Nomalys Origin is the most disruptive mobile app to access, edit and enrich all your information from one or several data sources (CRM, ERP, BI, EDM, etc..) on your smartphone & tablet (iPad, iPhone, Android, Blackberry & Windows Phone). Suitable for the entire company (Sales, Purchasing, HR, Marketing, …) and all kind of data sources (SAP, Microsoft Dynamics, Salesforce, Siebel, People Soft, etc..), Nomalys enables sales force in the field to access all their information online and offline on smartphone and tablet (iphone, ipad, Android, Blackberry & WP8).

1. ©Copyright 2015 Nomalys SAS – All rights reserved – Document strictly confidential
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TUTORIAL

2. Nomalys Origin is a unique mobile app to
manage your customer information from
one or several business applications
on smartphones and tablets
(SugarCRM, Salesforce, Netsuite, Microsoft
Dynamics, etc.).
OUR SOLUTIONPRESENTATION
Follow our tutorial
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3. DOWNLOAD THE APP
1. Type the name of the
app on your mobile store:
Nomalys
Application available on:
2. Download it on
your mobile device
(smartphone & tablet)
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AppStore (iOS) Google Play Store (Android)

4. 1. Enter your credentials
provided by Nomalys
(username and password)
2. Connect and wait a few
seconds
CONNECT QUICKLY
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5. ACCESS YOUR SHORTCUTS
2. Click on the shortcut
you need to browse
1. Access your Shortcuts
by clicking on this icon
when you are on the
mind-map view
Good to know: We can customize your shortcuts depending on your needs.
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6. 1. You get a 360° view of all
your information related to
your Customer Account
(Contacts, Opportunities, Tasks,
etc…)
2. Navigate through your
information by opening
Objects (bubbles):
Tasks, Opportunities,
Contacts, Events, etc…
Good to know: The folder you are browsing is also available offline.
NAVIGATE INTO YOUR ACCOUNT
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7. 7
1. When you
are on an Event,
aTask, an
Opportunity,
etc., click on the
related Account
to access the
entire folder
2. Load the Account Folder
Ex: Carmadon paris
LOAD FOLDER
3. Get a 360°
view of the
Account

8. 2. Access all the information contained
in your business applications
3. Make phone calls, send
emails and geolocate addresses
straight from the app
INTERACT WITH YOUR CUSTOMERS
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1. Open a
bubble

9. 1. Add any kind of information in your Bookmark
list by clicking on the star on the top right…
2. …you will be able to quickly access all the
folders in your Bookmark list, even offline
BOOKMARK YOUR INFORMATION
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10. 4. Changes
will be
effective only
on the app
and only for
you
1. Click on the
icon to
customize the
display of the
fields in your
app
Good to know: Empty fields in your business applications are not displayed on the app.
CUSTOMIZE YOUR DISPLAY
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2. Change the display order
3. Display or
hide fields in
your app

11. SEARCH EASILY
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3. … or
Refine your
search using
the FILTER
(Global, Only
Accounts,
Only
Contacts)
1. You can
search for an
Account or a
Contact at any
time by simply
clicking on the
magnifying glass
2. Type the name of an Account
or a Contact and then click on the
folder you want to browse…

12. View on a map all your
customers, prospects,
suppliers to increase your
efficiency on the go
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Good to know: PINS can be customized to differentiate your customers, prospects, partners...
Click on a pin to load the
Account you need to work on
GEOLOCATE YOUR ACCOUNTS

13. 13
Ex: Fill a Meeting
Report, Edit an
opportunity, Add a
new contact, etc.
EDIT AND ADD INFORMATION
Setup customized
forms to update and
complete your
business applications

14. 14
Write a note
Take a photo
NOTES & PHOTOS

15. 15
Check out our list of compatible softwares
MULTI DATA SOURCES

16. GO FURTHER
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©Copyright 2015 Nomalys SAS – All rights reserved – Document strictly confidential
Visit website Watch demo
Feel free to rate the app on your application store!

17. Crush your quota!
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©Copyright 2015 Nomalys SAS – All rights reserved – Document strictly confidential