Next generation of Mobile CRM: Let there be Email

To design a good Mobile CRM app, we need to first understand a typical day of a salesman. What his main tasks and activities throughout the day are.

We have talked to several sales people from various industries. And we talked to our internal sales reps as well. Our findings show what the most common answer amongst sales reps is: “we communicate

…with prospects, customers, colleagues and (of course) the boss.

A typical sales rep makes calls, chats online, meets people, but most often he communicates via an email.

What’s so great about emails anyway?

An email is one of the most popular ways of business communication. It allows you to send a picture,  video, quote, invoice, call/meeting invitations, etc.

Compared to other forms of communication, it also stores the information for a future use. So if there is ever a need, you can use it as a proof, reference or reminder.

What’s the connection between emails and Mobile CRM?

We’ve realized that a good Mobile CRM app must be also a perfect email client.

Otherwise, a salesmen and other professionals would need to constantly switch between Outlook (or other email client) and Mobile CRM app.

Our goal with the new generation of Mobile CRM is to allow an easily work with text or HTML emails within the app. To do everything you would normally do: read, create a new one, reply, forward, work with attachments…all without leaving the Resco Mobile CRM app.

Moreover, we want to allow you to connect directly to an email server (such as Exchange or Gmail), so you will be able to download new emails, see your folders, move, delete, archive, etc. And if an email is business related, track it on the CRM server.

The new Mobile CRM will be a universal tool combining all email and CRM features, optimized for a mobile use.

Did you know we already re-designed the views and forms? Check out this blog post on the new Resco Mobile CRM user interface.

6 thoughts on “Next generation of Mobile CRM: Let there be Email

    • Hi Martin, some of them will be available already in the next release (end of this month) and the rest in the following one (Winter 2014).

    • You are right, many applications allow connecting to an email. Our does as well (even as of now).

      What we plan to do however, is to have an own email client within the app – this will enable new possibilities; such as document copy&paste (for example to copy an Office document stored in CRM and send it via email on iPad).

  1. Dear Resco team, we use the Resco app in several of our countries and the feedback a been great…sitting here in Melbourne I am happy to read the feature…I can share a couple of inputs while talking to our sales reps…if this can be added, it’s amazing…one sales rep asked me:-
    If I have created an activity (appointment) how can I:-
    1. Ensure like outlook, automatically an email invite goes to the customer?
    2. If I am completing activities can I have an easy way to send the meeting notes/summary to my customers?

    These are fantastic ideas…would be good if you can take this input as well…

    Also when will we have this feature?

  2. Pingback: Next generation of Resco Mobile CRM: Dressing up the Forms | resco.net

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