Have you ever found yourself scrambling for client details in the middle of a bustling train journey? I once did, and that moment spurred a deep dive into the world of mobile CRM apps. Let's explore how these powerful tools can revolutionize client management, offering instant access to crucial data like contact history, project updates, and even birthdays—right from your mobile device. Unlike the cumbersome traditional CRM systems, these apps are tailor-made for ease of use on the go, slashing tedious data entry tasks and facilitating real-time collaboration. Imagine all your team members being effortlessly updated without the snowballing email threads.
But don't think for a moment that mobile CRM is just for the sharp-suited sales teams! There's a treasure trove of benefits waiting for freelancers and entrepreneurs eager to forge stronger client connections and expand their business horizons. We'll dissect how personalizing communication and lead scoring can elevate your client interactions. Plus, we'll guide you on selecting the perfect CRM fit by considering team size, necessary integrations, and even industry-specific features. Tune in for invaluable insights and practical advice, and don't forget to check the show notes for links to resources like Pinnacle AI to aid your CRM journey.
Discover how Pinnacle Ai can revolutionize your business operations. Our AI-driven CRM is designed to eliminate inefficiencies, automate tasks, and empower entrepreneurs to focus on growth and innovation. Visit https://getpinnacle.ai to learn more and unlock the full potential of your business today.
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Welcome back everyone to the Deep Dive.
This time we're going to bediving into mobile CRM apps and
how they can help you guys keepthose client relationships
strong, especially wheneverybody's working remotely.
Speaker 2 (00:13):
Yeah, things have definitely changed, haven't they
?
Speaker 1 (00:15):
Definitely.
I think it was about a year ortwo ago.
I was on a train trying to getready for this client call and I
was really scrambling forinformation, like where is
everything?
And it just it just hit me likethere has to be a better way.
And that's when we started, youknow, really looking into
mobile CRM.
So tell me, like, what makes itso important in this new, you
(00:38):
know, everybody working fromhome world?
Speaker 2 (00:41):
Well, mobile CRM basically puts all the
information that you need youknow, home world.
Well, mobile CRM basically putsall the information that you
need.
Speaker 1 (00:47):
You know contact history, project updates you
know, even like little things,like a client's birthday, at
your fingertips, so I don't haveto be, like you know,
frantically searching for mynotes or whatever like right
before a call.
Exactly, that's great.
But you know, when I thinkabout CRM, I usually think of
like this big complicated system.
And so how is mobile CRM anydifferent?
Speaker 2 (01:08):
Well, they're designed specifically for mobile
devices, so they're really easyto use.
Speaker 1 (01:13):
Okay.
Speaker 2 (01:14):
And a lot of them have like really intuitive
interfaces, you know.
Speaker 1 (01:18):
So it's less about spending time on data entry and
more about, like, giving meinsights that I can actually use
.
Right, right.
Speaker 2 (01:25):
Like.
Imagine you're wrapping up aclient meeting.
Speaker 1 (01:27):
Right.
Speaker 2 (01:27):
And your CRM prompts you to schedule a follow up.
You know, make some notes, setreminders for anything you
promise to deliver.
You know all while that meetingis still fresh in your mind.
Speaker 1 (01:37):
Oh, that's cool.
So it's like having like alittle assistant in my pocket,
basically, exactly OK.
So let's say I have a name, youknow we're all working remotely
.
How does this help withcollaboration and making sure
everyone's on the same page?
Speaker 2 (01:51):
Well, most mobile CRMs have something called data
synchronization.
Speaker 1 (01:54):
Okay.
Speaker 2 (01:55):
So any change that anyone makes it updates for
everyone in real time.
Speaker 1 (01:59):
Oh, wow.
So that doesn't matter where Iam, I always have the latest
information.
Speaker 2 (02:03):
Exactly so.
No more like reply all emailchains.
Speaker 1 (02:07):
That's amazing.
So I have to admit, you know,I'm starting to think like I'm
missing out here.
