Mogo CRM is a mobile-first application that offers comprehensive CRM functionalities accessible on smartphones, with seamless integration to various backend systems for enhanced communication and management. It provides features such as contact synchronization, campaign management, lead tracking, and social CRM tools to personalize sales interactions. Additionally, Mogo CRM supports mobile capabilities like one-click calls and appointment scheduling while allowing for third-party integrations to streamline sales processes.

1. By
Srini Katta
The
Mobile
First
CRM
App

2. MOGO CRM is a mobile first app that gives complete
CRM functionality to users on their mobile devices.
Connect your choice of smartphones with any
backend system for quotes and order management.
Enterprise ERP
Systems
Mobile Devices

3. MOGO CRM gives users the ability to seamlessly
connect with Google Apps, Microsoft Exchange,
Outlook or any other third party provider for
email, calendar and contacts using their smartphone.

4. MOGO CRM doesn’t just replicate your CRM’s UI
in a small mobile device screen. It utilizes the UI
of the mobile device that you are already
accustomed to working with.
Intuitive UI
:)

5. Contacts/Accou
nts
Sync contacts/accounts from your
smartphone/tablet to Mogo CRM or
from Google Contacts/Microsoft
Exchange or host of other contact
services from your Enterprise App to
Mogo CRM or all. Sync the way you
want, update contacts from Mogo
CRM and send the updates to
connected contact Services.
Michael Smith
Account Manager
(000) 555-1234
9876664321
michaels874@aol.com
michaels@iserviceglobe.com
http://www.linkedin.com/profile?vi
ewProfile=&key=1640965094auth
Token=xTqq&authType=name&tr
k=api8a1024930*3s49*341
46839 N Brookshire Dr. Appleton,
WI 54321

6. Products
Sales executives always have
product info such as overview,
specs, features, competitors,
price, discount, base
commissions etc. on their
fingers tips with Mogo CRM-
Products. You could sync the
products from your backend
ERP systems into Mogo CRM
using standard out of box
integration. Maintain product
keywords to deliver customized
twitter feed.

7. Campaign
management
Ability to manage Web, Email,
Facebook, LinkedIn, Bing, Google
AdWords or any other channel.
Invite third party vendors such as
digital content providers as supporter
of a campaign as Mogo CRM allows
adding non-domain users besides
your domain users. Use the campaign
and channel in generating web forms
to automatically track the leads with
reference to a campaign.

8. Lead
Mogo tracks and assigns leads
to right sales execute even if a
lead originates from your
website, landing page or
Google AdWords.

9. Easy
management
of opportunities
Mogo alerts the user by providing
the stage, weighted potential of a
deal to accelerate the deal closure.
Commission potential motivates
the sales executive.

10. Generate proposals and email
them from your smartphone

11. Built-in
Powerful
Dashboards
Get powerful insights how
leads are won or lost
by campaign, by channel
etc. Predict opportunity
pipeline potential issues and
accelerate the deal closure
and many other Dashboards.

12. Key
Differentiators

13. MOGO CRM allows users to send
emails, text messages, initiate
calls, view recent conversations,
create/view appointments, and
review recent call history with
reference to a contact.
Maintain your favorite
restaurants, coffee shops in my
meeting places to easily call
them when setting up visits
with customers/prospects.

14. MOGO CRM provides an easy one-click
dial/conference call and visit with an option to
sync those into any backend Applications.

15. One-click
appointment
set up

16. Following an outbound or inbound call, users
can save a record of the call and add notes.

17. Assists the sales
executive by displaying
the contacts that a user
may already know at the
prospect on the lead or
opportunity.
Sales Tips
Provide available
sales discounts on
products and
services.
Alerts the user of
any past or present
relationship with
sales colleagues.

