Nomalys for Salesforce is a unique and efficient mobile app to manage your customer information from your Salesforce CRM.
The app can be downloaded and tested in its Lite Version (standard - free ) which provides a uniform and automatic setup for all Salesforce users in the world.
This presentation will give you insights on the benefits you can get with the Premium Version (customizable - $29 per user per month).
3. Shortcuts (1/4)
Customized shortcuts
3
PremiumLite
Customized shortcuts
per user profile:
Ex: Manager (My team
forecasts)
Ex: Sales Rep (My open
opportunities)
No maximum results
per shortcut
Standard shortcuts
20 results max per
shortcut
(sorted randomly)
4. SHORTCUTS (2/4)
Fine tune your shortcuts lists: Search in the list
4
Type the name of a
specific Account,
Contact, Opportunity,
etc. in your shortcuts
lists
5. SHORTCUTS (3/4)
Fine tune your shortcuts lists: Order by
5
Order your shortcuts by
Date, Name, Turnover,
etc.
6. Shortcuts (4/4)
Access your shortcuts offline
6
PremiumLite
The list AND the folders
are available offline
(same as the Favorites
feature)
The list is
available offline
7. IMPORTANT
7
The customization process:
Does not require any technical
development
Is entirely performed on the
NomalysYourSelf web console
Can be performed by your own team
(1-day training required)
Lasts 3 days in average