Why a Mobile CRM is Critical to Your Business

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Erin Sumpmann

We all know how indispensable CRM strategies are in today's business world. From improved customer retention rates to reduced marketing expenditures, the benefits are never-ending.

With the rise of mobile technology and telecommuting, a mobile CRM is perfect for those on the go, since it provides vital access to sophisticated, customized information in the field. According to the U.S. Bureau of Labor Statistics, 24% of employees did some or all of their work from home in 2015—this figure is up more than 20% since 2003. The BLS went on to predict that more than 105 million Americans will telecommute by 2020.

The great news from all these stats: Copper offers both an Android and an iOS app. Still on the fence about going mobile? Here are four reasons why a mobile CRM is critical.

1. Do more work—with less effort.

Constant access to client information means that time away from the office doesn't necessarily have to be "away from the office." Being connected to CRM software from anywhere allows your team to be far more productive.

A recent study by Nucleus Research found that mobile access to a CRM increases team productivity by an average of 14.6% with a further 3 in 10 mobile CRM users reporting productivity improvement by more than 20%.

So how are teams using Copper on the go? With our app, you can update sales notes and information on the road or in between meetings, @mention your boss to keep them in the loop, add new contacts you just met, and even assign tasks to colleagues straight from your device!

2. Close more deals.

At the end of the day, a more productive sales rep means a healthier sales pipeline.

Research by Innoppl Technologies shows that 65% of sales reps who work at companies with a mobile CRM have achieved their sales quotas, as opposed to just 22% of reps from non-mobile-CRM-enabled companies.

With mobile CRM, customer data is at your fingertips, along with the tools to respond quickly and boost numbers. This can help employees close deals in less time with fewer interactions since they have more time to prospect and work on new sales opportunities.

3. Get real-time information.

Many companies already allow employees to work while out and about. Unfortunately, this might mean information about a deal isn't updated until your reps get back to the office. Mobile CRM prevents that from happening.

Through integrations with the cloud, any interaction an employee has with a customer can be immediately documented in the mobile CRM. This means no more waiting for information to be uploaded in the office. If a rep is out of the office and a customer calls in before they return, they have access to the customer’s updated information, and the rep can log those changes while on the go.

A mobile app also helps teams that are spread out across the globe stay connected and collaborate easier.

"Our sales reps use the Copper mobile app to enter customer information while they are out in the field. Since appointments are set for them by a different team, in a different location, the app helps keep everyone on the same page!" - Ashli Smick, Marketing Director, Current Solar.

Another perk: the contact activity feed of a mobile CRM includes all past interactions with a client. With the Copper app, you can refresh your memory on a client status so you go in fully prepared.

4. Collect data faster.

Before mobile CRM, orders taken on the road had to either be called in or put on hold until they could be entered at the office. Now, you can place orders right into the system as soon they’re agreed upon. This means production and shipping can get started immediately, so clients receive their products or services in a more timely manner.


A company's CRM strategy can make or break its bottom line, so it's important not to ignore prominent trends. CRM has made its way to mobile, and businesses that hope to be successful must make the move with it. Today, it's the only way to ensure a flexible and successful CRM strategy. Download the Copper mobile app from the iTunes or Play store and get your team on the path to success!

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