1. SARATOGA CRM FOR IPAD
Nathalie Thibault
Product Manager
APTEAN I YOUR SUCCESS. OUR PASSION. 1

2. What is Saratoga CRM for iPad?
• Saratoga CRM for iPad is a native application
build specifically for the iPad
• Has a client and server component
– Saratoga CRM for iPad App on App Store
– Saratoga Device Server
• More mobile options
APTEAN I YOUR SUCCESS. OUR PASSION. 2

3. Saratoga CRM for iPad Features
• Mobile access to CRM information
– Create and manage CRM information from anywhere
– Search capabilities
– Read-only offline support
• iPad Dashboard
• Integration with other Apps
• Use of native features (GPS, camera, signature
capture)
• Fully customizable in Saratoga tool set
– Flexible navigation and form layout
APTEAN I YOUR SUCCESS. OUR PASSION. 3

4. Requirements
• Install Saratoga 6.7.8 HF1
• Server Machine
– Microsoft Internet Information Services 7.0 or above
– Windows 2008 Server
• R2 64-bit recommended
• 32-bit also supported
– .NET 4.0
• iPad
– iOS 5.0.1 and above
– iPad 2 or 3 is recommended
APTEAN I YOUR SUCCESS. OUR PASSION. 4

5. DEMO
APTEAN I YOUR SUCCESS. OUR PASSION. 5

6. New Features – December release
• Support of prompt reports
• Ability to see a grid on the dashboard
• Ability for quick search to search multiple fields
APTEAN I YOUR SUCCESS. OUR PASSION. 6

7. Customer Portal App
• Gives you access to Customer Portal from your
iPad.
• Step 1 - Download the free Saratoga CRM for
iPad App from the Apple App Store.
• Step 2 - Launch the App
• Server URL:
http://customerportal.saratogasystems.com/sc
rmdeviceserver
• Username: your user name for Customer Portal
• Password: your password for Customer Portal
APTEAN I YOUR SUCCESS. OUR PASSION. 7

8. APTEAN I YOUR SUCCESS. OUR PASSION. 8

9. APTEAN I YOUR SUCCESS. OUR PASSION. 9

10. Q&A
APTEAN I YOUR SUCCESS. OUR PASSION. 10