When it comes to customer relationship management (CRM) software, having a mobile app is a must-have feature for businesses on the go. It allows teams to stay on top of their leads, track customer interactions, and collaborate with their team, no matter where they are.
Two popular CRM platforms that come to mind when it comes to mobile app experience are Salesforce and Insightly. Both of them are giants in the CRM world, but when it comes to mobile app experience, which one is better? Let's take a closer look.
Salesforce Mobile App
Salesforce Mobile App is known for its engaging and intuitive interface, allowing sales reps to easily access all the relevant information on the go. The app offers various features like managing leads, deals, and contacts, real-time updates, and account management, all of which can be performed using the mobile app.
Using the Salesforce Mobile App, users can create and manage business processes, track their pipeline, view sales performance data, and respond to important customer information in real-time, all from their mobile devices.
One of the highlights of Salesforce mobile app is the 'MyDay' feature, which highlights the most important tasks to be done for the day in a personalized dashboard.
To use Salesforce Mobile App, users have to download and install it on their phone or tablet, and the app is available for both iOS and Android devices.
Insightly Mobile App
Insightly Mobile App is also a robust CRM mobile app that offers good value to its users. It allows sales reps to access and manage important customer information on-the-go, and collaborate with team members, no matter where they are.
The Insightly Mobile App offers features like contact management, lead management, project management, task management, and deal tracking. Users can also send emails and track them, all from within the app.
What sets Insightly apart is its integration with popular cloud-based file sharing and storage services like Dropbox, Google Drive, and OneDrive. This allows users to easily access and share important documents from within Insightly.
The Insightly Mobile App is available for download on both iOS and Android app stores.
The Verdict
Both Salesforce and Insightly offer impressive mobile app experiences, but when it comes to which one is better, it depends on the business' use case.
Salesforce Mobile App is a better choice for users who require robust capabilities like real-time updates and account management on the go. Additionally, its personalized dashboard feature, MyDay, allows users to stay on top of their daily tasks and prioritize their work.
On the other hand, Insightly Mobile App is ideal for businesses that require efficient contact and lead management, project management capabilities, and collaboration tools. Its integrations with cloud-based file-sharing and storage services also provide seamless access to important documents from within the app.
Overall, the choice between the two comes down to the business's specific needs and preferences.
References
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Salesforce Mobile App. (2021). AppExchange. https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000GlQ5oUAF
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Insightly Mobile App. (2021). Insightly. https://www.insightly.com/product/mobile/