The document introduces the ClientCall-Manager software which allows users to download their Salesforce client list to their mobile device with one click. It automatically recognizes incoming and outgoing phone numbers to track billable and non-billable events. It can also add notes and captures phone calls, emails, and consultations to automatically update client records on Salesforce. The software aims to help users make every mobile minute count by tracking client call activity in real-time and synchronizing it with Salesforce to simplify billing and increase staff productivity.
6. ADX Mfg . Bio-Gem Ind. Beck Corporation Casper & Casper LLC Exeter Dist. Inc. Kelly IT Services Locke at Law With “One Click” your SalesForce Client List is wirelessly downloaded to your mobile device… With “ One Click ” your SalesForce Client List is wirelessly downloaded to your mobile device… SET-UP SET-UP Client List Client List
7. Billing parameters are defined. (one time only) Billing parameters are defined. ( one time only ) SalesForce
8.
9. ADX Mfg . Bio-Gem Ind. Beck Corporation Casper & Casper LLC Exeter Dist. Inc. Kelly IT Services Locke at Law Madacom Master Productions Client List
10. The ClientCall-Manager software automatically recognizes incoming and outgoing phone numbers and can effortlessly keep track of all billable and non-billable events. The ClientCall-Manager software automatically recognizes incoming and outgoing phone numbers and can effortlessly keep track of all billable and non-billable events.
11.
12. Additionally “Notes” can be added for detailing the account. Additionally “Notes” can be added for detailing the account.
13. SalesForce ADX Mfg . Bio-Gem Ind. Beck Corporation Casper & Casper LLC Exeter Dist. Inc. Kelly IT Services Locke at Law Madacom Master Productions Client List
14. ClientCall-Manager automatically captures your Phone calls, emails and consultations throughout the day and then automatically uploads to your Salesforce account to populate and update your client records. ClientCall-Manager automatically captures your phone calls, emails and consultations throughout the day and then automatically uploads to your Salesforce account to populate and update your client records.
18. Make Every Mobile Minute Count… Make Every Mobile Minute Count… Tracks all Client Call activity in real-time and automatically synchronizes it with Salesforce records Simplifies Billing and Time Justification for company and clients Captures Lost revenue equaling thousands of billable dollars monthly Easy installation and simple functionality for staff and management Will generate greater staff productivity accountability benefiting both company and clients Tracks all Client Call activity in real-time and automatically synchronizes it with Salesforce records Simplifies Billing and Time justification for company and clients Captures lost revenue equaling thousands of billable dollars monthly Easy installation and simple functionality for staff and management Will generate greater staff productivity accountability benefiting both company and clients
19. Advanced Mobile Technologies, LLC www.advanced-mobile.com p: 888-988-9810 Copyright - All rights reserved. – 2007-2008
