Customers Control Panel
days, everything is about mobility. Working from the home or from a
coffee shop and taking your systems on the road to meet with clients
is practically a necessity. Without mobility, your business will
struggle. Much work takes place away from the office and away from
the computer screen. And, with the ongoing pandemic, the need for
more mobile work systems is higher than it has ever been.
a result of these factors, many organizations are opting to implement
mobile versions of their ERPs and CRMs. With these systems being
available on smartphones, they can ensure much higher levels of
productivity and efficiency.
those who have chosen the Dolibar ERP or CRM,
you may be wondering what is the best way to use it on a smartphone.
Should you use it through DoliDroid, though a native browser, or
through a different application. All these options are available to
you, but which is best?
The future is mobile, as we mentioned before. This is why it is important
to ensure that you remain on-trend with technological advances. If
you don’t, you (and your organization) will get left behind. There
are many signs that the future of ERP and CRM is mobile too.
every adult person owns a smartphone. Smartphones ensure that
communication is instant, they make people more efficient, and they
are used for everything, including work. In fact, around 89% of small business workers
claim to use their mobile phones for work. This would make it clear
that your employees want systems to be mobile. As such, the
implementation of ERP and CRM on smartphones is critical.
customers prefer to access their information, and your organization’s
information, on their smartphones too. Most clients or customers will
want to have the ability to track their orders, get alerts about
their orders, and see the progress of their orders on their phones.
is imperative that you provide this to your customers, or you might
lose their interest. This is another reason why ERPs and CRMs must be
used on smartphones.
addition, having these systems on smartphones makes it easier to
quickly share and update data, and allows customer services to be
more efficient too. These facts make it difficult to deny that the
future of ERPs and CRMs reside on smartphones. And, if that’s where
things are headed, that’s where you should be headed too.
if you were wondering whether you should bother to implement these
systems on smartphones, then you have your answer. You absolutely
you need more convincing about moving your ERP or CRM to smartphones,
then not to worry. Below are some benefits that you will gain, when
you make the move.
Your CRM (or Customer Relationship Management) system plays an important
role in the functions of your business. Allowing it to be used from a
Smartphone has significant benefits for your organization. Here are
some of the best ones.
than having all your paperwork on actual paper, you can have
electronic versions of them. This means that your order forms,
agreements, and quotes, for example, will all be mobile and you can
look at them wherever and whenever you want.
they can be sent and processed with much more ease. What’s more is
that many people can view it at once, meaning that there is no lag in
giving people access to the information no matter where they are,
they will be more productive. And, a more productive workforce means
better results for your organization. Furthermore, with your sales
team spending less time focusing on searching for customer
information, they will be able to put more of their energy into
you’re heading to a meeting with a client, you will be able to quickly look at their records
and history so that you can be fully prepared for the meeting. You’ll
know exactly what to expect and what you need to discuss without
having to be at your desk or at a computer to find the information.
Similar to the above point, you’ll be able to find your sales material much
quicker. This makes providing the information to customers easier
which means much time is saved and your sales reps can focus on other
mobile CRM allows managers and sales reps to stay in touch at all
times, this means that if an issue arises, the manager will know
about it and be able to help out immediately. In the end, this will
save you a lot of time and trouble.
the same as a CRM that functions on a smartphone, a mobile ERP brings
great benefits to you and your organization. Here are some of the
most important advantages.
your employees to access the ERP system through their smartphones
means that there is less need for your desktop accessibility. In the
end, this means you save money on IT infrastructure.
a mobile system, your employees will be able to update and change
critical information as soon as they become aware of it. This means
there will be a much higher level of efficiency with which work gets
done, and there will be no unnecessary mistakes caused by accessing
out of date information.
mobile ERP allows you to have a workforce that is spread out across
the world if you want them to be. No matter where they are they will
have access to all the necessary information that they need to
perform their duties.
to mobile CRM, mobile ERPs generally make your workforce more
productive. It allows for instant access to information they need,
which means they can ensure business growth and optimal productivity
at all times.
Now that you are convinced that using Dolibarr’s CRM or ERP on a
smartphone is very necessary for the success of your business, let’s
discuss the best way to use it on a smartphone. We will argue that
DoliDroid, the Open Source Android client for Dolibarr, is the best solution,
for many reasons, as you will see below.
Before we can tell you why DoliDroid
is the best option for using Dolibarr’s CRM and ERP on a
smartphone, we must tell you what you need to know about DoliDroid.
DoliDroid is the Android front-end client for DoliBarr’s ERP and
CRM web software. It does not function as a standalone program.
However, for Dolibarr ERP and CRM users, it allows you to access the Dolibarr application from your smartphone.
makes it possible to use the CRM or ERP on your smartphone, instead
of using it through a native browser or a different application.
Below we will discuss the advantages of using DoliDroid in comparison
to these other options.
DoliDroid is also a complete Open Source solution. Developers may find
sources of code on GitHub
you can use Dolibarr’s ERP and CRM through a native browser, it may
not be the best option and you may run into some trouble. Here’s
why DoliDroid will work better than a native browser.
DoliDroid rather than a native browser will significantly bring down
bandwidth. This is because Dolidroid uses embedded image resources,
which the native browser will not. As such, bandwidth use is reduced.
has an internal cache fo some pages, for example, the menu page. This
is used to ensure that the menu page is loaded once for
all your session.
you use DoliDroid, the connection parameters will be saved. As such,
you will save a lot of time as you won’t have to enter them every
time you want to view your ERP or CRM on your smartphone. If you use
a native browser, the chances are that you will have to re-enter
these details every time.
The integration with your phone will be superior when you use DoliDroid
rather than a native browser. For example, when you view a PDF it
will automatically open the PDF reader, whereas with a native browser
it would need to download first. Or, if you need to view or send an
email, instead of opening a new tab it will open your phone’s email
using DoliDroid instead of a native browser saves space on your
screen. This is because the menu is managed by the application, which means there will be more screen space for page content.
Dolibarr’s ERP and CRM through a different application on your
smartphone may cause some technical issues. In general, using
DoliDroid is a better option because it was created by Dolibarr to
allow its users to use all the systems on their smartphones.
So it seems it is the more secure and obvious choice. However, if you
need more convincing, here’s why you should use DoliDroid instead
of a different application.
of the Dolibarr CRM and ERP features that you use online will be
fully compatible with and supported by the DoliDroid. This is because
it is not a duplicate code of Dolibarr, but rather a front-end of the
web installation. As such, all your features will still be available.
What’s more, is that this is true for external module features
you choose to use a different application, it is not guaranteed that
all your online features will work.
you upgrade your Dolibarr, it will not affect DoliDroid at all.
However, an upgrade my break a different application.
DoliDroid is open source. Sources are publicly available on GitHub
and you are able to modify them if you want. This cannot be said for a
lot of other applications.
course, the choice is yours to make, and the various options are
available to you if you want them. However, we think that DoliDroid
is the best choice for all the reasons listed above.
your smartphone to connect to your ERP and CRM is a must these days.
When you consider the various options, DoliDroid is clearly the best
one for using Dolibarr’s ERP and CRM on your smartphone. You can
And if you want to contribute to DoliDroid development, you contributions are welcome on GitHub official repository.
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