Anytime, Anywhere Access to your leads, contacts, activities, cases

If you are a mobile worker, we do not have to make a case on how important for you to be close to your contacts, and leads and the opportunities, activities and cases related to them. Your CRM Desktop application provides you with a complete 360 view of this information and allows you to make the necessary tactical and strategic moves to keep the customer happy and expand business. However, when you are mobile, you would probably want to focus more on the tactical aspect of CRM and hence a more suitable Mobile 360 view is desirable.

Mobile CRM+ provides you this view so that you get the same or more mileage out of your CRM solution using the mobile device.

A typical Mobile CRM+ workflow bringing operational advantages

When desktop version creates a meeting or phone call activity/event that occurs in the future, the activity/event is pushed to the mobile device and Mobile CRM+ asks the user if it has to be recorded. Creator on the desktop side can also force recording using an optional Mobile CRM+ Outlook component. Subsequently it is scheduled  to be recorded. Mobile CRM+ maintains synchronization with updates that occur to the request on desktop/server side and adjusts its recording based on those changes. Once properly scheduled, at the designated date and time of the meeting request, phone call, Mobile CRM+ begins recording, and will end at the end of the time. Even if the user hangs up and re-dials, both (or multiple) calls will be recorded and associated with that single time slot, or meeting request. Once the meeting/call has been recorded, the voice files are sent to the CRM system based on the metadata contained in the request, such as the Customer Name, Contact Name, Employee/Call Recipient, and entered as an Activity against that Customer/Contact.