Mobile CRM+ Mobilizes and Extends CRM Server Functionality on Most Mainstream Smartphone


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September 3, 2008, ATLANTA, GEORGIA – Softtrends today announced Mobile CRM+, which enables users easily and securely access leading CRM Server applications using Windows Mobile, Symbian OS and Blackberry platform based Smartphone.

Mobile CRM+ not just duplicates CRM functionality on a smaller device; it provides appropriate information entry and retrieval facility and leverages the audio and video capabilities of today’s Smartphone device to improve information capture. Based on Smart-Client design Mobile CRM+ not only makes Online, Offline, Semi-connected transactions possible, it also comes loaded with a host of innovative features to extend CRM server Transactions, Information and Interactivity to mobile professionals. It interfaces with Audio, Video/Camera, Email, Phone and other local Smartphone applications to provide a set of rich functionality to the user.

Capturing Leads and Contacts using device’s voice and camera, recording incoming/outgoing phone calls to leads and contacts, creating activities with voice instructions and picture illustrations, browsing leads/contacts/activities as user would do on Desktop interface, searching for information directly on CRM server are some of the standard features in Mobile CRM+. When recording a meeting, the Rolling Audio Recording Buffer (DVR) in Mobile CRM+ makes it possible to snapshot previous comments into sound bites, not just record the entire meeting.

“One of the incredible features of Mobile CRM+ is the integration of CRM and Exchange Calendar/Tasks. Meetings/Phone calls can be scheduled for CRM contacts in CRM server using Outlook CRM client, and pushed to the mobile phone. Mobile CRM+ automatically identifies the pushed phone calls/meetings, acts on them, records the calls/meetings, attaches the recorded files to the respective activities, and uploads the files to CRM Server when the phone is idle” said D.P.Samantarai, CTO, Softtrends. “Any incoming call from a CRM Contact/Lead is also automatically identified, recorded and sent to the CRM Server as activity against the contact/lead”, he added.

Mobile CRM+ is currently available on Windows Mobile, Symbian OS and BlackBerry Smartphone, and supports Microsoft Dynamics CRM 4.0 (Hosted, online, in-premise versions) and on-demand CRM. Fully functional trial versions of Mobile CRM+ are available at Mobile CRM+ can be easily ported to support any CRM application that provides APIs for accessing the CRM information. Efforts are underway to make Mobile CRM+ available on other mobile platforms.

About Softtrends

Atlanta based Softtrends LLC and its Bangalore, India based subsidiary are leading developer of Mobile software products and custom software solutions for Windows Mobile, Symbian OS, RIM Blackberry, J2ME and iPhone platforms. For more information about Softtrends, please visit our website at


David Stuart
Softtrends LLC
Softtrends Software Pvt Ltd
[email protected]

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