Bcom CRM Mobile

The CRM application provides the following functional modules for the operation of mobile staff. Each module is called from the menu on the left and is connected to others through context menus that allow you to easily switch from one function to another. This interconnection allows to realize the business process in a flexible in the light of the activities with the customer.

For all the functions you can also view the attachments.

PERSONAL (CUSTOMERS AND PROSPECT)

Allows you to manage all master data that the user has permission to visibility in various types: Lead, Suspect, Prospect and Customers in the portfolio.

The registries are managed both business to business B2B and retail activities for B2C.

In addition to classic personal data can be stored even corporate contacts (ie the administrator, the sales manager, responsible agents, etc..), Additional contacts and all locations of the company. E 'can also view additional information (features) are typical of its business model and help you get to know your target audience.

OPPORTUNITIES

The opportunity, as its name indicates, is an opportunity for contact to the personal data that we have on file. Can be created from this menu or by using the corresponding menu in the function or function Master Products and Services.

OFFERS / ORDERS

This module allows you to browse all Offers (Orders when accepted by the customer) and insert new ones from the staff on the move. Can be created from this menu or using the relevant function in the Master menu.

EVENTS

This module allows you to insert and consult appointments dividing their appointments or all and then between those of the day, week, month and all.

Appointments can be created from this menu or using the relevant function in the Master menu.

TO DO

This module allows you to enter and see the activities to do for dividing its activities and all activities to do and all. The ToDo can be created from this menu or using the relevant function in the Master menu.

CATALOGUE PRODUCTS AND SERVICES with PHOTO, BROCHURE AND TECHNICAL

This module allows you to browse the Products and Services and to create an order very quickly with just a few clicks selecting items and loading them on the truck. At the end will be included customer references, and the order of those involved.

Are handled versions of the articles and the specific list.

For each article is also available attachments, such as: photos, brochures, data sheets.

STATISTICS

Displays statistics based on five different activities in CRM Mobile:

1. Opportunities submitted by various contractors / agents

2. Opportunities for various clients

3. Opportunities included in the period

4. Value product / service for all Offers / Orders

5. Quantity Product / Service for all Offers / Orders

ADDITIONS

With the functionality of the CRM application integrates Address Book, Calendar, and TODO Microsoft Exchange and Google Calendar.

VIEWS CUSTOM

Using the advanced features of the CRM, you can configure an infinite views for mobile users who can display on their smartphone or tablet business information also on other business systems (eg customer deadlines, goods delivered, fees, etc ...)

DEVICE SUPPORT

The application can operate both on Tablet and on SmartPhone. The supported devices based on Android 4 ICS (Ice Cream Sandwich) or higher:

• Samsumg Tablet or similar

• SmartPhone Samsung or similar

The CRM application works only in connected mode.