Crmgadget2go Information

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CRM Gadget 2 Go
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Crmgadget2go Information

  1. 1. CRM Gadget² Go<br />The CRM Gadget Desktop Version for Oracle CRM On Demand<br />Fellow Consulting AG<br />
  2. 2. CRM Gadget² Go<br />2<br />
  3. 3. Whatis CRM Gadget² Go?<br />CRM Gadget 2 Go is an offline client <br />for Oracle CRM On Demand. <br />Use it without internet connection, <br />access and maintain your CRM data <br />from wherever you are and synchronize <br />back to your CRM On Demand <br />when you are back in the office.<br />3<br />
  4. 4. How to use CRM Gadget² Go<br />With CRM Gadget 2 Go you can maintain your CRM data like Accounts, <br />Contacts, Opportunities and Activities with a smart user interface and full <br />offline functionality.<br />4<br />
  5. 5. Work offline<br />CRM Gadget 2 Go allows you to maintain your CRM data offline, for example <br />on customer site or on travel. Synchronize the changes you did to your Oracle <br />CRM On Demand.<br />5<br />
  6. 6. Close the loop<br />The link feature allows you to easily relate all kinds of data together.<br />Establish relationships between Accounts, Contacts and Opportunities.<br />Use quick search to find all relevant data in only one window and use the “Link” to close your data loops.<br />6<br />
  7. 7. Individual filters<br />Drag & Drop<br />Createyourownfilters<br />andbookmarkthem as favorites.<br />7<br />
  8. 8. See the context<br />Usethemindmapfeature to<br />visualizerelationships.<br />See all important relations for an <br />accountwithinyour CRM system at <br />a glance.<br />8<br />
  9. 9. CRM Gadget² Go productroadmap<br />Custom<br />Object<br />&<br />Service <br />Request<br />Layout <br />Manager<br />June, 2010<br />April, 2010<br />+<br />+<br />+<br />March 08, 2010<br />9<br />
  10. 10. Social Apps<br />Social CRM in CRM Gadget² Go<br />CRM Gadget2 Go integrates<br />modern web applications, <br />such as Google Maps and <br />Facebook.<br />Be informedaboutthelatest<br />companyactivitiesusing<br />Google News.<br />Keepyourcontacts up to date <br />and addmissinginformation<br />bysynchronizingwithFacebook and LinkedIn. <br />Chat withcolleagues and sharerecordsthroughtheintegrated Google Talk.<br />10<br />
  11. 11. Why Social CRM?<br />Market development<br />Achieveyourtarget<br />marketingtaskeasily.<br />Increasedleadgeneration.<br />Observeyourcompetitors<br />Get a clearer picture of yourcompetitoror of a competingoffer. Differentiatemoreeasily and develop your uniqueness for your customers.<br />Increasedconclusions of a sales.<br />Observe potential customers<br />Getstructured up to date informationabout potential customers and gain a bettermarketposition.<br />Increasedleadgeneration & increasedconclusions of a sales.<br />11<br />
  12. 12. CRM Gadget² Go Layout Manager<br />Createyourownlayoutswiththe "CRM Gadger 2 Go Layout Manager“. <br />(Coming in version 1.0)<br />12<br />
  13. 13. Layout Manager Views<br />Default View<br />The standard On Demand configuration<br />Administrator View<br />Customizations coming from your CRM On Demand<br />User Individual View<br />Customizations done individually by <br /> each user in CRM Gadget 2 Go<br />13<br />
  14. 14. 14<br />Setup & Maintenance<br />
  15. 15. 15<br />Resources & Contact<br />CRMGadget² Go Website<br /><ul><li>https://desktop.crm-gadget.com</li></ul>Contact us<br /><ul><li>sales@fellow-consulting.de
  16. 16. http://www.fellow-consulting.com</li>

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