Are there plans to increase the functionality of the mobile app? The Outlook integrated logging sales tool is also limiting in that it only logs comms in the last 5 open deals attached to a client.
A sales team generally hate admin and tend to neglect it, yet its critical to keep the rest of the business in the know. As they generally use their mobile devices more than other devices I would like to promote use of the Mobile app more but the functionality is currently quite limited ie attaching pictures to tasks/note.
Logging and tracking through the Outlook Sales Tool integration is also not as efficient as I had hoped. It currently only logs comms to the last 5 open deals a contact is associated with and in our business, this doesnt work. Having to go back to associate and disassociate comms to deals negates using the tool to save time.
I can recommend to have a look at Salesflare's CRM instead.
It has both an Outlook sidebar and mobile app that come with 100% of the functionality of the web app, which works really amazing for me.
If it weren't for Salesflare, our sales team still wouldn't be using any CRM.
Sales & Marketing at San Jacinto Environmental Supplies
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I have been frustrated by the limitations of the mobile app as well. I had a phone conference with their team and improvements are coming but they will be incremental. One new item is the HubSpot keyboard for iOS that will allow better access and use of meeting links, snippets, docs, and quotes from the mobile app. The mobile app still has a lot of catching up to do. I feel like they need to imbed with an outside sales team to discover how it needs to operate.
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