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Saratoga CRM for iPad

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Aptean
Aptean

Saratoga CRM for iPad is a native iPad application that allows users mobile access to CRM information from the Saratoga CRM system, including creating and managing CRM data from anywhere. It has both an iPad app and server component, and utilizes many of the iPad's native features. It requires Saratoga 6.7.8 HF1 be installed on a server meeting certain requirements, and can be used on an iPad 2 or higher running iOS 5.0.1 or above.

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SARATOGA CRM FOR IPAD Nathalie Thibault Product Manager APTEAN I YOUR SUCCESS. OUR PASSION. 1
What is Saratoga CRM for iPad? • Saratoga CRM for iPad is a native application build specifically for the iPad • Has a client and server component – Saratoga CRM for iPad App on App Store – Saratoga Device Server • More mobile options APTEAN I YOUR SUCCESS. OUR PASSION. 2
Saratoga CRM for iPad Features • Mobile access to CRM information – Create and manage CRM information from anywhere – Search capabilities – Read-only offline support • iPad Dashboard • Integration with other Apps • Use of native features (GPS, camera, signature capture) • Fully customizable in Saratoga tool set – Flexible navigation and form layout APTEAN I YOUR SUCCESS. OUR PASSION. 3
Requirements • Install Saratoga 6.7.8 HF1 • Server Machine – Microsoft Internet Information Services 7.0 or above – Windows 2008 Server • R2 64-bit recommended • 32-bit also supported – .NET 4.0 • iPad – iOS 5.0.1 and above – iPad 2 or 3 is recommended APTEAN I YOUR SUCCESS. OUR PASSION. 4
DEMO APTEAN I YOUR SUCCESS. OUR PASSION. 5
New Features – December release • Support of prompt reports • Ability to see a grid on the dashboard • Ability for quick search to search multiple fields APTEAN I YOUR SUCCESS. OUR PASSION. 6
Customer Portal App • Gives you access to Customer Portal from your iPad. • Step 1 - Download the free Saratoga CRM for iPad App from the Apple App Store. • Step 2 - Launch the App • Server URL: http://customerportal.saratogasystems.com/sc rmdeviceserver • Username: your user name for Customer Portal • Password: your password for Customer Portal APTEAN I YOUR SUCCESS. OUR PASSION. 7
APTEAN I YOUR SUCCESS. OUR PASSION. 8
APTEAN I YOUR SUCCESS. OUR PASSION. 9
Q&A APTEAN I YOUR SUCCESS. OUR PASSION. 10

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Saratoga CRM for iPad

  • 1. SARATOGA CRM FOR IPAD Nathalie Thibault Product Manager APTEAN I YOUR SUCCESS. OUR PASSION. 1
  • 2. What is Saratoga CRM for iPad? • Saratoga CRM for iPad is a native application build specifically for the iPad • Has a client and server component – Saratoga CRM for iPad App on App Store – Saratoga Device Server • More mobile options APTEAN I YOUR SUCCESS. OUR PASSION. 2
  • 3. Saratoga CRM for iPad Features • Mobile access to CRM information – Create and manage CRM information from anywhere – Search capabilities – Read-only offline support • iPad Dashboard • Integration with other Apps • Use of native features (GPS, camera, signature capture) • Fully customizable in Saratoga tool set – Flexible navigation and form layout APTEAN I YOUR SUCCESS. OUR PASSION. 3
  • 4. Requirements • Install Saratoga 6.7.8 HF1 • Server Machine – Microsoft Internet Information Services 7.0 or above – Windows 2008 Server • R2 64-bit recommended • 32-bit also supported – .NET 4.0 • iPad – iOS 5.0.1 and above – iPad 2 or 3 is recommended APTEAN I YOUR SUCCESS. OUR PASSION. 4
  • 5. DEMO APTEAN I YOUR SUCCESS. OUR PASSION. 5
  • 6. New Features – December release • Support of prompt reports • Ability to see a grid on the dashboard • Ability for quick search to search multiple fields APTEAN I YOUR SUCCESS. OUR PASSION. 6
  • 7. Customer Portal App • Gives you access to Customer Portal from your iPad. • Step 1 - Download the free Saratoga CRM for iPad App from the Apple App Store. • Step 2 - Launch the App • Server URL: http://customerportal.saratogasystems.com/sc rmdeviceserver • Username: your user name for Customer Portal • Password: your password for Customer Portal APTEAN I YOUR SUCCESS. OUR PASSION. 7
  • 8. APTEAN I YOUR SUCCESS. OUR PASSION. 8
  • 9. APTEAN I YOUR SUCCESS. OUR PASSION. 9
  • 10. Q&A APTEAN I YOUR SUCCESS. OUR PASSION. 10