You know I think of CRM as justfor salespeople, but it seems
like this could be useful foranyone who works with clients,
right, absolutely Like evenfreelancers, or Especially
freelancers and entrepreneurs.
Okay, yeah.
Speaker 2 (02:26):
Because a lot of them have like lead scoring and
stuff built in.
Oh, okay, so it helps youprioritize those high value
prospects.
Speaker 1 (02:33):
That makes a lot of sense.
So can you give me some likespecific examples of you know
how all these features actuallyhelp busy entrepreneurs like?
Speaker 2 (02:43):
myself in real life, sure Like.
Imagine you're at a conferenceand a client needs urgent help.
Okay, you could instantly pullup their entire history on your
phone, you know, see pastinteractions, access key
documents, all without having toopen your laptop.
Speaker 1 (02:57):
So it's like I have, you know, all my files with me
at all times.
That's really cool.
So what other features stoodout to you when you were going
through?
Speaker 2 (03:07):
all this research.
Well, a lot of them have reallypowerful personalized
communication features.
Oh hey, like your CRM couldautomatically send a birthday
message to a client or remindthem about an upcoming renewal.
Speaker 1 (03:19):
Wow, I never even thought of that.
That's really smart.
But doesn't that kind of makethings feel like impersonal,
like robots sending messages forme?
Speaker 2 (03:29):
Well, you're always in control.
You decide how to use thesefeatures.
It's just giving you the toolsto make those personal
connections more easily.
Speaker 1 (03:36):
OK.
Speaker 2 (03:36):
It's not about replacing that human touch.
Speaker 1 (03:39):
Right, it's about making things like more
efficient so I can focus on,like the important stuff Exactly
, things like more efficient soI can focus on like the
important stuff, exactly so.
You know we've talked about thechallenges of remote work, how
mobile CRM can help, but youknow there are tons of options
out there, so how do we evenbegin to choose the right one?
Speaker 2 (03:55):
Well, that's a great question, and that's what we're
going to dive into next.
Speaker 1 (03:58):
Perfect Lead the way.
I'm ready to deep dive intochoosing the right mobile CRM.
Speaker 2 (04:04):
All right, let's do it.
Speaker 1 (04:05):
Okay, so we're ready to like actually choose the best
mobile CRM.
So where do we even start?
Speaker 2 (04:12):
Well, you know, it can be really tempting to just
go for the one with all thebells and whistles.
Speaker 1 (04:16):
Right.
Speaker 2 (04:17):
But it's actually more important to choose one
that's a good fit for you knowyour specific needs.
Speaker 1 (04:22):
Okay, and how you work.
So how do we like figure thatout?
What kind of questions shouldwe be asking?
Speaker 2 (04:31):
Well, first of all, think about the size of your
team and how you guyscollaborate.
Like do you need it to do?
You need to integrate withother tools like your email or
project management software.
Are reporting featuresimportant to you?
Speaker 1 (04:47):
Yeah, for me definitely having a system
that's like really user friendlyis important you know, because
not everyone on my team is supertech savvy.
Speaker 2 (04:54):
Yeah, that's huge.
You don't want to spend likehours trying to figure out how
to use the thing.
Speaker 1 (04:58):
Right, exactly.
Speaker 2 (05:00):
And you know, there are also CRMs that are
specifically designed forcertain industries.
Speaker 1 (05:04):
Oh right.
Speaker 2 (05:05):
Like real estate or health care.
Speaker 1 (05:07):
So it's like it already has all the features
that I need built in.
Speaker 2 (05:10):
Yeah, Like a real estate CRM might have features
for managing you know, propertylistings Right and a health care
CRM might focus on like patientrecords.
Speaker 1 (05:21):
That makes sense, yeah, but what if I'm like a
freelancer, you know, and I havelike different kinds of clients
?
Would I be better off with likean all-in-one CRM?
Speaker 2 (05:32):
Yeah, an all-in-one CRM might be a better fit for
you.
Okay, because it's designed tocover pretty much every aspect
of client management.
