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©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential 1 TUTORIAL Lite Version

Nomalys for Salesforce - Tutorial (Lite Version)

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©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential

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TUTORIALLite Version

Nomalys for Salesforce is a unique

mobile app to manage your customer

information from your Salesforce CRM

on smartphones and tablets.

OUR SOLUTIONPRESENTATION

Follow our tutorial

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1. Enter your Salesforce credentials

(user name and password)

3. Wait a few seconds during the automatic connection to your

Salesforce CRM

2. Enter the verification code received by email or Text Message (optional)

CONNECT QUICKLY4

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: At your first connection, shortcuts are standards. We can quickly customize them.

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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 ACCOUNT6

2. Access all the information contained in Salesforce

3. Make phone calls, send emails and geolocate addresses

straight from the app

INTERACT WITH YOUR CUSTOMERS7

1. Open a bubble

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 INFORMATION8

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 Salesforce are not displayed on the app.

CUSTOMIZE YOUR DISPLAY9

2. Change the display order

3. Display or hide fields in

your app

SEARCH EASILY10

3. … or Refine your search using the FILTER

(Global, Only Accounts,

Only Contacts)

1. You cansearch for an Account or a

Contact at anytime by simplyclicking on the

magnifying glass

2. Type the name of an Account

or a Contact and then click on the folder you want to browse…

ADDITIONAL FEATURESPremium Version

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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.

Check out below some features of the Premium Version (customizable -

$29 per user per month).

GEOLOCATE YOUR ACCOUNTSCatch business opportunities on the go

View on a map all yourcustomers, prospects,

suppliers to increase yourefficiency on the go

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Good to know: PINS can be personalized to differentiate colors customers, prospects, partners...

Click on a pin to load the Account you need to work on

SPLIT OBJECTSFocus at a glance on your most relevant information

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Split objects and asign a different color based on a

condition.Ex: Opportunities split by stage -

Closed in grey, In Progress in green

LOAD FOLDERSwitch from an Account to a Subsidiary in 1 click

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Access an Account…Ex: Trasys FR

…load the folder of itssubsidiary

Ex: Trasys TechnologyNL

EDIT & ADD INFORMATIONCatch information on the go & Keep up to date your colleagues

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Setup customized formsto update and complete

your Salesforce CRM.Ex: Fill a Meeting Report,

Edit an opportunity, Add a new contact, etc.

NOTES & PHOTOSCatch information on the go & Keep up to date your colleagues

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Write a note

Take a photo

MULTI DATA SOURCESManage your customer information from several data sources

through one mobile app

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Check out our list of compatible softwares

Crush your quota!

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©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential