PlayMaker Blog

Top Three Trends in Mobile CRM Apps

Posted by Sean Haggis on May 13, 2015
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Sales teams have always been mobile, but a mobile CRM app gives sales reps the ability to immediately decrease time spent on administrative tasks and allow more time to interact with referral services and increase their “sales window.” Staying informed of mobile trends as they evolve will position your company at the forefront of technology-enhanced sales organizations.

“As more and more mobile apps are becoming available to the post-acute care industry and they are getting smarter and smarter — I recommend people in our industry get used to using them because they are important and helpful now, but in the very near future they will be critical and essential to business — you might as well become an expert now to be prepared,” said Tim Rowan, Editor of Home Care Technology Report.

Here are the top three trends in 2015 that you should expect from your mobile CRM to get the most out of this emerging technology for post-acute care sales.


1. Generate Sales Leads

Typically, sales reps would go to a meeting and then head back to the office to dig up another opportunity. Now, a mobile app can help identify new opportunities while in the field and give the sales reps an understanding of the value of these opportunities. This gives the rep the capability to quickly adapt to their surroundings and maximize the potential based on where they are located to initiate a relationship or provide educational information about their services.

One of the most important features that your app needs to have is the ability to inform your sales team of pertinent information in real-time with or without Internet connectivity. When a rep receives a referral, request or new contact, they should be alerted and able to respond immediately to the request, regardless of their location at the time. This isn’t just quick service they can provide; it’s improved service.

The app should allow sales reps to schedule, change or update their daily, weekly and monthly events with just a few touches.

2. Track Expenses on the Go

A mobile CRM should offer a feature that allows reps the ability to track accruing expenses in real-time. The rep simply takes a photo of the receipt with their device and completes the expense with one click. The expense details are automatically saved and the software makes sure the expense meets compliance regulations.

3. Be Rid of Redundant Data Entry

Time is valuable and an app that offers a “quick note” feature eliminates repetitive data entry and adds time back to a sales person’s day. Quick notes are very intuitive, offering suggested notes by connecting the dots. Voice-to-text notes were popular when apps first hit the market, but this doesn’t work well when there is poor connectivity in rural markets. Quick notes allows the rep to personalize sales notes and record things they do on a regular basis with or without Internet connectivity. With one click, all visit notes automatically populate. Think of it like a default set of notes from which the rep can pick and choose the verbiage they need to document the outcome of their call or visit. The app should allow sales reps to schedule, change or update their daily, weekly and monthly events with just a few touches. It’s not uncommon for a sales rep to have 10 meetings a day with continuous changes to upcoming appointments. Look for an app that offers a drag and drop calendar that makes intelligent suggestions based on past history. This makes it easier for reps to update their schedule.

These top mobile trends will benefit management as well. With ease of access to real-time data about sales efforts, management can provide better guidance, solutions and tools than ever before. Managers and companies have a new level of transparency that is critical to growing sales. Mobile CRM has been one of the most impactful tools for post-acute care sales in years.

For more information on mobile CRM trends impacting the post-acute care industry, download this free report:


Topics: Mobile CRM, CRM, Sales Efficiency

Sean Haggis

Written by Sean Haggis

As Vice President of Product Management at PlayMaker, Sean Haggis drives innovation, working closely with the senior executive team and managing strategic partner relationships. He helps set product vision and development strategy, changing the way post-acute care agencies view and manage their sales and marketing teams.