Okay, you know, from leadgeneration all the way to
customer support.
Speaker 1 (05:43):
So it's like one system for everything.
Speaker 2 (05:45):
Exactly.
Speaker 1 (05:46):
Okay, so now we've kind of narrowed down like the
type of CRM that we need, butwhat about actually getting it
set up and running?
I feel like there's got to bemore to it than just like
downloading an app.
Speaker 2 (05:57):
Oh yeah, for sure.
You really need to have a planfor implementation, you know.
Think about how you're going tomigrate your data.
Speaker 1 (06:04):
Right.
Speaker 2 (06:05):
And, most importantly , training your team.
Speaker 1 (06:08):
So just because the system is easy to use, it
doesn't mean that everyone'sgoing to know how to use it
right away.
Speaker 2 (06:12):
Exactly.
I mean, I remember when wetried to implement a new project
management tool at yeah.
At my last company, we didn'treally do any training and it
was a total disaster.
Speaker 1 (06:22):
I've been there, yeah .
What about, you know,connecting it to all the other
tools that we use?
Speaker 2 (06:28):
Yeah, integration is super important.
Speaker 1 (06:30):
Right.
Speaker 2 (06:30):
Because you want all your systems to be talking to
each other.
Speaker 1 (06:32):
Right.
Speaker 2 (06:33):
So you know, like if you schedule a meeting in your
CRM, it should automaticallyshow up in your calendar, or if
you send an email, it should belogged in the client's history
in the CRM.
Speaker 1 (06:43):
So it's all connected Exactly Okay.
So we talked about choosing theright type of CRM,
implementation, training,integration.
Is there anything else we needto think about?
Well, security is a big one, ohright, especially because we're
dealing with client information.
Speaker 2 (06:59):
Exactly.
You want to make sure that yourCRM has strong security
features like data encryption,two-factor authentication,
things like that.
Speaker 1 (07:10):
And I guess also Like the vendor, the company that
makes the CRM has a good trackrecord.
Speaker 2 (07:17):
Right, we don't want to be giving our data to just
anyone.
Speaker 1 (07:20):
Exactly so do your research.
Look for companies that have agood reputation, good customer
support.
Speaker 2 (07:26):
So it's like, it's like anything else you know, do
your due diligence before youbuy.
Speaker 1 (07:30):
Exactly.
Speaker 2 (07:31):
Awesome.
This has been super helpful.
I feel like we've really brokendown like the whole process of
choosing a CRM.
Speaker 1 (07:38):
Yeah.
Speaker 2 (07:38):
So can we look at some real-world examples, like
how are businesses actuallyusing this stuff to like get
results?
Speaker 1 (07:46):
Yeah, let's do it.
I've got some case studies thatare really interesting.
Speaker 2 (07:50):
Perfect, I love a good case study.
All right, so hit me with thesecase studies.
How are companies using mobileCRM to get real results?
Speaker 1 (07:58):
Well, there's this one marketing agency.
They were having a tough timemanaging everything you know,
with their team working remotely.
Speaker 2 (08:04):
So they started using a mobile CRM and it really
helped them streamline theircommunication.
You know, make sure projectswere getting done on time.
Speaker 1 (08:13):
So do they see any like actual improvements?
Speaker 2 (08:16):
Oh yeah, Big time.
They were like way less likelyto miss deadlines and clients
were happier.
Speaker 1 (08:22):
It's like it just made everything run smoother,
exactly Okay.
So that's like a creativeagency.
What about other industries?
Speaker 2 (08:30):
Well, there's this sales team for a manufacturing
company.
They were always on the roadand having trouble keeping track
of everything Right, so theystarted using a mobile CRM that
had like GPS built in.
Speaker 1 (08:43):
Oh, wow.
Speaker 2 (08:43):
And route planning.
Speaker 1 (08:44):
That's cool.
Speaker 2 (08:45):
So they could like optimize their travel time.
You know, make sure they werehitting the right leads.
