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Capture more without pen, paper, keyboard
Even the robust user experience on today’s cell phones can not replace the traditional methods of capturing data without innovative applications. It becomes more relevant when it comes to mobilizing CRM where the volume of customer related information one has to enter is very high. Mobile CRM+ with its innovative data capturing technology tooEz, makes capturing customer related CRM information on a mobile phone very easy. As a result, you, your team, and supervisor's can get all necessary customer data and CRM data that will help you expand your business activity.

 
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Zoom
Zoom

Lead Capturing using Camera and Audio
Leads are the life and blood of any organization. Most marketing dollars spent by companies are for generating leads. If a qualified lead is not recorded properly, that would mean loss of business to the organization. Mobile CRM+ lead capturing equips its users to collect more leads in less time.
  • Capture a lead by taking an image of business card or from any other source
  • Capture by recording through the device microphone
  • Does not force all data entry makes it quick
  • Leads stored in device, uploaded to CRM server in background
  • Allows activities to be performed on captured leads
  • Traditional text form based  entry also possible
  • Great tool to have in trade shows or other public events
  • Options OCR and Speech-to-text feature to auto transcribe
 
 
 
 
Zoom
Zoom

Activity Capturing
Often a lot of things are discussed in meetings and during phone calls for which you need a keyboard or pen and paper to capture the points, even then, it may not be possible for you to write down/type all things that were discussed. Mobile CRM+ activity capturing allows you to automatically capture these using your mobile phone.
  • Capture phone calls to CRM contacts/leads Detects when a scheduled is
  • Capture meeting notes either for the entire meeting or certain sections of the meeting
  • Rolling buffer (DVR) allows you to capture past conversation so you do not loose the context to the current discussion when you stat capturing
  • Hot keys to start capturing anytime
  • Activities automatically uploaded to CRM server in background
 
 
 
 
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