ISEC7 Mobility for SAP CRM

The CRM package enables mobile access to customer information in SAP® CRM via smartphone and tablet.

 

Sales representatives are able to prepare for customer visits with upcoming activities and get real time customer’s information during the meeting.

 

Right after the visit sales opportunities and follow up activities can be updated quickly.

Use cases

  • Preparing for a customer visit while on-the-go
  • Accessing relevant data during the visit
  • Post processing right after the visit, such as updates of opportunities or activities or writing the visit report

Value

  • Optimized preparation even while on the go
  • Access to real-time information allows immediate replies to customer questions
  • Rapid fulfillment of customer requests such as the demand for information material
  • Travel or waiting time can be utilized to either update CRM data or for targeting
  • Immediate updates increase the CRM‘s data quality

Features

  • Mobile access to SAP CRM - search, create and change
  • Accounts and contact persons
  • Activities, leads and opportunities
  • Marketing attributes, surveys
  • Search for customers around your own location or around a customer's location
  • Scan business cards and create as contact person
  • Calendar integration - activities, business and private appointments in a weekly view

Highlights

  • Caching the data for offline access
  • Offline creation of contact persons, visit reports, activities ...
  • Enhancement concept for additional data from all SAP systems
  • Surveys that can be created offline
  • Lead management on exhibitions with scanning of business cards

Customer specific enhancements

We deliver extensive and field proven standard package mobilizing standard processes in SAP.

 

All screens can be adapted based on a thought-out enhancement concept to meet your requirements.

Fields, tables, buttons and whole screens can be added or removed.

All outputs and all business logic, such as reading, filtering, processing and saving of the data, takes place in methods which can individually be redefined based on the enhancement concept.

 

All development is done in pure ABAP by developers from the customer or by partners from ISEC7.

Test it!

Download the app and test it! See here how to do it.

Screenshots