Speaker 1 (08:50):
So it's like they had a personal assistant like
guiding them through their day.
Speaker 2 (08:55):
Exactly yeah, and it led to a huge increase in sales.
Speaker 1 (08:57):
Wow, that's awesome.
Yeah, you mentioned a specificCRM Pinnacle AI.
Speaker 2 (09:03):
Yeah, pinnacle AI is super interesting.
Speaker 1 (09:05):
What makes it so special?
Speaker 2 (09:06):
Well, it uses AI to like, analyze your data and give
you insights.
Speaker 1 (09:10):
Oh, wow.
Speaker 2 (09:11):
So it can like predict what a client might need
before they even ask.
Speaker 1 (09:15):
So it's like having, like a mind reader or something
Kind of.
That's crazy, but doesn't itfeel a little, I don't know,
like creepy, like the AI istaking over?
Speaker 2 (09:28):
Well, that's why it's called augmented intelligence.
Speaker 1 (09:30):
Okay, it's not about replacing humans.
Speaker 2 (09:32):
It's about giving humans more information so they
can make better decisions.
Speaker 1 (09:35):
Oh, I see.
Speaker 2 (09:36):
Like there was this financial services company that
was using Pinnacle AI to helptheir advisors give their advice
to their clients.
Speaker 1 (09:46):
Oh wow.
The AI would analyze theclient's portfolio and then it
would generate like personalizedreports.
So the advisors were likebetter equipped to like help
their clients.
Speaker 2 (09:57):
Exactly.
That's amazing.
Yeah, it's a really coolapplication.
Speaker 1 (10:00):
So I feel like we've covered a lot today.
Speaker 2 (10:01):
Yeah, we have.
Speaker 1 (10:04):
Any final thoughts for our listeners Well.
Speaker 2 (10:07):
I think the biggest takeaway is that mobile CRM is
not just for salespeople anymore.
Speaker 1 (10:13):
Right.
Speaker 2 (10:13):
It can really benefit anyone who wants to.
You know build strongrelationships with their clients
and you know grow theirbusiness.
Speaker 1 (10:22):
Absolutely so.
Think about your currentprocess for managing clients.
Speaker 2 (10:27):
Yeah.
Speaker 1 (10:27):
Where are the pain points.
You know what could be improvedand then see if mobile CRM can
help.
Speaker 2 (10:33):
It's all about like, working smarter, not harder.
Speaker 1 (10:36):
Exactly.
Well, we'll include some linksin the show notes to Pinnacle AI
and some other resources if youwant to learn more, yeah
definitely check those out.
And that's it for this deepdive into mobile CRM.
Thanks for listening, everyone.
Welcome back everyone to the Deep Dive.
This time we're going to bediving into mobile CRM apps and
how they can help you guys keepthose client relationships
strong, especially wheneverybody's working remotely.
Speaker 2 (00:13):
Yeah, things have definitely changed, haven't they
?
Speaker 1 (00:15):
Definitely.
I think it was about a year ortwo ago.
I was on a train trying to getready for this client call and I
was really scrambling forinformation, like where is
everything?
And it just it just hit me likethere has to be a better way.
And that's when we started, youknow, really looking into
mobile CRM.
So tell me, like, what makes itso important in this new, you
(00:38):
know, everybody working fromhome world?
Speaker 2 (00:41):
Well, mobile CRM basically puts all the
information that you need youknow, home world.
Well, mobile CRM basically putsall the information that you
need.
Speaker 1 (00:47):
You know contact history, project updates you
know, even like little things,like a client's birthday, at
your fingertips, so I don't haveto be, like you know,
frantically searching for mynotes or whatever like right
before a call.
Exactly, that's great.
But you know, when I thinkabout CRM, I usually think of
like this big complicated system.
And so how is mobile CRM anydifferent?
Speaker 2 (01:08):
Well, they're designed specifically for mobile
devices, so they're really easyto use.
Speaker 1 (01:13):
Okay.
