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Results Gained with CRM, Mobile CRM, Make your business work smarter, Sales Productivity Improvements,

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5 Min Read

New Infor CRM Mobile quick view speeds updating sales opportunities

As the adage states "Time is Money"

The continuing improvement of the Infor CRM mobile user interface helps you get more work done faster. Also less wasted time trying to summarize where your opportunities stand for sales reporting.

One of the helpful new features of the recently released Infor CRM mobile version 3.3 is a new quick edit view.  Start from a group like your open opportunities or do a lookup for a specific opportunity.

Infor_CRM_Mobile_My_Open_Opportunity_list

 This now brings the card's information from the list and provides quick actions menu.  

Infor_CRM_Mobile_3.3_Manage_opportunity

Information is shown at the top. There is faster editing and no context is lost when doing the quick edit.

Quickly update key information:  Stage, close probability, sales potential dollars and estimated close date; tap save icon and move on to the next opportunity to update.

Mobile_3.3_Opportunity_Quick_edit_form

 

Easily use the settings to determine if you want to show a summary listing or a more detailed listing. Also easily decide which Key performance indicators to display for the group you are using:

Infor_CRM_mobile_3.3_summary-detail_and_KPIs

 

KPI_sales_opps_monthly_icon  Simply clicking on the "Average Monthly Sales Potential" KPI will show a graph of sales dollars per month for the current listed opportunities:

 Opportunity_KPI_potential_by_month

 

Other tips in using Infor Mobile client found here....

 


Sound helpful?  For more information give me a call (269-445-3001) or drop me an email: Dick@SuccessWithCRM.com 

We are here to help your business have greater success with a well-used CRM in place. 

 

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Topics:   Results Gained with CRM Mobile CRM Make your business work smarter Sales Productivity Improvements

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