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instantly extends Microsoft Dynamics CRM transactions, information, interactivity to mobile professionals on BlackBerry devices. Supports both Online and Offline login for Online and Offline modes… user decides when Mobile CRM+ should go online…. Browse Entities.

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Presentation Transcript
slide1

instantly extends Microsoft Dynamics CRM transactions, information, interactivity to mobile professionals on BlackBerry devices

slide2

Supports both Online and Offline login for Online and Offline modes…

user decides when Mobile CRM+ should go online….

slide3

Browse Entities

  • view list of entities captured on the device and are not yet
  • uploaded to the Dynamics CRM server
  • view list of entities present on the Dynamics CRM server
  • based on the filters used on server side
  • server/online search for searching entities directly on the
  • Dynamics CRM server
  • local/offline search for entities on data cached on the
  • device for offline mode[coming soon]
  • view list of entities related to a selected entity
slide7

View an entity in detail

  • view all entity fields supported by Mobile CRM+
  • view attached notes
  • download and view file attachments of file types that are
  • supported by the Blackberry device
slide8

View Details

View Details

View List of Notes

View Note Details

slide9

Open attachments in notes

Actions on Attachment

Open Audio Attachment

Open image Attachment

slide10

Take Action

  • take common actions allowed on the entity by server
  • (add/edit/delete/assign/close/inactivate/convert)
  • take extended actions [additional Mobile CRM+
  • functionalities] e.g. phone call recording, meeting recording
  • ability to browse device folders and attach files
  • ability to attach Audio and Picture using blackberry
  • microphone and Camera respectively
slide11

Create and assign an Activity

Select Activity Type

Fill-in Details

Select Regarding

slide12

Make Outgoing Call to CRM Entity and log as Activity

Note: recording the call is not supported in blackberry

slide13

Detect Incoming Call to CRM Entity and log as Activity

Note: recording the call is not supported in blackberry

slide19

Create New / Edit Entity

New entity menu

Edit entity menu

Edit text fields

slide20

Create New / Edit Entity Continued…

Add Pictures

Add note

Add Voice Note

slide21

Additional Actions [COMING SOON]

  • send SMS and log as activity
  • log incoming SMS as activity
  • send Email and log as activity
  • create contact/account/lead from device call log
  • track device contact as CRM contact/lead
  • track device email as CRM email
  • …. and more
slide22

Logging and Error recovery

  • Network Errors [where there is connection problem]
    • Network related errors are logged and shown so user could take action to correct it for upload/download to continue
  • Server Errors [where server rejects data being uploaded]
    • Data is preserved
    • Email option is provided for user to email the record to self of the CRM Administrator so that it can be entered to the server using desktop interface
slide23

Logs and Recovery options

Log menu

Data error list

Option to email the failed entity

slide24

Logs and Recovery options

Network Error menu

Network Error list

Network error details

slide25

Built to Extend (with optional Bridge services)

Softtrends CRM Bridge services allows customizing Mobile CRM+ to implement extended CRM features not readily supported by the CRM Server

Softtrends CRM

Bridge Services

(OPTIONAL)

CRM Desktop

CRM Server

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FREE trial available now

Visit: www.crmmobileplus.com

Email: [email protected]

Phone: (678) 576 9004 (USA)

Phone: +91 80 41161130 (India)

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