Speaker 2 (01:14):
And a lot of them have like really intuitive
interfaces, you know.
Speaker 1 (01:18):
So it's less about spending time on data entry and
more about, like, giving meinsights that I can actually use
.
Right, right.
Speaker 2 (01:25):
Like.
Imagine you're wrapping up aclient meeting.
Speaker 1 (01:27):
Right.
Speaker 2 (01:27):
And your CRM prompts you to schedule a follow up.
You know, make some notes, setreminders for anything you
promise to deliver.
You know all while that meetingis still fresh in your mind.
Speaker 1 (01:37):
Oh, that's cool.
So it's like having like alittle assistant in my pocket,
basically, exactly OK.
So let's say I have a name, youknow we're all working remotely
.
How does this help withcollaboration and making sure
everyone's on the same page?
Speaker 2 (01:51):
Well, most mobile CRMs have something called data
synchronization.
Speaker 1 (01:54):
Okay.
Speaker 2 (01:55):
So any change that anyone makes it updates for
everyone in real time.
Speaker 1 (01:59):
Oh, wow.
So that doesn't matter where Iam, I always have the latest
information.
Speaker 2 (02:03):
Exactly so.
No more like reply all emailchains.
Speaker 1 (02:07):
That's amazing.
So I have to admit, you know,I'm starting to think like I'm
missing out here.
You know I think of CRM as justfor salespeople, but it seems
like this could be useful foranyone who works with clients,
right, absolutely Like evenfreelancers, or Especially
freelancers and entrepreneurs.
Okay, yeah.
Speaker 2 (02:26):
Because a lot of them have like lead scoring and
stuff built in.
Oh, okay, so it helps youprioritize those high value
prospects.
Speaker 1 (02:33):
That makes a lot of sense.
So can you give me some likespecific examples of you know
how all these features actuallyhelp busy entrepreneurs like?
Speaker 2 (02:43):
myself in real life, sure Like.
Imagine you're at a conferenceand a client needs urgent help.
Okay, you could instantly pullup their entire history on your
phone, you know, see pastinteractions, access key
documents, all without having toopen your laptop.
Speaker 1 (02:57):
So it's like I have, you know, all my files with me
at all times.
That's really cool.
So what other features stoodout to you when you were going
through?
Speaker 2 (03:07):
all this research.
Well, a lot of them have reallypowerful personalized
communication features.
Oh hey, like your CRM couldautomatically send a birthday
message to a client or remindthem about an upcoming renewal.
Speaker 1 (03:19):
Wow, I never even thought of that.
That's really smart.
But doesn't that kind of makethings feel like impersonal,
like robots sending messages forme?
Speaker 2 (03:29):
Well, you're always in control.
You decide how to use thesefeatures.
It's just giving you the toolsto make those personal
connections more easily.
Speaker 1 (03:36):
OK.
Speaker 2 (03:36):
It's not about replacing that human touch.
Speaker 1 (03:39):
Right, it's about making things like more
efficient so I can focus on,like the important stuff Exactly
, things like more efficient soI can focus on like the
important stuff, exactly so.
You know we've talked about thechallenges of remote work, how
mobile CRM can help, but youknow there are tons of options
out there, so how do we evenbegin to choose the right one?
Speaker 2 (03:55):
Well, that's a great question, and that's what we're
going to dive into next.
Speaker 1 (03:58):
Perfect Lead the way.
I'm ready to deep dive intochoosing the right mobile CRM.
Speaker 2 (04:04):
All right, let's do it.
Speaker 1 (04:05):
Okay, so we're ready to like actually choose the best
mobile CRM.
So where do we even start?
Speaker 2 (04:12):
Well, you know, it can be really tempting to just
go for the one with all thebells and whistles.
Speaker 1 (04:16):
Right.
Speaker 2 (04:17):
But it's actually more important to choose one
that's a good fit for you knowyour specific needs.
Speaker 1 (04:22):
Okay, and how you work.
So how do we like figure thatout?
What kind of questions shouldwe be asking?
