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INFOR CRM Product Tour

Enhance effectiveness in the field with rich CRM functionality

To drive high user adoption and quota attainment requires a solution that users want to use. Infor CRM Mobile can be customized to deliver the specific capabilities your mobile workforce demands.

  • Create, view, and edit key customer information including Accounts, Contacts, Leads, Opportunities, and Tickets.
  • View and schedule activities, record important notes, and access detailed history records.
  • Manage meeting schedules, personal activities, phone calls and to-dos.
  • New mobile KPIs, charts and menus empower you with handheld customer intelligence.
  • Enhanced list views provide at-a-glance customer information with quick action menus.

Experience world-class usability

  • Infor CRM Mobile is easy to learn and use and puts all of the information and tools you need to be more effective at your fingertips.
  • Perform key actions quickly and easily with a task-oriented user interface and embedded context menus.
  • Interact with native device applications and functions easily - including mapping, dialing, and email - in one click.
  • Personalize the application and settings to match your unique requirements and drive 100% user adoption.
  • Improve customer interactions using data in context to identify real customer insights.

Benefit from unparalleled flexibility

  • Leverage the flexibility of a browser-based application, optimized for use on today's smartphones and tablets.
  • Access your Infor CRM data on a wide range of popular devices such as the iPhone®, iPad®, and Android™.
  • Customize the application easily to accommodate your unique business processes and data requirements in the field.
  • New mobile features for growing enterprises: multi-currency, opportunity products, SpeedSearch, lazy load lists, and more!
  • View your KPIs and dashboards in Infor CRM Mobile for Opportunities, Contacts, Leads, Accounts, and Tickets.

Deploy and manage easily for low total cost of ownership

  • Deploy, manage, and customize centrally in the familiar Infor CRM administration environment. Push updates automatically over-the-air to user devices.
  • Rely on multi-layered security via device passwords, application passwords, and SSL encryption.

Full-Featured Mobile Solutions at your Fingertips

Extending Infor CRM to smartphones and other mobile devices gives your field force a strong competitive advantage that can help drive revenue and enhance the customer experience. Whether viewing up-to-the-minute Account or Contact information, updating an Opportunity, scheduling an Activity, or logging a call or email to History, Infor CRM Mobile gives professionals on-the-go the secure, instant access to vital customer information and productivity tools they need to succeed.

Rich, Flexible User Experience with The Learning Curve

Easy to learn and use, Infor CRM Mobile has an attractive, task-oriented user interface designed to put detailed customer information at your fingertips and enable you to perform key actions quickly. Interaction with native device functions such as mapping, dialing, and email further streamlines the user experience. A rich, browser-based application, Infor CRM Mobile is optimized for use on today’s smartphones and tablets, can be easily customized and configured, and can be used both online and offline.

Deploy and Manage Easily for low TCO

Designed to provide an exceptional ownership experience, Infor CRM Mobile can be deployed quickly and easily, managed and customized centrally, and updated automatically over the air. Multi-layer security, RESTful web services, an open source platform, and wide device support further enhance the ownership experience. Best of all, Infor CRM Mobile is provided to Infor CRM customers at no additional charge.

Enhance Effectiveness in the field with rich CRM Functionality

  • Create, view, and edit key customer information including Accounts, Contacts, Leads, Opportunities, and Tickets.
  • View and schedule Activities, record important Notes, and access detailed History records.
  • Manage meeting schedules, personal activities, phone calls, and to-dos.
  • Log email and phone interactions to customer history.
  • Configure to match user preferences and work styles, work online or offline, and receive updates automatically.

Benefit from unparalleled flexibility

  • Leverage the flexibility of a browser-based application, optimized for use on today’s smartphones and tablets.
  • Access your Infor CRM data on a wide range of popular devices such as the iPhone 3.x and higher, iPad, Android v2.1 and higher, and BlackBerry Torch™ 6.0 and higher.
  • Customize the application easily to accommodate your unique business processes and data requirements in the field.
  • Enjoy a rich CRM experience on HTML5/CSS3-compliant browsers such as Safari®, Chrome™, Opera®, and Firefox®.
  • Connect to your Infor CRM system wirelessly or cache and store information locally for offline use.

Experience world-class usability

  • Infor CRM Mobile is easy to learn and use and puts all of the information and tools you need to be more effective at your fingertips.
  • Perform key actions quickly and easily with a task-oriented user interface. Perform searches, multi-select items in a list, view Related Items, access a Quick Actions menu, and more.
  • Experience a clean and simple user interface optimized for today’s smartphones, familiar Infor CRM icons, and an inviting colour palette.
  • Interact with native device applications and functions easily - including mapping, dialling, and email - in one click.
  • Configure and personalize the application and settings simply to match your unique requirements and preferences.

Deploy and manage easily for low TCO

  • Deploy, manage, and customize centrally in the familiar Infor CRM administration environment. Push updates automatically over-the-air to user devices.
  • Rely on multi-layered security via device passwords, application passwords, and SSL encryption.
  • Leverage RESTful web services, SData™, and an open source platform for the optimum browser-based Mobile solutions ownership experience.
SAGE CRM Product Tour

Anytime anywhere workforce

Sage CRM provides the sales team with the ability to work from a mobile device regardless of location. This ensures that they have fast, up-to-date access to critical customer data whilst out on the road. Sage CRM supports online access to the system from iPhone, Blackberry or Windows® mobile devices and has been optimized for the iPhone.
     
