Crmgadget2go Information
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CRM Gadget 2 Go

CRM Gadget 2 Go
Information
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Crmgadget2go Information Presentation Transcript

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