Speaker 2 (04:31):
Well, first of all, think about the size of your
team and how you guyscollaborate.
Like do you need it to do?
You need to integrate withother tools like your email or
project management software.
Are reporting featuresimportant to you?
Speaker 1 (04:47):
Yeah, for me definitely having a system
that's like really user friendlyis important you know, because
not everyone on my team is supertech savvy.
Speaker 2 (04:54):
Yeah, that's huge.
You don't want to spend likehours trying to figure out how
to use the thing.
Speaker 1 (04:58):
Right, exactly.
Speaker 2 (05:00):
And you know, there are also CRMs that are
specifically designed forcertain industries.
Speaker 1 (05:04):
Oh right.
Speaker 2 (05:05):
Like real estate or health care.
Speaker 1 (05:07):
So it's like it already has all the features
that I need built in.
Speaker 2 (05:10):
Yeah, Like a real estate CRM might have features
for managing you know, propertylistings Right and a health care
CRM might focus on like patientrecords.
Speaker 1 (05:21):
That makes sense, yeah, but what if I'm like a
freelancer, you know, and I havelike different kinds of clients
?
Would I be better off with likean all-in-one CRM?
Speaker 2 (05:32):
Yeah, an all-in-one CRM might be a better fit for
you.
Okay, because it's designed tocover pretty much every aspect
of client management.
Okay, you know, from leadgeneration all the way to
customer support.
Speaker 1 (05:43):
So it's like one system for everything.
Speaker 2 (05:45):
Exactly.
Speaker 1 (05:46):
Okay, so now we've kind of narrowed down like the
type of CRM that we need, butwhat about actually getting it
set up and running?
I feel like there's got to bemore to it than just like
downloading an app.
Speaker 2 (05:57):
Oh yeah, for sure.
You really need to have a planfor implementation, you know.
Think about how you're going tomigrate your data.
Speaker 1 (06:04):
Right.
Speaker 2 (06:05):
And, most importantly , training your team.
Speaker 1 (06:08):
So just because the system is easy to use, it
doesn't mean that everyone'sgoing to know how to use it
right away.
Speaker 2 (06:12):
Exactly.
I mean, I remember when wetried to implement a new project
management tool at yeah.
At my last company, we didn'treally do any training and it
was a total disaster.
Speaker 1 (06:22):
I've been there, yeah .
What about, you know,connecting it to all the other
tools that we use?
Speaker 2 (06:28):
Yeah, integration is super important.
Speaker 1 (06:30):
Right.
Speaker 2 (06:30):
Because you want all your systems to be talking to
each other.
Speaker 1 (06:32):
Right.
Speaker 2 (06:33):
So you know, like if you schedule a meeting in your
CRM, it should automaticallyshow up in your calendar, or if
you send an email, it should belogged in the client's history
in the CRM.
Speaker 1 (06:43):
So it's all connected Exactly Okay.
So we talked about choosing theright type of CRM,
implementation, training,integration.
Is there anything else we needto think about?
Well, security is a big one, ohright, especially because we're
dealing with client information.
Speaker 2 (06:59):
Exactly.
You want to make sure that yourCRM has strong security
features like data encryption,two-factor authentication,
things like that.
Speaker 1 (07:10):
And I guess also Like the vendor, the company that
makes the CRM has a good trackrecord.
Speaker 2 (07:17):
Right, we don't want to be giving our data to just
anyone.
Speaker 1 (07:20):
Exactly so do your research.
Look for companies that have agood reputation, good customer
support.
Speaker 2 (07:26):
So it's like, it's like anything else you know, do
your due diligence before youbuy.
Speaker 1 (07:30):
Exactly.
Speaker 2 (07:31):
Awesome.
This has been super helpful.
I feel like we've really brokendown like the whole process of
choosing a CRM.
Speaker 1 (07:38):
Yeah.
Speaker 2 (07:38):
So can we look at some real-world examples, like
how are businesses actuallyusing this stuff to like get
results?
