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It’s valuable to step back and remind ourselves what a mobile situation is. As many of us who carry Blackberry’s or Treo’s or any mobile device for email and voice already know, we find ourselves in situations where we can work down the daily barrage of email, be incredibly responsive to requests, regardless of where we are. In a customer meeting, at a conference, at the airport etc. As we also know, these “mobile” situations are generally not laptop-friendly – poor to no connectivity, too little time to wake our notebooks, etc. -- but they are nevertheless situations where we need to access information, write emails, and continue working. For the field sales or service professional whose company has embraced CRM, these are situations where access to information is not just a ‘nice-to-have’, but essential.
Some considerations you’ll want to look for in a mobile CRM solution are: a rich client will give your users a familiar SalesLogix experience and the persistent datastore will ensure that data can be accessed and capture, regardless of the availability of a connection you’ll also want to be able to modify or enhance the user experience, so customization capabilities are critical Although standardizing on a single device model is a laudable goal, it’s easier said than done, so you need to be prepared to support multiple devices from a single infrastructure Security is obviously key, both in terms of data in-transit or at rest on the device And finally, it’s all about updating, so lightweight incremental synchronization of CRM data or application changes is essential.
Maintenance/support release focused on addressing defects as well as aligning Mobile with the core SLX product (release schedule, compatibility, etc.). Exploration of free mobile offering in progress. Release themes include: Reduced barriers and costs to implement mobile Recent releases focused on eliminating the burdens of implementation and system management, next step is to reduce overall cost of mobile and increase competitive viability by providing an additional license: free mobile. In direct response to BP community’s concerns re: barriers to implement mobile, mobile access to be repackaged as another means of access when purchasing a SLX license. Enhanced calendar integration Key pain point for BPs integrating with add-on solutions i.e. Intellisync. First step in recurring effort to improve email and acticity sync engines work together seamlessly and accurately.