The CRM Sales and Marketing database is the single-user version for the iPad or iPhone for sales and marketing management.
Client relationship management CRM is a process of gathering information related to the sales and marketing of products to clients. This iTunes application provides a comprehensive group of screens for gathering CRM data, and managing all aspects of the client relationship.
one of the new features in this new CRM and sales application is that the salesperson screen provides a listing of clients for the individual salesperson in the sales team. The client screen is the parent screen where individual client information is gathered. Client screen also has pop over screens that allow you to add and edit information on the client screen, this would normally be done on individual screens. Consolidating subordinate screens on the client screen reduces the need to navigate to and from the subordinate screens. Subordinate screens are in many cases portal records for the individual information record for that client.
The drop-down navigation menu provides one tapper one click access to any screen in the application.
This application includes YouTube videos that are tutorials for the uses of this application.
This application was designed so that any user can learn the application very quickly. The developer also provides free technical support for this application. It's important to understand that this application provides an extensive amount of data management capability. Applications like salesforce cost many thousands of dollars, and require additional fees each month. This application is priced very low to allow small businesses to be able to afford a quality business application.
Prior to purchasing this application, you can get a free to online demonstration of the application by contacting the developer support using the link at the upper left of the screen.
This application provides money symbols for 53 countries so that you can set the money symbol for your local region.
The product line screens is a new feature in the CRM version. This allows you to create records of all your product line, and add additional technical information to each individual item. This also includes a scrolling portal for images of your product line within each record. Product specifications and product information are included in the screens. I suggest you read the detail information on the support site, and view the video help tutorials to see all the features and functions of this application.