Speaker 1 (07:46):
Yeah, let's do it.
I've got some case studies thatare really interesting.
Speaker 2 (07:50):
Perfect, I love a good case study.
All right, so hit me with thesecase studies.
How are companies using mobileCRM to get real results?
Speaker 1 (07:58):
Well, there's this one marketing agency.
They were having a tough timemanaging everything you know,
with their team working remotely.
Speaker 2 (08:04):
So they started using a mobile CRM and it really
helped them streamline theircommunication.
You know, make sure projectswere getting done on time.
Speaker 1 (08:13):
So do they see any like actual improvements?
Speaker 2 (08:16):
Oh yeah, Big time.
They were like way less likelyto miss deadlines and clients
were happier.
Speaker 1 (08:22):
It's like it just made everything run smoother,
exactly Okay.
So that's like a creativeagency.
What about other industries?
Speaker 2 (08:30):
Well, there's this sales team for a manufacturing
company.
They were always on the roadand having trouble keeping track
of everything Right, so theystarted using a mobile CRM that
had like GPS built in.
Speaker 1 (08:43):
Oh, wow.
Speaker 2 (08:43):
And route planning.
Speaker 1 (08:44):
That's cool.
Speaker 2 (08:45):
So they could like optimize their travel time.
You know, make sure they werehitting the right leads.
Speaker 1 (08:50):
So it's like they had a personal assistant like
guiding them through their day.
Speaker 2 (08:55):
Exactly yeah, and it led to a huge increase in sales.
Speaker 1 (08:57):
Wow, that's awesome.
Yeah, you mentioned a specificCRM Pinnacle AI.
Speaker 2 (09:03):
Yeah, pinnacle AI is super interesting.
Speaker 1 (09:05):
What makes it so special?
Speaker 2 (09:06):
Well, it uses AI to like, analyze your data and give
you insights.
Speaker 1 (09:10):
Oh, wow.
Speaker 2 (09:11):
So it can like predict what a client might need
before they even ask.
Speaker 1 (09:15):
So it's like having, like a mind reader or something
Kind of.
That's crazy, but doesn't itfeel a little, I don't know,
like creepy, like the AI istaking over?
Speaker 2 (09:28):
Well, that's why it's called augmented intelligence.
Speaker 1 (09:30):
Okay, it's not about replacing humans.
Speaker 2 (09:32):
It's about giving humans more information so they
can make better decisions.
Speaker 1 (09:35):
Oh, I see.
Speaker 2 (09:36):
Like there was this financial services company that
was using Pinnacle AI to helptheir advisors give their advice
to their clients.
Speaker 1 (09:46):
Oh wow.
The AI would analyze theclient's portfolio and then it
would generate like personalizedreports.
So the advisors were likebetter equipped to like help
their clients.
Speaker 2 (09:57):
Exactly.
That's amazing.
Yeah, it's a really coolapplication.
Speaker 1 (10:00):
So I feel like we've covered a lot today.
Speaker 2 (10:01):
Yeah, we have.
Speaker 1 (10:04):
Any final thoughts for our listeners Well.
Speaker 2 (10:07):
I think the biggest takeaway is that mobile CRM is
not just for salespeople anymore.
Speaker 1 (10:13):
Right.
Speaker 2 (10:13):
It can really benefit anyone who wants to.
You know build strongrelationships with their clients
and you know grow theirbusiness.
Speaker 1 (10:22):
Absolutely so.
Think about your currentprocess for managing clients.
Speaker 2 (10:27):
Yeah.
Speaker 1 (10:27):
Where are the pain points.
You know what could be improvedand then see if mobile CRM can
help.
Speaker 2 (10:33):
It's all about like, working smarter, not harder.
Speaker 1 (10:36):
Exactly.
Well, we'll include some linksin the show notes to Pinnacle AI
and some other resources if youwant to learn more, yeah
definitely check those out.
And that's it for this deepdive into mobile CRM.
Thanks for listening, everyone.
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