CRM functionality on the mobile


As enterprise mobility becomes the norm, your field force also needs to transform and have the ability to manage appointments, collaborating with sales teams, and connecting with customer contacts all from their mobile phone.

Now, get CRM functionality on your regular mobile phone integrated with www.salesforce.com CRM functionality is a unique product which enables you to access your access and update your CRM data on the move on regular mobile devices.

With CRM functionality, your field force is armed with better intelligence and insights, leading to better customer satisfaction.

 

 
 Key Features
  Module   Features
Lead and Opportunities Management CRM functionality enables to create and setup rules for various leads sources such as Walk-ins, phone calls, or Web pages. You can also assign leads to teams to be executed ahead, or link leads to campaigns to track performance of various campaigns.
Accounts and
Contacts Management
CRM functionality allows you to associate key contacts with your accounts that teams can refer to. You can also centralize your contacts and gain deeper insights into your key accounts
Activity Management Activities can be associated with objects such as lead and opportunitiesgiving an organization wide view on the exact history of the interactions with the customer
Projects and
Project Masters
Allows an enterprise to keep a track of various projects and sites by defining them within the masters
Campaigns With the Campaigns feature, you can define various campaigns within the system and track effectiveness of the campaigns by relating the campaigns with leads.
Roles and Access To ensure that the team hierarchy is maintained, use the roles and access feature to replicate your organization structure by the inbuilt roles and access modules.
Reporting Since a prospect is tracked completely from lead to conversion it is possible to view your sales data at various stages using predefined reports
 

 
BenefitsWith CRM functionality, you get the "any mobile" and "any operator" advantage. CRM functionality works on any java enabled device with a GPRS connection which means that you do not necessarily need to have an expensive blackberry device or an iphone to access your data on the move. Other significant benefits include:

With a click of a button, you can view your contact information, set up appointments, or manage leads, accounts, and opportunities on the move
Tracking of sales process from Leads to Sales Closure
Mobile based access to enable instant and anytime access to information
Centralized reporting enabling management to track their sales pipeline across varied parameters such as projects, times and teams

 
With both customers and employees increasingly going mobile, traditional CRM too is accelerating in the direction of the mobile platform. As enterprise mobility becomes the norm, your field force also needs to transform and have the ability to manage appointments, collaborating with sales teams, and connecting with customer contacts all from their mobile phone.

Now, get CRM functionality on your regular mobile phone integrated with www.salesforce.com CRM functionality is a unique product which enables you to access your access and update your CRM data on the move on regular mobile devices.

With CRM functionality, your field force is armed with better intelligence and insights, leading to better customer satisfaction. You get the "any mobile" and "any operator" advantage. CRM functionality works on any java enabled device with a GPRS connection which means that you do not necessarily need to have an expensive blackberry device or an iphone to access your data on the move. This is a significant cost advantage when you are considering deploying the solution to your large field force.
 

 
Key Features
 
Lead and Opportunities Management
CRM functionality enables to create and setup rules for various leads sources such as Walk-ins, phone calls, or Web pages. The auto-lead generation feature for websites enables your web forms to submit data directly to register leads.

With CRM functionality, you can assign leads to teams to be executed ahead, or link leads to campaigns to track performance of various campaigns. There is also the option of prioritizing status of leads as Warm, SuperWarm, Hot and Cold. You can even classify leads as Open, Contacted, In Progress, Closed Converted, Closed Not Converted etc.

Using this classification, an enterprise can track past activities on the lead, and plan for new activities by associating calls and meetings with leads. The above information is accessible via web as well via an ordinary mobile device. Thus, your sales team can view and edit their leads on the move via their phone.
 

 
Accounts and contacts management
Centralize your contacts and gain deeper insights into your key accounts. You can associate key contacts with your accounts that teams can refer to. CRM functionality centralizes your contacts reducing your people dependency and ensures that information is always available.

You can access your centralized contacts anywhere via a web access or via a mobile phone access. CRM functionality intelligently facilitates automatic creation of contacts and accounts on registering a lead/conversion of lead into opportunity.
 
Activity Management
Users can plan and create various activities such as meetings, calls and follow-ups. Activities can be associated with objects such as lead and opportunitiesgiving an organization wide view on the exact history of the interactions with the customer.

You can set up a calendar based view of tasks and activities, and even set alerts or reminders to get reminded of your to-do activities as soon as you login into the web based or the mobile based interface.

This feature also allows tracking of activities by status such as Open, In progress, Pending and Deferred via web based access or the mobile based interface. Managers can get a view of the tasks of their teams and ask for prioritization on the important tasks. Managers can also thus track the overall progress of sales by their team members.
 
Projects and Product Masters
This feature allows an enterprise to keep a track of various projects and sites by defining them within the masters. You can define new projects and identity unique saleable products within each project. You can also associate projects with opportunities to identify probable sales forecast in terms of value.

The Projects and Product Masters feature also allows one to associate expected value for projects and track profits and losses for individual projects.
 
Campaigns
With the Campaigns feature, you can define various campaigns within the system and track effectiveness of the campaigns by relating the campaigns with leads. You can also compare the exact nature of leads traffic against the conducted promotional activities.

Using this feature, you can effortlessly create tasks and activities for campaigns to track productivity of employees not directly on sales activities.
 
Roles and Access
To ensure that the team hierarchy is maintained, use the roles and access feature to replicate your organization structure by the inbuilt roles and access modules. Create your team structures by defining managers, team leaders and sales executives.

Define who gets to see what information. Team leaders can see data for their entire team, while managers can see data across teams.
 
Reporting
Since a prospect is tracked completely from lead to conversion it is possible to view your sales data at various stages using predefined reports.

Use the dashboard to see an overall view of your sales pipeline highlighting leads and opportunities by values, status and expected close time.

Get detailed reports according to:
Team wise leads by status
Project wise leads
Project wise opportunities with value
Campaign effectiveness
 

 
Technology
Server Specifications
JDK 1.6/J2EE.
Deployed on JBOSS application server. Can be made available on any other common application /web servers like Tomcat/ Resin/ Websphere, Weblogic
Product Backend Database Oracle 10g. Can be made available on any other JDBC compliant database ( MS SQL, DB2, MySQL etc)
Operating System Linux/Windows/Fedora Core
 
Client Specifications
Any J2ME Compliant handset with MIDP 2.0 / CLDC 1.0 or above, INDEPENDENT of phone OS which includes lower end Java phones(Nokia, Sony Ericsson, Samsung, Motorola, LG and others), Smart phones, Blackberry and Windows Mobile
WAP / GPRS enabled with data connection