3. Whatis CRM Gadget² Go? CRM Gadget 2 Go is an offline client for Oracle CRM On Demand. Use it without internet connection, access and maintain your CRM data from wherever you are and synchronize back to your CRM On Demand when you are back in the office. 3
4. How to use CRM Gadget² Go With CRM Gadget 2 Go you can maintain your CRM data like Accounts, Contacts, Opportunities and Activities with a smart user interface and full offline functionality. 4
5. Work offline CRM Gadget 2 Go allows you to maintain your CRM data offline, for example on customer site or on travel. Synchronize the changes you did to your Oracle CRM On Demand. 5
6. Close the loop The link feature allows you to easily relate all kinds of data together. Establish relationships between Accounts, Contacts and Opportunities. Use quick search to find all relevant data in only one window and use the “Link” to close your data loops. 6
8. See the context Usethemindmapfeature to visualizerelationships. See all important relations for an accountwithinyour CRM system at a glance. 8
9. CRM Gadget² Go productroadmap Custom Object & Service Request Layout Manager June, 2010 April, 2010 + + + March 08, 2010 9
10. Social Apps Social CRM in CRM Gadget² Go CRM Gadget2 Go integrates modern web applications, such as Google Maps and Facebook. Be informedaboutthelatest companyactivitiesusing Google News. Keepyourcontacts up to date and addmissinginformation bysynchronizingwithFacebook and LinkedIn. Chat withcolleagues and sharerecordsthroughtheintegrated Google Talk. 10
11. Why Social CRM? Market development Achieveyourtarget marketingtaskeasily. Increasedleadgeneration. Observeyourcompetitors Get a clearer picture of yourcompetitoror of a competingoffer. Differentiatemoreeasily and develop your uniqueness for your customers. Increasedconclusions of a sales. Observe potential customers Getstructured up to date informationabout potential customers and gain a bettermarketposition. Increasedleadgeneration & increasedconclusions of a sales. 11
12. CRM Gadget² Go Layout Manager Createyourownlayoutswiththe "CRM Gadger 2 Go Layout Manager“. (Coming in version 1.0) 12
13. Layout Manager Views Default View The standard On Demand configuration Administrator View Customizations coming from your CRM On Demand User Individual View Customizations done individually by each user in CRM Gadget 2 Go 13