The Official Salesforce Blog - Mobile CRM

• Webinar on CRM to Go: The Business Web™ and the Mobile Enterprise

  Sep 20, 2006

  Join our live complimentary webinar on “CRM to Go” and learn how to start achieving the benefits of Mobile CRM including more professional sales and service interactions; shorter cycle times in areas such as quote generation, incident resolution, and order fulfillment; and much more. Learn from the experts how to create great customer experiences with Mobile IT and the Business Web. I’ll be your host and joining me will be a panel of mobile experts including:

  Liz Herbert, Analyst, Forrester. Author of Forrester’s “"Extend CRM Value with Mobility" research, available compliments of salesforce.com.

  Salesforce.com Customer Michael Markham, IT Architect, Pharmion

  Alex Klyce, Salesforce.com Senior Vice President, General Manager, AppExhange Mobile

  Don’t miss this great opportunity on Thursday, September 28, 10:00 AM - 11:00 AM PDT. Register Now: Webinar on CRM to Go: The Business Web™ and the Mobile Enterprise.

  See a demo of AppExchange Mobile by visiting: AppExchange Mobile Demo

  Download a copy of our Webcast slides here: Download crm_2_go_by_salesforce.com 9.28.06.pdf 

  Visit the AppExchange and Test Drive 60+ Mobile On-Demand Applications to Choose From:  Test Drive Mobile On-Demand Apps

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• Mobile Customer Relationship Management Survey

  Jul 31, 2006

  More and more, organizations are arming their field sales representatives with mobile access to CRM and SFA applications. With one-touch access through a variety of handheld devices, mobile sales representatives can now access real-time information including product availability, order status, and competitive intelligence to use at the point of interaction.  What best practices are being employed by organizations classified as best-in-class, and how can their lessons be leveraged by organizations just beginning their mobile CRM initiative?  To get answers, become part of Aberdeen's fact-based benchmark report by taking their Mobile customer relationship management Survey.

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• Offline Edition Mail Merge

  Jul 5, 2006

  Mail Merge can be used to retrieve data (e.g., opportunity line items) from Salesforce Offline Edition. The data can then be viewed and edited in Microsoft Word (or compatible program). More information about using Mail Merge with Offline Edition is available at:

  http://salesforce.sitestream.com/assets/exe/OfflineEdition/OfflineMailMerge/

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• AppExchange Mobile Admin Training

  May 23, 2006

  
  Today a training course was posted with instructions for How to Setup a New AppExchange Mobile Account. The 20 minute tutorial walks you through creating profiles for your mobile devices and configuring connections to everyone’s blackberries. From there you can add users and you’ll be on your way to leveraging the power of AppExchange Mobile.

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• Salesforce BlackBerry Wallpaper

  Apr 13, 2006

  To celebrate the launch of AppExchange Mobile one of our designers created this desktop background image for your blackberry.

  
  

  The easiest way to upload it is to email yourself the link below, open it on your blackberry, save the image to your picture folder, and set it as your home screen image.
  

  http://www.blackberrycool.com/wallpaper/1945564646443eb4ee02725.jpg

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• Keep Offline Edition Always Synched!

  Dec 21, 2005

  salesforce.com offers an Offline Edition of its application for use by mobile salespeople. It provides access to Accounts, Contacts, Opportunities, and Activity history, within a familiar salesforce.com interface, and bidirectionally synchs with salesforce.com's classic "online edition".

  There is the catch: You have to synch it, both before you go on the road, and when you get back!

  Here is how you can ensure you never work with stale data again! Be a hero, and recommend this to all your Offline users: Schedule the synching using Microsoft Windows Scheduler. For example, schedule offline to popup every day at 3pm, to remind you to click the synch button.

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