Tag Archives: ipad

CRM Takes Another Step Forward with Mobile Dashboards!

“Dashboards on my iPad?” you ask.  Yep.

We are seeing considerable excitement within the CRM community about this latest innovation, and for good reasons:  1) Mobile Dashboards are useful, 2) Mobile Dashboards deliver great value to businesses, and 3) Mobile Dashboards will help Dynamics CRM partners meet customer needs and close business.

One of the great new capabilities delivered by Microsoft in Dynamics CRM 2011 was embedded dashboards. Now CWR Mobility has made those available on your mobile device – iPad, iPhone, BlackBerry, and Windows Phone 6.5. Mobile Dashboards provide data visualization; high-level graphical views that turn CRM data into actionable information for mobile users. Dashboards by themselves are a powerful tool when used from PCs, but they really take that power to a whole new level when they become available on tablets and smartphones.

Mobile Dashboards Deliver Great Value to Businesses

Mobile Dashboards now enable a company’s mobile employees – such as those in field sales, field service, or field marketing — to track the things that really matter to them in their business role, from wherever they are, whenever, in real-time. This leads to a state of continually being on top of the things that matter most…being on top of their part of the business. When a customer-facing organization is better informed, cycle times are reduced, responsiveness is increased, and actions are better targeted. If you’re wondering how important this new capability is, just try showing it to a field sales rep and watch their reaction.

CWR Mobility mobile dashboards are easy, flexible and real-time. As an inherent feature of CWR Mobile CRM 2011, they are easy to access and can support any dashboard based on a native dashboard in Dynamics CRM 2011. In this initial release, version 5.0.1.0, CWR Mobile CRM 2011 dashboards are available when a user has mobile internet connectivity, and they can pull any of these online dashboards in real-time, so the user will always have an up to date view of information. Mobile dashboards are read-only in this release; in time, we envision mobile dashboards supporting interactive drilldown capabilities.

Mobile Dashboards Will Help Partners Meet Customer Needs and Close Business

Mobile Dashboards are also great news for Dynamics CRM partners, because they deliver great business value for companies and can really catch a customer’s imagination. As a Dynamics CRM Partner, mobile dashboards are a great new capability to add to your standard customer demos, and you should consider leading with them. Show your customer an example of a mobile dashboard that is specific to their business. This is easy to do since CWR Mobile CRM Mobile Dashboards support any Dynamics CRM 2011 native dashboard. Create a customer dashboard and then demo it to your customer on an iPad, iPhone, BlackBerry or Windows Phone 6.5 device. Again, CWR Mobile CRM 2011 makes this easy.

You can learn more about CWR Mobile CRM mobile dashboards here.  And you can add a free trial of mobile dashboards in CWR Mobile CRM 2011 by clicking here — if you use Dynamics CRM Online, you can do it within minutes. Check out mobile dashboards today!

Stefan Burak

Vice President, Sales and Partners, Americas

CWR Mobility BV

cwrmobility.com

 

"Hi-yo, Silver, away!"

It’s that time of year when adults find an excuse to play dress up, and a Halloween party this past weekend brought me inspiration for today’s blog post. The Lone Ranger and his trusty sidekick “Silver” made a great team, but one without the other was not much of a force to be reckoned with.  I see  similarities of this when thinking of CRM deployments and mobility! 

Ok so a bit of a stretch but I do believe the mobility topic ends up as a nice to have versus a must have feature in the CRM solution selection process.  We expect so much out of our field sellers, but invest little time on device platform selection and guaranteed connectivity to our CRM solutions.  Just think if you go the extra effort to understand a day in the life of your field sellers and mobile requirements how much more productivity you might gain from them?

*Gartner says mobility will be a trillion-dollar business by 2014!  Reference that report and consider the below checklist when addressing the CRM mobility topic:

  • Device support is a must since the growing trend is to let the mobile workforce chose the platform they would like to leverage.  With this flexibility come the need to have CRM compatibility with BlackBerry, Windows Phone 7, iPhone and Android operating systems.  I would add two additional midsize mobile devices that are gaining IT support and customer demand which are iPad and HP Slate 500
  • The CRM system selected must be browser independent now that Internet Explorer makes up just fewer than 60% of the market opening up 40% of the market running on Safari, Chrome and a slew of other browser substitutes.  This topic also ties back to preloaded browsers that come on devices such as the iPad.
  • Online and offline support will be driven by field seller location and connectivity provided by the selected mobile phone carriers.  I find that having both options will be needed to insure there are no productivity setbacks as your sellers move between meetings.
  • Top interactions offered to the mobile CRM user should be easy contact lookup, phone call placement, access to schedule, ability to schedule and complete activities, view & interaction with opportunities and viewing of some historical data elements.  More specialized mobile workforces will require task specific interaction so this topic and requirements will be defined on a company by company basis.

Resources – TenDigits, CWR Mobility & CRM Mobile Plus are just a few third-party CRM mobility add-on solutions to consider. 

Make mobility a priority at every turn in your CRM deployment and your organization will generate strong user adoption within your mobile workforce. 

– Tracy

* Gartner reference is pulled from “Analysts Explore the Changing Face of Mobility at Gartner Symposium/ITxpo, October 17-21, in Orlando”  STAMFORD, Conn., October 21, 2010 http://www.gartner.com/it/page.jsp?id=1455314[share_links