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CRM on the go! Create your CRM data anytime anywhere

Written by Erik Ledeboer on . Posted in Exact Online

Improve information insight, shorten sales cycles and win more deals with the mobile apps of Exact Online. Sales people are often on the road and want to have their CRM right at hand all the time. Not only to view relevant account data but also to quickly update the system. Whether it’s about quickly creating an opportunity, submitting a task for a collegue or adding a new contact they’ve just met.

Now general available

On all Exact Online mobile apps (iPhone, iPad and Android phone) it is now possible to not only view accounts, contacts, opportunities and activities (e.g. tasks, communication notes) but also to create and edit them. (Please make sure you have updated your app from the App store or Google Play!)

CRM always up-to-date

Nothing more convenient for a sales rep if he or she can directly register an opportunity when he is visiting a new customer and send out a task to a collegue to start working something out for example. No precious time is lost and the CRM system will always contain the latest information.

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Feedback

If you have any feedback on this upcoming innovation just place a comment on this blog or send an e-mail directly to Erik Ledeboer, product marketing manager CRM in Exact Online (erik.ledeboer@exact.com).

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