Good and Geeky

David Allen Wizardgold

David Allen Wizardgold

How to Be Good and Geeky One Step at a Time

Customer Relations Management for iPad – Doing the Business iPad Style

Table of Contents

Good and geeky

Salesforce mobile Dashboards

The iPad in the working environment – iPad at work

Customer relationships are really important when you are conducting a business and the iPad is able to help you do the job of CRM, Customer Relationship Management. The iPad is able to keep you connected during your working day and make sure that you have all of the facts of your business right in front of you. There is nothing better than being totally prepared for your next client meeting and having the best iPad apps for business and the business software for mac to help you.

The Amazing iPad

iPad for Business – Always ready for action

Compared with using a laptop computer the iPad is brilliant, because you have that instant on facility, which gives you less thumb twiddling time to have to deal with. It really is most useful to have the information directly there, rather than having to wait for a laptop computer to boot up. Then when you do have the iPad out and in front of your customer, you have the multitouch gestures, so that you can quickly do what you need to do with taps, pinches and swipes. You can flick an iPad business application into action and you have your customer data in front of you and it will be completely natural the way it works. No trouble at all to be able to manage your responsibilities for sales with your customers, wherever you might be. You might even be meeting with a customer at your office or place of business, but then again, you could be out and about meeting somebody, over a cup of tea at Starbucks. Some people even like to do business while eating some food in a restaurant, a little bit of wining and dining, to further encourage the client to part with cash in your direction. One of the good things about the iPad, and there are many good things about the iPad, is that you can even take into a pub and not worry if some beer gets spilt on it.

Connecting to the Salesforce

There are some very specialised applications that you can use to do the Customer Relationship Management with your iPad with apps that have been built for connecting to Oracle or salesforce.com business services. There is also the SAP Business One Mobile Application, with this you are able to look at reports, the content, process requests for approval and do all the management of the customer and partner information and data. All from your iPad which has to be one of the most versatile small business computers out there now.

<img style=”display:block; margin-left:auto; margin-right:auto;” src=”http://nostylus.com/wp-content/uploads/2011/10/SAP-Business-One-Mobile.png” alt=”SAP Business One Mobile” title=”SAP Business One Mobile” ” border=”0″ width=”549″ height=”358″ />

I need to see the Oracle about the future of the business

Another Customer Relationship Management application for iPad would be Mobile Edge for Oracle’s Siebel CRM. With this you can look at accounts, contacts leads and tickets, as well as checking out business opportunities. You will be able to get in and manage the specially setup fields and objects, that you have configured in your Siebel CRM environment. So that is, just about all that you can do with your main setup, but you are mobile instead.

iPad business apps – SalesForce

<img style=”display:block; margin-left:auto; margin-right:auto;” src=”http://nostylus.com/wp-content/uploads/2011/10/SalesForce-Mobile-Dashboards-1.png” alt=”SalesForce Mobile Dashboards 1″ title=”SalesForce Mobile Dashboards 1″ ” border=”0″ width=”549″ height=”212″ />

Salesforce.com have an application called Salesforce Chatter for iPad. This allows you to connect with your people and sales groups within your organisation. You have access to the documents and to the links that are shared by others in the same Salesforce group. Basically whatever are those things you to do, to stay connected with your office while you’re out on the road.

Making use of this new technology especially with having some iPad small business apps installed will help you, whether you are a boss or if you are a foot soldier within a business, you will be able to get more done and be more successful. You know what they say about being lucky and being successful. The harder you work, the luckier you get. One of the things that the computer, including the iPad, is good at, is the repetitive tasks. So spending a small amount of time to set up a workflow will pay off, when you are able to use that work flow often and just get more things done.

Using a universal tool instead of a specialist app

Don’t forget that with the CRM business databases, you do also have the option of using FileMaker or Bento to give you what you need to get the job done. The beauty of using a free-form iPad database that can be customised, is that you can make it work well for whatever task you want it to do. You have FileMaker Go for iPad and also Bento for iPad.For Filemaker you have to have the Filemaker application on the desktop computer, in order to create the database format.

Daylite Touch

Daylight touch for iPad

The Daylight search application for iPad lets you organise your sales activities. As the business user it is easy to track new and sales opportunities, that are already there, add or modify the contact data, use the built-in calendar and the task management features. An application like this is built for collaboration and makes it easier for you to collaborate with your employees and also your co-workers.

iPad apps for business

Your specific needs for running your business will be unique to you, and it may well be that you need to try out several different iPad business applications, before getting the right one. Don’t give up though, because there is most certainly an application that is going to be just right for you. For instance what you might need to do, is to be able to recall information on services that you provide and then to capture the customer signature to turn over the responsibility to the right person. Then you want to have that all happen wirelessly, so that the information is sent directly back to the headquarters and the billing department can create a receipt for the customer and send off an invoice using Mac business software.

To a large extent the use of mobile devices like this in the workplace, and at the workplace in the field, is uncharted territory, which has to be learned and be turned into second nature as a way of working. The thing to do is to get your hands on some of the iPad business applications and meld them to your use and needs.

The Amazing iPad

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