Mobile CRM access for the EFI Monarch, Radius and Technique products using the eCRM value add-on. EFI CRM uses a highly developed interface to give users ...
Mobile CRM access for the EFI Monarch, Radius and Technique products using the eCRM value add-on. EFI CRM uses a highly developed interface to give users the best possible experience in one universal app on iPod, iPhone and iPad. Application functionality includes: Accounts and Contacts • Offline access to all customers, prospects, vendors and related contacts. • Easily search for accounts and contacts directly from the home screen. • Automatically trigger activity recording for phone calls and messages. • Automatic note creation (record of communication) for emails. • Optional use of Skype for voice calls (e.g. when using iPad). • Start a FaceTime call and launch the Facebook, LinkedIn and Twitter apps directly from the contact record. • Map view to see other nearby accounts and contacts when planning a trip. • Visible notification of overdue follow-ups on the home screen. • Subscribe and set follow-up reminders. Activities • Add, manage and view activities created by and assigned to you even when offline. • Automatically synchronize appointments to an iOS Calendar of your choice. • Google locations integration to find nearby establishments and places to meet. • Visible notification of overdue activities on the home screen. Notes • Easily follow account and contact activity with the Notes feature. • Provides up to date account history and visibility of all communication including emails, activities, manually entered notes and social media such as company RSS and Twitter feeds. • Add new notes when on the move, even when offline. • Easily filter to just view subscribed accounts and contacts. • Visible notification of new communication on the home screen. Business Intelligence • Access to favorite CRM reports while on the move (WIFI or mobile data connection required). Requires EFI Monarch 13.1 or higher, Radius 15.1 or higher, Technique 5.1 or higher.
Size: 18.49 MB
Price: $ 0.00
Developed by Technique Business Systems Ltd.
Day of release: 2011-07-6
Recommended age: 9+