Features - W-Systems · configuration, email accounts, and security settings. Notification Services can also be configured in the wMobile Manager Console. Document Management If there

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Wireless CRM for GoldMine

wMobile is a web-based client for GoldMine® based CRM systems. Users access wMobile from their desktop computer, tablet or phone. wMobile enables GoldMine users to access the functionality of GoldMine in a lightweight web client.

Features

InterfacewMobile has a web based user interface that mirrors the GoldMine Premium user experience. On a laptop, desktop (PC or Mac), iPad, or tablet, users can connect live through a web browser. On a mobile phone a simplified user interface presents information and functionality on the smaller screens of mobile devices. Custom GoldMine field views are accessible and search fields are customizable in both Phone and Desktop Editions. wMobile Desktop includes functionality for merging letter templates, viewing and adding to the KnowledgeBase, managing Cases, Opportunities, and Projects.

Administration ConsoleAdministrators have a central application to manage users, wMobile configuration, email accounts, and security settings. Notification Services can also be configured in the wMobile Manager Console.

Document ManagementIf there are linked documents related to a contact the user can access them by downloading the document from the server to the local desktop. Users can upload new documents in Desktop Edition. Documents can be sent to any contact via email.

Users can quickly look up key contact information as well as detailed CRM

information


Contact DetailsIn the Desktop Edition, contacts appear with a full screen layout with critical information on the top half of the screen. Detail information such as interaction history, linked documents, custom field views, and notes appear in easy to navigate tabs in the lower half. wMobile supports record-typing so field views will match between GoldMine and wMobile. Tab selection is customizable by an administrator and/or a user. Frequently used functions can be made readily available, while unused functions can be removed to simplify the user experience.

Google IntegrationwMobile Desktop delivers a built in Google tab for quick and easy research related to the currently viewed contact record including mapping, direction, and web links. User options tell wMobile which contact fields to search on for targeting your Google results.

Phone & Email IntegrationwMobile interacts with your mobile phone allowing you to quickly call and email contacts. Users have full access to one or more email accounts. Sent and received email messages will be linked in the GoldMine contact history, based on a matching email address.

MetricsKey metrics such as calls completed, sales completed and emails processed are viewable for individuals and teams based on security rights.

Activity ListTo-do activities are easily accessed by the user in both list and calendar formats. Users can edit, reschedule and complete activities quickly from the Activity List or calendar. The user can easily navigate to related contact records.

Calendar & ActivitieswMobile allows you to review, edit, add, and complete activities with immediate update of your GoldMine database, including recurring activities. You can schedule and review activities for GoldMine team members on an intuitive graphical calendar. wMobile supports activity notifications when new activities are assigned to a user, when changes are made to activities, when alarms are due, and on completion of activities marked for RSVP.

Users can view maps of contact location and get turn by turn directions

From the Phone Edition search results page, users can easily email or call

contacts, view recent Pending or History activities, or access contact details.

Users can add new and update their existing sales opportunities


Sales & MarketingwMobile allows you to manage sales forecasts and opportunities on both the desktop and mobile phone. wMobile users can attach automated marketing process tracks to contacts allowing the automation of marketing and administrative tasks.

Maps & DirectionswMobile displays your contacts location on a map and can generate turn-by-turn directions to the contact.

Opportunity ManagementSales users can easily add, edit and close their opportunities. wMobile offers a variety of filtering mechanisms to make it easy to select opportunities of certain types closing in certain periods.

High Performance & Scalable TechnologywMobile Phone and Desktop Edition will scale to support 100+ users on a single server. wMobile’s lightweight web clients support worldwide access to GoldMine from a single web server location. wMobile 3.1 supports the wMobile Desktop Edition on Apple iPads and other tablets. wMobile is an inexpensive one time purchase giving you a perpetual license to web-enable your remote CRM users. wMobile maintenance is charged per license and provides product updates throughout the maintenance period, free registration to wMobile training webinars, and tech support. Licenses are assigned to specific GoldMine users in the wMobile Manager Console.

Supported Browsers & Phone DeviceswMobile supports all phone devices such as iPhone®, Google Android®, Blackberry®, and Windows Phones as well as all worldwide mobile phone carriers and systems with internet data service. wMobile Desktop is supported on Windows workstations, laptops (PC or Macintosh), iPad®, and tablet operating systems. Supported browsers include Internet Explorer (9 or above), Safari, Firefox, Google Chrome and Edge.

Users can compose new Email messages and have them led to

GoldMine

wMobile includes a fully functional email client and email archiving options

Installation & CongurationwMobile requires no remote installation on mobile devices. Your wMobile users are up and running in seconds just by adding a new web address to the web browser. wMobile automatically inherits configuration from your GoldMine system.

Administration console allows an admin to manage user access, email accounts,

and customizations


Server Requirements

Software Requirements

• Windows Server 2003, 2008, 2012, 2016, 32 bit or 64 bit editions

• GoldMine Corporate or Premium Edition (GoldMine versions 7.x,8.x,9.x, 2013, 2014, 2015, 2016, 2017)

• Microsoft SQL Server 2005 or later (MS SQL 2000 is NOT supported in wMobile)

• Microsoft .NET Framework 4.0

• Microsoft ASP.NET 4.0 (a component of .NET Framework)

• Microsoft IIS 6 or later (Internet Information Services)

Hardware Requirements

• CPU: 2.0 Ghz or better

• Disk: 500 MB or better

• RAM: 2 GB RAM (reserved for wMobile web server process) or better dependent on the number of concurrent users and other applications running on server

Requirements may be higher for large databases or for systems with large number of users.

Workstation Requirements

Operating System

wMobile Phone is supported on any mobile device with an intenet connection and web browser.

wMobile Desktop is supported on Windows, Mac, and tablet operating systems (including iPads) with an internet connection and web browser.

Note: wMobile Desktop 3.1 is now supported on tablet devices such as iPads or Android Tablets.

Supported Devices and Browsers

• iPhone

• iPad

• Android

• Blackberry

• Windows Phone

• Microsoft Internet Explorer 10 or higher

• Firefox

• Google Chrome

• Apple Safari

• Microsoft Edge