The Mobile CRM
Salesforce.com offers four types of licenses for its mobile CRM solution, namely group, professional, enterprise and unlimited. The mobile offering is available for all licenses except for customers having a group license. The offering is in two versions: Lite and Professional. The professional version comes as an additional subscription fee and has full-blown features, while the Mobile Lite offers customers with basic access to most common Salesforce CRM features.
The Mobile CRM is offered as a downloadable application that can be installed on BlackBerry, iPhone or Windows Mobile based smartphones. Keeping in view that most Nokia samrtphones are Symbian based and Nokia has a significant market share in India, the absence of support for symbian smartphone can be a drawback for Salesforce in the Indian context. Providing a lighter and free version of the mobile application from Salesforce.com could be good for those customers who are apprehensive about paying additional money for this mobile offering, but by finding mobile access beneficial, they would consider to upgrade to paid subscription with the passage of time.
Features:
The CRM mobile has somewhat having a good features as compare to the other general mobile. There are certain more important features which can be easily installed in the CRM mobile, with the latest technology and the latest features could be done so easily.
The mobile application once installed on the smartphone connects to the Salesforce.com CRM service cloud over the GPRS. The user can login and get connected to the CRM server to access information. In the absence of any connectivity, the application can work in offline mode as well. Frequently queried and recently accessed information is stored in the device as cache, providing the user access to information in the offline mode, this functionality of the CRM Mobile makes more efficient to the users. The mobile application meant for professional edition provides all the features that the web interfaces allow, only that the mobile interface has been optimized to fit smaller screens.
The Mobile Lite service allows end users to log calls and emails, update activities and tasks as well as view account and contact details, leads, opportunities, cases solutions, assets, and dashboards, all from their mobile device.
The administrator of the organization’s CRM has the authority to define access rights for different users for the benefits of the users. The VP-Sales will have access to all sorts of reports while the front-line sales executive will have access to information and reports of his customers only. The application also shows the KPI reports as graphics. The application allows mobile workers to instantly access critical customer information, update tasks and event-based information, check details of next call, and they can also pull up a map of their next appointment. A typical user can set his dashboard view for mobile application from the web browser. Thus, CRM users can review cases and search for information and files in their daily activity reports from a smartphone, which they would otherwise have done by accessing their PC.
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