With Mobile CRM for iPhone you can access your contacts and appointments in CAS PIA (as of version 3.0) quickly and with ease from your iPhone, iPad or iPod touch – this also includes the dossier. Access is direct and in real time, which means data synchronization is uncessary. This guarantees that you are always working with the latest data from your CRM system, which means that both your front and back office staff can work together seamlessly. And of course this means that all rights and permissions are still considered even when working mobile.
Requirements:
To use the app, you require version 3.0 of CAS PIA. You also have to ensure that the respective user has been registered in the CAS PIA administration area to use the app and integrate it into your CRM system. For more information on CAS PIA see our website at: http://www.cas-pia.de.
What functions does the app offer?
Dashboard
This is where you will find an overview of all your daily appointments including linked contacts. And you can of course access individual appointments directly from the dashboard.
Contacts
You can contact all of your contacts directly from the app by telephone, e-mail or SMS. By using a variety of contact lists you can structure and order your contacts to display them, for example, according to various criteria you’re your important key accounts, or colleagues. The global search function is also a great help when trying to find the right contact. And of course, you can add new contacts quickly and easily using the app.
Appointments
Different calendar views such as, daily, weekly and monthly or list formats are available for you to use. And you can even view and create appointments in calendars for your resources and other team members, for example, colleague views or meeting rooms.
Opportunities
Discover and recognize new sales potential using live access to your opportunities. Change turnover information, or sales process phases and much, much more while on site or working mobile.
Projects
View the current status of your projects and access project-related information by applying filters to the dossier.
Many other functions…
Mobile access to tasks, phone calls, e-mails incl. attachments and much, much more.
Dossier
To view a 360 degree view of your customers using your iPhone, you simply use the app to access the respective contact or appointment dossier. There you will find all the linked data records displayed chronologically. Linked contacts and appointments can be opened directly, however, for all other data record types (for example: documents or phone calls) only the most important information is displayed in a compact format.
Requirements:
To use the app, you require version 3.0 of CAS PIA. You also have to ensure that the respective user has been registered in the CAS PIA administration area to use the app and integrate it into your CRM system. For more information on CAS PIA see our website at: http://www.cas-pia.de.
What functions does the app offer?
Dashboard
This is where you will find an overview of all your daily appointments including linked contacts. And you can of course access individual appointments directly from the dashboard.
Contacts
You can contact all of your contacts directly from the app by telephone, e-mail or SMS. By using a variety of contact lists you can structure and order your contacts to display them, for example, according to various criteria you’re your important key accounts, or colleagues. The global search function is also a great help when trying to find the right contact. And of course, you can add new contacts quickly and easily using the app.
Appointments
Different calendar views such as, daily, weekly and monthly or list formats are available for you to use. And you can even view and create appointments in calendars for your resources and other team members, for example, colleague views or meeting rooms.
Opportunities
Discover and recognize new sales potential using live access to your opportunities. Change turnover information, or sales process phases and much, much more while on site or working mobile.
Projects
View the current status of your projects and access project-related information by applying filters to the dossier.
Many other functions…
Mobile access to tasks, phone calls, e-mails incl. attachments and much, much more.
Dossier
To view a 360 degree view of your customers using your iPhone, you simply use the app to access the respective contact or appointment dossier. There you will find all the linked data records displayed chronologically. Linked contacts and appointments can be opened directly, however, for all other data record types (for example: documents or phone calls) only the most important information is displayed in a compact format.
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