Account Processing with CRM Mobile Sales Online 

Purpose

This process allows the sales manager to work with business partners and contacts persons. A sales representative working in the field can view, create and update account and contact information. This ensures that up-to-date and accurate information is avaialble to both the sales management and the sales representative.

Prerequisites

The account or contact must be created in the CRM Enterprise.

Process Flow

Display Account or Contact

You search and display the account or contact information on the handheld device. You can view details like the account number, the business partner name, city, country code and email. Usage of a blackberry device allows you to directly send an email if required.

Update Account or Contact

You update the account details like the contact name, account number and the location if applicable. 

Create Account or Contact

You create an account or contact providing details like the category, title, detailed address, contact number and so on. The options available on the device are determined by the customizing in the CRM Enterprise.

Result

A sales manager can update account information when on customer site. He/she can also create a contact or account when on a customer visit.