CRM Mobile and Integration Flashcards

What is 'mobile CRM' and why is it important for sales teams?

Answer: A CRM accessible via mobile devices enabling sales reps to manage customer relationships in the field

Mobile CRM provides access to customer data, deal management, and sales tools on smartphones and tablets for field sales reps.

What is a CRM 'API integration' with third-party tools?

Answer: A programmatic connection enabling automatic data exchange between the CRM and external applications

CRM API integrations create programmatic connections enabling real-time or scheduled automatic data exchange with external tools like email, accounting, or marketing software.

What is 'native integration' versus 'third-party integration' in CRM?

Answer: Native integrations are built and maintained by the CRM vendor; third-party integrations are built by external developers

Native integrations are officially developed by the CRM vendor for specific tools; third-party integrations are built by external developers or middleware platforms.

What is 'webhook' in CRM integration contexts?

Answer: An automated HTTP notification sent by one system to another when a specific event occurs

A webhook is an event-driven HTTP notification sent by a CRM to an external URL when a specific trigger event occurs, enabling real-time integration.

What does 'CRM offline mode' provide for mobile users?

Answer: Access to CRM while disconnected from the internet, with syncing when reconnected

CRM offline mode allows sales reps to view and edit data without internet connection, then automatically syncs changes when connectivity is restored.

What is 'single sign-on' (SSO) in CRM deployment?

Answer: Authentication allowing users to log in once and access the CRM and all connected apps without re-entering credentials

SSO allows users to authenticate once through a central identity provider and gain access to the CRM and all connected systems without separate logins.