Microsoft Dynamics CRM is a modern business application engineered with the latest technologies to transform the way you find, win, and retain customers. More and more CRM users are working across multiple devices – desktop in the office, laptop/tablet on the road and mobile phone on the go. Their applications have to work seamlessly across all devices and let them pick up where they last left off.
With more mobile sales people accessing their data on the go there was a driving need for a simple but effective CRM application for mobiles and tablets. Microsoft Dynamics CRM 2013 now includes a native mobile app for both Windows 8 tablets and iPads; as well as mobile apps for Android, iPhone and Windows phones.
A new mobile application keeps salespeople connected to data, team members, and customers. With access to your CRM solution on your iPad or Windows 8 tablet, you have the tools you need to not only look smarter but also to be smarter. This free solution allows mobile users to access live CRM data (with a 3G or Wifi connection) and connect with their customers. Tiles and a simplistic user interface allow mobile users to quickly get to the information and assist with their day to day job. Any customisations on the Microsoft Dynamics CRM solution are automatically translated across to the app providing you with a consistent user interface. Improve the access of CRM for your sales/field representative and allow provide them the information they need on the road to do their job effectively.
For those organisations that need more functionality, Resco (an award winning Microsoft solutions partner) provides a customisable application for mobile devices. With added functionality including embedded maps, device security (remote lock, wipe), geo tracking and offline access, Resco provides an enterprise app to meet your organisations mobile requirements.
Outlook Offline Access
For other sales representatives that need to do more work on the road (on aeroplanes, trains or for those located away from any Wifi/3G networks) Outlook Offline Access is a great feature. Using a laptop and Microsoft Outlook, users have the ability to take CRM data “Offline” to work on their laptop; they can add, edit and delete and when they reconnect to a network their CRM synchronises with the main system.