AND Project: Microsoft Dynamics CRM for iPad

With this application users of Microsoft Dynamics CRM have system data access in real time from tablet iPad devices. Development of AND Project – Premium of the partner of Microsoft company in solutions based on Microsoft Dynamics CRM – contains the key functionality allowing in Russia is deleted to work with the CRM system.

Mobile application of AND Project is especially relevant for two user groups. First, for sales directors, development directors and to marketing for which CRM is the key instrument of business. The application contains ample opportunities on report generation and the analysts allowing at any moment and in a convenient form to exercise continuous control and the analysis of the current situation with sales, clients, work of employees. Among the reports available on iPad, the report on open transactions, the closed transactions, a funnel on stages, the report on the plan fact by employee \division. It is also possible to carry out the analysis of products according to possible transactions by employees and to group in possible transactions.

Thanks to an intuitive, user-friendly, ergonomic interface of the homepage the user easily is guided in application modules. Functionality "AND Project: Microsoft Dynamics CRM for iPad" includes a full-fledged work with data from the CRM system on possible transactions and sales plans, and the special form "analytics and KPI" contains the aggregated indicators: a funnel of sales, plan-fact indicators and products according to potential transactions. In the application the functionality of Drill Down (detailing of data) when from an analytical form it is possible to pass to the detailed this CRM easily is also implemented. All indicators are updated in real time.

The application of AND Project will be also interesting to the staff of sales departments which can not only quickly trace the current indicators, but also using the unique product directory to consult the client about advantages of products or services, being directly in office of the client and also to quickly create the potential transaction and to approve the bid price.