PipelineDeals – Mobile CRM Projects Underway

Today, we are announcing a new mobile CRM strategic initiative. Our goal with our mobile CRM solutions will be to take the same simple CRM tool we provide at PipelineDeals to mobile devices.

Today, we are announcing a new mobile CRM strategic initiative. Our goal with our mobile CRM solutions will be to take the same simple CRM tool we provide at PipelineDeals to mobile devices.

Our mobile CRM solution will provide the same simple and powerful tools to manage your sales pipeline, contact, leads and deals.

Why Mobile CRM ?

Sales professionals by their very nature are road warriors. They spend time in airports, hotels, at client / prospects’ locations, and every cafe and coffeehouse in between. They need critical access to prospect contact information, notes, prior communications, tasks and directions to their offices. In short, they need access to their CRM tool while on the road.

PipelineDeals iPhone mobile CRM Solution

Our first mobile CRM solution will be for the Apple iPhone.

Below we share some preliminary designs for the PipelineDeals iphone mobile CRM solution. We won’t share all of the designs as we have some nice surprises up our sleeves.

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Access Sales Deal Information

Easily access, view and edit all of your critical sales information from the deals summary.

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View & Type Notes

Of course, you will be able to add notes for your leads, contacts and deals when they are most timely after your meeting on site at the prospect.

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Search and Find Contacts and Leads

You will be able to easily and quickly locate your contact information quickly for all of your deals, leads, and contacts. And with a few clicks, you will be able to call them directly from the iPhone.

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Access your Agenda and Calendar

A simple view to see all of your relevant sales appointments, meetings and tasks will be included in the agenda application. The agenda application will be consistent and similar to the PipelineDeals Weekly Agenda on your home page.

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We will also be developing additional mobile CRM solutions for Blackberry, Windows Mobile and potentially even Google’s Android platform.

Let us know what you think, and which features you are looking for in an iPhone or mobile CRM solution.

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