Customer Effective (CE) Mobile CRM
Customer Effective (CE) Mobile CRM is a solution framework that enables you to build, deploy and extend Microsoft CRM applications for mobile.
This Mobile CRM app follows a day-in-the-life scenario of a financial advisor. In this scenario, an advisor can take his tablet on the road, prepare for his meetings from CRM customer records, look up market data, access firm marketing materials and execute his meeting. After the meeting, the advisor can use the Client Review feature to easily review meeting activity, client plans and next steps. All of this is included in client CRM records for a complete 360 view of the client.
If you would like more information about the CE Mobile CRM solution framework, please contact Customer Effective.
All users will have the same level of access and login to this application using the following user/password credentials:
user: demo
password: demo
Features:
- Designed for touch-first
- Responsive design
- Can access external data sources
- Deployed without ADFS
- Can be utilized for external users, such as customers or partners
- Other operating systems and devices can access the same solution for true, build once, and deploy everywhere