18. Promotes personalized selling by
automatically displaying your 1st, 2nd, and
3rd level LinkedIn connections with
prospects/contacts that you are working with.
Social Tips

19. Helps you personalize your communications
with prospects/customers by providing real-
time tweets with reference to key words at a
company, product and user level.
Twitter Insights

20. Mogo CRM is a mobile first CRM application that
delivers unique functionality not offered by other
CRM applications on the market. It offers standard
out of box integration with Backend ERP systems.
Mobile First

21. How
Mogo CRM
stacks up

22. Application Type
Mobile first CRM x
Web App with add-on Mobile App x x
Pricing and Storage
Pricing (Full Feature Plan) $96/seat/month $250/seat/month $65/seat/month
Unlimited Storage x x
User Management
Administrator can invite new users from smart phone
anywhere and anytime
x
You can invite users outside of your domain to use the
App. The outside users could be your dealers, distributors
etc..
x
Sales Org Management (based on Products, Country, City
, State and Zip)
x x x
Multiple Administrator Types (IE Master, Marketing and
Sales)
x x x
Contact Management
Sync Contacts from your Mobile device to the App and to
the Mogo CRM server and to any backend ERP system
x No out of box solution No out of box solution
Manage Account and Contacts on your mobile device
using the App
x x x
Sync contacts from Google Apps, Microsoft Exchange,
Godaddy and host of other applications
x Third party Add-On needed
Only Microsoft Exchange,
Outlook.com and Office 365
Product Management
Manage products with easy to use features, specifications
, competitors both on the Web and Mobile and sync
products from enterprise apps
x
Basic product features
available. Doesn't provide
out of box sync with
enterprise apps
Basic product features
available. Doesn't provide
out of box sync with
enterprise apps
Maintain product keywords to driver customized twitter
feed
x
Further subscriptions
required
Maintain promotions and base commissions on the
product to motivate sales executives to close the deals
x

23. Campaign Management
Allows to manage Web, Email, Facebook, LinkedIn, Bing,
Google AdWords as channel
x x x
Assign your outside partners to campaigns x
Track Sales Revenue per campaign x
Requires subscription to
Radian6
Channel Analytics x
Requires subscription to
Radian6
Mobile Features
One-click Conference Calls x
One-click Appointment Scheduling x
Appointments automatically sync to your backend
communication server and also to the Mogo CRM server
as calendar activities.
x Third party app is required
Works with Microsoft
Exchange, Outlook and
Office 365 only
Send emails directly from Mogo CRM App on your mobile
device and have them tracked as email activities
automatically
x Third party app is required
Works with Microsoft
Exchange, Outlook and
Office 365 only
Sync emails not sent from the App to Mogo CRM server as
email activities
x Third party app is required
Works with Microsoft
Exchange, Outlook and
Office 365 only
Sync calendar events sent outside of the app to Mogo
CRM server
x
Store Locations for Recurring Meetings x
Automatic Call Tracking as Business Activities
(Incoming/Outgoing)
x
Automatically Add Notes at Conclusion of Call x

24. Lead Management x
Create Lead from Web x x x
Create Lead from Email x x x
"Smart" Lead Assignment Based on Org Structure x
New Lead Alerts via Email x x x
Creation of Lead from user Contacts x Third party app is required
Works with Microsoft
Exchange, Outlook and
Office 365 only
Conversion of a Lead into an Opportunity x x
Sales tips
Sales tips assist the sales executive by showing the
contacts persons that a user may already know at the
prospect on the lead or opportunity. Provide available
sales discounts on products and services . Alerts the user
if any of his/her colleagues worked with the prospect in
the past or now
x
Requires subscription to
Radian6 and other products
Sales Users Features
Weighted Average of the Opportunity Value x
Expected Base Commission for a Sale x
Quote Management
Generate Proposal from Quote x x x
Sync Quotes from Third Party ERP x
Requires Additional tools
and customization
Requires Additional tools
and customization
Social CRM
User Customized Twitter Feed (based on keywords) x
Additional subscriptions
required
User Specific LinkedIn Connections with Prospects x x
Integrate with Google Hangouts, MS Lync, and Skype x Chatter only Yammer only
Customization
Unlimited customization x x
Customized landing pages to deploy on the web,
Facebook page etc.
x