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EFI CRM

價格:免費

更新日期:2015-07-31

檔案大小:22.8 MB

目前版本:2.6

版本需求:需要 iOS 7.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。

支援語言:英語

EFI CRM(圖1)-速報App

Mobile CRM access for the EFI Monarch, Radius and Technique products using the eCRM value add-on.

EFI CRM uses a highly developed interface to give users the best possible experience in one universal app on iPod, iPhone and iPad.

Application functionality includes:

Accounts and Contacts

• Offline access to all customers, prospects, vendors and related contacts.

• Easily search for accounts and contacts directly from the home screen.

• Automatically trigger activity recording for phone calls and messages.

• Automatic note creation (record of communication) for emails.

• Optional use of Skype for voice calls (e.g. when using iPad).

EFI CRM(圖2)-速報App

• Start a FaceTime call and launch the Facebook, LinkedIn and Twitter apps directly from the contact record.

• Map view to see other nearby accounts and contacts when planning a trip.

• Visible notification of overdue follow-ups on the home screen.

• Subscribe and set follow-up reminders.

Activities

• Add, manage and view activities created by and assigned to you even when offline.

• Automatically synchronize appointments to an iOS Calendar of your choice.

• Google locations integration to find nearby establishments and places to meet.

• Visible notification of overdue activities on the home screen.

EFI CRM(圖3)-速報App

Notes

• Easily follow account and contact activity with the Notes feature.

• Provides up to date account history and visibility of all communication including emails, activities, manually entered notes and social media such as company RSS and Twitter feeds.

• Add new notes when on the move, even when offline.

• Easily filter to just view subscribed accounts and contacts.

• Visible notification of new communication on the home screen.

Business Intelligence

• Access to favorite CRM reports while on the move (WIFI or mobile data connection required).

EFI CRM(圖4)-速報App

Requires EFI Monarch 13.1 or higher, Radius 15.1 or higher, Technique 5.1 or higher.

EFI CRM(圖5)-速報App

支援平台:iPhone, iPad