Learn why 50% Of SMB's in INDIA uses mobile CRM

Mobile CRM is the best way to keep your clients happy. It ensures that they are being taken care of at all times, no matter where they are. That is why almost 50% of SMB's use it. Read more here.

Shoaib Ahmed
3 min
June 2, 2023
Mobile CRM
Mobile CRM

Learn why 50% Of SMB's in INDIA uses mobile CRM

Shoaib Ahmed
June 2, 2023

What's On This Page?

  • Introduction
  • What Is A Mobile CRM
  • Why Mobile CRMs Matter
  • Fieldproxy Mobile CRM
  • Closing Thoughts

Mobile CRM is the way to go for small businesses. There are certain key advantages of using mobile CRM for small businesses. Features like geo-targeting, data tracking, integration with social media are just a few advantages of using mobile CRM solutions.

Mobile CRMs are the new kids on the block. Almost everyone looking to automate their work is looking to CRM solutions like Fieldproxy The methodology of using mobile devices to run a customer relationship management software is becoming increasingly popular as more and more companies recognize the value it offers. In case you’re still not convinced, Here’s a report by EcoConsultancy which suggests that over 91% of companies in the US with employees over 11 people now use some kind of CRM or the other. That’s what’s happening with other parts of the country as well.

In this article, we’re going to show you why every business needs a mobile CRM, and how Fieldproxy is the best mobile CRM software for your business.

What Is A Mobile CRM?

Mobile CRM or Mobile Customer Relationship Management is a way of managing customer information and interactions using mobile devices such as cell phones and smartphones, as well as tablets.

With Mobile CRM solutions, your sales team's access to customer data through a mobile app or cloud-based browser can be geo-tagged by location. This means that field reps could generate leads and respond to inquiries quicker than ever, instead of having to type in times during business hours because it's easier for them to dial their contacts via Smartphones. This way the customer won't have to wait till office hours to reach someone and there won't be missing leads!

Why Mobile CRMs Matter?

CRM software adoption has always been a challenge, but with the increased use of mobile technology in our workplace this issue is becoming even more prevalent. But there is good news! With mobile CRM for workforce effectiveness, you can achieve higher productivity whilst boosting overall performance. According to a Salesforce Forrester Research, CRMs that offer employee access on their mobile devices provide a 50% increase in performance!

Another Nucleus Research report finds that compared to other types of CRM, mobile CRMs have been shown to be the most effective in helping reps succeed in meeting their sales quotas. In fact, for companies using a mobile CRM: 65% of reps were able to make quota and only 22% of reps using non-mobile means were able to achieve this, and 81% of reps found their manager was or would evaluate them positively about the use of their mobile CRM.

How Fieldproxy’s Mobile CRM Solution Can Help?

Fieldproxy is an all in one field service management software to handle your entire field operations. It is a full-featured software product that helps managers of retail, pharma, consumer goods, real estate and construction etc., to collect data in a structured format.

Managers can create workflows for their employees from the web dashboard and assign tasks for their agents within minutes.

It has a user-friendly mobile app from which the field agents can update the tasks once they complete and managers can get field updates in real-time.


Fieldproxy has workflows specially designed to ensure that the on-ground field agents are safe and secure. In this time of the pandemic, this special feature acts as a lifesaver by tracing the contact, hygiene compliance and accountability.

"Fieldproxy gives us more visibility of how our business is moving and make us much more efficient each day"

Source: Chantelle, Field service manager

How Fieldproxy Can Help your Business?

Fieldproxy is software for managing field technician that can help your solar service business run more smoothly. As your business grows and your operations get more complicated, it can be hard to keep track of your solar field worker. Keeping track of everything can be hard and take a lot of time, from managing tickets to scheduling work and everything in between. Fieldproxy is an end-to-end field team management solution that aims to make these jobs easier and make operations run more smoothly. It comes with things like:

Ticket Management Solutions

One of the key features of Fieldproxy is its ticket management system. With this feature, businesses can create, assign, and manage tickets, ensuring that issues are resolved quickly and efficiently. This means that customers get the service they need, and businesses can maintain their reputation for quality customer support.

Schedule Jobs

Another important aspect of Fieldproxy is its job scheduling feature. With this tool, businesses can schedule jobs and assign them to field teams in real-time. This helps ensure that the right team is on the job at the right time, which can save businesses time and money.

Generate Quotes And Estimates

Fieldproxy also offers a mobile application that allows field teams to generate quotes and estimates on the go. This feature is particularly useful for businesses that operate in industries where quotes and estimates are necessary, such as construction or landscaping. With this feature, businesses can provide accurate quotes to their customers quickly and easily.

Raise Invoices And Collect Payments

In addition to generating quotes and estimates, the Fieldproxy mobile application also allows businesses to raise invoices and facilitate payment collections through integrations with popular payment gateways. This can help businesses get paid faster and with less hassle.

Collect Valuable Customer Feedback

With features like customer happiness index, and historical customer data, ensure your customers are always satisfied with your products and services. Know exactly how your customers operate and provide better quality services.

Dashboards And Reports

Fieldproxy’s easily-presentable data dashboards and reports allow managers to make sense of all the data their field teams collect, in real time. Create, curate, and manage different dashboards and reports to help make better data-backed decisions for your service teams.

Closing Thoughts

So why should businesses consider Fieldproxy? With its comprehensive set of features, Fieldproxy can help businesses save time, streamline operations, and improve customer satisfaction. And with a free demo available, there's no reason not to give it a try.

If you're looking for an end-to-end field team management solution that can help you manage tickets, schedule jobs, generate quotes and estimates, raise invoices, and collect payments while also providing customer feedback support, then Fieldproxy might be the solution for you .Book a free demo today to see how Fieldproxy can help your business improve its operations and customer satisfaction.

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