Running Your CRM Business with Google Apps for Business on Your Mobile phones

Google CRM Software and Google Apps allow CRM business owners to manage their operations on the move using mobile phones and other mobile devices. These online tools also give employees access to office documents from their mobile devices, so that they can work on them from any location with an Internet connection.

Here are some of the features that make Google Apps so great for mobile office operations:

• Multi-platform – A mobile phone comparison shows that Google Apps are compatible with most mobile devices including those using Android and iOS platforms.

• Highly versatile – The apps provide just about everything needed for mobile office operations, so there is less need for installing and maintaining multiple applications.

• Constantly improving – The Google Apps suite is not static and there are continuous improvements and upgrades.

• Flexibility – Google Apps are compatible with many types of document formats.

• Effectiveness – Google Apps have a proven record in saving money for clients and increasing ROI.

CRM-Google Apps for communicating

Users can sync their Gmail, Voice, Talk, Blogger and Buzz accounts with Google Apps. Once synced, they can access these apps from any location having Internet access.

Video chat capability is on the horizon although this will require sufficient broadband speeds in order to work effectively. With Google Apps, you can do so much more than simply send emails. You can communicate in real time over chat or voice links. Text messages are free with Google Voice and international calls are available at discounted rates.

Location-based services

Google Apps provides access to useful location services like Google Maps, Google Latitude and Google Earth. If your GPS or other location-tracking system is activated, you can register you real time location on Buzz and other networking platforms.

Maps and Latitude allow you to pinpoint your location and navigate while traveling for business. You will also have the capability of tracking employees, clients and others and helping them to reach their destinations. Google Earth provides highly detailed 3D images of locations around the globe allowing you to scan sites and familiarize yourself with the environment prior to actually traveling there.

Mobile search apps

When you are the go, the capability of searching for destinations on the move can be very useful. Google Apps offers the traditional Google Search along with Goggles, Voice Search and Google SMS for mobile phones.

• Google Search – Enter queries just as you would on your desktop. Find places to eat or stay on the fly from traditional Google search results or from more specialized results like Google Places.

• Goggles – Goggles searches for image rather than keyword results. The app can identify products, storefronts, barcodes, business cards, print ads, signatures and more.

• Voice Search – With this app, you can voice your queries rather than typing them into your smartphone. Available for iPhone and BlackBerry, while Android phones use the Voice Actions app.

• Google SMS – Search through text messages.

News services

To stay informed, Google Apps offers Google Reader, Google News, eBooks and iGoogle services. These platforms allow you to select newsfeeds based on focused topics and keywords. For example, you can choose feeds to retrieve news related to precious metals trading or to the world of real estate financing.

Google Ebooks allows you to download full text books for reading on your mobile device. You can store up to 8000 books on average with the capability of full text search within any book.

With iGoogle, you are able to customize your smartphone browser, so that news, weather, videos and other page elements are just where you want them located on the screen.

Collaboration, organizing, management and productivity

With Google Sync, you can access your Google Calendar and Contacts right from your iPhone or Android smartphone. Google Docs allows users to create and edit a wide variety of office documents from mobile devices.

Your mobile office can also collaborate using Google Cloud Connect for Microsoft Office. With this setup, multiple users can simultaneously read and edit MS Office Word, Excel and PowerPoint documents. Google Apps provides a separate sharing URL for each MS Office file.

An offline editing capability is included with the ability to “smart” sync offline document changes. Google Docs saves all revisions to files in a revision history document.

Office administrators can remotely clean data from lost or stolen phones, lock idle devices, require passwords and perform other administrative functions from their mobile devices.

CRM & Mobile e-commerce

With the Google Shopper app, customers can find information on any product by searching using text or voice, or by scanning the product’s barcode. The Shopper app can also locate online and offline stores. The upcoming Google Wallet app will allow users to pay for products using their mobile phones opening up a new frontier for mobile business activity.

This is a guest article by Ruben Corbo, a writer for the website Broadband Expert, a mobile phone comparisonsite where you can find mobile phone providers in your area and compare prices on the latest new mobile phones.

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Customizing Mobile Express

After you have properly installed Mobile Express, there are a few tasks you need to perform to properly customize Mobile Express for your users. Make sure you are signed on to the Microsoft Dynamics CRM application with a user account that has the System Customizer or System Administrator security role.

The Go Mobile privilege allows you to access Mobile Express. This privilege is enabled by default for each security role. To prevent users from accessing Mobile Express, you need to disable Go Mobile in all security roles assigned to that user.

If a user’s security role gives him access to an entity in MS CRM, they will have the same permissions in Mobile Express.

