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ClientCall-Manager for Salesforce

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Page 1: ClientCall-Manager for Salesforce
Page 2: ClientCall-Manager for Salesforce

Introducing

CLIENTCALL-Manager

::

Page 3: ClientCall-Manager for Salesforce
Page 4: ClientCall-Manager for Salesforce
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With “One Click” your SalesForce Client List is wirelessly downloaded to your mobile device…With “One Click” your SalesForce Client List is wirelessly downloaded to your mobile device…

SET-UPSET-UP

Client List Client List

ADX Mfg.Bio-Gem Ind.Beck CorporationCasper & Casper LLCExeter Dist. Inc.Kelly IT ServicesLocke at Law

Page 7: ClientCall-Manager for Salesforce

SalesForce

Billing parameters are defined. (one time only)

Billing parameters are defined. (one time only)

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ADX Mfg.Bio-Gem Ind.Beck CorporationCasper & Casper LLCExeter Dist. Inc.Kelly IT ServicesLocke at LawMadacomMaster Productions

Client List

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The ClientCall-Manager software automatically recognizes

incoming and outgoing phone numbers and can effortlessly

keep track of all billable and non-billable events.

The ClientCall-Manager software automatically recognizes

incoming and outgoing phone numbers and can effortlessly

keep track of all billable and non-billable events.

Page 11: ClientCall-Manager for Salesforce
Page 12: ClientCall-Manager for Salesforce

Additionally “Notes”can be added for detailing the account.

Additionally “Notes”can be added for detailing the account.

Page 13: ClientCall-Manager for Salesforce

SalesForce

ADX Mfg.Bio-Gem Ind.Beck CorporationCasper & Casper LLCExeter Dist. Inc.Kelly IT ServicesLocke at LawMadacomMaster Productions

Client List

Page 14: ClientCall-Manager for Salesforce

ClientCall-Manager automatically captures your Phone

calls, emails and consultations throughout the day and

then automatically uploads to your Salesforce account to

populate and update your client records.

ClientCall-Manager automatically captures your phone

calls, emails and consultations throughout the day and

then automatically uploads to your Salesforce account to

populate and update your client records.

Page 15: ClientCall-Manager for Salesforce
Page 16: ClientCall-Manager for Salesforce

MANAGEMENT

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Make Every Mobile Minute Count…Make Every Mobile Minute Count…

Tracks all Client Call activity in real-time andautomatically synchronizes it with Salesforce records

Simplifies Billing and Time Justification for companyand clients

Captures Lost revenue equaling thousands of billabledollars monthly

Easy installation and simple functionality for staff andmanagement

Will generate greater staff productivity \ accountabilitybenefiting both company and clients

Tracks all Client Call activity in real-time andautomatically synchronizes it with Salesforce records

Simplifies Billing and Time justification for companyand clients

Captures lost revenue equaling thousands of billabledollars monthly

Easy installation and simple functionality for staff andmanagement

Will generate greater staff productivity \ accountabilitybenefiting both company and clients

Page 19: ClientCall-Manager for Salesforce

Advanced Mobile Technologies, LLC

www.advanced-mobile.com

p: 888-988-9810

Copyright - All rights reserved. – 2007-2008