Microsoft Dynamics CRM - Mobile Express

Microsoft CRM Dynamics

Detailed customer information is of little use to sales staff and other field based workers if they can't access it on the go and when they need it most—such as during a critical moment in a customer's office.

Microsoft Dynamics CRM is designed with the mobile sales force in mind and includes CRM Mobile Express enabling users to instantly view, create, and modify data on any Internet-capable device.

Using Mobile Express, sales people in the field tap into the same sales, marketing, and customer service data they have access to in the office and because it runs in a Web browser there's no additional software to be installed.

No two mobile sales forces have the same needs so CRM Mobile Express is designed for easy customisation, complete with publicly available source code so organizations can create their own rich mobile applications specific to their unique needs.

Key features of CRM Mobile Express include:

Works on any device that has a Web browser (HTML 4.0 compatible browser)
Use a mobile Internet connection to research critical Microsoft Dynamics CRM data
Give mobile users convenient access to marketing, sales and customer service functionality on the road
Real time access so all updates are immediately applied enabling office based staff to follow up
Can be easily modified to give your sales force the data they need to fit your data access and interface

With CRM Mobile Express users can

Add notes when they travel back from a meeting
Schedule tasks for office based staff during a meeting to follow up on any of the points raised
Check current pricing during a meeting and create a new opportunity immediately after leaving site
Review an account case history while travelling to or in a meeting
Be more responsive to customer requirements and work more efficiently

Real-time access to customer information

CRM Mobile Express for Microsoft Dynamics CRM delivers the power of Microsoft CRM to your mobile workforce with ease. Enabling mobile teams to work with up-to-the minute sales, marketing and customer service information wherever they are.

Full Sales, Marketing & Customer Service Functionality

CRM Mobile Express is an easy-to-use free extension of Microsoft CRM that benefits users by allowing them to capture, track and store critical aspects of their sales, marketing and customer service activities while away from the office.

Standard and custom entities are supported, including Account, Case, Campaign, Competitor, Marketing List and Opportunity

Works with any web enabled phone or device

CRM Mobile Express can be used with any mobile Web browser, including Microsoft Windows Mobile Pocket PCs and Smartphones, Palm-powered handheld devices and Blackberry devices.

Easy to use

The CRM Mobile Express screens are similar to the Microsoft CRM interface and full history navigation at the top of each page lets users easily navigate back to previous screens, further saving time and helping to improve productivity.

Easy to manage

CRM Mobile Express requires no installation on the mobile device. Simple configuration in Microsoft CRM allows you to choose which entities your mobile workforce can access. Most entities can be set so they are Read Only or Read/Write enabled.

The benefits of sales force automation delivered by CRM Mobile Extra are clear:

Gives salespeople the information they need to close more sales more quickly
Helps busy people in the field better organise their schedules and workflow
Improves customer satisfaction through better-informed service

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