Mobile CRM/Service Application Buyer's Guide

Here’s a guide to several of the top solutions for mobilising CRM applications and service teams, complete with pricing, local case studies and device compatibilities…

 

Download 2006 Mobile CRM/Service Application Buyer's Guide as it appeared in the iStart magazine.

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Mobilising CRM/ERP Applications and Mobile Service Applications

CRM/ERP
Please click on the following links for full information on the leading Mobile CRM/ERP companies.
Sage CRM
Delta Software
Lawson Software (formally Intentia)
Microsoft
Neotek
FrontRange Goldmine/Olympic
Pivotal

Vendor

Mobile Application Name

Features & Benefits

Supported Devices, OS

Sage CRM
Reference sites: NGK Spark Plugs (Australia)

Contact Details
Adexio
+64 4 384 6300

Sage SalesLogix CRM for Pocket PC

Sage CRM SalesLogix for Pocket PC extends Sage CRM SalesLogix to mobile devices, delivering rich functionality and realtime convenience. View and maintain contacts, accounts, meetings, activities, opportunities, and ticket information, whether in the office, or on the road.

Supports PDAs running MS Windows Pocket PC, Windows Mobile & Blackberry OS

Delta Software
Reference sites: Recently developed

Contact Details
Josie Ryan
josie.ryan@delta.co.nz
+64 21 333766,
www.delta.co.nz

InfraEnterprise Personal Digital Assistant

InfraEnterprise module for PDAs, leverages the fully web-based architecture of Infra’s service management application, increasing the efficiency of field technicians by allowing them to access incident and problem job tickets and configuration data while on the move. InfraEnterprise Personal Digital Assistant is a best-practice solution in areas including: management of customer inquiries, monitoring levels of service, workflow design and knowledge management.

Supports PDAs, Blackberry Devices and HTML interfaces

Lawson Software
(formerly Intentia)
Reference sites: Crown Equipment, Stuart Alexander, Australian Pharmaceutical Industries

Contact Details
David Walsh
Manager - Mobile Computing
Lawson Software
marketing@ap.lawson.com
+61 2 8437 5600

Mobileware

 

Mobileware is a computer software framework, comprising hand held client, wireless communications, server technology and back office application interface to arrive at a suite of mobile computing applications specifically designed for enterprise field force deployment. It assists the process change through data automation in services, sales and customer contact related industries.

Supports PDAs running MS Windows Pocket PC 2003 and Windows Mobile 5.0

Microsoft
Reference sites: not provided

Contact Details
Anne Frith
Marketing Manager, Business Solutions
+64 9 362 5865
www.microsoft.com/downloads search ‘CRM mobile’

Microsoft Dynamics CRM 3.0 Mobile

Microsoft CRM Mobile provides salespeople with up-to-date information about their accounts and contacts, helps them manage sales opportunities and track sales-related activities. Salespeople select the data to take with them on the road. While disconnected, they can enter data related to their sales activities. Salespeople can synchronize data with the Microsoft CRM server when the network is available, either when the user is on the office network, or when wireless access is available through GPRS. The data entry forms and views can be customised for your business.

Supports PDAs running MS Windows Mobile 2003- or 2005-based Pocket PC or Pocket PC Phone Edition (ARM or Xscale processor)

Neotek Limited
Reference sites: L’Oreal NZ Limited, Telecom NZ Limited, Applico Group Limited, GUD (NZ) Limited, Wheeler (NZ) Limited, Hydroflow Limited

Contact Details
Ian Hassell
ianh@neotek.co.nz
+64 9 915 6655
www.neotek.co.nz

Neotek Sales Force Automation and Neotek Enterprise

Neotek Sales Force Automation is designed for product manufacturers and distributors, delivering increased sales, improved visit to order ratio, increased order value, back office labour savings. The Neotek solution can be expanded to power online ordering (eCommerce), EDI and Print & CD catalogue automation.

Supports PDAs running Microsoft Windows 2003 Pocket PC, Microsoft Windows Mobile 5.0, Windows CE 4.2

FrontRange Goldmine / Olympic
Reference sites: Recently developed

Contact Details
Kevin Ogilvie
Olympic Software
0800 938 226 or
+64 9 357 0022

GoldPDA

 

GoldPDA wirelessly integrates and synchronises with FrontRange GoldMine CRM to view customer lists, client history, customer details and to manage activities. Features simplistic design and ease of learning and use. Reduces rework by capturing information whilst onsite with clients; make informed decisions with real-time access to important client information and past conversations; reduces paperwork; improves Sales Force productivity and efficiency; enhances customer service; reduces costs e.g. reduce petrol bills by eliminating the need for sales people to return to the office to update GoldMine.

Supports PDAs running MS Pocket PC 2003; Wireless connectivity enabled (Vodafone GPRS or Telecom CDMA)

Pivotal
Reference sites: New product to launch July 2006.

Contact Details
Tony Mitchell
tmitchell@pivotal.com
+64 9 306 2877

Tamara Hall
Alliance Manager
thall@pivotal.com
+61 3 9940 3905
www.pivotal.com

Pivotal Handheld

Pivotal Handheld is a device installed application for BlackBerry devices that allows sales reps to access CRM data and functionality. Key features include rich interface, offline use, wireless synchronisation and full customisation capabilities. The primary benefit is to increase the productivity of mobile sales reps.

