wMobile: Discover Wireless CRM for GoldMine

The wMobile product enables users to have live wireless access to a GoldMine based CRM system from their handheld device.
wMobile contains full contact management features enabling a user to review existing CRM information as well as to provide updates on the fly.
  Product Description
Contact Management
Users can access all contact information contained on a GoldMine contact record including information in customized GoldMine fields.

Users can add and edit contact information with updates instantly available on the live GoldMine database.
 
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Flexible Contact Search
Users can search for companies and contacts using any portion of the company or contact name.

Searches can be limited by city and state to reduce the number of results from large databases.
 
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Flexible Calendar Management
Users can easily review todays or any days calls or appointments.

Users can schedule new activities and manage these activities either in wMobile or in their full GoldMine client.
 
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Activity / Call Reporting
Users can complete activities in the field and enter full detail including notes about the completed activity.

Activities completed in wMobile are instantly available for managers and other users to review.
 
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Sales Forecast Management
Users can enter and manage sales forecasts in wMobile. Forecasts entered in wMobile are accessible to any sales forecast reports and analysis perfomed in GoldMine.

wMobile supports all of GoldMine sales forecasting functionality.
 
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Order Entry
User can enter and submit orders in the field using wMobile. Users can specify multiple line items per order with product, qty, price and order type. Each line item may contain special instructions.

Orders are visible in a customer tab in GoldMine for review and processing.
Product Technical Requirements
* Microsoft IIS Server 5.0 or higher
* Microsoft .NET Framework 1.1 Service Pack 1
* Microsoft Device Update Pack 4 for Mobile Devices
* Devices with browser capability for one of the following protocols: HTML, cHTML, WML or XHTML

 
for more information or schedule a demonstration now.

 

 



 Form: 070726-1819