How you can Customize Mobile Express

In your main Dynamics CRM application, in the Settings area, select Customization, and then click Customize Mobile Express.

1. Select the set of entities you want to enable in Mobile Express from the Available Entities list.

Note: Not all Microsoft Dynamics CRM entities are available in Mobile Express.

Tip: As you evaluate which entities and attributes you want to make available to mobile devices, consider the screen size and usage goals for your users.

1. Select Add.
2. For each entity you selected, customize the attributes that will be available on the Mobile Express form:
3. In the Selected Entities list, double-click the entity.
4. Select the attributes you want to be visible on the Mobile Express form from the Available Attributes list, and then click Add.

Required attributes are automatically listed in the Selected Attributes list; they cannot be removed.

1. (Optional) Change the order in which the entities are listed by using the Move Up and Move Down buttons.

Tip: When you define and organize Mobile Express attributes, consider which are expected to be used most frequently and place them at the top.

1. Select Save and Close.
2. To publish all entities, click Publish All, or to publish selected entities, select specific entities in the Selected Attributes list, and then click Publish.

Crucial Detail for Customizing Mobile Express

When users publish customizations, remember that there is only one “master” publishing mechanism that always publishes Microsoft Dynamics CRM and Mobile Express together. Using the Publish All button in Mobile Express will publish all changes to not only Mobile Express entities, but will also publish any pending changes to the same entities in the main Microsoft Dynamics CRM environment. The reverse is also true: publishing in Microsoft Dynamics CRM will also publish entities in Mobile Express.

1. Note: After you have customized Mobile Express, you need to provide the following access information to your users:
2. Access Mobile Express by using a mobile Web browser to navigate to https://<CRM_server>/m where <CRM_server> is the path to your Microsoft Dynamics CRM server.
3. Sign in using a valid Microsoft Dynamics CRM account.

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Click here to access and download our Free Excel CRM Comparison Tool.

With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Comparison Topics include:

1. Key CRM Features
2. Pricing (Licensing, etc..)
3. Available Modules (e.g. SFA, Marketing, Service, etc)
4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
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6. Industry/NAICS

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2. Pros and Cons of SaaS vs On-premise CRM
3. Crucial User Adoption Factors
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Click here to access and download our Free Excel CRM Comparison Tool.

With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Comparison Topics include:

1. Key CRM Features
2. Pricing (Licensing, etc..)
3. Available Modules (e.g. SFA, Marketing, Service, etc)
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Admin Tips for MS Dynamics CRM Mobile Express

This document provides information about the installation, configuration, and management of Mobile Express.

This document has been written for IT professionals who are responsible for deploying server-side components into their Microsoft Dynamics CRM environments and who need to know the procedures to follow in order to successfully implement Mobile Express. This document also provides additional information for system administrators who need to know how to customize their users’ Mobile Express views.

This article focuses on the deployment of Mobile Express and assumes that you either already have a functioning Microsoft Dynamics CRM environment or will be installing Mobile Express at the same time as a new Microsoft Dynamics CRM system.

To install Mobile Express, you must have administrator permissions on your Microsoft Dynamics CRM server. To configure Mobile Express, you must have the System Administrator or System Customizer security role.

The ability for Mobile Express to access information through the Internet depends on your Microsoft Dynamics CRM environment being configured as an Internet-facing deployment (IFD). If your current system is not exposed to the Internet, users will be limited to accessing Mobile Express from within your corporate network.

What Mobile Express DOES do:

Mobile Express is a new feature in Microsoft Dynamics CRM that lets your users access CRM data and capabilities from a mobile device. Mobile Express runs in a mobile Web browser, such as Internet Explorer Mobile or Safari, on a Web-enabled mobile device. Because Mobile Express lets users stay connected remotely, they can access and use Microsoft Dynamics CRM when they are in the office, travelling, or at a customer location.

Mobile Express works well for:

• Occasional access to your organization’s Microsoft Dynamics CRM environment.
• Always-connected environments.
• High-speed networks.
• Completing a broad range of common CRM tasks.

What Mobile Express does NOT do:

A few things to note that Mobile Express does not do:

• Mobile Express is not a smart client and does not store data locally; it is mobile Web browser-based and users must have an Internet or intranet connection to access customer information. There is no locally stored data option for offline use.
• Mobile Express does not synchronize. Changes you make to your Microsoft Dynamics CRM environment through Mobile Express are immediately stored in the CRM database.

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TCO line items include:

1. Annual License/User price
2. Support
3. Hardware (incl. Server and Users)
4. Implementation
5. Staff
6. Network
7. Mobile
8. and much more.

