Folio3 SalesCloud Mobile
SalesCloud Mobile by Folio3 is an iPhone app that provides secure online and offline access and editing of SalesCloud CRM data on the go. Empower your sales team by providing them instant access to time critical CRM information on accounts, contacts and opportunities. Keep track of SalesCloud to-dos and tasks in the field. View and update notes against opportunities, accounts & contacts.
With offline access to the SalesCloud CRM and offline editing capability, you’ll always have the information you need at your fingertips.
Key Features
• Offline access and editing of SalesCloud CRM data
• Access & edit SalesCloud accounts, contacts, opportunities anytime, anywhere
• Manage SalesCloud Tasks and To-do items (view/edit)
• View & edit Notes against accounts and opportunities
• Search at Server capability
• Secure your device with a Master password – added security for offline access
• Built-in data conflict resolution – facilitates offline data access
• Data addition – coming soon!
With offline access to the SalesCloud CRM and offline editing capability, you’ll always have the information you need at your fingertips.
Key Features
• Offline access and editing of SalesCloud CRM data
• Access & edit SalesCloud accounts, contacts, opportunities anytime, anywhere
• Manage SalesCloud Tasks and To-do items (view/edit)
• View & edit Notes against accounts and opportunities
• Search at Server capability
• Secure your device with a Master password – added security for offline access
• Built-in data conflict resolution – facilitates offline data access
• Data addition – coming soon!
Category
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Tech