Mobile CRM -  Mobilizing CRM OnDemand

CRMIT’s Mobile CRM allows you to view, edit, and add contact and account details, take notes, schedule meetings, complete activities, update opportunities, and review service request information, all from a handheld device. You can easily access key customer information using quick lookups or filtered searches. CRMIT’s  Mobile CRM enables account, contact, opportunity, and service request from handheld devices so employees always have access to the most up to date customer information, whether in the office or on the road.

Key Features:

• Account & Contact Management
• Calendar & Activity Management
• Opportunity Management
• Lead Management
• Service Request Management

Right information at the right time

Welcome to the world of sales force automation where technology is making the fiercely competitive marketplace grow even more competitive. Before long, salespeople without handheld access to valuable account information will be rare.

The benefits of sales force automation are clear:

• Gives salespeople the information they need to close more sales more quickly
• Helps busy people in the field better organize their schedules and workflow
• Reduces the cost of inventory and order processing
• Service functionality
• Works with any web-enabled device
• Fully customizable
• Real-time access to customer information
• Multiple language supported
• Easy to configure and manage
• Improves customer satisfaction through better-informed service

Real-time access to Oracle On Demand

• Accounts
• Opportunities
• Contacts
• Campaign’s
• Leads
• Calendar: Appointments & Tasks
• Service Request and other objects

Ability to view, edit/update, and create new records using mCRM

Device Independent – Any Phone, Any Time, Any Where