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1:30 – 1:35 pm

Mobility using CRM

After the failure with netbooks, incompatibility with Apple and small screen real-estate on the 00’s phones, many owners still remain doubtful that a Microsoft Dynamics CRM accessed through mobile devices can truly empower a sales force.

This webcast is designed to debunk some of the myths about cost, security and usability and provide owners and executives with an overview of the technology that is available today from Microsoft.

We will discuss

·         Installed apps Vs browser based apps: which app is best for you?

·         Connectivity considerations: how can you access your CRM whilst on the move?

·         Device considerations: what’s the difference between mobile devices?

·         iPad and Galaxy phone demonstration: what can I actually do with mobile CRM?

·         Take advantage of some really vital tips and advice on a trend that’s rapidly turning the business world mobile…Cortana

In this webcast, we will talk you through the most important decisions you need to make to implement mobile CRM, weighing up the advantages and disadvantages of the options available and putting some of the technical jargon into plain English.

.Jim Heaton– President

1:35 – 1:45 pm

What is Customer Relationship Management

It is a business strategy that puts the needs of your customer first. It consists of 3 Core modules that give you marketing tools to help organize your sales process and make sure your customer needs are always met. All intelligently linked in one system to keep everyone on your team on the same page


Jim Heaton –     President

1:45 – 2:00

Technology Considerations and Mobile Demonstration

–       Browser vs App – When and why would choose one over the other?

–       When you need to be offline, what you can synch and cache?

–       IFD – what it is and how it works?

–       What device works best?

–       Demonstration of mobile screens – what can you do?

–       How to customize?

–       Cortana – the next evolution of CRM

2:15 – 2:30 pm

Questions and Answers

We’ll open the phones for any questions on what you’ve just seen.

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