 employees or more use customer relations management solutions.

However, many sales teams aren’t getting the most out of their CRMs by missing out on using mobile apps. And it’s a huge missed opportunity.

50% of sales teams have improved their productivity when using a mobile CRM. So, let’s dig into specific use cases and see why your team needs to make the most of their mobile CRM apps.

4 reasons you need a mobile CRM

Visiting clients

Salespeople spend a lot of time in the field making sales calls and visiting clients. Outside sales are crucial for many business sales strategies so salespeople must constantly track any negotiations with clients and log any vital information.

Real estate agents can also reap the benefits of a mobile CRM. You’ll be able to access customer data and tasks seamlessly - no matter where you are.

Capsule’s other features ensure it’s competitive with other common solutions like Knock CRM.

With a mobile CRM, users can track key details from their sales visits like objections, price negotiations, or any other important information they may have discussed.

Real-time updates and time management features help you to optimize their schedules. With improved communication and productivity, salespeople can remain coordinated with their team while on the move.

Networking opportunities

Networking is a key for sales no matter your industry. It’s how sales professionals connect with prospects and build strong working relationships.

With a mobile CRM, you can add new contacts and make notes on interaction history instantly. No waiting around till you get to your laptop or forgetting important details once back at the office.

If you’re at a conference, networking event, or meeting, never miss an opportunity to follow up on an important deal. With the Capsule app, you can review your interaction history and make relevant notes about your newly imported contacts to create meaningful connections.

Add notes such as how best to contact them in the future or a reminder to connect with them on LinkedIn. A quick follow-up can make or break a sale, so don’t miss the opportunity to expand your network.

Manage your day

Capsule’s mobile CRM helps you plan your day and log follow-up actions and outcomes of sales meetings wherever you are. No need to be tied to your desk, instead cut down on admin and make better-informed decisions.

Even better, you don’t need a Wi-Fi signal to stay updated. The app automatically syncs whatever changes you’ve made once you’re back online so you never have to worry about losing your important notes.

Plan your day, log follow-up actions and outcomes of sales meetings all from your personal device.

Total integration

Capsule’s mobile apps tracks all your important sales interactions, from calls to emails. With Gmail, Outlook, and the upcoming Whatsapp integration via Callbell and Wait, users can automatically sync their communications so they can access everything all in one place. This means that every interaction is logged without having to be entered manually.

Never miss a call again with Capsule’s caller ID, anyone logged as a Capsule contact automatically appears when they call. This saves time but also helps you enhance and centralize all your communications.

Use Capsule on the go, today

From visiting clients to seizing networking opportunities and managing your day efficiently, Capsule’s mobile app is your perfect partner. With seamless access to customer data, real-time updates, and integration with platforms like Gmail, Outlook, and soon WhatsApp, Capsule makes it easy for sales professionals to stay connected and productive on the go.

Take control of your sales success with Capsule's mobile app. Download now on IOS and Google Play and unlock the full potential of mobile CRM, or try Capsule free for 14 days and see how it can supercharge your sales efforts.

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