As a road warrior, we understand your typical work day is more than 8 hrs a day, and you will have to carry out personal work while on the road for business and the vice versa. The desktop CRM system you use is very important for you. That’s why we created Mobile CRM+. We did not just think of providing you full access to the CRM server in a better way, but also focused on the way you could take advantage of the mobile phone features to make you more productive and generate more opportunity.
Puts your Leads, Contacts, Activities, Cases in your pocket
Mobile CRM+ is the viewport to all your information stored on the backend CRM server. When you are on the road, no need to try to browse the server to view the information in a slow and incomprehensible manner. Neither there is any need to call a proxy in your office to get the information. Look through Mobile CRM+ and you will find only the information you need instantly and easy readable format. Need more information? Use the global search facility that initiates a search in the server and brings you only the relevant results.
Always keeps you in touch even when you are enjoying personal time
Don’t ever miss an opportunity because you were on the road or watching a soccer game. Mobile CRM+ captures the activities, events and schedules pushed to you from the CRM server, exchange server or any enterprise server and automatically alerts you at the time of the event. With Mobile CRM+, you can also schedule and assign tasks to you or colleagues as and when you need to rather than waiting for a PC to either enter or synchronize the event or task.
Helps you go paperless, pen less, keyboard less
Ever wished you did not spend more than 10 seconds entering a lead? Vividly remember all important points discussed in a meeting and submit a impressive report to your boss? Assign a CRM task using voice when you are driving? Capture all illustrations drawn on white board? Create a CRM activity by speaking to a microphone? And have someone transcribe it to text and have it ready for access on your CRM server? Don’t just wish anymore, get Mobile CRM+ and the only thing you will need after that is your mobile phone.
PLEASE NOTE: This version of Mobile CRM+ will directly communication with Microsoft Dynamics CRM Online server but the initial pocess of getting the Live token from Microsoft Live server is made through Softtrends Bridge services.
Here are some key features of "Mobile CRM+ Pro MSCRM Online (Smartphone)":
· View, Edit and Delete Leads, Contacts, Cases and Activities
· Record phone calls as activities and upload effortlessly to the backend CRM server
· Rolling audio recording buffer (DVR) records previous comments to sound bites, not just the entire conversation
· Photo capture business cards to leads and contacts
· "Trickle-Upload” images, audio clips and other content when the phone is idle
· Get voice notes and voice leads Automatically transcribed and entered to CRM System
· Windows Mobile 5/6