Mobile Solutions are the Future of Business 

Mobile Solutions

Article written by Kelvin Smith, Director at MVP Financial


If you own a tablet or mobile phone but aren’t taking advantage of mobile sales tools, you’re missing out on the opportunity to shorten your sales cycle and boost your bottom line.

From CRM apps to invoicing and payment technology, there’s a mobile solution for your small business that can make it easier to convert prospects to customers – and entice customers to buy.

Look into these key mobile sales solutions that can streamline your sales process and increase your revenue.

Access Customer Data with a Mobile CRM

Nothing improves the outcome of a friendly sales call or meeting than being able to show that you know, understand and care about your customers’ needs.

A mobile CRM provides your sales team with instant up to date data for all your customer accounts. Of course, you’ll also be ready to quickly capture data on new prospects and customers on the fly.

With your customer’s sales history at your fingertips, including detailed info on buying preferences, it’s a breeze to suggest relevant new products, upsell or cross sell on the spot.

If you’re new to mobile sales tools, you might want to look into Insightly, an app that ties in project management capabilities with a CRM. This solution allows you to access your customer database as well as collaborate, assign tasks and create milestones for your sales team while on the go.

Streamline Payment with Mobile POS Tools

If you were equipped to take payment on the spot, how dramatically would it impact your bottom line?

Mobile point of sale tools empower small business owners to close sales instantly, minimizing the risk that your customer will raise objections when you follow up or simply change their minds.

Easy and secure credit card processing capabilities are an important feature of mobile POS solutions and make instant payment a breeze – anywhere, anytime.

Vend is a robust tool designed to easily manage sales on your iPad. In addition to accepting credit card payments, Quick Sale lets you check inventory, generate invoices and email receipts to your customers with ease and efficiency.

Choosing the Right Mobile Solutions for Your Business

The reason many business owners hesitate to use mobile tools isn’t lack of interest. They simply feel overwhelmed by the many choices available and are too busy to research the options.

If you want to take advantage of mobile technology but don’t know where to start, it’s wise to look at your current systems. You may not be utilizing your online accounting software to its full potential and find it has mobile capabilities – or if you’re using an outdated system it may be time to look into an all-in-one mobile-friendly accounting solution.

Once you know what you’ve got, you can look for gaps, then seek out mobile sales tools that will best fill them.

We are passionate about the benefits technology can offer businesses.  As Xero Gold Partners we see the impact efficient and effective systems and processes have on businesses and their owners.  If you’re interested in learning about Xero, find more information here.

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