The app provides real-time and secure access to key CRM data, including accounts, contacts, appointments, and opportunities, directly from an iPhone. This application requires separate licensing of Oracle CRM On Demand Mobile Sales Data Access.
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Create checklists, organize ideas, manage customers
Create customizable databases for task management, project tracking, and data organization. Add tables, forms, and views to structure information. Collaborate in real-time, set reminders, and integrate with other apps for workflow automation.
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
The app provides real-time access to customer information from a mobile device. Users can view and update contacts, tasks, and sales opportunities, and monitor key business KPIs.
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Track progress on deals and manage leads. Sync data across devices and update records in real time.
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
Access property and owner data to build targeted lists and reach potential buyers. Filter leads by criteria like home condition, roof age, and ownership status. Export contact details including phone numbers and emails.
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
Update opportunities with real-time data entry and quick edits. Track deal progress and manage pipelines on the go. Set reminders and receive alerts for key milestones. Collaborate with teams through in- messaging and file sharing.
Manage expenses by capturing receipts with the device camera and reviewing submitted claims. Access real-time financial and operational data from any web browser on iOS devices. Track inventory, sales, and purchases across departments.