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Microsoft CRM 3.0 Mobile complements Microsoft CRM, Office and Outlook ® , and captures sales activities wherever your customers are.
Provides device-managed account data.
Supports custom forms for data entry and queries.
Collect / download prospect info.
Schedule appointments on-site.
Access up-to-date data.
Track sales and service activities.
Condensing the Sales Cycle Increase sales with cross-selling and upselling Opportunities. Access and manage customer contacts and information remotely. Capture, transmit and process orders and notes away from the office. Automate and streamline sales management and accounting processes. Reduce sales cycle and costs by minimizing paper-based processes and errors. Enhance profitability, improve efficiency and increase customer satisfaction.
Microsoft ’s Independent Software Vendors (ISVs) build from the Windows Mobile ® platform to enhance the capabilities of Windows Mobile devices and provide customizable and accessible sales force automation solutions.
AMPower™ SALES by Antenna™ Software
XSales ® Suite by JL Mobile Systems
Mobile Sales Manager by ADC Technologies Group™
Visit www.windowsmobilepartnerspotlight.com for a list of Sales Force partners.
AMPower™ SALES by ANTENNA™ Software [email_address] • (770) 993-6332
AMPower SALES allows full-featured wireless access to enterprise CRM or SFA systems while away from the office and in front of customers.
Easily and securely interacts with critical customer and business information.
Lets you view, edit and create records on mobile devices.
Delivers timely and accurate sales forecasts.
Integrate 3 rd party data (i.e. Fedex, Hoovers) and other enterprise applications (i.e. ERP, CRM, FSM)
Offline support available.
XSales ® Suite by JL Mobile Systems [email_address] • (954) 476-8787
XSales Suite is designed to deliver a global sales force automation application that standardizes local, regional, and global reporting, based on common KPI.
Empowers a comprehensive sales function, including discounts and fully configurable promotions.
Generates reports and allows data collection and printing in different modes.
Features multi-language and multi-user options.
Permits planning of sales quotas with insight to customer purchasing trends.
Enables Individual discounts, prices and promotions.
Mobile Sales Manager by ADC Technologies™ [email_address] • (888) 823-2848
By combining mobile computers and broadband service with x10DATA Mobile and Microsoft Dynamics™ CRM or ERP, sales teams can instantly access customer, inventory and order information while on the go.
Work efficiently with single-handed, intuitive 10-command navigation.
Stay productive with Inventory review, quote and sales order creation and shipping confirmation.
Proactively rectify situations and enhance customer relationships with exception alerts.
Access customer product preferences and purchasing history while in front of your customers.
A Day in the Life Sally Sales Manager 8am Scheduling 10am Quote Request 5pm Success 9am Presentation Review 1pm Client Presentation 12:30pm Directions While getting her morning coffee, Sally checks her email and reviews her schedule. With the ability to view and edit her Microsoft ® Office PowerPoint ® presentation on her mobile phone, Sally easily makes updates.. Sally receives a request to submit a quote with her presentation. Heading to her client meeting, Sally gets direction on her mobile phone ’s GPS system. Thanks to her advance notice, Sally conquers her sales presentation and turned her quote into an order. Sally spreads the news to her team via e-mail and reviews her commission for the month. [Mobile Operator Logo]
Case Study: Acushnet Company “ Once the order has been taken and the customer signs for it on the Windows Mobile powered Pocket PC, the entire process is automated.” -Carl Dumas, Network Services Manager, Acushnet Company [Mobile Operator Logo] Solution Developed an order-processing application for Windows Mobile ® devices linking to order entry and inventory systems running Microsoft ® SQL Server™ with Microsoft .NET connection software. Benefits Reduced and streamlined the order process, increased profit, reduced inventory staff from six to one, and improved customer satisfaction. Situation Needed a wireless solution to replace paper-based system that caused customer confusion, overtime hours for processing, and delays in invoicing. Company Profile Acushnet Company is the largest manufacturer and distributor of golf equipment worldwide, offering brands that include Titleist, Cobra, FootJoy, Scotty Cameron, and Pinnacle.
Businesses already use a Microsoft ® Exchange Server system that support Windows Mobile devices.
Windows Mobile phones do not require separate licensing agreements.
By using software and devices with support for Web standards, Windows Mobile solutions work well with Microsoft technologies & LOB applications to create solutions to meet the needs of the busy sales representative.
[Mobile Operator Logo] “ Windows Mobile software powers advanced, easy-to-use devices that allow customers to send and receive email, browse the Internet, and work on mobile versions of familiar Microsoft Office software, as well as hundreds of third party applications.” -IDC, ”Quantifying the Return on Investment from Deploying Mobility Solutions in Midsize Businesses.” Sept. 2006
Appendix: Additional Sales Force ISVs [Mobile Operator Logo]
Mobile Business Manager™ (MBM) by Mobitor [email_address] • (925) 200-3300
Mobitor ’s MBM goes beyond wireless e-mail to extend enterprise CRM, ERP, and other line of business systems wirelessly to mobile information workers where they need this information the most: with customers.
Mobile and Web-based SFA/CRM.
Tight integration with email and contact management systems.
Integrated Barcode scanning to manage inventory assets and fulfillment.
Data mobilized into a universal, configurable SmartClient application.
Pronto from TrueContext [email_address] • (877) 333-9779
Pronto helps sales team sell faster and smarter with anywhere, anytime access to account information in CRM and immediate sales-order entry with Windows Mobile ® devices.
Direct connections to Microsoft Dynamics™ CRM and leading back ends.
Easy-to-customize sales forms on devices.
Offline and online use for variable coverage.
Integration options with peripheral barcode scanning, magnetic strip reading, and printing.