Slide 2: Introducing
CLIENTCALL-Manager
:
Slide 6: SET-UP
With “One Click” your SalesForce Client List is With “One Click” your SalesForce Client List is wirelessly downloaded to your mobile device… wirelessly downloaded to your mobile device…
Client List
Client List
ADX Mfg. Bio-Gem Ind. Beck Corporation Casper & Casper LLC Exeter Dist. Inc. Kelly IT Services Locke at Law
Slide 7: Billing parameters are defined.
(one time only)
SalesForce
Slide 9: Client List
ADX Mfg. Bio-Gem Ind. Beck Corporation Casper & Casper LLC Exeter Dist. Inc. Kelly IT Services Locke at Law Madacom Master Productions
Slide 10: The ClientCall-Manager software automatically recognizes incoming and outgoing phone numbers and can effortlessly keep track of all billable and non-billable events.
Slide 12: Additionally “Notes” Additionally “Notes” can be added for can be added for detailing the account. detailing the account.
Slide 13: Client List
ADX Mfg. Bio-Gem Ind. Beck Corporation Casper & Casper LLC Exeter Dist. Inc. Kelly IT Services Locke at Law Madacom Master Productions
SalesForce
Slide 14: ClientCall-Manager automatically captures your phone ClientCall-Manager automatically captures your Phone calls, emails and consultations throughout the day and calls, emails and consultations throughout the day and then automatically uploads to your Salesforce account to then automatically uploads to your Salesforce account to populate and update your client records. populate and update your client records.
Slide 16: MANAGEMENT
Slide 18: Make Every Mobile Minute Count… Make Every Mobile Minute Count… Tracks all Client Call activity in real-time and Tracks all Client Call activity in real-time and automatically synchronizes it with Salesforce records automatically synchronizes it with Salesforce records Simplifies Billing and Time justification Simplifies Billing and Time Justification for company and clients and clients Captures lost revenue equaling thousands of billable Captures Lost revenue equaling thousands of billable dollars monthly dollars monthly Easy installation and simple functionality for staff and Easy installation and simple functionality for staff and management management Will generate greater staff productivity \ accountability Will generate greater staff productivity \ accountability benefiting both company and clients benefiting both company and clients
Slide 19: Advanced Mobile Technologies, LLC
www.advanced-mobile.com p: 888-988-9810
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