CWR Mobile CRM

The demand for mobile business solutions is growing. We at xRM understand the value of empowering workers in the field through convenient access to Microsoft Dynamics CRM. xRM is a proud partner of CWR Mobility, the creator of CWR Mobile CRM and Microsoft’s 2010 Mobility Partner of the Year. CWR Mobile CRM is a mobile solution for the mobile professional. It helps users maintain contact with customers, fosters strong lines of communication between coworkers, and sustains productivity while on the go.

CWR Mobile CRM differs from a Web browser on a mobile device. It is a native online and offline client designed to give users quick, effective access to Dynamics CRM in a mobile device environment. CWR Mobile CRM can be launched from any of the following platforms: Windows Phone®, iPhone® and iPad®, Blackberry®, and Android™.  It has an optimal interface for small-screen browsing and provides automatic data exchanges for up-to-the-minute connectivity. CWR Mobile CRM has access to both standard and custom entities in Dynamics CRM 3.0 and 4.0.

CWR Mobile CRM is optimized for the small screens of mobile devices, giving you accurate CRM data in the limited amount of space at hand. Rather than replicating the exact interface of Microsoft Dynamics CRM, CRW Mobile CRM streamlines the interface to make navigation quick and accessible. The program empowers the user by allowing them to customize the user-interface. The profile-specific implementation allows for modification of the application to match the functional needs of a solution team. The customizable, restructured interface allows mobile business users to interact with the data they need when they are on the go.

CWR Mobile CRM is fully compliant with the Microsoft Dynamics CRM Software Development Kit (SDK). This means any modifications made within Dynamics CRM will be supported by CRW Mobile CRM. The application allows the user to reassign tasks, exploit opportunities, and track e-mail and phone calls.

The transfer of data between the mobile device and the Dynamics CRM system is automatic. Data exchange happens on the fly so that the mobile user is not isolated from his or her organization. It also offers functionality in offline mode so the user can continue working, even without a strong network connection.

xRM is your primary source for launching and supporting CWR Mobile CRM. We are a Microsoft partner, a CWR Mobility partner, and a provider of large and small scale customized, integrated business solutions. We construct an effective implementation plan by learning about your business and its technical requirements. As the architect of your business solution, we have an intimate understanding of how CWR Mobile CRM fits into the big picture, and how it works with your hosted CRM solution. Since we tailor a business solution to your organization, xRM is your first level of support for all of its pieces.

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Microsoft Dynamics CRM 2011 Sales Module

Microsoft Dynamics CRM 2011 has five different modules: workplace, sales, marketing, service, and settings. These modules are designed to help users achieve tangible, consistent progress in everyday business processes. Each module has its own function, and is integral to the effectiveness of Dynamics CRM 2011. This entry will focus on the sales module. The sales module is, quite simply, everything sales. With it, salespeople and managers can access and see all of their sales processes, monitor leads, opportunities, quotes, orders, and invoices.

The sales process starts with leads.  Leads are potential customers that are not yet qualified in your system.  Upon qualification of a lead, users can convert it into an account, contact, and opportunity.

  • The opportunity is a place to build a potential sale.  Line items can be easily attached to the opportunity, and amounts can be write-in or pulled from a product catalog. Sales stages that work in tandem with Microsoft CRM’s robust workflow engine can be setup to drive activity and close deals.
  • Quotes can be generated from the opportunity, which automatically pull in all of the opportunity details.  These quotes can then be pushed into word via a mail merge, they can be e-mailed directly to the customer through an e-mail template, or they can be generated into a highly customizable SSRS report.
  • After the quote has gone out, orders and invoices can be generated from the opportunity that can be made to integrate with your accounting system to complete the sales cycle.

Those familiar with the Microsoft Office 2007 or 2010 line of products will quickly find the user interface of Dynamics CRM 2011 a familiar one. It utilizes the Office Ribbon, which boasts contextual actions for the user’s present task. The ribbon updates itself with the appropriate actions as the user navigates through various areas in CRM 2011, like the sales module for example.

To learn in detail about how to effectively operate the Microsoft Dynamics CRM 2011 sales module, see the following videos.

Microsoft Dynamics CRM 2011 Sales Module Demo  – Part 1

Microsoft Dynamics CRM 2011 Sales Module Demo – Part 2

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