clientcall-manager for salesforce
TRANSCRIPT
Introducing
CLIENTCALL-Manager
::
With “One Click” your SalesForce Client List is wirelessly downloaded to your mobile device…With “One Click” your SalesForce Client List is wirelessly downloaded to your mobile device…
SET-UPSET-UP
Client List Client List
ADX Mfg.Bio-Gem Ind.Beck CorporationCasper & Casper LLCExeter Dist. Inc.Kelly IT ServicesLocke at Law
SalesForce
Billing parameters are defined. (one time only)
Billing parameters are defined. (one time only)
ADX Mfg.Bio-Gem Ind.Beck CorporationCasper & Casper LLCExeter Dist. Inc.Kelly IT ServicesLocke at LawMadacomMaster Productions
Client List
The ClientCall-Manager software automatically recognizes
incoming and outgoing phone numbers and can effortlessly
keep track of all billable and non-billable events.
The ClientCall-Manager software automatically recognizes
incoming and outgoing phone numbers and can effortlessly
keep track of all billable and non-billable events.
Additionally “Notes”can be added for detailing the account.
Additionally “Notes”can be added for detailing the account.
SalesForce
ADX Mfg.Bio-Gem Ind.Beck CorporationCasper & Casper LLCExeter Dist. Inc.Kelly IT ServicesLocke at LawMadacomMaster Productions
Client List
ClientCall-Manager automatically captures your Phone
calls, emails and consultations throughout the day and
then automatically uploads to your Salesforce account to
populate and update your client records.
ClientCall-Manager automatically captures your phone
calls, emails and consultations throughout the day and
then automatically uploads to your Salesforce account to
populate and update your client records.
MANAGEMENT
Make Every Mobile Minute Count…Make Every Mobile Minute Count…
Tracks all Client Call activity in real-time andautomatically synchronizes it with Salesforce records
Simplifies Billing and Time Justification for companyand clients
Captures Lost revenue equaling thousands of billabledollars monthly
Easy installation and simple functionality for staff andmanagement
Will generate greater staff productivity \ accountabilitybenefiting both company and clients
Tracks all Client Call activity in real-time andautomatically synchronizes it with Salesforce records
Simplifies Billing and Time justification for companyand clients
Captures lost revenue equaling thousands of billabledollars monthly
Easy installation and simple functionality for staff andmanagement
Will generate greater staff productivity \ accountabilitybenefiting both company and clients
Advanced Mobile Technologies, LLC
www.advanced-mobile.com
p: 888-988-9810
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