Download
slide1 n.
Skip this Video
Loading SlideShow in 5 Seconds..
instantly extends Microsoft Dynamics CRM transactions, information, interactivity to mobile professionals on BlackBerry PowerPoint Presentation
Download Presentation
instantly extends Microsoft Dynamics CRM transactions, information, interactivity to mobile professionals on BlackBerry

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

358 Views Download Presentation
Download Presentation

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

- - - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript

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

  2. Supports both Online and Offline login for Online and Offline modes… user decides when Mobile CRM+ should go online….

  3. 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

  4. Entity Lists

  5. Entity Lists Continued…

  6. Related Entities

  7. 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

  8. View Details View Details View List of Notes View Note Details

  9. Open attachments in notes Actions on Attachment Open Audio Attachment Open image Attachment

  10. 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

  11. Create and assign an Activity Select Activity Type Fill-in Details Select Regarding

  12. Make Outgoing Call to CRM Entity and log as Activity Note: recording the call is not supported in blackberry

  13. Detect Incoming Call to CRM Entity and log as Activity Note: recording the call is not supported in blackberry

  14. Meet a CRM contact, record the meeting as activity

  15. Assign an Entity

  16. Disqualify an assigned Lead

  17. Close an assigned Activity

  18. Close an assigned Opportunity

  19. Create New / Edit Entity New entity menu Edit entity menu Edit text fields

  20. Create New / Edit Entity Continued… Add Pictures Add note Add Voice Note

  21. 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

  22. 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

  23. Logs and Recovery options Log menu Data error list Option to email the failed entity

  24. Logs and Recovery options Network Error menu Network Error list Network error details

  25. 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

  26. FREE trial available now Visit: www.crmmobileplus.com Email: info@softtrends.com Phone: (678) 576 9004 (USA) Phone: +91 80 41161130 (India)