Mobile CRM in Orchestrated

Presented by:Glen ThonisSolutions Expert

November 10th, 2015

Summary:We will take an in-depth look at the Mobile CRM app from Coresuite, how this ties into Orchestrated, and some helpful features and functionality found in the app

Who Should Attend:

Salespeople, AR staff, and account management staff

Logistics:

Presentation follows a power point and product demo

SUMMARY

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1. Intro to the app

2. Demo

• Business Partner Management

• Activity Management

• Recording Sales Orders

3. Q & A

AGENDA

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Intro

Introduction

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Intro

What is the Mobile Sale app?

• A Coresystems application

• Available for iOS, Android, and desktop PC or Mac

• Live integration with Orchestrated database

• Has offline capability

• Used by many Orchestrated customers

• Great for account management

• Very useful for self-distributed customers

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Login

Logging in

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Login

Login for the first time

• Need Cloud Account, user name, and password

• Requires you to sync

• Stores data locally – can be easily removed

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Navigation

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Navigation

Demo

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Q & A

Questions?

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http://

forums.orchestratedbeer.com

Thank You!