06-13-2005, 10:00 PM
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Executive Editor
Join Date: Aug 2006
Posts: 29,160
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Looking for a Pocket PC CRM Application
A friend asked me about a CRM application for the Pocket PC, and I drew a blank because that's something I don't know much about. So I'm turning to you, our very smart readers, to help me find a solution for him. The application should be like a contact manager, but also have support for customer records, service requests, history, etc. It should sync to the PC, either with a desktop version of the same app, or perhaps Outlook or another PIM tool. Is there anything on the market like that?
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06-13-2005, 10:10 PM
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Neophyte
Join Date: Apr 2002
Posts: 6
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An option for SMB use
http://www.lillysoftware.com/spotlight/
I have not used it, but work for the company, Lilly Software Associates now Infor Global Solutions.
Hope this helps.
----------------------------------------------
Are you interested in a wireless solution for accessing real-time executive, financial, sales, and shop floor data? VISUAL Mobile combines the portability and convenience of handheld devices with browser-based Microsoft .NET technology, high-speed networking capabilities of Wireless Fidelity (Wi-Fi), and direct integration to the VISUAL database without the need for a third-party interface.
With VISUAL Mobile, whether users are on the road, at home, or just away from their desk, they can consistently track critical records and make informed decisions, saving time and energy. This application keeps CEOs and managers in touch with the most current executive and financial news, including:
Order and shipment volumes
Cash flow
Work In Progress/Value Added Services
Product and profitability reports
Invoices
Accounts receivable
Accounts payable
Cash flow aggregates
Gross profit
Short term cash plans
Lilly Software's wireless solution is ideal for companies that want to deliver a high level of customer service and respond quickly and resourcefully to customer needs. By using handheld devices to connect to network resources, service and sales representatives can readily confirm:
Customer contact information
Quotes
Customer orders
Shipments
Requests for Proposal
Inventory part pricing
Stock levels
Managers no longer have to walk the shop floor to verify:
Work order efficiencies and status
Expectant receipt of raw materials
Scheduling and throughput
Employee productivity
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06-13-2005, 10:35 PM
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06-13-2005, 10:57 PM
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Pontificator
Join Date: Aug 2006
Posts: 1,202
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This doesn't help today, but Microsoft is releasing a version of it's Business Contact Manager Software for Windows Mobile sometime soon. It is currently in Beta.
Microsoft released an upgrade to the desktop version of BCM that is compatible with MS Small Business Server Exchange. A registry tweak on your PC will enable it to work with any version of Exchange. If you own MS Office Professional, you should have received a BCM CD with it and can install this in prep for the upcoming mobile release. However, you cannot sync your Business Contacts from BCM with your WM device until they release the mobile version.
Alternatively, he could try ACT! or Goldmine on his desktop and sync using CompanionLink with his WM device. He'll have to make tasks or the like to build the history of service records though, since WM doesn't really provide this funciton.
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06-13-2005, 11:58 PM
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Ponderer
Join Date: Feb 2002
Posts: 58
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The bad news seems to be both of these mobile CRM solution requires a server purchase as well. I would like to see the mobile version of the Business Contact Manager software. Maybe that will be a solution for some of us.
__________________
Corey McLaughlin
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06-14-2005, 12:27 AM
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Ponderer
Join Date: Apr 2004
Posts: 94
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Quote:
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Originally Posted by NeilE
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For me, the link that you provided returns a 404 error - page not found.
- Tim
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06-14-2005, 12:33 AM
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Ponderer
Join Date: Apr 2004
Posts: 94
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Quote:
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Originally Posted by whydidnt
...he could try ACT! or Goldmine on his desktop and sync using CompanionLink with his WM device. He'll have to make tasks or the like to build the history of service records though, since WM doesn't really provide this funciton.
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I tried Act! and the PocketPC link that comes with it. The version that I tested was Act! 2005, and I believe that there has been a new version released since then.
Act! was not satisfactory for my purposes. I needed for it to work seamlessly with Outlook and with the Outlook databases on my pocket PC, and it did not. In fact, more often than not I found that ALL my contacts and appointments had been duplicated on both my ppc and on my ACT! and Outlook desktop environments.
I would not consider Act! again, for my purposes. Your experience may be different from mine.
- Tim
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06-14-2005, 12:46 AM
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5000+ Posts? I Should OWN This Site!
Join Date: Aug 2006
Posts: 5,616
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Quote:
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Originally Posted by timcolling
Quote:
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Originally Posted by NeilE
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For me, the link that you provided returns a 404 error - page not found.
- Tim |
That's because he stuck a period at the end of his sentence. 
Here's the link you want: http://download.microsoft.com/downlo...e_Brochure.PDF.
__________________
iPhone 4! ☠☠☠ Mid-2010 15" MacBook Pro! ☠☠☠ Gateway LT2102h! ☠☠☠ Dell XPS M1210!
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06-14-2005, 04:25 AM
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Theorist
Join Date: Jul 2003
Posts: 287
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Well, I created a contact manager using HanDBase and their Runtime environment. You can download the trial version here:
http://www.ddhsoftware.com/gallery.h...mp;record=1943
With this app you can create company records, then contacts for that company and notes, activities and opportunities for each contact.
I've been a big CRM fan for a long time and tried to build everthing in it I could.
Because it is built using HanDBase it can be synced to the desktop and use either the HanDBase desktop or other database programs. DDH Software has a conduit for MS Access and ODBC.
Jason, is this the kind of thing you are looking for?
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06-14-2005, 06:29 AM
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Intellectual
Join Date: Jul 2003
Posts: 217
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The PPC version of MS CRM is pretty good and it will get some nice upgrades with the next version of CRM, but the actual application does not come with a cheap price tag.
Outlook/Office BCM is be a nice option for SMB customers and when/if the mobile version comes out it'll be very compelling.
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