Do you have your mobile working for your business? Of course, you’ll say… a mobile phone is essential in business today to communicate with customers and suppliers.

That’s not what I meant… what I’m asking you is whether you use Apps on your smartphone to help make business life easier for you and put more money in your pocket.

There are Apps on the market which are specifically designed to help you shorten your sales cycle and boost your bottom line.

For example, all leading accounting software providers like XERO, MYOB and Quickbooks have developed Apps that you can download to your mobile or tablet. With these apps you can produce invoices and email them to your client while you are even talking to them when you wrap up the job.

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. To be able to do this you’ll need to set up a CRM, a customer relationship management tool and feed it all the information and touch points you’ve had for a customer.

With new systems you’ll need to establish new habits. I know many tradies who make notes on any kind of material about client interactions or details, ie the back of a docket or invoice, a four-by-two, piece of gyprock or any other offcut. When you use a CRM you MUST enter these notes into the system, so that they are stored there with all the other data you have about the client. CRMs only work when you keep feeding it relevant data.

That way a CRM can provide you (and your 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.

Streamline payments with mobile POS tools

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

These are indeed exciting times where tradies can now take credit card payments through their phones and tablets. 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.

When you research which POS tool would suit you best, pay attention to the transaction or swipe costs, which type of credit cards they process, and how fast they deposit the money into your business bank account. There are some POS systems that even lets customers pay with checks, which the app can capture on camera before depositing.

Choosing the right mobile solutions for your business

The reason many business owners may 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 start by looking 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.

If you feel overwhelmed by accounting business software and technology please contact us for a FREE Cash Flow Pulse Check. Just send us a message to arrange an appointment. It includes a review of your accounting and financial systems. Once you know what you’ve got, you can look for gaps, then seek out mobile sales tools that will best fill them.

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