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Home » Case Studies - Windows Mobile

Sales Force Automation - CRM

Technology       : Window Mobile CE, .NET, SQLCE, Visual Studio, C#

Category           : Sales Force Automation / Technology

Description      : CRM (Customer Relationship Management) on mobile

Solution

CRM integrated with Location Based Services (LBS*) for Field sales team. Allowing field sales force professional to access CRM information from SUGAR, Salesforce.com on Windows mobile phones.

  • Accounts – View, Search, create accounts, update email addresses, phone and address information
  • Leads – Easy adding, searching, viewing & updating leads
  • Contacts – View, Search, Add & Update
  • Opportunity – View, search, add and update probability, amount & closure date.
  • Activities – Search & display calls, meetings, notes and tasks. Create Notes & tasks.
  • LBS* – Map, Weather, Traffic Information for Accounts, Leads, Contacts & Opportunity
  • Map, Traffic and Weather for All Addresses
  • Click to Call Account, Leads & Contacts
  • Click to email Account, Leads & Contacts
  • Adapters that can enable any Custom CRM Solution