Training and Documentation

• Release Notes
• Apex Mobile Summer '06 Executive Webinar
• Admin Training
• End User Training
• User Guide for Blackberry Users
• User Guide for Treo Users
• Mobile Console Guide

Free Trial

• Sign Up for a Free Trial of Apex Mobile

Feature Details

Mobile Product and Price-Book Access and Automated Lead Assignment
With full opportunity management on the go, your sales teams are always prepared with the most-up-to-date information, able to add products/pricing to opportunities, and able to respond to leads quickly and efficiently as they are assigned.

• Create accurate and complete opportunities: Mobile workers can select price books for a given opportunity; add, delete, and edit products to a given opportunity; and change price books associated with an opportunity—all from their mobile device.

• Maximize productivity: Full console support for mobilizing product and price book entries, default queries, and the ability to search for products and price books not resident on their mobile devices give mobile workers complete access to the information they need on the road.

• Streamline lead management: Remote salespeople can capture leads while in the field and have them automatically routed to the appropriate person based on predetermined assignment rules in Salesforce.

Mobile Cases and Solutions Extensions

• Improve mobile case management efficiency and close cases faster with mobile access to customer case information. Apex Mobile Summer ’06 extends mobile support for cases and solutions by giving service and support users access to more case information, the ability to view extended results, and the ability to perform more actions on cases.

• Efficiently manage and close cases from the field: Mobile workers can now associate cases with solutions, add case comments, and view case history.

• Increase service productivity with improved search results: Benefit from mobile case search results that display not only the case number but also the case identification number, date, and contact information (BlackBerry).

• Manage case assignments more effectively with case assignment rules that allow mobile users to select from multiple options.

Mobile Administration and Support Enhancements
Apex Mobile delivers breakthrough support features for administrators and customer support representatives assisting mobile users. With Apex Mobile administrators and customer service representatives (CSRs) can better solve problems on remote devices, providing faster customer response, increased service productivity, and improved case-resolution times.

• Provide faster service to your mobile workers by giving them direct and immediate access to their designated admin representative—right from their mobile device.

• Speed problem resolution with customized support and login access permissions: Mobile workers can grant login access from their devices to admins and CSRs for help with profile debugging or data problems, and domain admins can grant login access to CSRs from the console (access can be revoked at any time).

• Increase mobile user adoption with streamlined password verification: A new Verify Password option on the login screen helps users easily synchronize Salesforce passwords with the locally stored passwords on their devices.