Free CRM Tool to Compare Software Systems

Click here to access and download our Free Excel CRM Comparison Tool.

With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Comparison Topics include:

1. Key CRM Features
2. Pricing (Licensing, etc..)
3. Available Modules (e.g. SFA, Marketing, Service, etc)
4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
5. Hardware and Network support (Microsoft, Linux, etc…)
6. Industry/NAICS

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How to use Mobile Express for MS CRM

This article describes what Mobile Express is and how you can use it on your Web-enabled mobile device to access your customer information from Dynamics CRM. Because Mobile Express lets you stay connected remotely, you can access and use Microsoft CRM from your mobile device whether you are in the office, traveling, or at a customer location.

Mobile Express is a feature in Microsoft CRM that enables you to access CRM data and capabilities simply and easily. With Mobile Express, you can use any mobile Web browser, such as Internet Explorer Mobile or Safari, in your Web-enabled mobile device to connect to your Dynamics CRM system. Mobile Express does not store data on your mobile device.

Mobile Express works well for the following:

• Occasional access to Microsoft Dynamics CRM.
• High-speed networks.
• Completing a broad range of common CRM tasks.

Users are able to use Mobile Express to access to your customer relationship management (CRM) data.

Some organizations do not allow Internet access to Microsoft Dynamics CRM. In these instances, your mobile device must be connected to your corporate network to access Mobile Express. Your system administrator can tell you if your organization uses this type of set up.

Entities Available in Mobile Express

The following list describes the complete set of Microsoft Dynamics CRM entities that may be available in Mobile Express and how you can work with them in Mobile Express:

• Accounts: Enter a new account or review an existing account, which contains information about companies that do business with your organization.
• Addresses: Enter a new address or look up information for an existing account or contact.
• Appointments: Review existing appointments. An appointment does not include service activities or check for conflicts, and you cannot search for available times.
• Campaigns: Review existing campaigns.
• Cases: Review existing cases.
• Competitors: Review existing competitors.
• Contacts: Enter a new contact or review an existing contact.
• Contracts: Review existing contracts.
• E-mail Messages: Review sent, received, and pending e-mail messages.
• Faxes: Review faxes that have been entered into the system.
• Invoice Products: Review products associated with an invoice.
• Invoices: Review existing invoices.
• Leads: Enter a new lead or review existing leads.
• Letters: Track when a letter has been sent or received.
• Marketing Lists: Review existing marketing lists.
• Notes: Add a new note to an activity or a record, or review an existing note.
• Opportunities: Enter a new opportunity or review an existing opportunity.
• Order Products: Review products associated with an order.
• Orders: Review existing orders.
• Phone Calls: Track when phone calls have been received or made. You cannot dial a phone number directly from this form.
• Quote Products: Review products associated with a quote.
• Quotes: Review existing quotes for opportunities, accounts, or contacts.
• Service Activities: Review service activities.
• Tasks: Create a new task or review an existing task.
• Users: Review or search for people who have an active user account in Microsoft Dynamics CRM.

Using Mobile Express

With Mobile Express, you can use any mobile Web browser in your Web-enabled mobile device to connect to your Microsoft Dynamics CRM system. Mobile Express accesses the same Microsoft Dynamics CRM environment and entities found in Microsoft Dynamics CRM. The primary difference between the two user environments is the display. Mobile Express provides a simplified layout to better support the small screen size of mobile devices. Mobile Express does not store data on your mobile device.

Note: You must have an Internet or intranet connection to use Mobile Express.

Microsoft Dynamics CRM vs Salesforce.com Analysis

Click here to access and download our Free Microsoft Dynamics CRM 2011 Analysis.

Topics addressed include:

1. Salesforce.com vs Microsoft CRM
2. Pros and Cons of SaaS vs On-premise CRM
3. Crucial User Adoption Factors
4. Total Cost of Ownership of Microsoft CRM

Free TCO Cost Calculator for CRM Projects

Click here to access and download our Free CRM TCO Calculator Tool.

With this tool, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO line items include:

1. Annual License/User price
2. Support
3. Hardware (incl. Server and Users)
4. Implementation
5. Staff
6. Network
7. Mobile
8. and much more.

Free Excel Tool for comparing various CRM Systems

Click here to access and download our Free Excel CRM Comparison Tool.

With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Comparison Topics include:

1. Key CRM Features
2. Pricing (Licensing, etc..)
3. Available Modules (e.g. SFA, Marketing, Service, etc)
4. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
5. Hardware and Network support (Microsoft, Linux, etc…)
6. Industry/NAICS

Microsoft CRM 2011 vs Salesforce Webinars

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