How to demo Mobile CRM for your MS Dynamics CRM prospects
written by Ivan Stano on September 12, 2012
A.K.A. set the demo environment in just 3 easy steps
Demonstrating the mobile capabilities of Microsoft Dynamics CRM is becoming a must and mobility one of the crucial requirements for customers. Let’s have a look how to set up a mobile CRM demo in just 3 easy steps:
STEP 1 / GET THE APP
Whether you use iPad, iPhone, Android, Android tablet, Windows Phone 7 or Windows tablet*, all you have to do, is go to the App Store, Play Market or Marketplace and search for “Resco Mobile CRM”.
STEP 2 / SHOW REAL DATA
Although the app comes with demo data and lots of features, such as dashboards, charts, maps, photo and signature capture, it is always better to show your real data. As Resco Mobile CRM does not require any server, middleware or server components, connecting the app with your CRM server is very easy.
STEP 3 / MAKE A BIGGER IMPRESSION
(for overachievers only)