LiquidCRM

LiquidCRM: Sales on your iPad that sales people enjoy using!

Liquid CRM

 

LiquidCRM is fun to use.

First and foremost LiquidCRM is designed for sales people who insist on inspiring applications. LiquidCRM is easy to use and works the way native mobile applications should work, by following the ”Human Interface Guidelines“ for the specific device.

Manage your Accounts, Contacts, Leads, Opportunities, Activities, Notes, Products, Service Orders and Sales Analytics all in one place without feeling overwhelmed with a complicated user interface.

Our Rapid Deployment Solutions team delivers your Pilot in 3 Month and evolves that Pilot to Production in additional 6 Months. We offer flexible Pilot and Production options from providing you in-house software and services to public and private cloud options.

Accounts

Search for accounts. View relationships for an account. View activities for an account. View leads, opportunities, contacts for an account. Display directions to an account. View account interaction history. Call and email an account directly from LiquidCRM. Update account information. Create or update a note for an account.

Contacts

Search contacts. View relationships for a contact. Display driving directions to an account. Create and update contacts including activities and notes for contacts. Call or email a contact. Manage activities for a contact.

Leads & Opportunities

Search and view leads. Create and update lead details. Create or update a note or activity. Advanced Search and view of opportunities.

Activities

Search and view activities. Create or update activities. Log phone or email calls.

Analytics

View reports and edit report criteria. Create a sales pipeline report. Create various other sales report including Top Opportunity Report and Top Risk Opportunity Report.

See how the iPad helps your sales team engage your customer in the field.

Specifications

As each client has different integration points and mobile device operating systems, the detailed prerequisites are specified during the Architecture Phase of the project.

Device

Interfaces

Integration Points

Apple Ipad

HTTP/HTTPS

Sybase Unwired Platform


Protobuffers

SAP CRM 7.1 SP09+


Web Sockets

SAP Netweaver Mobile


Restful Web Services (JSON)

Gateway 1.1 SP03


ATOM