ACT! PREMIUM MOBILE Product Tour

You're going places. And to keep that momentum going, it's critical that your business command center goes with you. With ACT! Premium Mobile1 you can stay connected to your business by accessing key ACT! details from your favorite supported device. No more struggling to recall fuzzy details, or worse, be at a total disadvantage with old information. Stay productive and keep your conversations fluid with the convenience of using familiar functionality to instantly view and capture important customer details in real time. All the robust functionality you're accustomed to, now with easier access and immediate updates.

  • Travel light and stay connected with real-time, mobile access to your ACT! Premium contact, calendar, and opportunity details from your iPhone®, iPad®, or Android™ device.
  • Easily view, add, and edit ACT! contact details, notes, history, activities, as well as opportunities for a powerful sales advantage.
  • Focus your energy on high priority opportunities by filtering your list view based on date, status, process, and stage—like commitment to buy.
  • Conduct a global search on any text field, even attachments, to find and open precisely what you need, when you need it—fast.
  • Boost your effectiveness with a sleek interface that features Quick Actions and follows familiar ACT! functionality, as well as simply personalize your layouts for easy viewing.
  • Keep everyone up-to-date and on the same page since workgroups have secured, shared access to the most recent ACT! details.
  • Get the most out of using ACT! Premium, because ACT! Premium Mobile is included with your purchase!
SAGE ERP X3

Gain mobile access to Sage ERP X3

Sage ERP X3 Sales App is an intuitive, mobile solution that connects your sales force to Sage ERP X3 though an iPad. It provides businesses running Sage ERP X3 with anytime, anywhere access to ERP data to help more effectively manage customers and sales.

With this self-service app, your sales team has the ability to make smarter decisions more quickly by accessing real-time customer information such as order history, dashboards on overall sales and specific product sales, and much more. In addition,

the Sage ERP X3 Sales App improves the efficiency of your sales team by extending the use of your Sage ERP X3 solution - eliminating the need for your sales team to return to the office prior to making a sales-related decision as well as improving overall communications between sales reps in the field and the office.

Sage ERP X3 Sales App is designed for manufacturers, distributors, and retailers who are looking to:

  • Improve responsiveness and effectiveness of field sales reps when responding to customers and prospects by providing timely information on an iPad.
  • Empower field sales reps to act on all sales opportunities with self-service access to inventory availability, tools to create sales quotes, and the ability to execute orders in real time.
  • Equip field sales reps who are on the road with an easily accessed view of their sales analysis, lead generation prospects, and customer appointments—keeping them in the know about the latest customer sales history.

Benefits

  • Provides a self-service tool for sales reps with access to real-time customer data, fully integrated with Sage ERP X3
  • Enables front-line users to make rapid and smarter decisions while extending your organization’s ERP usage
  • Provides access to order management capabilities as well as the ability to register cash payments and manage accounts receivable open items
  • Shares information seamlessly between Sage ERP X3 and the Sales App to order items, pay invoices, and view statements
  • Improves sales efficiency by reducing communication errors and eliminates the need to go back to the office prior to making a sales-related decision
  • Maintains sales-related capabilities in offline mode

Go Mobile with Sage ERP X3.

It's the enterprise-class ERP solution that provides anytime, anywhere access to the critical information you need to act decisively even when you’re away from the office. Give your workforce the tools they need to drive bottom-line profits and make faster decisions no matter where they are.

Benefits of Mobility With Sage ERP X3:

  • Transact business when and where it happens.
  • Act decisively with real-time information access no matter where you are.
  • Increase the productivity of your workforce.
  • Improve sales with mobile access to the customer data required to close deals.
  • Give sales reps access to the data they need to deliver on-the-spot service.

SAGE 300 ERP

Sage Mobile Sales

Leave an impression, close bigger deals, and get paid faster with Sage Mobile Sales. This iPad app gives your sales team all of the information they need to close a sale at a customer site. Quotes, orders, and payments are automatically linked to your Sage ERP system so you get real-time information from the field. Your field salespeople can complete the following tasks anytime and anywhere:
  • View and edit customer information on your iPad.
  • Review your catalog with customers on an iPad, and show related items.
  • Create a quote and email it to your customer.
  • Check product availability and confidently commit to fulfilling orders.
  • Enter an order and accept immediate payment.

Easy access to recent orders, the convenience of the catalog, and the ability to quickly receive emailed payment receipts and invoices helps create a superior buying experience.

Sage Mobile Service

Empower your field technicians to deliver great customer service so you get more referrals and repeat business. Using Sage Mobile Service, your field technician will arrive on time, use their iPhone to pull up the customer's history and current repair order, take before and after photos, and even immediately process the customer's payment – all while onsite! Provide estimates and receipts through email, so you and your customers stay informed.

You and your field technicians can use Sage Mobile Service to:

  • Optimize schedules, routes, and assignments of jobs on the fly.
  • Get customer signoff and take photos onsite.
  • Have anytime, anywhere access to customer's Sage ERP information.
  • Get paid faster and increase your cash flow.

Providian makes best effort to keep the product information updated, however due to the dynamic upgradation of our products it is not always possible for us to keep the content updated. Please contact our sales department for more information.


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