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).

1. ©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential
1
Lite Version
VS
Premium Version

2. Salesforce Visual Mapping 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).
INTRODUCTION
2

3. OBJECTS CUSTOMIZATION
Focus at a glance on your most relevant information
3
Standard and custom
objects are ramdomly
selected and displayed
Select, display and
asign a color to each
object
(standard and custom)
PremiumLite

4. SPLIT OBJECTS
Focus at a glance on your most relevant information
4
Split objects and asign
a different color based
on a condition.
Ex: Opportunities split by
stage - Closed in grey, In
Progress in green
No customization
= No Split
PremiumLite

5. REORGANIZE FIELDS
Reorganize fields to rank your information
5
Technical and
functional fields are
randomly displayed
Hide, display and
order fields.
Ex: Hide technical fields
and reorganize functional
fields.
PremiumLite

6. SEARCH OPTIMIZATION
Find quicker your information
6
Search only available
on Account and
Contact
The search can be setup
on any Objects and
Fields
(standard and custom).
Ex: Lead, Opportunity, etc.
PremiumLite

7. SHORTCUTS
Focus on your top priorities
7
Standard shortcuts
Customized shortcuts
are based on 1 or
several conditions
Ex: Open opportunities, Top
50 customers, Recent
unpaid orders, etc.
No maximum results
per shortcut
20 results max per
shortcut
(sorted randomly)
PremiumLite

8. BOOKMARKS
Keep on top of your mind and access offline your most important information
8
20 Bookmarks
only
40 Bookmarks
or more
Bookmarks are
available offline
PremiumLite

9. OFFLINE MODE
Stay connected to your customers even offline
9
Only your last open
folder is available
offline
The offline mode can
be setup on different
features:
- Last open folder
- Bookmarks
- Shortcuts
PremiumLite

10. SMART GEOLOCATION
Plan and optimize your day - Catch business opportunities on the go
10
* In the Lite Version, this feature
is only available for companies
that have setup and filled the
latitude and longitude fields in
their Salesforce CRM.
Several colors
are available.
Ex: Client in Green,
Prospect in Blue, Supplier
in Yellow, etc.
Pins are all red*
PremiumLite

11. LOAD FOLDER
Switch from an Account to a Subsidiary in 1 click
11
Access an Account…
Ex: Trasys FR
…load the folder of its
subsidiary
Ex: Trasys Technology
NL

12. EDIT & ADD INFORMATION
Catch information on the go & Keep up to date your colleagues
12
Setup customized forms
to update and complete
your Salesforce CRM.
Ex: Fill a Meeting Report,
Edit an opportunity, Add a
new contact, etc.

13. NOTES & PHOTOS
Catch information on the go & Keep up to date your colleagues
13
Write a note
Take a photo

14. MULTI DATA SOURCES
Manage your customer information from several data sources
through one mobile app
14
Check out our list of compatible softwares

15. IMPORTANT
15
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

16. 16
©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential
Visit website Watch demo
Feel free to rate the app on your application store!
GO FURTHER

17. Crush your quota!
17
©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential