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The Ultimate Guide for Apple Users
Welcome to our comprehensive guide on how to get CDK CRM Mobile for sales on your iPhone! If you’re an Apple user looking to boost your sales productivity, this article is for you. Our guide covers everything you need to know about CDK CRM Mobile, from what it is, how to download and install it, and how to make the most of its features. Whether you’re a sales professional or a business owner, CDK CRM Mobile can help you stay on top of your sales game.
What Is CDK CRM Mobile?
CDK CRM Mobile is a powerful customer relationship management (CRM) tool designed for automotive dealerships. It allows sales professionals and dealers to manage their customer and sales data in one place, stay on top of their leads, and close deals seamlessly. CDK CRM Mobile offers real-time data access, powerful reporting, and is fully compatible with CDK Drive, the industry’s leading dealer management system. With CDK CRM Mobile, you can stay ahead of your competition and deliver personalized, efficient service to your customers.
The Benefits of CDK CRM Mobile
CDK CRM Mobile offers numerous benefits to sales professionals and dealerships, including:
| Benefits | Description |
|---|---|
| Real-time data access | Access your customer and sales data from anywhere, anytime. |
| Powerful reporting | Create custom reports and gain insights into your sales performance. |
| Efficient workflow | Streamline your sales process and close deals faster. |
| Easy collaboration | Collaborate with your team in real-time and share customer data. |
| Personalized service | Deliver personalized, efficient service to your customers and stay ahead of your competition. |
How to Get CDK CRM Mobile on Your iPhone
Getting CDK CRM Mobile on your iPhone is easy and straightforward. Here’s how:
Step 1: Check Your Device Compatibility
Before you download CDK CRM Mobile, make sure your iPhone is compatible with the app. CDK CRM Mobile requires iOS 11.0 or later and is compatible with iPhone, iPad, and iPod touch. To check your device compatibility, go to the App Store and search for CDK CRM Mobile. If the app is compatible with your device, you’ll see the option to download it. If not, you’ll see a message telling you that your device is not compatible with the app.
Step 2: Download and Install CDK CRM Mobile
Once you’ve confirmed that your device is compatible with CDK CRM Mobile, it’s time to download and install the app. Here’s how:
- Open the App Store on your iPhone.
- Search for “CDK CRM Mobile.”
- Select the app from the search results.
- Tap “Get” to download and install the app.
- If prompted, enter your Apple ID and password to complete the download.
Step 3: Log In to Your CDK CRM Mobile Account
Once you’ve downloaded and installed CDK CRM Mobile, it’s time to log in to your account. Here’s how:
- Open the CDK CRM Mobile app on your iPhone.
- Enter your username and password.
- Select your dealership from the list.
- Tap “Log In.”
Step 4: Customize Your Settings
After logging in to your CDK CRM Mobile account, it’s a good idea to customize your settings to suit your needs. Here’s how:
- Tap the “Settings” icon on the app’s home screen.
- Select the options you want to customize. These may include your contact information, notification settings, and more.
Step 5: Start Using CDK CRM Mobile
Now that you’ve set up CDK CRM Mobile on your iPhone, it’s time to start using it. Here are some tips to help you make the most of the app:
- Explore the app’s features and familiarize yourself with its layout.
- Add your leads and contacts to the app’s database.
- Schedule appointments and follow-ups with prospects.
- Create custom reports to track your sales performance.
- Collaborate with your team members and share customer data.
FAQs
Q: Is CDK CRM Mobile free?
A: No, CDK CRM Mobile is not free. You’ll need to contact CDK Global to get pricing information for the app.
Q: Can I use CDK CRM Mobile on my iPad?
A: Yes, CDK CRM Mobile is compatible with iPad and other iOS devices.
Q: Does CDK CRM Mobile require an internet connection?
A: Yes, CDK CRM Mobile requires a stable internet connection to function properly.
Q: How do I sync my CDK CRM Mobile data with CDK Drive?
A: CDK CRM Mobile is fully compatible with CDK Drive, the industry’s leading dealer management system. To sync your data with CDK Drive, simply log in to both apps using the same account information.
Q: Can I add custom fields to my CDK CRM Mobile database?
A: Yes, CDK CRM Mobile allows you to add custom fields to your database to capture additional customer data.
Q: Can I use CDK CRM Mobile to manage service appointments?
A: No, CDK CRM Mobile is designed specifically for managing sales leads and customer data. If you need a tool to manage service appointments, you may want to consider CDK Service Connect.
Q: How do I update my CDK CRM Mobile app?
A: To update your CDK CRM Mobile app, go to the App Store and select “Updates.” If an update is available, you’ll see the option to download and install it.
Q: Can I export my CDK CRM Mobile data?
A: Yes, CDK CRM Mobile allows you to export your data in a CSV format, making it easy to integrate with other tools or software.
Q: Is CDK CRM Mobile available in languages other than English?
A: Yes, CDK CRM Mobile is available in multiple languages, including Spanish, French, and German.
Q: How do I reset my CDK CRM Mobile password?
A: If you need to reset your CDK CRM Mobile password, go to the login screen and select the “Forgot Password” option. Follow the prompts to reset your password.
Q: Can I use CDK CRM Mobile to send marketing emails?
A: No, CDK CRM Mobile is not designed for sending marketing emails. If you need an email marketing tool, you may want to consider Mailchimp or Constant Contact.
Q: Can I access CDK CRM Mobile on my desktop computer?
A: No, CDK CRM Mobile is designed specifically for mobile devices and is not available for desktop or laptop computers.
Q: Is CDK CRM Mobile secure?
A: Yes, CDK CRM Mobile uses advanced security protocols to keep your data safe and secure.
Conclusion
In conclusion, CDK CRM Mobile is an excellent tool for Apple users looking to boost their sales productivity. With its powerful features and seamless integration with CDK Drive, CDK CRM Mobile can help you stay ahead of your competition and deliver personalized, efficient service to your customers. Follow our guide to download and install CDK CRM Mobile on your iPhone, customize your settings, and start making the most of its features. With CDK CRM Mobile, you’ll be closing deals and driving sales like a pro!
Take Action Now!
Ready to take your sales game to the next level? Contact CDK Global today to get pricing information and start using CDK CRM Mobile on your iPhone. With its powerful features and intuitive interface, CDK CRM Mobile is the ultimate tool for sales professionals and dealerships.
Closing Disclaimer
The information provided in this article is based on publicly available data and is intended for informational purposes only. The author makes no representations as to the accuracy or completeness of the information presented herein, and shall not be liable for any errors or omissions. CDK Global is a registered trademark of CDK Global, LLC. All other trademarks are the property of their respective owners.
