CRM Mobility

Steven is a Senior Microsoft Dynamics® CRM Consultant in the BDO Canada LLP Microsoft Dynamics practice. Steven has over 15 years of experience in all aspects of IT from software development to systems administration. He holds certifications in Dynamics CRM, GP and NAV as well as Scribe Insight and Microsoft SQL database administration.

Steven has been working with Dynamics CRM since version 1.2 and has acquired extensive experience in system design, business requirements gathering, business intelligence and integrations.

Steven WrightSenior Consultantswright@bdo.ca

BDO Canada LLP

Mobile: 226-338-2038

Introductions

Overview

ObjectiveDefine what a mobile solution is

Who can benefit from using CRM mobile?

Explore the benefits of a mobile solution

Getting started

Review different mobile clients

Demonstrate how easy it is to setup, navigate and customize the mobile client

Agenda• Introductions

• Overview

• Objectives

• Demonstration

• Questions

What is Mobile CRM?Mobile CRM allows you to…• Access your CRM system anytime and anywhere, even offline

• Increase sales productivity and effectiveness

• Schedule your mobile workforce efficiently

Who can benefit from using CRM..• Sales managers and executives

• Field service technicians

• Mobile workers

Where Mobile CRM helps

• Empowers your sales team

• Shortens the sales cycles

• Accelerates Cash Flow

• Collect Information at the Source

• Improve Insight

• User Adoption

• Increased productivity. Less effort

• Quick and easy deployment

Companies that use a mobile solution….• Better year-over-year revenue growth

• Increased customer renewals

• Increased deal size

• Increased CRM user adoption

• Sales team quota attainment is 26% higher for organizations using mobile CRM

• Best-in-class companies have 31% higher sales revenue quotas than laggards

• Companies using Mobile CRM have 36% lower sales representative turnover than others

• Best-in-class (top 20% performers) companies 70% more likely to enable mobile CRM access, than other companies

Getting Started• Online or On Premise

• On Premise requires IFD & ADFS setup

• Download the App• Windows Phone Store• iTunes• Google Play Store

• Log in• CRM URL https://mycrm.bdo.ca• Authenticate with your credentials

Mobile Client Options

• Phone Express app

• CRM for Phones app

• Resco Mobile CRM

Resco Mobile CRM• Support for CRM 4.0 & 2011

• Full offline mode

• Encrypted store data

• Quotes/Orders/Invoices

• Emails initiated from app are automatically tracked

• Map view of CRM records

• Capture GPS location of records

• SharePoint integration

• Barcode scanning

• iFrame support

• Audit options

• Application lock and data wipe

CRM Field Service

Microsoft Mobile CRM Clients

CRM for phones - What's new…

• Design once and deploy everywhere• Slide and glide navigation• Pin records to the home page• Dashboards• 4 column visibility• JavaScript and business rules supported• Business process workflow• Offline cached mode• Header fields, related records and process bar available on landing

screen• Call from record – phone activity auto created• Address field to map view• Mobile Controls

Demonstration

Key Takeaways• Empowers you sales and service teams• Freedom to choose any device• Quick and easy deployment• Easy To Use• Cost effective• BDO can help

Questions?Call or email 905-318-5191 or charris@bdo.ca