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www.eSavvy.com.au eSavvy Mobile for Microsoft Dynamics CRM Guy Riddle Senior Solutions Architect – eSavvy MVP (Most Valued Professionals) - Microsoft

eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

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eSavvy Mobile CRM solution for Microsoft Dynamics CRM is a solution which allows users to access their Microsoft Dynamics CRM features across multiple different mobile devices such as Apple iPhone, Android mobile phones, iPads and Windows Mobile Phones and Windows Tablets. For customers with a BYOD (Bring Your Own Device) mobility environment it provides the ideal platform to easily maintain a single CRM user interface across multiple different mobile platforms. Developed as a platform eSavvy Mobile can easily be customized to customer specific needs (different look and feel, custom entities, etc.). The base platform which is licenced free of charge gives the users the opportunity to use their mobile devices to create new leads, opportunities, qualify leads into opportunities, create and check your activities, make phone calls directly from your CRM or just check what is happening with your most valuable accounts through Activity feeds.

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Page 1: eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

www.eSavvy.com.au

eSavvy Mobilefor Microsoft Dynamics CRM

Guy RiddleSenior Solutions Architect – eSavvyMVP (Most Valued Professionals) - Microsoft

Page 2: eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

Agenda

WHAT IS eSavvy MOBILE CRM SOLUTION AND HOW IT CAN HELP YOU

WHY eSavvy MOBILE CRM – MAIN BENEFITS AND FEATURES

BRING YOUR OWN DEVICE (BYOD) AND USE eSavvy MOBILE CRM

LIVE DEMO OF eSavvy MOBILE CRM

Page 3: eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

Introductions

Guy RiddleSenior Solutions Architect – eSavvyMVP (Most Valued Professionals) - Microsoft

Page 4: eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

Satisfied Customers is our goal. 100% of our customers surveyed said they would refer us.

Leaders in CRM deployment methodology. We teach other partners in it’s use.

Recognised for our expertise. We won 2012 APAC partner of the year

Experienced in more than 150 plus Deployments. eSavvy has worked with a number of major accounts.

A Specialist in Microsoft Dynamics CRM. We are a Gold Certified partner.

Who is eSavvy?

Page 5: eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

The Challenge – Bring Your Own Device

During a recent visit to a local retailers web site it was observed that there were over 60 tablet devices listed all less than $1000

Half were less than $600 in price.

Tablets, Laptops and Mobile Phones have become consumable items which are cheap enough for managers to purchase for their departments and people to purchase on their own

Bring Your own Device (BYOD) is something that isn’t going away soon

Page 6: eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

The Challenge – Bring Your Own Application

Each of these Application Vendors (Google, Microsoft, Apple) provides their own Application Store

Thousands of Applications available for download for free or for a few $ per month

Users now expect their business applications to work easily across a variety of platforms

Bring Your Own Application is something that all IT departments will have to deal with

Page 7: eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

The Advent of the Enterprise Application Store

“Apps downloaded from public app stores for mobile devices disrupt IT security, application and procurement strategies” according to Ian Finley Gartner Research Vice President

By 2017 Gartner expects 25% of enterprises will have an Enterprise Application Store to manage BYOA and to reduce IT costs

Enterprises will need custom business applications that can support multiple different platforms and be part of these Enterprise Application Stores. The will be looking for providers that offer cross-platform support for Web, PC and Mobile Apps as well as for different devices

Page 8: eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

eSavvy’s Mobile CRM Solution

A mobility client where…

The solution is available across all devices (Android, Apple and Microsoft)

The solution is offline capable

The solution is fully open and customizable

The code base is the same across all the devices so as to reduce maintenance costs are lower

The base solution is low cost (i.e. Licensed for Free)*

Allows for Push Notifications and full solution analytics

*N.B. A small installation charge applies

Page 9: eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

eSavvy Mobile CRM vs. Other Mobility Solutions

Capability eSavvy Mobile CRM

Microsoft CWR Comments

iPad Client √ √ √ Microsoft version has limited entities and doesn’t provide scripting. CWR provides Scripting only

Windows Mobile √ √ √

iPhone √ × √Android Phone and Tablet

√ × √

Offline Capability √ × √

Pricing (Base Solution is Free)

√ √ ×

Same Code Base across environments

√ N/A ×

Push Notifications √ × ×

Full Analytics √ × ×

Page 10: eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

eSavvy MOBILE For those of you whom are Technical…

Page 11: eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

Native vs. Hybrid apps vs. Mobile Web Apps

Page 12: eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

What is a Hybrid Mobile App?

Hybrid apps, like native apps, run on the device, and are written with web technologies (HTML5, CSS and JavaScript).

Hybrid apps run inside a native container, and leverage the device’s browser engine (but not the browser) to render the HTML and process the JavaScript locally.

Page 13: eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

eSavvy Mobile CRMs Architecture

Client

Server

Web ServicesJSONP

Page 14: eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

Appcelerator (Titanium)Titanium provides close to native performance.Allows the development for several platforms at once.Compiles to Native Code.Better custom modules.They will support Windows 8.

Sencha TouchMVC codebase.Easier to find errorsLightweight version for mobile.Portable code.

eSavvy Mobile CRMs Architecture

Push Notifications (Parse)Keep customers informed and connected.Engage customers.Drive traffic to our web site.

Analytics (Flurry) Investigate how users interact with the app.Learn how, when, where and by what kind of audience the app is used.Increase engagement, retention and monetization.

Page 15: eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

eSavvy Mobile CRMSOLUTION DEMO

Demo

Page 16: eSavvy Mobile CRM - Use CRM on iPhones, iPads, Android phones or tablets

www.eSavvy.com.au

THANK YOU FOR ATTENDING!

Guy RiddleSenior Solutions Architect, eSavvy

[email protected]