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...
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Rule Management Solution is a CRM++ Solution Offering I should be able to define any complex condition on basis of all objects that are exposed as part of OD workflows outside OD On basis of the above condition, the action can be Triggering an email with email templates filled with dynamic information Creating an activity / appointment with required information Updating a field value Calling any custom method that we implement for the customer As part of every time based workflow, I require a facility to specify @ what time this workflow is configured...
