CDC Software, a provider of on-premise and cloud technologies, made available this week the first release of Pivotal CRM for iPad, an application that enables users to access customer relationship management information from Apple’s tablet devices.
“Providing employees with access to critical information about clients, prospects, products and contacts no matter where they are, gives organizations a competitive edge,’’ Pierre Custeau, executive vice president of CRM Product Management at CDC Software, said in a statement.
Pivotal CRM’s new mobile application, available as a software-as-a-service (SaaS) offering, uses the entire screen of the iPad and features a personal dashboard that provides a snapshot view of customer information that is most important to that particular user, the company said. Information displayed in the dashboard can include charts, such as line and bar graphs, Web pages and search result lists.
By configuring searches to look at any data within the Pivotal CRM deployment, users can get instant online access to information relevant to their job, the company said. They can set up custom searches such as open opportunities forecasted to close within a given period, newly acquired accounts with a specified net value, or key company or contacts in a specific area.
New data and updates are reflected instantly in the enterprise CRM database when the user is online. When a wireless connection is not available, users can still access CRM data that was synchronized to their device. The application also includes full integration with Skype, LinkedIn, Facebook and Google Maps.
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