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
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).
• 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.
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).
Requires EFI Monarch 13.1 or higher, Radius 15.1 or higher, Technique 5.1 or higher.
支援平台：iPhone, iPad