Exact CRM app review

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Exact has created a new app with a new user experience (UX).  This app will eventually replace the Exact Synergy app. The UX was greatly improved allowing quick access to contacts, sales opportunities, activities, appointments, and documents. Unlike its predecessor, this app was designed to maximize the UX for iOS devices, iPhone and iPad. Exact has plans in 2014 to design the CRM app for Android devices. Exact is already designing other prototypes.

Here is a quick comparison of improvements over to its predecessor. You can get to information quicker without having to swipe ‘back’ multiple times! For example, navigating to a customers sales opportunities detail, required you to go back up, backup to where you started.

You can instantly view all of your active sales opportunities without having to go to the customer or prospect information first. You can filter sales opportunities by follow-up date or close date. Sales opportunities now include any sales opportunities (card), and or any sales activity (workflow type). A sales administrator can add the new ‘follow-up’ date field to sales opportunities and to any sales activity (workflow type). In addition, an admin can set any sales activity (workflow type) to be included as a sales opportunity by selecting the definition ‘sales forecast’ checkbox. A user can update active sales opportunities, including the ‘follow-up’ date, remarks, and activities.

One of my favorite features, allows the user to see a Twitter stream of the customer, prospect, or supplier, etc. Read what a customer is tweeting before you walk into an appointment, or make a phone call. You can quickly add one or multiple Twitter accounts to the customer’s Twitter stream with a dynamic search, then add (+) button. Other social (external references) are visible from the contact information.

A user can not add a customer or a prospect. That feature still exists within the Exact Synergy app. However, you can add a new Contact and link it to an existing customer or prospect.

Exact CRM app was designed to utilize web services which provides access to more business entities and will help with future development.

– Sales opportunities
– Accounts (Customer, Prospect, etc.)
– Contact persons
– Activities
– Appointments
– Documents
– Calendar
– Colleagues
– Multi language

– iOS 6.0 or above
– Exact Synergy Enterprise Product Update 252 and above.

iPhone and iPad
Exact CRM app for iPhone and iPad

Earlier review of Exact Synergy Mobile app 2.0
What can do with the new app – Exact Corporate Blog

Please post your questions below