Supports BlackBerry OS

Mobile Service Applications Buyers Guide

Please click on the following links for full information on the leading Mobile Service companies.
activiser
ECONZ Wireless Ltd
ECONZ Wireless Ltd (also available through Telecom)
I.T. Link Ltd
Strategis
Telecom

Vendor

Mobile
Application
Name

Features & Benefits

Supported Devices, OS

Pricing per user / multiple user

activiser
Reference sites: Kinetics Group, Think IT, Soft Source

Contact Details
Scott Simpson
scott.simpson@activiser.com
0800 ACTIVISER
www.activiser.com

activiser

 

activiser is a wireless and paperless job dispatch and management system for field staff, enabling them to access accurate job information wherever they are, whenever they need it. Able to link in with existing business software and securely connect staff into back office information systems. Key benefit is reduced administration.

Supports PDAs running MS Windows Mobile 2002, 2003, Windows Mobile 5.0 such as iPaq, iMate, Harrier, Apache and other HTC devices.

$75.00/mth per user

ECONZ Wireless Ltd
Reference sites: GoldPAY, CleanUP Group Ltd

Contact Details
John Tattersall
johnt@econz.com
+64 9 361 1900
www.econz.com

TimeCARD

 

ECONZ TimeCard is a mobile time-keeping solution that allows a mobile worker to capture the times at which they clock-in, clock-out on a given task and start and end work breaks. TimeCard provides the customer with a range of powerful reports that interface to payroll and accounting packages. No more chasing time sheets, major reduction in timesheet re-keying, accurate payroll support and job costing support. Visibility of who is on the job and when they started.

Supports J2ME mobile phones and Blackberry devices running the J2ME, Symbian and Blackberry OS.

$20.00/mth per user

ECONZ Wireless Ltd (also available through Telecom)
Reference sites: Asset Management Networks, Mikes Glass, United Gaming, Evolution Gaming, The Wireless Company, Amourguard noise control, Transfield, Downer Connect

Contact Details
John Tattersall
johnt@econz.com
+64 9 361 1900
www.econz.com

EService / Service+

EService is a wireless job dispatch and management solution for mobile field forces. It covers every element of the mobile work process, capturing important job details as they are created and sending them back to the office in real-time. EService provides total visibility of the job as it progresses and a complete record of interactions with customers. The comprehensive reporting suite provides business metrics and reports by customer, mobile worker, and job type.

Supports PDAs running MS Pocket PC 2003, Windows Mobile 5.0 and Palm OS such as Apache, K-Jam, HTC Triton, Treo 650, HP 6515, Psion Teklogix and Symbol and most J2ME mobile phones running the J2ME and Symbian OS.

Apache PDA user on 10meg data plan: $199 mth, Nokia J2ME phone user on 10 meg data plan: $99 mth

I.T. Link Ltd
Reference sites: Simply Squeezed Juices, Wynn Oil New Zealand, Exide Batteries, Cookie Time, Parnell Trading, PGF Golf, Amalgamated Food Distributors, Glacier Chilled Foods, Kleenpak Distributors, Wairau Paint Centre

Contact Details
0508 SALESLINK
0508 (725375)
www.saleslink.co.nz

SalesLink Mobile , StockLink Mobile , Mobile Agenda

SalesLink Mobile - captures sales orders on smartphones/handheld computers utilising wireless networks to send sales orders to head office and download information including stock on hand and customer details. Interfaces off the shelf to 40+ of NZ’s most popular accounting packages. StockLink Mobile - stocktaking with bar code scanning option. Mobile Agenda - mobile scheduler interfacing to SalesLink Mobile.

Supports PDAs running MS Windows Mobile 5.0 such as the iPAQ , Symbol, Apache,Triton 880, K Jam and Treo and Palm devices running Palm OS 5.

SalesLink Mobile $30 per week per user. Mobile Agenda $20 per week per user. StockLink $10 per week per user. ( prices based on 36 month term)

Strategis
Reference sites: Road to Rome, Brave, Marquis Condoms, Selwyn College

Contact Details
sales@coretalk.co.nz
0800 855898

Coretalk

 

Coretalk is a PC based tool to manage communications between PCs and mobile phones. Coretalk manages almost any text requirement including; sending and receiving texts, bulk sending, group sending and personalised messages, text based help desk, remote group relay, sending from a spreadsheet or external database, sending from your main computer system or web site, automatically responding to received texts, running competitions, prize management, email to text, text to email and text to text relay, operations reports, cashup etc.

Runs on Windows PC or server. Usable with any phone.

$80/mth

Telecom
Reference sites: The Warehouse, The Golf House

Contact Details
0800 GET eTXT
(0800 4383898)
www.telecom.co.nz

eTXT

 

eTXT combines the power of email and text messaging. It’s an immediate, cost effective and simple way to communicate to staff, suppliers and customers - straight to their text capable mobile phone. You can send an eTXT direct from your desktop email while you are at work, from the internet if you are at another PC or from your mobile if you are out of the office. If you need to send a message to your field staff, mobile sales force or even just to advise your team of a changed meeting time or location, eTXT can make your business more efficient and better informed.

Runs on Windows PC or server. Usable with any phone.

$99 set up.
$10/mth per account.
10c/message to 027.
17c/message to 021 or 029.

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