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Mobile2020-05-01T14:59:45+01:00

MOBILE

With mobile device usage continuing to grow, it’s no surprise many CRM users now access their system on these devices.

To meet the needs of your on-the-go workers, Workbooks offers a mobile-compatible version of its CRM platform.

  • Create email, notes, opportunities, tasks and much more.

  • Use Google Maps from a Person or Organization record.

  • Click to call functionality available from anywhere in your Workbooks database.

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The mobile version of Workbooks, both on phone and tablet, is very popular with sales teams. Based upon a well-known library known as Sencha Touch, it offers a look and feel that is familiar to most users, and it means that wherever you are so long as you have a mobile or Wifi connection you can access the key information you need.

Before you step into a meeting with a key client you can read up on all the recent activity on their account. You can discover any issues they might have had, and so be prepared to proactively suggest solutions. It’s this sort of knowledge that helps you build the strongest, most enduring relationships with customers.

Then as soon as you leave the meeting you can add notes to that customer record so everyone else in the team is up to date with the latest developments. Where in the past you had to wait until you came back to your desk to share this information now you can do it immediately. Not only is it a faster way to share the information, but it also makes it far less likely you will forget something.

The process is easy, intuitive and mobile optimized.

FURTHER READING

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