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Home > Microsoft Dynamics CRM > Mobile Express

Microsoft Dynamics CRM
Mobile Express

Detailed relationship information is of little use if sales and other mobile workers can't access it on the go and when they need it most.

Microsoft Dynamics CRM is designed with the mobile sales force in mind and includes CRM Mobile Express so users can instantly view, create and modify CRM data on any web capable device.

By using Mobile Express, sales people tap into the same sales, marketing and customer service data they have access to in the office and because it runs in a Web browser there's no additional software to install.

No two mobile sales forces have the same needs so CRM Mobile Express is designed for easy customisation, complete with publicly available source code so you can develop a mobile application that's tailored to your unique needs.

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Dynamics CRM Mobile Express summary:

• Compatible with any device that has a Web browser (HTML 4.0 compatible browser)
• Use a mobile Internet connection to work with critical Microsoft Dynamics CRM data
• Gives mobile users easy access to marketing, sales and customer service tools on the road
• Real time access with updates immediately applied so office based staff can follow up on assigned activities

• Adapt the mobile experience to give mobile users the data they need

With CRM Mobile Express users can:

• Add notes when they travel back from a meeting
• Schedule tasks for office based staff during a meeting to follow up on any of the points raised
• Check current pricing during a meeting and create a new opportunity immediately after leaving site
• Review an account case history while travelling to or in a meeting

• Be more responsive to customer requirements and work more efficiently

Real-time access to customer information

CRM Mobile Express delivers the power of Microsoft Dynamics CRM 2011 to your mobile workforce with ease providing up-to-the minute sales, marketing and customer service information wherever people work.

Full Sales, Marketing & Customer Service Functionality

CRM Mobile Express is an easy-to-use free extension of Microsoft CRM enabling mobile users to capture, track and store critical aspects of their sales, marketing and customer service activities while away from the office.

Standard and custom CRM entities are supported including Accounts, Cases, Campaigns and Sales Opportunities.

Works with any web enabled phone or device

CRM Mobile Express can be used with any mobile Web browser, including Microsoft Windows Mobile, iPhones and Blackberry.

Easy to use

The CRM Mobile Express screens are similar to the Microsoft CRM interface and full history navigation at the top of each page lets users easily navigate back to previous screens, further saving time and helping to improve productivity.

Easy to manage

CRM Mobile Express requires no installation on the mobile device. Simple configuration in Microsoft CRM allows you to choose which entities your mobile workforce can access. Most entities can be set so they are Read Only or Read/Write enabled.

The benefits of mobile sales force automation:

• Gives salespeople the information they need to manage their opportunity pipeline and close more sales more quickly
• Helps busy people in the field better organise their schedules and workflows
• Strengthens communication by enabling everyone to share relationship wherever people work
• Improves customer satisfaction through better-informed service