CRM Solutions Experts. mogo mobile

Transcription

1 CRM Solutions Experts mogo mobile 1

2 mogo mobile - truly mobile CRM Intuitive UI mogo doesn t just replicate your CRM s UI in a small mobile device screen. mogo utilizes the UI of the mobile device that you are already accustomed to working with. Minimal Clicks mogo allows users on the move to carry out simple tasks such as dialing and setting up meetings with minimal clicks. Relevant Data Mobile users don t want to be bogged down by tons of data on their mobile device. mogo only displays essential data for mobile users. 2

3 Login Administrator has the option to decide if a password is required or not to launch mogo mobile app. 3

4 Initial/Delta Sync App performs an initial and/or delta sync with the cloud server when the app is launched 4

5 Main menu 5

6 User Settings id and domain names are mandatory; These values are cross referenced with the user accounts in the cloud servers iphone/android/blackberry supports contact groups; Choose the contact group that is synchronized with SAP CRM 6

7 User Settings (continued) Setup a business calendar separate from personal Calendar; Choose the business calendar here Store your conference call phone# and access code here; These details will be available when you setup a dial 7

8 Your business contacts 8

9 Products 9

10 Contact detailed page 10

11 One click visit setup 11

12 One click visit setup continued.. Work address will be defaulted as a meeting place. Click choose to select other addresses or from my places Click choose to add or create a meeting place If work address is not the meeting place 12

13 Click add to add a new meeting place 13

14 My Meeting Places Take the guess work out of meeting locations It is common that sales executives meet their prospects or customers for lunch at restaurants and coffee shops. Sales executives tend to propose familiar restaurants or coffee shops that are in the vicinity of the client s office or home. Sales executives also tend to propose restaurants from a group that they frequently visit for better customer service. Mogo mobile gives you the option to save your favorite restaurants and coffee shops into the My Meeting Places address group. The app will then propose these restaurants and coffee shops in addition to provide the addresses available on a contact record. Click Choose Click Add to add a new place to My Places 14

15 Adding a Restaurant to places You just added Brickside Grill to My Places. This address will appear in the places field when I click the Choose button when setting up a visit. Likewise, you can add restaurants and coffee shops that are frequently visited with into My Places so that you don t have to search for the address each time you setup a lunch or coffee meet. 15

16 One click dial setup This is a one click dial setup with the work phone of the contact defaulted into the dial field. Click the arrow to choose a different dial # or choose a conference call number if your are setting up a conference call. All this happens by clicking Dial in the contact record. Click the arrow next to the current invitee to choose to add other invitees. 16

17 Choose a different dial # 17

18 Take Call notes at the end of a business call Optional note taking at The end of an incoming or outgoing call with your business contacts. The Notes will be saved as part of the inbound/outbound call activity in SAP CRM. 18

19 Lead O = Open C= Closed W= Won L= Lost 19

20 Selecting products and entering notes in a lead 20

21 Easy management of Opportunities 21

22 Search from the contact 22

23 Integration Dials and Visits are synchronized with iphone/android calendars. Dials and Visits will appear in the SAP CRM calendar if you set up integration between SAP CRM and your system (MS Exchange, Lotus notes, Google Apps, etc.) Inbound and Outbound calls are synchronized from the devices to SAP CRM via cloud servers as inbound and outbound call activities Leads and Opportunities are synchronized from the devices to SAP CRM via cloud servers Delta synchronization is available between SAP CRM and devices via cloud servers 23

24 Example: A lead synchronized to SAP CRM 24

25 Multi-tenant cloud server The cloud server provides an admin panel to proactively manage the users. A user record must be created in the cloud app before any user can access the app on their device. id and/or password are used for authentication from the device The device details are updated to the cloud server when a user logs in to the app for the first time. The following features are available to the administrator of the domain Kill pill to erase the data in the event of lost device Remote device locking Disable the phone app on iphone Device to cloud server and cloud server to SAP CRM sync logs for issue resolution Build the app data from the last point of sync Private cloud is an available option 25

26 Dashboard You can access the visits, dials, calls, lead and opportunities that you created from the initial menu 26

27 Visits Click on Visits on your menu to access the visits created. You can filter the visits and edit them from here 27

28 Dials 28

29 Calls 29

30 Leads 30

31 Features in the next release! Sales Tips: enables collaborative selling by giving automated tips about colleagues that have previous or existing relationships with prospects and contacts that you are working with. Social Tips: fosters personalized selling by automatically displaying your 1st, 2nd, and 3rd level LinkedIn connections with prospects/ contacts that you are working with. Twitter Insights: helps you personalize your communications with prospects/customers by providing real-time tweets with reference to key words at a company (Goodwill, Green), product (Google Apps, CRM) and user (Golf, Giants, Lakers) level. 31

32 Sales Tips, Social Tips and Twitter Insights 32

33 Opportunity Opportunity detail screen displays potential and weighted potential, commissions to the sales executive as part of the potential tab 33