10 Amazing things you can do with Dynamics CRM on your mobile device

Introduction

I have recently been reading Resco’s E-book; “Free eBook: 100+ Amazing things you can do with Microsoft Dynamics CRM on your phone and tablet” and picked out the 10 most amazing things you can do with Resco Mobile CRM. FYI: I know I have been publishing a lot of posts on their solution lately, but I can assure you that I’m not affiliated in any way with Resco. I just think they offer an excellent mobile app for Dynamics CRM.

Why did I pick these features?

I picked these features because they are quite spectacular and I haven’t even implemented some of them yet in a Dynamics CRM organization, as customers are usually unaware of these kind of possibilities. That’s why I wanted to bring some attention to them. But make sure to go and download the full eBook to get to know the other benefits of Resco Mobile CRM.

10 cool features

#1: Scan barcodes to get more info on the product
Say you are a pharma sales rep and you are talking to a pharmacist about a new range of products. You can give him the talk, but you can also step it up a notch and show off the medical study results and other supportive material to help your sale. You don’t need to carry these with you or search for them manually in a large database of online documents. Instead, simply scan the barcode on the packaging and have the right information available in a blink of an eye.

After you get a go from the pharmacist, use the same approach for drafting an order—you scan barcodes or QR codes to add simply the products to the order. This speeds up the process as you no longer have to browse through them in a long product list and it prevents you from making mistakes by picking up the right product instead of accidentally selecting a similarly-named one.

#2: Run reports as you go
ReportsGain meaningful insights from your CRM data utilizing the Run Report feature for individual records. Mobile CRM fetches the reports from your Dynamics CRM server to be viewed in the application as a PDF file. You can select a different report from the list of available reports (provided there’s more to choose from).

#3: Print documents
Even though Mobile CRM allows you to go paperless, there are still occasions in which the good old paper still serves a purpose.

Let’s say you want to print a contract for your client to sign while you are still at the venue. Or you want to print out a certificate, warranty or a price list. You can do it all from your tablet or phone. You can open the attachment directly in your Mobile CRM app and hit Print. The good news: You can print from anywhere. The other good news: As most printers support wireless printing nowadays, it’s not as hard to set up as you might think.

#4: Automate your googling
SearchA good sales guy never underestimates the power of research. That’s why one of the first things he does is to do a search of any new lead. Whether it’s a company or an individual, the Internet is a great asset in finding out more before the first approach.

Why not make this mini-research easier? Your Mobile CRM app can automatically google a company or a person for you, so you can just take a look at the results.

#5: Find out where the drivers are
Mobile CRM can even function as a real-time GPS fleet tracker. Not only for transport companies, but also for all kinds of service providers like plumbing, appliance repairs or security services can find this very useful. You’re able to see the movement of your fleet, so you can have oversight as to where your drivers are at any given moment and can give an accurate estimate of the time of the delivery to the customer. Combine it with the option to navigate to the assigned destination and having information on what to do and what to get approved once on the spot and you’ve got yourself a winner.

#6: Stay organized with folders
Can’t see the forest for the trees? Group numerous individual entities into folders to arrange your mobile CRM solution the way it suits you.

Entities can be grouped into different folders. You can create a folder for records and views you use most often; managers can create separate folders for different types of employees, and so on. It’s pretty much the same as having the documents on your PC divided into different folders–it helps you keep order while you work.

#7: Find people on LinkedIn, automatically
With over 300 million users, LinkedIn has become an essential media for many professionals. Chances are, you are as well trying to look for people you know or can connect to in order to expand your network, find new opportunities and built relationships.

Instead of painstakingly searching for people you know by typing in their name in the search bar, let your Mobile app find people for you automatically. Based on fields from your CRM, your contacts or leads can be found on LinkedIn, the ever growing network of professionals you’re a part of.

#8: Chat with your colleagues
You can discuss opportunities and cases with your colleagues, without repeatedly calling each other or exchanging loads of e-mails. The chat is basically a Facebook for your CRM. But instead of sharing personal news, you’re talking business. You can follow and participate in discussions about any type of record you choose. You can also share pictures, documents and links to records in your posts.

This collaboration works remarkably well because of real-time push notifications. Even when you’re not working with the app, you still get notified about new comments and questions.

#9: Place & log in your phone calls
LogCall a contact right then & there from the app (provided you have the phone number). Save it afterward as a CRM activity and you won’t lose track. You can also use Skype or Facetime to make calls.

Once you finish the call, you’ll see a new activity in your CRM app. It has already mapped the call to the person you were talking to—all you need to do is type in a short note (if you want to) and hit save. The call will be automatically tracked, so you can come back to it whenever needed.

Phones running on Android also offer the option to track incoming calls—these will appear as a list of calls in the application, so you can pick and choose which is business-related and shall be stored in the CRM system as a phone call activity.

#10: Make those records stand out
Remember when you were in school, and you used a fluorescent yellow highlighter to pinpoint the things you wanted to remember for the test? When you went through your notes later on, you just skimmed the text and focused only on brightly colored chunks. It was easier to do it this way.

You can apply the same principle to your mobile CRM. Make it easy for users to see what needs their attention. Highlight important records in your Mobile CRM to make them stand out. Just like conditional formatting known mostly from MS Excel, you can set up a set of rules that will define how records on a list are formatted. So highlight those overdue invoices, best opportunities and cases with high priority.

“The lists of records in CRM go on and on. Sure, you can search through them, filter them, sort them, but nothing gets quite the attention as if you highlighted them with colors.”

Bonus Feature!

# 11: Access your Dropbox files
If you’re using Dropbox file hosting service for storing docs, photos, videos and other files, you can associate them with your CRM records and access them offline directly in the Resco Mobile CRM app. It’s an easy way to move multiple data files between Dropbox and Dynamics CRM, allowing you to share them instantly with your team and other CRM users in your company.

CRM users can access the Dropbox files anytime in their mobile devices, keep them organized, update them by synchronizing the latest content & collaborate with other team members to work more effectively.

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